Pullen Investment Management, LLC
Top Portfolio Positions
85 positions ·
$166,272,682 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LINC |
Lincoln Educational Services Corp
Consumer Defensive
|
187,905 | $7,643,975 | 4.60% | |
| CVX |
Chevron Corp
Energy
|
25,555 | $5,287,329 | 3.18% | |
| KEX |
Kirby Corp
Industrials
|
35,461 | $4,712,057 | 2.83% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
39,844 | $4,313,113 | 2.59% | |
| MSGS |
Madison Square Garden Sports Corp.
Communication Services
|
12,830 | $4,123,562 | 2.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,165 | $4,009,346 | 2.41% | |
| FCFS |
FirstCash Holdings, Inc.
Financial Services
|
20,492 | $3,852,496 | 2.32% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
8,018 | $3,842,225 | 2.31% | |
| UNF |
Unifirst Corp
Industrials
|
14,017 | $3,526,537 | 2.12% | |
| B |
Barrick Mining Corp
Basic Materials
|
84,995 | $3,466,946 | 2.09% |
Portfolio Trend
9 quarters · across all stocks
Holdings in PLPC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,865,738 | 6,891 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,405,421 | 6,799 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,491,693 | 12,703 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,745,285 | 10,921 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,515,773 | 10,820 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $605,469 | 4,738 | Shares | Sole | 2025-02-24 | |
| No 13F history on record for this holder in this stock. | ||||||