Pullen Investment Management, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $166 Billion distributed in 100 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $10.6B, Vanguard Total Stock Market Et with a value of $8.19B, Schwab Strategic Tr Us Broad M with a value of $4.8B, Microsoft Corp with a value of $4.49B, and Berkshire Hathaway Inc Class B with a value of $4.05B.
Examining the 13F form we can see an increase of $7.66B in the current position value, from $158B to 166B.
Pullen Investment Management, LLC is based out at Bradenton, FL
Below you can find more details about Pullen Investment Management, LLC portfolio as well as his latest detailed transactions.