Pullen Investment Management, LLC Portfolio Holdings

Pullen Investment Management, LLC

  • $158 Billion
  • Q1 2025

Pullen Investment Management, LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $158 Billion distributed in 104 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 $9.73B, Vanguard Total Stock Market Et with a value of $6.91B, Schwab Strategic Tr Us Broad M with a value of $4.95B, Berkshire Hathaway Inc Class B with a value of $4.5B, and Spdr S&P 500 ETF Trust with a value of $3.45B.

Examining the 13F form we can see an increase of $4.52B in the current position value, from $154B to 158B.

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 $158 Billion
ETFs: $32.7 Billion
Financial Services: $27.4 Billion
Consumer Defensive: $20 Billion
Industrials: $17.3 Billion
Energy: $13.7 Billion
Technology: $10.1 Billion
Consumer Cyclical: $6.92 Billion
Basic Materials: $6.68 Billion
Other: $17.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$216 Million 0.14% of portfolio
2,722
Q3 2024 New
$18.3B
$218 Million 0.14% of portfolio
4,083
Q1 2025 Reduced 81.08%
$455M
$184 Million 0.12% of portfolio
15,000
Q1 2025 New
$297M
$21.2 Million 0.01% of portfolio
75,116
Q3 2024 Reduced 11.75%

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $158 Billion
  • Prior Value $154 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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