Fund HoldingsPullen Investment Management, LLC

Total Portfolio Value
$136.79M
Total Bought
$19.35M
Total Sold
$6.83M
Net Transaction
+$12.52M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
KENVUE INC(KVUE)047,657+47,65701,1020.81%+1,102
SELECTIVE INS GROUP INC(SIGI)08,402+8,40207840.57%+784
TETRA TECHNOLOGIES INC DEL(TTI)0247,039+247,03907660.56%+766
VIRTU FINL INC(VIRT)66,69272,628+5,9361,4972,2121.62%+715
HANOVER INS GROUP INC(THG)4,4348,172+3,7385561,2100.88%+654
WARNER MUSIC GROUP CORP(WMG)29,83349,993+20,1609141,5651.14%+650
JANUS DETROIT STR TR
HENDRSON AAA CL
7,31319,400+12,0873729870.72%+615
FIGS INC(FIGS)076,802+76,80205250.38%+525
GRAPHIC PACKAGING HLDG CO(GPK)83,04890,000+6,9522,1772,6631.95%+486
AGNICO EAGLE MINES LTD(AEM)28,15028,722+5721,8412,3141.69%+473
NEWMONT CORP(NEM)39,73139,552-1791,6642,1141.55%+451
VANGUARD INDEX FDS17,15817,097-618,5819,0216.60%+440
COCA COLA CONS INC(COKE)9741,126+1521,0571,4821.08%+425
OLLIES BARGAIN OUTLET HLDGS(OLLI)04,257+4,25704140.30%+414
BERKSHIRE HATHAWAY INC DEL9,1819,013-1683,7354,1483.03%+413
SOUTHERN CO(SO)29,51729,963+4462,2902,7021.98%+412
LOCKHEED MARTIN CORP(LMT)3,1503,198+481,4711,8691.37%+398
CRAWFORD & CO98,458113,458+15,0008511,2450.91%+394
ALLSTATE CORP(ALL)11,77511,985+2101,8802,2731.66%+393
SOUNDTHINKING INC51,86288,152+36,2906321,0220.75%+390
STEPAN CO(SCL)05,047+5,04703900.29%+390
FRONTDOOR INC(FTDR)08,082+8,08203880.28%+388
CROWN CASTLE INC(CCI)16,21916,528+3091,5851,9611.43%+376
CNX RES CORP(CNX)27,39931,310+3,9116661,0200.75%+354
FOX CORP(FOX)47,48148,283+8021,5201,8731.37%+353
MONRO INC44,36648,757+4,3911,0581,4071.03%+349
UNILEVER PLC(UL)30,37530,951+5761,6702,0111.47%+340
PNC FINL SVCS GROUP INC(PNC)10,33410,477+1431,6071,9371.42%+330
BARRICK GOLD CORP91,56892,964+1,3961,5271,8491.35%+322
KIRBY CORP(KEX)23,40625,294+1,8882,8023,0972.26%+294
NORTHWESTERN ENERGY GROUP IN(NWE)18,20221,067+2,8659121,2050.88%+293
VANGUARD INDEX FDS22,01621,825-1915,8896,1804.52%+290
FEDERAL AGRIC MTG CORP(AGM)11,33712,416+1,0792,0502,3271.70%+277
SCHWAB STRATEGIC TR77,15577,007-1484,8515,1223.74%+272
HUNTINGTON INGALLS INDS INC(HII)7,6738,164+4911,8902,1581.58%+268
SENECA FOODS CORP NEW(SENEA)16,46119,132+2,6719451,1920.87%+248
TREEHOUSE FOODS INC21,18624,342+3,1567761,0220.75%+246
PAN AMERN SILVER CORP(PAAS)52,45261,594+9,1421,0431,2850.94%+243
LINCOLN EDL SVCS CORP(LINC)124,832143,950+19,1181,4811,7191.26%+238
DUKE ENERGY CORP NEW(DUK)13,19313,443+2501,3221,5501.13%+228
MADISON SQUARE GRDN SPRT COR(MSGS)4,4195,084+6658311,0590.77%+227
FIRSTCASH HOLDINGS INC(FCFS)8,2849,530+1,2468691,0940.80%+225
WISDOMTREE TR(WT)02,722+2,72202140.16%+214
SPDR GOLD TR(GLD)6,7776,843+661,4571,6631.22%+206
AZZ INC11,37913,119+1,7408791,0840.79%+205
CME GROUP INC(CME)7,1017,229+1281,3961,5951.17%+199
LABCORP HOLDINGS INC(LH)7,0517,260+2091,4351,6221.19%+188
DOMINION ENERGY INC(D)19,72019,707-139661,1390.83%+173
UNIVERSAL TECHNICAL INST INC(UTI)56,42065,160+8,7408871,0600.77%+172
SPECTRUM BRANDS HLDGS INC NE(SPB)7,1098,179+1,0706117780.57%+167
NORFOLK SOUTHN CORP(NSC)4,3084,394+869251,0920.80%+167
SANDSTORM GOLD LTD109,976125,360+15,3845987520.55%+154
UNIFIRST CORP MASS(UNF)2,8063,195+3894816350.46%+153
MP MATERIALS CORP(MP)21,21323,436+2,2232704140.30%+144
SPDR S&P 500 ETF TR(SPY)5,9805,913-673,2543,3932.48%+138
JOHNSON & JOHNSON(JNJ)7,2067,334+1281,0531,1890.87%+135
WALMART INC(WMT)11,41411,247-1677739080.66%+135
COMSTOCK RES INC(CRK)51,73360,045+8,3125376680.49%+131
GENCOR INDS INC58,12959,603+1,4741,1241,2430.91%+119
PARSONS CORP DEL(PSN)13,55811,695-1,8631,1091,2130.89%+103
GLADSTONE LD CORP47,10653,333+6,2276457410.54%+96
AIR TRANSPORT SERVICES GRP I18,30321,458+3,1552543470.25%+94
COSTCO WHSL CORP NEW(COST)1,9651,975+101,6711,7511.28%+81
WILLIAMS COS INC(WMB)21,77621,746-309259930.73%+67
FMC CORP(FMC)7,6827,717+354425090.37%+67
BERKLEY W R CORP15,68622,793+7,1071,2331,2930.95%+60
MASTERCARD INCORPORATED(MA)1,0431,041-24605140.38%+54
EXXON MOBIL CORP12,48212,699+2171,4371,4891.09%+52
ISHARES GOLD TR(IAU)6,5046,50402863230.24%+38
COCA COLA CO(KO)4,1554,15502642990.22%+34
BROADCOM INC(AVGO)3173,140+2,8235095420.40%+33
SLR INVESTMENT CORP55,37161,264+5,8938919220.67%+31
VISA INC(V)1,6211,650+294254540.33%+28
LANCASTER COLONY CORP(MZTI)3,8184,216+3987217440.54%+23
VANGUARD INDEX FDS1,5831,58302542760.20%+22
PROCTER AND GAMBLE CO(PG)2,2412,234-73703870.28%+17
EQT CORP(EQT)22,31722,898+5818258390.61%+14
ESSENTIAL UTILS INC(WTRG)11,84611,808-384424550.33%+13
JPMORGAN CHASE & CO.(JPM)2,9802,913-676036140.45%+12
BLACKROCK ETF TRUST II8,6958,690-54544650.34%+11
ISHARES TR3,4283,42803173280.24%+11
VANGUARD INDEX FDS84284203153230.24%+8
ISHARES U S ETF TR
BLOOMBERG ROLL
9,4369,43604664700.34%+4
JANUS DETROIT STR TR
B-BBB CLO ETF
7,5617,544-173723690.27%-3
HONEYWELL INTL INC(HON)4,8874,990+1031,0441,0310.75%-12
LKQ CORP(LKQ)29,32130,222+9011,2191,2060.88%-13
HCW BIOLOGICS INC85,11675,116-10,00055410.03%-15
COTERRA ENERGY INC10,07410,07402692410.18%-27
SHELL PLC(SHEL)7,4957,565+705414990.36%-42
ALLIENT INC13,55515,546+1,9913432950.22%-47
BOEING CO(BA)2,1542,15403923270.24%-65
MARATHON PETE CORP(MPC)10,62810,820+1921,8441,7631.29%-81
HUMANA INC(HUM)1,8851,944+597046160.45%-89
MERCK & CO INC(MRK)012,834+12,83401,4571.07%+1,457
CHEVRON CORP NEW(CVX)17,40117,667+2662,7222,6021.90%-120
HESS CORP13,97714,178+2012,0621,9251.41%-137
AMERICAN VANGUARD CORP70,08981,143+11,0546034300.31%-173
MICROSOFT CORP(MSFT)9,6679,606-614,3214,1343.02%-187
A-MARK PRECIOUS METALS INC(GOLD)000000
INTERACTIVE BROKERS GROUP IN(IBKR)8,5545,583-2,9711,0497780.57%-271
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