Pullen Investment Management, LLC Portfolio Holdings

Pullen Investment Management, LLC

  • $185 Billion
  • Q3 2025

Pullen Investment Management, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $185 Billion distributed in 99 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 $11.5B, Vanguard Total Stock Market Et with a value of $8.86B, Schwab Strategic Tr Us Broad M with a value of $5.18B, Microsoft Corp with a value of $4.71B, and Huntington Ingalls Industries, Inc. with a value of $4.42B.

Examining the 13F form we can see an increase of $18.7B in the current position value, from $166B to 185B.

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 $185 Billion
ETFs: $39.6 Billion
Financial Services: $30.2 Billion
Industrials: $23.7 Billion
Consumer Defensive: $22.7 Billion
Energy: $17.2 Billion
Technology: $11.7 Billion
Consumer Cyclical: $8.03 Billion
Basic Materials: $7.34 Billion
Other: $15.1 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.68 Billion 1.45% of portfolio
-
Q3 2025 Added 16.48%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $185 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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