Pullen Investment Management, LLC
•CIK: 2011668•Filing: Q4 2025
Pullen Investment Management, LLC manages $190M across a diversified portfolio of 97 positions. The fund exhibits a significant allocation to broad market indices, notably VOO ($11.8M) and VTI ($9.8M). Key concentrated holdings include HII ($5.2M), SCHB ($4.6M), and LINC ($4.5M), alongside major tech and defensive names such as MSFT ($4.4M) and BRK/B ($4.2M). This structure suggests a core focus on established market leaders while maintaining tactical exposure across sectors.
Total AUM
$189.9M
QoQ Performance
+2.8%
Positions
90
Top 10 Concentration
29.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VTI
VOO6.2%
VTI5.1%
HII2.8%
SCHB2.4%
LINC2.4%
MSFT2.3%
SPY2.2%
BRK/B2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.3%
ETF8.4%
Financial4.2%
Technology3.9%
Utilities2.1%
Energy1.6%
Consumer1.5%
Industrial1.5%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW8 new positions
↑42 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024