Fund HoldingsPullen Investment Management, LLC

Total Portfolio Value
$199.18M
Total Bought
$32.19M
Total Sold
$23.32M
Net Transaction
+$8.86M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
LINCOLN EDL SVCS CORP(LINC)185,962187,905+1,9434,4917,6443.84%+3,153
LOUISIANA PAC CORP(LPX)039,812+39,81202,8961.45%+2,896
ARCBEST CORP(ARCB)028,735+28,73502,8261.42%+2,826
OLD DOMINION FREIGHT LINE IN(ODFL)09,615+9,61501,8790.94%+1,879
WABASH NATL CORP0214,128+214,12801,8460.93%+1,846
ALAMO GROUP INC08,931+8,93101,4730.74%+1,473
HOME DEPOT INC(HD)04,237+4,23701,3940.70%+1,394
DRIVEN BRANDS HLDGS INC(DRVN)80,894195,239+114,3451,1992,4621.24%+1,263
CHEVRON CORPORATION(CVX)27,23925,555-1,6844,1515,2872.65%+1,136
BROWN & BROWN INC(BRO)017,214+17,21401,1230.56%+1,123
FTI CONSULTING INC(FCN)9,65114,433+4,7821,6492,5511.28%+903
UNIFIRST CORP MASS(UNF)13,84514,017+1722,6713,5271.77%+856
MADISON SQUARE GRDN SPRT COR(MSGS)12,68112,830+1493,2804,1242.07%+844
KIRBY CORP(KEX)35,39535,461+663,9004,7122.37%+812
MARATHON PETE CORP(MPC)10,0699,808-2611,6382,3951.20%+757
VIRTU FINL INC(VIRT)61,42262,042+6202,0472,7291.37%+682
FIRSTCASH HOLDINGS INC(FCFS)20,26320,492+2293,2303,8521.93%+623
DNOW INC(DNOW)164,336228,832+64,4962,1772,7251.37%+548
EXXON MOBIL CORP11,73111,486-2451,4121,9490.98%+537
UNIVERSAL TECHNICAL INST INC(UTI)51,05251,687+6351,3341,8660.94%+532
NATIONAL PRESTO INDS INC(NPK)15,02715,230+2031,6042,0871.05%+483
AZZ INC22,88723,284+3972,4532,9141.46%+460
PREFORMED LINE PRODS CO(PLPC)06,891+6,89101,8660.94%+1,866
NEWMONT CORP(NEM)38,84239,844+1,0023,8784,3132.17%+435
HUMANA INC(HUM)02,009+2,00903480.17%+348
STEPAN CO(SCL)35,42840,285+4,8571,6782,0131.01%+336
LOCKHEED MARTIN CORP(LMT)2,8642,805-591,3851,6950.85%+310
SOUTHERN CO(SO)29,29829,249-492,5552,8231.42%+268
JOHNSON & JOHNSON(JNJ)6,7726,793+211,4011,6610.83%+259
HONEYWELL INTL INC(HON)7,4957,588+931,4621,7150.86%+253
SPDR GOLD TR(GLD)7,1197,138+192,8213,0711.54%+250
WARNER MUSIC GROUP CORP(WMG)30,96346,886+15,9239501,1970.60%+248
INGRAM MICRO HLDG CORP(INGM)107,783109,121+1,3382,3002,5441.28%+244
VERIZON COMMUNICATIONS INC(VZ)20,88821,770+8828511,0930.55%+242
WILLIAMS COS INC(WMB)17,39317,320-731,0451,2610.63%+215
TITAN MACHY INC65,45270,244+4,7929841,1740.59%+190
SHELL PLC(SHEL)8,2178,247+306047670.39%+163
CNX RES CORP(CNX)68,08368,928+8452,5032,6571.33%+154
DUKE ENERGY CORP NEW(DUK)12,28312,131-1521,4401,5880.80%+149
MERCK & CO INC(MRK)11,02910,855-1741,1611,3060.66%+145
MSA SAFETY INC(MSA)16,02616,404+3782,5662,6891.35%+123
CME GROUP INC(CME)6,6066,521-851,8041,9260.97%+122
COSTCO WHOLESALE CORPORATION(COST)1,8181,684-1341,5681,6780.84%+111
ISHARES U S ETF TR
BLOOMBERG ROLL
8,8779,114+2374335420.27%+109
RENTOKIL INITIAL PLC(RTO)48,64448,528-1161,4331,5280.77%+95
LABCORP HOLDINGS INC(LH)6,3806,267-1131,6011,6720.84%+71
WALMART INC(WMT)5,4385,443+56066760.34%+71
ISHARES GOLD TR(IAU)6,9927,030+385686200.31%+52
CDW CORP(CDW)2,3333,031+6983183670.18%+49
ESSENTIAL UTILS INC(WTRG)11,76112,381+6204514990.25%+47
EQT CORP(EQT)4,3924,304-882352740.14%+38
LKQ CORP(LKQ)52,62255,372+2,7501,5891,6260.82%+37
INTERACTIVE BROKERS GROUP IN(IBKR)19,41219,123-2891,2481,2830.64%+34
COCA COLA CO(KO)2,9062,930+242032230.11%+20
PAN AMERN SILVER CORP(PAAS)6,5756,472-1033413540.18%+13
VANGUARD INDEX FDS1,5831,58303023110.16%+8
WISDOMTREE TR(WT)2,7222,72202402430.12%+3
CISCO SYS INC(CSCO)24,50624,359-1471,8881,8900.95%+2
BLACKROCK ETF TRUST II7,7127,758+464074030.20%-4
JANUS DETROIT STR TR
B-BBB CLO ETF
8,6688,679+114134040.20%-9
PNC FINL SVCS GROUP INC(PNC)9,7409,672-682,0332,0131.01%-20
NORFOLK SOUTHN CORP(NSC)3,9593,885-741,1431,1150.56%-28
CROWN CASTLE INC(CCI)14,05814,997+9391,2491,2190.61%-30
DOLLAR GEN CORP(DG)2,1902,172-182912580.13%-33
ALLSTATE CORP(ALL)10,71010,593-1172,2292,1961.10%-33
ISHARES TR3,4283,42804233880.19%-35
BERKSHIRE HATHAWAY INC DEL1107557180.36%-37
VANGUARD INDEX FDS84284204113680.18%-43
SYSCO CORP(SYY)14,42414,276-1481,0631,0180.51%-45
CROWN HLDGS INC(CCK)11,20811,040-1681,1541,1070.56%-47
AMAZON COM INC(AMZN)3,0043,009+56936270.31%-67
MASTERCARD INCORPORATED(MA)94594505394720.24%-67
SOUNDTHINKING INC163,969187,130+23,1611,3171,2390.62%-78
VISA INC(V)1,8711,880+96565680.29%-88
JPMORGAN CHASE & CO(JPM)3,1123,103-91,0039130.46%-90
PARSONS CORP DEL(PSN)19,94820,994+1,0461,2331,1370.57%-96
BROADCOM INC(AVGO)2,9452,957+121,0199150.46%-104
HANOVER INS GROUP INC(THG)14,42914,605+1762,6372,5321.27%-105
BERKLEY W R CORP21,84221,400-4421,5321,4180.71%-113
GRAPHIC PACKAGING HLDG CO(GPK)0174,749+174,74901,7370.87%+1,737
STATE STR SPDR S&P 500 ETF T(SPY)6,1656,16504,2044,0092.01%-195
SCHWAB STRATEGIC TR175,243175,24304,5974,3992.21%-198
UNILEVER PLC(UL)25,03824,899-1391,6381,4180.71%-219
OLLIES BARGAIN OUTLET HLDGS(OLLI)14,18314,434+2511,5551,3290.67%-226
BARRICK MNG CORP(B)84,91184,995+843,6983,4671.74%-231
TETRA TECHNOLOGIES INC DEL(TTI)0313,793+313,79302,6741.34%+2,674
MONRO INC91,64297,723+6,0811,8371,5670.79%-269
CRAWFORD & CO251,417254,448+3,0312,8282,5371.27%-292
GENCOR INDS INC24,5030-24,5033180-318
AMERICAN VANGUARD CORP331,570374,032+42,4621,2679310.47%-335
BERKSHIRE HATHAWAY INC DEL8,3208,018-3024,1823,8421.93%-340
FEDERAL AGRIC MTG CORP(AGM)17,81618,549+7333,1282,7521.38%-376
TURTLE BEACH CORP143,337158,866+15,5292,0111,6110.81%-400
VANGUARD INDEX FDS29,12829,175+479,7669,3604.70%-406
VANGUARD INDEX FDS18,82118,819-211,80311,2455.65%-558
KENVUE INC(KVUE)33,2980-33,2985740-574
SENECA FOODS CORP NEW(SENEA)33,69420,043-13,6513,7283,0291.52%-699
SPECTRUM BRANDS HOLDINGS INC(SPB)40,96822,610-18,3582,4201,6660.84%-754
JANUS DETROIT STR TR
HENDRSON AAA CL
49,31529,759-19,5562,4941,4990.75%-995
MARZETTI COMPANY(MZTI)6,2580-6,2581,0290-1,029
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