Fund HoldingsPullen Investment Management, LLC

Total Portfolio Value
$158.35M
Total Bought
$24.22M
Total Sold
$18.63M
Net Transaction
+$5.58M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
CISCO SYS INC(CSCO)024,615+24,61501,5190.96%+1,519
INGRAM MICRO HLDG CORP(INGM)067,977+67,97701,2060.76%+1,206
RENTOKIL INITIAL PLC(RTO)048,634+48,63401,1140.70%+1,114
SYSCO CORP(SYY)014,309+14,30901,0740.68%+1,074
VERIZON COMMUNICATIONS INC(VZ)022,272+22,27201,0100.64%+1,010
PREFORMED LINE PRODS CO(PLPC)4,73810,820+6,0826051,5160.96%+910
CROWN CASTLE INC(CCI)015,626+15,62601,6291.03%+1,629
MRC GLOBAL INC076,895+76,89508830.56%+883
SELECTIVE INS GROUP INC(SIGI)12,73622,548+9,8121,1912,0641.30%+873
SOUNDTHINKING INC142,040159,138+17,0981,8552,6971.70%+842
STEPAN CO(SCL)7,05522,990+15,9354561,2650.80%+809
BERKSHIRE HATHAWAY INC DEL01+107980.50%+798
KENVUE INC(KVUE)69,90785,894+15,9871,4932,0601.30%+567
BERKSHIRE HATHAWAY INC DEL8,6988,455-2433,9434,5032.84%+560
CROWN HLDGS INC(CCK)5,70911,230+5,5214721,0020.63%+530
NEWMONT CORP(NEM)032,929+32,92901,5901.00%+1,590
HONEYWELL INTL INC(HON)4,8317,628+2,7971,0911,6151.02%+524
UNIFIRST CORP MASS(UNF)4,6557,357+2,7027961,2800.81%+484
JANUS DETROIT STR TR
HENDRSON AAA CL
18,36627,636+9,2709311,4010.89%+470
MADISON SQUARE GRDN SPRT COR(MSGS)7,43110,744+3,3131,6772,0921.32%+415
HUMANA INC(HUM)01,522+1,52204030.25%+403
REVVITY INC(RVTY)03,564+3,56403770.24%+377
OLLIES BARGAIN OUTLET HLDGS(OLLI)6,2179,094+2,8776821,0580.67%+376
HESS CORP12,81513,010+1951,7052,0781.31%+374
SENECA FOODS CORP NEW(SENEA)27,97428,559+5852,2172,5431.61%+326
FIRSTCASH HOLDINGS INC(FCFS)16,81017,148+3381,7422,0631.30%+322
FMC CORP(FMC)07,446+7,44603140.20%+314
BARRICK GOLD CORP86,28784,904-1,3831,3371,6511.04%+313
MP MATERIALS CORP(MP)31,02632,185+1,1594847860.50%+302
HUNTINGTON INGALLS INDS INC(HII)15,56815,830+2622,9423,2302.04%+288
SOUTHERN CO(SO)29,66229,630-322,4422,7241.72%+283
HANOVER INS GROUP INC(THG)11,97212,217+2451,8522,1251.34%+274
CHEVRON CORP NEW(CVX)16,48815,866-6222,3882,6541.68%+266
AMERICAN VANGUARD CORP178,242243,143+64,9018251,0700.68%+245
BERKLEY W R CORP22,95422,100-8541,3431,5730.99%+229
COCA COLA CONS INC(COKE)1,6491,699+502,0782,2941.45%+216
JOHNSON & JOHNSON(JNJ)6,4076,815+4089271,1300.71%+204
HALLADOR ENERGY COMPANY015,000+15,00001840.12%+184
NORTHWESTERN ENERGY GROUP IN(NWE)30,76331,265+5021,6451,8091.14%+165
SPDR GOLD TR(GLD)7,2576,667-5901,7571,9211.21%+164
WILLIAMS COS INC(WMB)22,46023,022+5621,2161,3760.87%+160
CME GROUP INC(CME)6,9216,661-2601,6071,7671.12%+160
VANGUARD INDEX FDS23,34225,154+1,8126,7656,9134.37%+149
VIRTU FINL INC(VIRT)044,922+44,92201,7121.08%+1,712
DUKE ENERGY CORP NEW(DUK)12,84712,370-4771,3841,5090.95%+125
SHELL PLC(SHEL)7,9398,468+5294976210.39%+123
ESSENTIAL UTILS INC(WTRG)10,14912,287+2,1383694860.31%+117
UNILEVER PLC(UL)27,70628,341+6351,5711,6881.07%+117
FOX CORP(FOX)022,293+22,29301,1750.74%+1,175
VISA INC(V)1,7651,845+805586470.41%+89
EXXON MOBIL CORP12,32911,871-4581,3261,4120.89%+86
LKQ CORP(LKQ)28,10826,147-1,9611,0331,1120.70%+79
NORFOLK SOUTHN CORP(NSC)3,7073,998+2918709470.60%+77
SLR INVESTMENT CORP60,36862,084+1,7169761,0470.66%+71
MARATHON PETE CORP(MPC)10,19810,220+221,4231,4890.94%+66
AZZ INC19,12619,429+3031,5671,6241.03%+58
LINCOLN EDL SVCS CORP(LINC)209,755212,715+2,9603,3183,3762.13%+57
ISHARES U S ETF TR
BLOOMBERG ROLL
9,0709,237+1674324790.30%+48
JPMORGAN CHASE & CO.(JPM)3,0573,163+1067337760.49%+43
LANCASTER COLONY CORP(MZTI)5,5175,688+1719559950.63%+40
GLADSTONE LD CORP67,42372,862+5,4397327670.48%+35
ALLSTATE CORP(ALL)11,47810,849-6292,2132,2471.42%+34
ISHARES GOLD TR(IAU)6,3255,856-4693133450.22%+32
JANUS DETROIT STR TR
B-BBB CLO ETF
7,8808,490+6103874130.26%+26
MASTERCARD INCORPORATED(MA)1,0411,04105485710.36%+22
VANGUARD INDEX FDS18,02418,933+9099,7129,7306.14%+18
CRAWFORD & CO165,490168,884+3,3941,9131,9291.22%+16
VANGUARD INDEX FDS1,5831,58302682730.17%+5
WISDOMTREE TR(WT)2,7222,72202122160.14%+4
WARNER MUSIC GROUP CORP(WMG)47,73447,239-4951,4801,4810.94%+1
BLACKROCK ETF TRUST II9,0018,940-614684680.30%0
COCA COLA CO(KO)4,1553,552-6032592540.16%-4
HCW BIOLOGICS INC75,11675,116034210.01%-12
WALMART INC(WMT)10,04710,028-199088800.56%-27
ISHARES TR3,4283,42803483180.20%-30
VANGUARD INDEX FDS84284203463120.20%-33
FRONTDOOR INC(FTDR)11,85615,949+4,0936486130.39%-35
PROCTER AND GAMBLE CO(PG)2,2341,784-4503753040.19%-71
TETRA TECHNOLOGIES INC DEL(TTI)507,650518,371+10,7211,8171,7421.10%-76
ALLIENT INC47,52848,961+1,4331,1541,0760.68%-78
LABCORP HOLDINGS INC(LH)6,9186,464-4541,5861,5040.95%-82
MERCK & CO INC(MRK)11,48611,721+2351,1431,0520.66%-91
INTERACTIVE BROKERS GROUP IN(IBKR)5,1974,898-2999188110.51%-107
CDW CORP(CDW)6,1355,919-2161,0689490.60%-119
GRAPHIC PACKAGING HLDG CO(GPK)109,243109,373+1302,9672,8391.79%-128
SPECTRUM BRANDS HLDGS INC NE(SPB)12,02812,361+3331,0168840.56%-132
COSTCO WHSL CORP NEW(COST)1,9341,731-2031,7721,6381.03%-134
KIRBY CORP(KEX)31,28931,378+893,3103,1692.00%-141
FEDERAL AGRIC MTG CORP(AGM)16,01316,012-13,1543,0021.90%-151
CNX RES CORP(CNX)32,15132,633+4821,1791,0270.65%-152
BROADCOM INC(AVGO)2,9093,010+1016745040.32%-170
FIGS INC(FIGS)112,236114,149+1,9136955240.33%-171
SPDR S&P 500 ETF TR(SPY)6,1986,165-333,6333,4492.18%-184
LOCKHEED MARTIN CORP(LMT)3,0562,894-1621,4851,2930.82%-192
TREEHOUSE FOODS INC44,64650,675+6,0291,5681,3730.87%-196
GENCOR INDS INC042,311+42,31105150.32%+515
COTERRA ENERGY INC9,1470-9,1472340-234
PNC FINL SVCS GROUP INC(PNC)10,1429,736-4061,9561,7111.08%-245
SCHWAB STRATEGIC TR231,021229,949-1,0725,2444,9513.13%-293
VESTIS CORPORATION(VSTS)60,24661,110+8649186050.38%-313
Page 1 of 1