Fund HoldingsPullen Investment Management, LLC

Total Portfolio Value
$189.87M
Total Bought
$26.97M
Total Sold
$24.49M
Net Transaction
+$2.48M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR014,161+14,16102,9791.57%+2,979
MSA SAFETY INC(MSA)016,026+16,02602,5661.35%+2,566
DNOW INC(DNOW)0164,336+164,33602,1771.15%+2,177
FTI CONSULTING INC(FCN)09,651+9,65101,6490.87%+1,649
UNILEVER PLC(UL)025,038+25,03801,6380.86%+1,638
CNX RES CORP(CNX)38,61468,083+29,4691,2402,5031.32%+1,263
UNIFIRST CORP MASS(UNF)8,65313,845+5,1921,4472,6711.41%+1,224
DRIVEN BRANDS HLDGS INC(DRVN)080,894+80,89401,1990.63%+1,199
NEWMONT CORP(NEM)32,82138,842+6,0212,7673,8782.04%+1,111
ISHARES TR04,277+4,27701,0530.55%+1,053
KIRBY CORP(KEX)35,47735,395-822,9613,9002.05%+939
BARRICK MNG CORP(B)84,52284,911+3892,7703,6981.95%+928
VANGUARD INDEX FDS26,99729,128+2,1318,8609,7665.14%+906
TURTLE BEACH CORP73,779143,337+69,5581,1732,0111.06%+838
HUNTINGTON INGALLS INDS INC(HII)15,34015,418+784,4175,2432.76%+827
COCA COLA CONS INC(COKE)19,91819,958+402,3343,0601.61%+726
JANUS DETROIT STR TR
HENDRSON AAA CL
35,94849,315+13,3671,8252,4941.31%+669
UNIVERSAL TECHNICAL INST INC(UTI)22,22151,052+28,8317231,3340.70%+611
OLLIES BARGAIN OUTLET HLDGS(OLLI)014,183+14,18301,5550.82%+1,555
LKQ CORP(LKQ)37,84252,622+14,7801,1561,5890.84%+433
MADISON SQUARE GRDN SPRT COR(MSGS)12,64712,681+342,8713,2801.73%+409
SPDR GOLD TR(GLD)6,8867,119+2332,4482,8211.49%+374
TITAN MACHY INC39,33665,452+26,1166589840.52%+326
VANGUARD INDEX FDS18,81018,821+1111,51911,8036.22%+285
SPECTRUM BRANDS HLDGS INC NE(SPB)41,59540,968-6272,1852,4201.27%+235
MERCK & CO INC(MRK)11,09811,029-699311,1610.61%+229
CISCO SYS INC(CSCO)24,59724,506-911,6831,8880.99%+205
COCA COLA CO(KO)02,906+2,90602030.11%+203
RENTOKIL INITIAL PLC(RTO)48,75848,644-1141,2311,4330.75%+202
LINCOLN EDL SVCS CORP(LINC)184,148185,962+1,8144,3274,4912.37%+164
MONRO INC93,48891,642-1,8461,6801,8370.97%+157
JOHNSON & JOHNSON(JNJ)6,7466,772+261,2511,4010.74%+151
CRAWFORD & CO250,517251,417+9002,6812,8281.49%+148
FEDERAL AGRIC MTG CORP(AGM)17,93817,816-1223,0133,1281.65%+115
SENECA FOODS CORP NEW(SENEA)33,52633,694+1683,6193,7281.96%+109
ISHARES GOLD TR(IAU)6,3816,992+6114645680.30%+103
SPDR S&P 500 ETF TR(SPY)6,1656,16504,1074,2042.21%+97
PAN AMERN SILVER CORP(PAAS)6,5756,57502553410.18%+86
PNC FINL SVCS GROUP INC(PNC)9,7059,740+351,9502,0331.07%+83
DOLLAR GEN CORP NEW(DG)2,0422,190+1482112910.15%+80
EXXON MOBIL CORP11,87711,731-1461,3391,4120.74%+73
CROWN HLDGS INC(CCK)11,25311,208-451,0871,1540.61%+67
WALMART INC(WMT)5,3395,438+995506060.32%+56
BROADCOM INC(AVGO)2,9432,945+29711,0190.54%+48
SHELL PLC(SHEL)7,9338,217+2845676040.32%+36
AMAZON COM INC(AMZN)3,0033,004+16596930.37%+34
FIRSTCASH HOLDINGS INC(FCFS)20,17620,263+873,1963,2301.70%+33
VISA INC(V)1,8491,871+226316560.35%+25
HANOVER INS GROUP INC(THG)14,39314,429+362,6142,6371.39%+23
EQT CORP(EQT)4,0724,392+3202222350.12%+14
JPMORGAN CHASE & CO.(JPM)3,1463,112-349921,0030.53%+10
ISHARES TR3,4283,42804144230.22%+9
VANGUARD INDEX FDS1,5831,58302953020.16%+7
VANGUARD INDEX FDS84284204044110.22%+7
CME GROUP INC(CME)6,6666,606-601,8011,8040.95%+3
WISDOMTREE TR(WT)2,7222,72202372400.13%+3
MASTERCARD INCORPORATED(MA)94594505385390.28%+2
BERKSHIRE HATHAWAY INC DEL1107547550.40%+1
BLACKROCK ETF TRUST II7,6957,712+174104070.21%-3
JANUS DETROIT STR TR
B-BBB CLO ETF
8,6608,668+84174130.22%-4
BERKSHIRE HATHAWAY INC DEL8,3268,320-64,1864,1822.20%-4
COSTCO WHSL CORP NEW(COST)1,7021,818+1161,5751,5680.83%-8
INGRAM MICRO HLDG CORP(INGM)107,581107,783+2022,3122,3001.21%-12
ESSENTIAL UTILS INC(WTRG)11,99211,761-2314784510.24%-27
WILLIAMS COS INC(WMB)17,06217,393+3311,0811,0450.55%-35
GENCOR INDS INC24,40524,503+983573180.17%-39
AZZ INC22,93222,887-452,5032,4531.29%-50
NORFOLK SOUTHN CORP(NSC)3,9933,959-341,2001,1430.60%-56
LOCKHEED MARTIN CORP(LMT)2,8892,864-251,4421,3850.73%-57
NATIONAL PRESTO INDS INC(NPK)15,00415,027+231,6831,6040.84%-78
MARZETTI COMPANY(MZTI)6,4206,258-1621,1091,0290.54%-80
ALLSTATE CORP(ALL)10,79110,710-812,3162,2291.17%-87
ISHARES U S ETF TR
BLOOMBERG ROLL
9,9348,877-1,0575234330.23%-90
DUKE ENERGY CORP NEW(DUK)12,37012,283-871,5311,4400.76%-91
INTERACTIVE BROKERS GROUP IN(IBKR)19,74819,412-3361,3591,2480.66%-110
VERIZON COMMUNICATIONS INC(VZ)22,00820,888-1,1209678510.45%-116
SYSCO CORP(SYY)14,33714,424+871,1811,0630.56%-118
VIRTU FINL INC(VIRT)61,15461,422+2682,1712,0471.08%-124
HONEYWELL INTL INC(HON)7,5897,495-941,5971,4620.77%-135
BERKLEY W R CORP22,03121,842-1891,6881,5320.81%-156
CHEVRON CORP NEW(CVX)27,97727,239-7384,3454,1512.19%-193
SCHWAB STRATEGIC TR7,1670-7,1672090-209
SOUTHERN CO(SO)29,38729,298-892,7852,5551.35%-230
STEPAN CO(SCL)40,33735,428-4,9091,9241,6780.88%-246
FMC CORP(FMC)7,3400-7,3402470-247
CROWN CASTLE INC(CCI)15,55414,058-1,4961,5011,2490.66%-251
LABCORP HOLDINGS INC(LH)6,5016,380-1211,8661,6010.84%-266
MARATHON PETE CORP(MPC)9,96510,069+1041,9211,6380.86%-283
MICROSOFT CORP(MSFT)9,0849,128+444,7054,4152.33%-291
VESTIS CORPORATION(VSTS)72,3020-72,3023280-328
HUMANA INC(HUM)1,5470-1,5474020-402
PARSONS CORP DEL(PSN)20,65819,948-7101,7131,2330.65%-480
SCHWAB STRATEGIC TR201,522175,243-26,2795,1814,5972.42%-585
CDW CORP(CDW)5,9432,333-3,6109473180.17%-629
WARNER MUSIC GROUP CORP(WMG)47,14030,963-16,1771,6069500.50%-656
GLADSTONE LD CORP86,2730-86,2737900-790
KENVUE INC(KVUE)85,76133,298-52,4631,3925740.30%-818
SLR INVESTMENT CORP54,3860-54,3868320-832
AMERICAN VANGUARD CORP373,267331,570-41,6972,1431,2670.67%-876
SOUNDTHINKING INC186,990163,969-23,0212,2551,3170.69%-938
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