Pullen Investment Management, LLC Portfolio Holdings

Pullen Investment Management, LLC

  • $118 Billion
  • Q1 2024

Pullen Investment Management, LLC has filed its 13F form on May 01, 2024 for Q1 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 97 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 $8.02B, Vanguard Total Stock Market Et with a value of $5.52B, Schwab Strategic Tr Us Broad M with a value of $4.79B, Microsoft Corp with a value of $4.05B, and Berkshire Hathaway Inc Class B with a value of $3.94B.

Examining the 13F form we can see an increase of $118B in the current position value.

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.

Portfolio value $118 Billion
ETFs: $25.2 Billion
Financial Services: $20.3 Billion
Industrials: $13.1 Billion
Energy: $12.1 Billion
Consumer Defensive: $11 Billion
Basic Materials: $8.88 Billion
Healthcare: $6.95 Billion
Consumer Cyclical: $5.69 Billion
Other: $14.8 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.02 Billion 6.78% of portfolio
16,693
Q1 2024 New
$0
$5.52 Billion 4.66% of portfolio
21,222
Q1 2024 New
$0
$4.79 Billion 4.05% of portfolio
78,507
Q1 2024 New
$3.33T
$4.05 Billion 3.42% of portfolio
9,633
Q1 2024 New
$529B
$3.94 Billion 3.33% of portfolio
9,374
Q1 2024 New
$0
$3.13 Billion 2.64% of portfolio
5,980
Q1 2024 New
$314B
$2.95 Billion 2.49% of portfolio
22,345
Q1 2024 New
$306B
$2.86 Billion 2.41% of portfolio
18,121
Q1 2024 New
$8.05B
$2.37 Billion 2.0% of portfolio
81,284
Q1 2024 New
$7.17B
$2.25 Billion 1.9% of portfolio
23,629
Q1 2024 New
$9.84B
$2.24 Billion 1.89% of portfolio
7,676
Q1 2024 New
$86.5B
$2.21 Billion 1.87% of portfolio
10,960
Q1 2024 New
$45.7B
$2.16 Billion 1.83% of portfolio
14,175
Q1 2024 New
$1.68B
$2.11 Billion 1.78% of portfolio
10,706
Q1 2024 New
$84.4B
$2.08 Billion 1.76% of portfolio
29,044
Q1 2024 New
$43.2B
$2.07 Billion 1.75% of portfolio
11,947
Q1 2024 New
$29.8B
$1.71 Billion 1.45% of portfolio
28,740
Q1 2024 New
$62.8B
$1.71 Billion 1.45% of portfolio
10,610
Q1 2024 New
$11.2B
$1.64 Billion 1.38% of portfolio
30,637
Q1 2024 New
$18.2B
$1.61 Billion 1.36% of portfolio
7,364
Q1 2024 New
$70.7B
$1.56 Billion 1.32% of portfolio
7,240
Q1 2024 New
$29.5B
$1.54 Billion 1.3% of portfolio
92,762
Q1 2024 New
$122B
$1.46 Billion 1.24% of portfolio
3,218
Q1 2024 New
$33.2B
$1.46 Billion 1.24% of portfolio
40,812
Q1 2024 New
$376B
$1.44 Billion 1.22% of portfolio
1,964
Q1 2024 New
$0
$1.42 Billion 1.2% of portfolio
5,401
Q1 2024 New
$20.9B
$1.42 Billion 1.2% of portfolio
16,011
Q1 2024 New
$7.74B
$1.38 Billion 1.17% of portfolio
48,374
Q1 2024 New
$768M
$1.35 Billion 1.14% of portfolio
42,903
Q1 2024 New
$2.31B
$1.33 Billion 1.12% of portfolio
64,728
Q1 2024 New
$77.2B
$1.32 Billion 1.11% of portfolio
13,605
Q1 2024 New
$74.2B
$1.31 Billion 1.1% of portfolio
6,357
Q1 2024 New
$318M
$1.26 Billion 1.06% of portfolio
121,908
Q1 2024 New
$382B
$1.17 Billion 0.98% of portfolio
7,368
Q1 2024 New
$10.8B
$1.15 Billion 0.97% of portfolio
187,437
Q1 2024 New
$139B
$1.12 Billion 0.95% of portfolio
22,413
Q1 2024 New
$8.47B
$1.08 Billion 0.91% of portfolio
13,016
Q1 2024 New
$4.91B
$1.03 Billion 0.87% of portfolio
8,087
Q1 2024 New
$144B
$1.02 Billion 0.86% of portfolio
4,955
Q1 2024 New
$4.21B
$1 Billion 0.85% of portfolio
30,371
Q1 2024 New
$11.1B
$997 Million 0.84% of portfolio
8,921
Q1 2024 New
$239M
$954 Million 0.81% of portfolio
57,132
Q1 2024 New
$0
$909 Million 0.77% of portfolio
-
Q1 2024 New
$357M
$914 Million 0.77% of portfolio
16,064
Q1 2024 New
$265M
$887 Million 0.75% of portfolio
68,461
Q1 2024 New
$531M
$874 Million 0.74% of portfolio
54,820
Q1 2024 New
$13.6B
$859 Million 0.73% of portfolio
23,169
Q1 2024 New
$1.92B
$851 Million 0.72% of portfolio
11,011
Q1 2024 New
$337M
$839 Million 0.71% of portfolio
24,158
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $118 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 01, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 97 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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