Pullen Investment Management, LLC Q2 2025 Filing

Filed July 31, 2025

Portfolio Value

$166.0B

Holdings

100

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (100 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
18,663$10.6B6.39%
2
VTIVANGUARD INDEX FDS
26,951$8.2B4.93%
3
SCHBSCHWAB STRATEGIC TR
201,520$4.8B2.89%
4
MSFTMICROSOFT CORP
9,026$4.5B2.70%
5
BRK/BBERKSHIRE HATHAWAY INC DEL
8,336$4.0B2.44%
6
HIIHUNTINGTON INGALLS INDS INC
15,876$3.8B2.31%
7
SPYSPDR S&P 500 ETF TR
6,165$3.8B2.29%
8
LINCLINCOLN EDL SVCS CORP
158,531$3.7B2.20%
9
KEXKIRBY CORP
31,564$3.6B2.16%
10
GPKGRAPHIC PACKAGING HLDG CO
160,002$3.4B2.03%
11
AGMFEDERAL AGRIC MTG CORP
15,957$3.1B1.87%
12
SENEASENECA FOODS CORP NEW
28,806$2.9B1.76%
13
SOSOUTHERN CO
29,221$2.7B1.62%
14
FCFSFIRSTCASH HOLDINGS INC
17,296$2.3B1.41%
15
CRD/ACRAWFORD & CO
215,079$2.3B1.37%
16
MSGSMADISON SQUARE GRDN SPRT COR
10,837$2.3B1.36%
17
ALSALLSTATE CORP
10,788$2.2B1.31%
18
CVXCHEVRON CORP NEW
14,818$2.1B1.28%
19
SSTISOUNDTHINKING INC
160,653$2.1B1.26%
20
THGHANOVER INS GROUP INC
12,320$2.1B1.26%
21
GQ9SPDR GOLD TR
6,818$2.1B1.25%
22
OLLIOLLIES BARGAIN OUTLET HLDGS
15,416$2.0B1.22%
23
37MMRC GLOBAL INC
148,096$2.0B1.22%
24
TTITETRA TECHNOLOGIES INC DEL
597,228$2.0B1.21%
25
SIGISELECTIVE INS GROUP INC
22,748$2.0B1.19%
26
INGMINGRAM MICRO HLDG CORP
92,508$1.9B1.16%
27
COKECOCA COLA CONS INC
17,167$1.9B1.15%
28
NEMNEWMONT CORP
32,837$1.9B1.15%
29
SPBSPECTRUM BRANDS HLDGS INC NE
35,735$1.9B1.14%
30
AZZAZZ INC
19,682$1.9B1.12%
31
CMECME GROUP INC
6,631$1.8B1.10%
32
HESHESS CORP
13,156$1.8B1.10%
33
PNCPNC FINL SVCS GROUP INC
9,675$1.8B1.09%
34
ALNTALLIENT INC
49,615$1.8B1.09%
35
THSTREEHOUSE FOODS INC
92,355$1.8B1.08%
36
KVUEKENVUE INC
85,413$1.8B1.08%
37
BBARRICK MNG CORP
85,099$1.8B1.07%
38
HONHONEYWELL INTL INC
7,577$1.8B1.06%
39
PLPCPREFORMED LINE PRODS CO
10,921$1.7B1.05%
40
ULUNILEVER PLC
28,226$1.7B1.04%
41
COSTCOSTCO WHSL CORP NEW
1,718$1.7B1.02%
42
CSCOCISCO SYS INC
24,480$1.7B1.02%
43
FTDRFRONTDOOR INC
28,813$1.7B1.02%
44
LHLABCORP HOLDINGS INC
6,441$1.7B1.02%
45
MPCMARATHON PETE CORP
10,040$1.7B1.00%
46
WRBBERKLEY W R CORP
21,982$1.6B0.97%
47
8CWCROWN CASTLE INC
15,566$1.6B0.96%
48
SCLSTEPAN CO
28,215$1.5B0.93%
49
JAAAJANUS DETROIT STR TR
30,294$1.5B0.93%
50
DUKDUKE ENERGY CORP NEW
12,298$1.5B0.87%
51
UNFUNIFIRST CORP MASS
7,426$1.4B0.84%
52
LMTLOCKHEED MARTIN CORP
2,890$1.3B0.81%
53
XOMEXXON MOBIL CORP
11,968$1.3B0.78%
54
WMGWARNER MUSIC GROUP CORP
47,010$1.3B0.77%
55
PSNPARSONS CORP DEL
17,683$1.3B0.76%
56
AVDAMERICAN VANGUARD CORP
320,489$1.3B0.76%
57
RTORENTOKIL INITIAL PLC
48,399$1.2B0.70%
58
CCKCROWN HLDGS INC
11,162$1.1B0.69%
59
FOXFOX CORP
22,189$1.1B0.69%
60
CNXCNX RES CORP
33,068$1.1B0.67%
61
IBKRINTERACTIVE BROKERS GROUP IN
19,548$1.1B0.65%
62
SYYSYSCO CORP
14,240$1.1B0.65%
63
WMBWILLIAMS COS INC
17,038$1.1B0.64%
64
CDWCDW CORP
5,896$1.1B0.63%
65
JNJJOHNSON & JOHNSON
6,828$1.0B0.63%
66
NSCNORFOLK SOUTHN CORP
3,979$1.0B0.61%
67
MZTILANCASTER COLONY CORP
5,707$986.0M0.59%
68
WMTWALMART INC
9,972$975.1M0.59%
69
LKQ1LKQ CORP
25,916$959.2M0.58%
70
JPMJPMORGAN CHASE & CO.
3,144$911.5M0.55%
71
BACVERIZON COMMUNICATIONS INC
21,022$909.6M0.55%
72
MNROMONRO INC
60,635$904.1M0.54%
73
MRKMERCK & CO INC
11,032$873.3M0.53%
74
SLRCSLR INVESTMENT CORP
53,973$871.1M0.52%
75
AVGOBROADCOM INC
2,943$811.2M0.49%
76
LANDGLADSTONE LD CORP
75,017$762.9M0.46%
77
BRK-BBERKSHIRE HATHAWAY INC DEL
1$728.8M0.44%
78
GENCGENCOR INDS INC
48,559$679.8M0.41%
79
3TYTITAN MACHY INC
33,726$668.1M0.40%
80
UTIUNIVERSAL TECHNICAL INST INC
19,088$646.9M0.39%
81
VVISA INC
1,783$633.1M0.38%
82
SHELSHELL PLC
7,891$555.6M0.33%
83
MAMASTERCARD INCORPORATED
945$531.0M0.32%
84
CMDYISHARES U S ETF TR
9,949$501.8M0.30%
85
WTRGESSENTIAL UTILS INC
12,139$450.9M0.27%
86
BINCBLACKROCK ETF TRUST II
8,222$434.4M0.26%
87
IAU*ISHARES GOLD TR
6,398$399.0M0.24%
88
JBBBJANUS DETROIT STR TR
8,215$396.0M0.24%
89
IVWISHARES TR
3,428$377.4M0.23%
90
HUMHUMANA INC
1,520$371.6M0.22%
91
VUGVANGUARD INDEX FDS
842$369.1M0.22%
92
VSTSVESTIS CORPORATION
61,920$354.8M0.21%
93
FMCFMC CORP
7,381$308.2M0.19%
94
PKNREVVITY INC
3,149$304.6M0.18%
95
VIRTVIRTU FINL INC
6,486$290.5M0.17%
96
VTVVANGUARD INDEX FDS
1,583$279.8M0.17%
97
EQTEQT CORP
4,081$238.0M0.14%
98
DGDOLLAR GEN CORP NEW
2,061$235.7M0.14%
99
DLNWISDOMTREE TR
2,722$223.6M0.13%
100
KOCOCA COLA CO
2,906$205.6M0.12%