Pullen Investment Management, LLC
Q3 2026 13F filing
Updated 13 days ago101 disclosed positions worth $209.3M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $12.8M | 18.3K | 6.11% | Trimmed(-3.6%) |
| 2 | V VANGUARD INDEX FDS | $10.4M | 27.9K | 4.99% | Trimmed(-5.1%) |
| 3 | M MADISON SQUARE GRDN SPRT COR | $5.2M | 12.8K | 2.47% | Trimmed(-0.7%) |
| 4 | S SCHWAB STRATEGIC TR | $4.9M | 168.9K | 2.37% | Trimmed(-3.4%) |
| 5 | S STATE STR SPDR S&P 500 ETF T | $4.7M | 6.1K | 2.24% | Trimmed(-0.1%) |
| 6 | K KIRBY CORP | $4.7M | 35.5K | 2.23% | Added(+0.2%) |
| 7 | M MICROSOFT CORP | $4.6M | 9.0K | 2.19% | Unchanged |
| 8 | B BERKSHIRE HATHAWAY INC DEL | $4M | 8.1K | 1.93% | Added(+2.3%) |
| 9 | O OLLIES BARGAIN OUTLET HLDGS | $4M | 46.7K | 1.91% | Added(+0.7%) |
| 10 | A FEDERAL AGRIC MTG CORP | $4M | 19.1K | 1.89% | Added(+0.6%) |
| 11 | M MARATHON PETE CORP | $3.9M | 9.8K | 1.85% | Added(+0.3%) |
| 12 | A ARCBEST CORP | $3.7M | 29.0K | 1.77% | Added(+0.6%) |
| 13 | S SENECA FOODS CORP NEW | $3.6M | 20.2K | 1.72% | Added(+0.7%) |
| 14 | I INGRAM MICRO HLDG CORP | $3.6M | 134.2K | 1.72% | Added(+0.6%) |
| 15 | ? N/A DNOW INC | $3.6M | 230.8K | 1.71% | Added(+0.6%) |
| 16 | A AZZ INC | $3.5M | 26.2K | 1.69% | Added(+12.8%) |
| 17 | F FRONTDOOR INC | $3.5M | 48.1K | 1.68% | Added(+0.6%) |
| 18 | B BARRICK MNG CORP | $3.4M | 83.5K | 1.62% | Added(+0.3%) |
| 19 | D DRIVEN BRANDS HLDGS INC | $3.4M | 285.7K | 1.61% | Trimmed(-1.4%) |
| 20 | A ACADEMY SPORTS & OUTDOORS IN | $3.2M | 67.1K | 1.54% | Trimmed(-1.4%) |
| 21 | C CRAWFORD & CO | $3.2M | 255.6K | 1.52% | Added(+0.5%) |
| 22 | N NEWMONT CORP | $3M | 26.1K | 1.44% | Trimmed(-33.4%) |
| 23 | M MSA SAFETY INC | $3M | 16.6K | 1.41% | Added(+0.6%) |
| 24 | W WABASH NATL CORP | $3M | 239.5K | 1.41% | Added(+10.3%) |
| 25 | F FIRSTCASH HOLDINGS INC | $2.8M | 13.1K | 1.33% | Trimmed(-36.0%) |
| 26 | G SPDR GOLD TR | $2.7M | 7.2K | 1.31% | Added(+0.5%) |
| 27 | B BARRETT BUSINESS SVCS INC | $2.7M | 87.9K | 1.27% | Added(+0.6%) |
| 28 | C CISCO SYS INC | $2.6M | 24.6K | 1.27% | Added(+0.3%) |
| 29 | S STEPAN CO | $2.6M | 41.3K | 1.23% | Added(+0.7%) |
| 30 | F FOX FACTORY HLDG CORP | $2.5M | 137.4K | 1.21% | Added(+0.7%) |
| 31 | S SOUTHERN CO | $2.5M | 30.0K | 1.19% | Added(+1.6%) |
| 32 | T TURTLE BEACH CORP | $2.5M | 193.6K | 1.18% | Added(+20.6%) |
| 33 | A ALAMO GROUP INC | $2.4M | 15.2K | 1.12% | Added(+0.7%) |
| 34 | C CHEVRON CORPORATION | $2.3M | 11.1K | 1.08% | Trimmed(-51.5%) |
| 35 | F FORTREA HLDGS INC | $2.2M | 111.3K | 1.06% | — |
| 36 | P PNC FINL SVCS GROUP INC | $2.2M | 9.7K | 1.03% | Added(+0.3%) |
| 37 | C CNX RES CORP | $2.2M | 69.3K | 1.03% | Added(+0.6%) |
| 38 | H HOME DEPOT INC | $2M | 7.0K | 0.96% | Trimmed(-1.0%) |
| 39 | L LABCORP HOLDINGS INC | $1.9M | 6.3K | 0.92% | Unchanged |
| 40 | H HEARTLAND EXPRESS INC | $1.9M | 163.3K | 0.91% | Added(+135.9%) |
| 41 | T TETRA TECHNOLOGIES INC DEL | $1.9M | 315.9K | 0.89% | Added(+0.5%) |
| 42 | J JOHNSON & JOHNSON | $1.8M | 7.0K | 0.88% | Added(+0.7%) |
| 43 | M MIDDLEBY CORP | $1.8M | 16.9K | 0.84% | — |
| 44 | C CME GROUP INC | $1.7M | 6.6K | 0.83% | Added(+0.3%) |
| 45 | O OLD DOMINION FREIGHT LINE IN | $1.7M | 9.7K | 0.81% | Added(+0.3%) |
| 46 | T TITAN MACHY INC | $1.7M | 72.3K | 0.80% | Added(+0.7%) |
| 47 | E ESAB CORPORATION | $1.6M | 24.5K | 0.77% | — |
| 48 | ? N/A SOUNDTHINKING INC | $1.6M | 194.0K | 0.77% | Added(+0.4%) |
| 49 | M MERCK & CO INC | $1.6M | 11.0K | 0.77% | Added(+0.6%) |
| 50 | I INTERACTIVE BROKERS GROUP IN | $1.6M | 18.8K | 0.77% | Unchanged |