Fund Holdings — Pullen Investment Management, LLC

Total Portfolio Value
$184.70M
Total Bought
$27.03M
Total Sold
$12.33M
Net Transaction
+$14.70M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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CHEVRON CORP NEW(CVX)14,81827,977+13,1592,1224,3452.35%+2,223
TETRA TECHNOLOGIES INC DEL(TTI)597,228695,165+97,9372,0073,9972.16%+1,991
VIRTU FINL INC(VIRT)6,48661,154+54,6682912,1711.18%+1,880
NATIONAL PRESTO INDS INC(NPK)015,004+15,00401,6830.91%+1,683
TURTLE BEACH CORP(TBCH)073,779+73,77901,1730.64%+1,173
BARRICK MNG CORP(B)85,09984,522-5771,7722,7701.50%+998
VANGUARD INDEX FDS18,66318,810+14710,60111,5196.24%+918
AMERICAN VANGUARD CORP320,489373,267+52,7781,2562,1431.16%+886
FIRSTCASH HOLDINGS INC(FCFS)17,29620,176+2,8802,3373,1961.73%+859
NEWMONT CORP(NEM)32,83732,821-161,9132,7671.50%+854
MONRO INC(MNRO)60,63593,488+32,8539041,6800.91%+776
PREFORMED LINE PRODS CO(PLPC)10,92112,703+1,7821,7452,4921.35%+746
SENECA FOODS CORP NEW(SENEA)28,80633,526+4,7202,9223,6191.96%+697
LINCOLN EDL SVCS CORP(LINC)158,531184,148+25,6173,6544,3272.34%+673
VANGUARD INDEX FDS26,95126,997+468,1918,8604.80%+668
AMAZON COM INC(AMZN)03,003+3,00306590.36%+659
AZZ INC19,68222,932+3,2501,8602,5031.35%+643
MADISON SQUARE GRDN SPRT COR(MSGS)10,83712,647+1,8102,2642,8711.55%+606
HUNTINGTON INGALLS INDS INC(HII)15,87615,340-5363,8334,4172.39%+583
HANOVER INS GROUP INC(THG)12,32014,393+2,0732,0932,6141.42%+521
MRC GLOBAL INC148,096172,361+24,2652,0302,4851.35%+455
PARSONS CORP DEL(PSN)17,68320,658+2,9751,2691,7130.93%+444
COCA COLA CONS INC(COKE)17,16719,918+2,7511,9172,3341.26%+417
CRAWFORD & CO(CRD-A)215,079250,517+35,4382,2762,6811.45%+405
STEPAN CO(SCL)28,21540,337+12,1221,5401,9241.04%+384
INGRAM MICRO HLDG CORP(INGM)92,508107,581+15,0731,9282,3121.25%+384
SCHWAB STRATEGIC TR201,520201,522+24,8025,1812.81%+379
TREEHOUSE FOODS INC92,355107,393+15,0381,7942,1701.18%+377
SPDR GOLD TR(GLD)6,8186,886+682,0782,4481.33%+369
WARNER MUSIC GROUP CORP(WMG)47,01047,140+1301,2811,6060.87%+325
SPDR S&P 500 ETF TR(SPY)6,1656,16503,8094,1072.22%+298
SPECTRUM BRANDS HLDGS INC NE(SPB)35,73541,595+5,8601,8942,1851.18%+291
JANUS DETROIT STR TR
HENDRSON AAA CL
30,29435,948+5,6541,5371,8250.99%+288
INTERACTIVE BROKERS GROUP IN(IBKR)19,54819,748+2001,0831,3590.74%+276
PAN AMERN SILVER CORP(PAAS)06,575+6,57502550.14%+255
MARATHON PETE CORP(MPC)10,0409,965-751,6681,9211.04%+253
MICROSOFT CORP(MSFT)9,0269,084+584,4904,7052.55%+216
SCHWAB STRATEGIC TR07,167+7,16702090.11%+209
JOHNSON & JOHNSON(JNJ)6,8286,746-821,0431,2510.68%+208
LKQ CORP(LKQ)25,91637,842+11,9269591,1560.63%+197
NORFOLK SOUTHN CORP(NSC)3,9793,993+141,0191,2000.65%+181
LABCORP HOLDINGS INC(LH)6,4416,501+601,6911,8661.01%+175
SELECTIVE INS GROUP INC(SIGI)22,74826,438+3,6901,9712,1431.16%+172
BROADCOM INC(AVGO)2,9432,94308119710.53%+160
SOUNDTHINKING INC(SSTI)160,653186,990+26,3372,0972,2551.22%+158
PNC FINL SVCS GROUP INC(PNC)9,6759,705+301,8041,9501.06%+146
ALLSTATE CORP(ALL)10,78810,791+32,1722,3161.25%+145
BERKSHIRE HATHAWAY INC DEL8,3368,326-104,0494,1862.27%+136
CNX RES CORP(CNX)33,06838,614+5,5461,1141,2400.67%+127
MARZETTI COMPANY(MZTI)5,7076,420+7139861,1090.60%+123
LOCKHEED MARTIN CORP(LMT)2,8902,889-11,3381,4420.78%+104
SYSCO CORP(SYY)14,24014,337+971,0791,1810.64%+102
SOUTHERN CO(SO)29,22129,387+1662,6832,7851.51%+102
JPMORGAN CHASE & CO.(JPM)3,1443,146+29119920.54%+81
DUKE ENERGY CORP NEW(DUK)12,29812,370+721,4511,5310.83%+80
GRAPHIC PACKAGING HLDG CO(GPK)160,002176,190+16,1883,3713,4481.87%+77
UNIVERSAL TECHNICAL INST INC(UTI)19,08822,221+3,1336477230.39%+76
BERKLEY W R CORP21,98222,031+491,6151,6880.91%+73
RENTOKIL INITIAL PLC(RTO)48,39948,758+3591,1621,2310.67%+70
ISHARES GOLD TR(IAU)6,3986,381-173994640.25%+65
MERCK & CO INC(MRK)11,03211,098+668739310.50%+58
VERIZON COMMUNICATIONS INC(VZ)21,02222,008+9869109670.52%+58
EXXON MOBIL CORP11,96811,877-911,2901,3390.73%+49
UNIFIRST CORP MASS(UNF)7,4268,653+1,2271,3981,4470.78%+49
ISHARES TR3,4283,42803774140.22%+36
VANGUARD INDEX FDS84284203694040.22%+35
HUMANA INC(HUM)1,5201,547+273724020.22%+31
ESSENTIAL UTILS INC(WTRG)12,13911,992-1474514780.26%+28
GLADSTONE LD CORP(LAND)75,01786,273+11,2567637900.43%+27
BERKSHIRE HATHAWAY INC DEL1107297540.41%+25
JANUS DETROIT STR TR
B-BBB CLO ETF
8,2158,660+4453964170.23%+21
ISHARES U S ETF TR
BLOOMBERG ROLL
9,9499,934-155025230.28%+21
VANGUARD INDEX FDS1,5831,58302802950.16%+15
WISDOMTREE TR(WT)2,7222,72202242370.13%+13
SHELL PLC(SHEL)7,8917,933+425565670.31%+12
WILLIAMS COS INC(WMB)17,03817,062+241,0701,0810.59%+11
MASTERCARD INCORPORATED(MA)94594505315380.29%+6
VISA INC(V)1,7831,849+666336310.34%-2
TITAN MACHY INC(TITN)33,72639,336+5,6106686580.36%-10
CISCO SYS INC(CSCO)24,48024,597+1171,6981,6830.91%-15
EQT CORP(EQT)4,0814,072-92382220.12%-16
DOLLAR GEN CORP NEW(DG)2,0612,042-192362110.11%-25
BLACKROCK ETF TRUST II8,2227,695-5274344100.22%-25
CME GROUP INC(CME)6,6316,666+351,8281,8010.98%-27
VESTIS CORPORATION(VSTS)61,92072,302+10,3823553280.18%-27
SLR INVESTMENT CORP(SLRC)53,97354,386+4138718320.45%-40
UNILEVER PLC(UL)28,22628,386+1601,7271,6830.91%-44
FMC CORP(FMC)7,3817,340-413082470.13%-61
CROWN HLDGS INC(CCK)11,16211,253+911,1491,0870.59%-63
FEDERAL AGRIC MTG CORP(AGM)15,95717,938+1,9813,1003,0131.63%-87
CROWN CASTLE INC(CCI)15,56615,554-121,5991,5010.81%-98
CDW CORP(CDW)5,8965,943+471,0539470.51%-106
COSTCO WHSL CORP NEW(COST)1,7181,702-161,7011,5750.85%-125
HONEYWELL INTL INC(HON)7,5777,589+121,7651,5970.86%-167
COCA COLA CO(KO)2,9060-2,9062060—-206
REVVITY INC(RVTY)3,1490-3,1493050—-305
GENCOR INDS INC(GENC)48,55924,405-24,1546803570.19%-323
KENVUE INC(KVUE)85,41385,761+3481,7881,3920.75%-396
WALMART INC(WMT)9,9725,339-4,6339755500.30%-425
KIRBY CORP(KEX)31,56435,477+3,9133,5802,9611.60%-619
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Pullen Investment Management, LLC — 13F Holdings — Q3 2025 | TickerTrail