Sponsored

The Analysis of Pullen Investment Management, LLC's Holdings & P&L

Currently, Pullen Investment Management, LLC holds 98 types of securities in its portfolio with a total value $216.0M. In the most recent quarter, they have increased their positions in FTDR (+47.8K shares, valued at $3.7M), ASO (+68.0K shares, valued at $3.2M), BBSI (+87.4K shares, valued at $3.1M); decreased their positions in LINC (-143.1K shares, valued at $7.1M), N/A (-5.7K shares, valued at $785.7K), NPK (-4.2K shares, valued at $527.1K); initiated new positions in FTDR (+47.8K shares, valued at $3.7M), ASO (+68.0K shares, valued at $3.2M), BBSI (+87.4K shares, valued at $3.1M).

1M P&L

-5.5M-2.92%

3M P&L

+4.9K+0.00%

HY P&L

+15.0M+9.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A29.0M

15.7%

2Credit Services8.2M

4.5%

3Trucking7.3M

4.0%

Top Industries by Stock Count

1N/A14 stocks

16.9%

2Insurance - Property & Casualty3 stocks

3.6%

3Trucking3 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS18.9K shares0.62%2026-06-302026-07-29

VANGUARD INDEX FDS VANGUARD INDEX FDS29.4K shares0.73%2026-06-302026-07-29

MSGS MADISON SQUARE GRDN SPRT COR12.9K shares0.18%2026-06-302026-07-29

SCHB SCHWAB STRATEGIC TR174.8K shares-0.24%2026-06-302026-07-29

KEX KIRBY CORP35.5K shares-0.03%2026-06-302026-07-29

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T6.1K shares-0.36%2026-06-302026-07-29

FCFS FIRSTCASH HOLDINGS INC20.5K shares0.07%2026-06-302026-07-29

ARCB ARCBEST CORP28.9K shares0.46%2026-06-302026-07-29

Sponsored

DRVN DRIVEN BRANDS HLDGS INC289.7K shares48.36%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL7.9K shares-1.06%2026-06-302026-07-29

LPX LOUISIANA PAC CORP49.4K shares24.14%2026-06-302026-07-29

AGM FEDERAL AGRIC MTG CORP19.0K shares2.40%2026-06-302026-07-29

CVX CHEVRON CORPORATION22.8K shares-10.81%2026-06-302026-07-29

FTDR FRONTDOOR INC47.8K sharesnew addition2026-06-302026-07-29

INGM INGRAM MICRO HLDG CORP133.3K shares22.16%2026-06-302026-07-29

NEM NEWMONT CORP39.1K shares-1.88%2026-06-302026-07-29

Sponsored

AZZ AZZ INC23.3K shares-0.09%2026-06-302026-07-29

OLLI OLLIES BARGAIN OUTLET HLDGS46.4K shares221.44%2026-06-302026-07-29

TTI TETRA TECHNOLOGIES INC DEL314.3K shares0.17%2026-06-302026-07-29

SENEA SENECA FOODS CORP NEW20.1K shares0.31%2026-06-302026-07-29

MSFT MICROSOFT CORP9.0K shares-0.40%2026-06-302026-07-29

ASO ACADEMY SPORTS & OUTDOORS IN68.0K sharesnew addition2026-06-302026-07-29

THG HANOVER INS GROUP INC14.6K shares-0.23%2026-06-302026-07-29

BBSI BARRETT BUSINESS SVCS INC87.4K sharesnew addition2026-06-302026-07-29

Sponsored

B BARRICK MNG CORP83.2K shares-2.06%2026-06-302026-07-29

DNOW DNOW INC229.4K shares0.26%2026-06-302026-07-29

WNC WABASH NATL CORP217.2K shares1.42%2026-06-302026-07-29

MSA MSA SAFETY INC16.5K shares0.66%2026-06-302026-07-29

CISCO SYS INC CISCO SYS INC24.5K shares0.65%2026-06-302026-07-29

CRD.A CRAWFORD & CO254.3K shares-0.05%2026-06-302026-07-29

SOUTHERN CO SOUTHERN CO29.6K shares1.05%2026-06-302026-07-29

GLD SPDR GOLD TR7.2K shares0.35%2026-06-302026-07-29

Sponsored

ALL ALLSTATE CORP10.6K shares0.12%2026-06-302026-07-29

HD HOME DEPOT INC7.1K shares68.00%2026-06-302026-07-29

MPC MARATHON PETE CORP9.8K shares-0.23%2026-06-302026-07-29

ALG ALAMO GROUP INC15.1K shares68.94%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC9.7K shares0.35%2026-06-302026-07-29

CNX CNX RES CORP68.9K shares-0.01%2026-06-302026-07-29

FOXF FOX FACTORY HLDG CORP136.5K sharesnew addition2026-06-302026-07-29

SCL STEPAN CO41.0K shares1.76%2026-06-302026-07-29

Sponsored

LINC LINCOLN EDL SVCS CORP44.8K shares-76.13%2026-06-302026-07-29

ODFL OLD DOMINION FREIGHT LINE IN9.7K shares0.86%2026-06-302026-07-29

PSN PARSONS CORP DEL38.4K shares83.08%2026-06-302026-07-29

TBCH TURTLE BEACH CORP160.6K shares1.07%2026-06-302026-07-29

GPK GRAPHIC PACKAGING HLDG CO174.5K shares-0.16%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON6.9K shares1.77%2026-06-302026-07-29

LABCORP HOLDINGS INC LABCORP HOLDINGS INC6.3K shares-0.13%2026-06-302026-07-29

SSTI SOUNDTHINKING INC193.2K shares3.25%2026-06-302026-07-29

Sponsored

MNRO MONRO INC100.1K shares2.42%2026-06-302026-07-29

IBKR INTERACTIVE BROKERS GROUP IN18.8K shares-1.75%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION1.7K shares-0.59%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW12.3K shares1.45%2026-06-302026-07-29

WRB BERKLEY W R CORP21.7K shares1.58%2026-06-302026-07-29

TITN TITAN MACHY INC71.8K shares2.20%2026-06-302026-07-29

UL UNILEVER PLC25.2K shares1.04%2026-06-302026-07-29

LKQ LKQ CORP56.2K shares1.49%2026-06-302026-07-29

Sponsored

CME CME GROUP INC6.6K shares1.07%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP2.8K shares1.21%2026-06-302026-07-29

JAAA JANUS DETROIT STR TR28.3K shares-4.86%2026-06-302026-07-29

DKS DICKS SPORTING GOODS INC6.3K sharesnew addition2026-06-302026-07-29

MRK MERCK & CO INC11.0K shares1.17%2026-06-302026-07-29

RTO RENTOKIL INITIAL PLC49.1K shares1.28%2026-06-302026-07-29

NPK NATIONAL PRESTO INDS INC11.0K shares-27.69%2026-06-302026-07-29

WMB WILLIAMS COS INC17.4K shares0.54%2026-06-302026-07-29

Sponsored

CCK CROWN HLDGS INC11.2K shares1.03%2026-06-302026-07-29

NSC NORFOLK SOUTHN CORP3.9K shares-0.46%2026-06-302026-07-29

SYY SYSCO CORP14.3K shares0.50%2026-06-302026-07-29

ROP ROPER TECHNOLOGIES INC3.5K sharesnew addition2026-06-302026-07-29

CCI CROWN CASTLE INC15.1K shares0.81%2026-06-302026-07-29

BROADCOM INC BROADCOM INC3.0K shares0.81%2026-06-302026-07-29

BRO BROWN & BROWN INC17.4K shares1.23%2026-06-302026-07-29

AVD AMERICAN VANGUARD CORP379.0K shares1.33%2026-06-302026-07-29

Sponsored

HTLD HEARTLAND EXPRESS INC69.2K sharesnew addition2026-06-302026-07-29

FEDEX FGHT HLDG CO INC FEDEX FGHT HLDG CO INC6.9K sharesnew addition2026-06-302026-07-29

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.1K shares0.39%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC21.9K shares0.75%2026-06-302026-07-29

HONEYWELL INTL INC HONEYWELL INTL INC3.8K sharesnew addition2026-06-302026-07-29

EXXON MOBIL CORP EXXON MOBIL CORP5.7K shares-50.03%2026-06-302026-07-29

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-06-302026-07-29

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC3.3K sharesnew addition2026-06-302026-07-29

Sponsored

AMZN AMAZON COM INC3.0K shares-0.47%2026-06-302026-07-29

VISA INC VISA INC1.9K shares0.64%2026-06-302026-07-29

SHEL SHELL PLC8.4K shares1.26%2026-06-302026-07-29

WMT WALMART INC5.7K shares3.84%2026-06-302026-07-29

UNITY SOFTWARE INC UNITY SOFTWARE INC21.4K sharesnew addition2026-06-302026-07-29

WTRG ESSENTIAL UTILS INC13.0K shares4.69%2026-06-302026-07-29

IAU ISHARES GOLD TR6.5K shares-7.72%2026-06-302026-07-29

IVW ISHARES TR3.4K shares0.00%2026-06-302026-07-29

Sponsored

CMDY ISHARES U S ETF TR8.1K shares-10.97%2026-06-302026-07-29

VUG VANGUARD INDEX FDS5.1K shares500.00%2026-06-302026-07-29

CDW CDW CORP3.1K shares1.95%2026-06-302026-07-29

MASTERCARD INCORPORATED MASTERCARD INCORPORATED814 shares-13.86%2026-06-302026-07-29

BINC BLACKROCK ETF TRUST II7.8K shares0.26%2026-06-302026-07-29

JBBB JANUS DETROIT STR TR8.5K shares-2.59%2026-06-302026-07-29

VTV VANGUARD INDEX FDS1.6K shares-0.57%2026-06-302026-07-29

DLN WISDOMTREE TR2.7K shares0.00%2026-06-302026-07-29

Sponsored

DG DOLLAR GEN CORP2.3K shares4.28%2026-06-302026-07-29

KO COCA COLA CO2.9K shares0.00%2026-06-302026-07-29

VOO

VANGUARD INDEX FDS

0.62%

Shares18.9K

Event2026-06-30

Filed2026-07-29

VANGUARD INDEX FDS

0.73%

Shares29.4K

Event2026-06-30

Filed2026-07-29

MSGS

MADISON SQUARE GRDN SPRT COR

0.18%

Shares12.9K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB STRATEGIC TR

-0.24%

Shares174.8K

Event2026-06-30

Filed2026-07-29

KEX

KIRBY CORP

-0.03%

Shares35.5K

Event2026-06-30

Filed2026-07-29

STATE STR SPDR S&P 500 ETF T

-0.36%

Shares6.1K

Event2026-06-30

Filed2026-07-29

FCFS

FIRSTCASH HOLDINGS INC

0.07%

Shares20.5K

Event2026-06-30

Filed2026-07-29

ARCB

ARCBEST CORP

0.46%

Shares28.9K

Event2026-06-30

Filed2026-07-29

DRVN

DRIVEN BRANDS HLDGS INC

48.36%

Shares289.7K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.06%

Shares7.9K

Event2026-06-30

Filed2026-07-29

LPX

LOUISIANA PAC CORP

24.14%

Shares49.4K

Event2026-06-30

Filed2026-07-29

AGM

FEDERAL AGRIC MTG CORP

2.40%

Shares19.0K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION

-10.81%

Shares22.8K

Event2026-06-30

Filed2026-07-29

FTDR

FRONTDOOR INC

New

Shares47.8K

Event2026-06-30

Filed2026-07-29

INGM

INGRAM MICRO HLDG CORP

22.16%

Shares133.3K

Event2026-06-30

Filed2026-07-29

NEM

NEWMONT CORP

-1.88%

Shares39.1K

Event2026-06-30

Filed2026-07-29

AZZ

AZZ INC

-0.09%

Shares23.3K

Event2026-06-30

Filed2026-07-29

OLLI

OLLIES BARGAIN OUTLET HLDGS

221.44%

Shares46.4K

Event2026-06-30

Filed2026-07-29

TTI

TETRA TECHNOLOGIES INC DEL

0.17%

Shares314.3K

Event2026-06-30

Filed2026-07-29

SENEA

SENECA FOODS CORP NEW

0.31%

Shares20.1K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP

-0.40%

Shares9.0K

Event2026-06-30

Filed2026-07-29

ASO

ACADEMY SPORTS & OUTDOORS IN

New

Shares68.0K

Event2026-06-30

Filed2026-07-29

THG

HANOVER INS GROUP INC

-0.23%

Shares14.6K

Event2026-06-30

Filed2026-07-29

BBSI

BARRETT BUSINESS SVCS INC

New

Shares87.4K

Event2026-06-30

Filed2026-07-29

BARRICK MNG CORP

-2.06%

Shares83.2K

Event2026-06-30

Filed2026-07-29

DNOW

DNOW INC

0.26%

Shares229.4K

Event2026-06-30

Filed2026-07-29

WNC

WABASH NATL CORP

1.42%

Shares217.2K

Event2026-06-30

Filed2026-07-29

MSA

MSA SAFETY INC

0.66%

Shares16.5K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC

0.65%

Shares24.5K

Event2026-06-30

Filed2026-07-29

CRD.A

CRAWFORD & CO

-0.05%

Shares254.3K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO

1.05%

Shares29.6K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD TR

0.35%

Shares7.2K

Event2026-06-30

Filed2026-07-29

ALL

ALLSTATE CORP

0.12%

Shares10.6K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC

68.00%

Shares7.1K

Event2026-06-30

Filed2026-07-29

MPC

MARATHON PETE CORP

-0.23%

Shares9.8K

Event2026-06-30

Filed2026-07-29

ALG

ALAMO GROUP INC

68.94%

Shares15.1K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC

0.35%

Shares9.7K

Event2026-06-30

Filed2026-07-29

CNX

CNX RES CORP

-0.01%

Shares68.9K

Event2026-06-30

Filed2026-07-29

FOXF

FOX FACTORY HLDG CORP

New

Shares136.5K

Event2026-06-30

Filed2026-07-29

SCL

STEPAN CO

1.76%

Shares41.0K

Event2026-06-30

Filed2026-07-29

LINC

LINCOLN EDL SVCS CORP

-76.13%

Shares44.8K

Event2026-06-30

Filed2026-07-29

ODFL

OLD DOMINION FREIGHT LINE IN

0.86%

Shares9.7K

Event2026-06-30

Filed2026-07-29

PSN

PARSONS CORP DEL

83.08%

Shares38.4K

Event2026-06-30

Filed2026-07-29

TBCH

TURTLE BEACH CORP

1.07%

Shares160.6K

Event2026-06-30

Filed2026-07-29

GPK

GRAPHIC PACKAGING HLDG CO

-0.16%

Shares174.5K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON

1.77%

Shares6.9K

Event2026-06-30

Filed2026-07-29

LABCORP HOLDINGS INC

-0.13%

Shares6.3K

Event2026-06-30

Filed2026-07-29

SSTI

SOUNDTHINKING INC

3.25%

Shares193.2K

Event2026-06-30

Filed2026-07-29

MNRO

MONRO INC

2.42%

Shares100.1K

Event2026-06-30

Filed2026-07-29

IBKR

INTERACTIVE BROKERS GROUP IN

-1.75%

Shares18.8K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION

-0.59%

Shares1.7K

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW

1.45%

Shares12.3K

Event2026-06-30

Filed2026-07-29

WRB

BERKLEY W R CORP

1.58%

Shares21.7K

Event2026-06-30

Filed2026-07-29

TITN

TITAN MACHY INC

2.20%

Shares71.8K

Event2026-06-30

Filed2026-07-29

UNILEVER PLC

1.04%

Shares25.2K

Event2026-06-30

Filed2026-07-29

LKQ

LKQ CORP

1.49%

Shares56.2K

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC

1.07%

Shares6.6K

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP

1.21%

Shares2.8K

Event2026-06-30

Filed2026-07-29

JAAA

JANUS DETROIT STR TR

-4.86%

Shares28.3K

Event2026-06-30

Filed2026-07-29

DKS

DICKS SPORTING GOODS INC

New

Shares6.3K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC

1.17%

Shares11.0K

Event2026-06-30

Filed2026-07-29

RTO

RENTOKIL INITIAL PLC

1.28%

Shares49.1K

Event2026-06-30

Filed2026-07-29

NPK

NATIONAL PRESTO INDS INC

-27.69%

Shares11.0K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC

0.54%

Shares17.4K

Event2026-06-30

Filed2026-07-29

CCK

CROWN HLDGS INC

1.03%

Shares11.2K

Event2026-06-30

Filed2026-07-29

NSC

NORFOLK SOUTHN CORP

-0.46%

Shares3.9K

Event2026-06-30

Filed2026-07-29

SYY

SYSCO CORP

0.50%

Shares14.3K

Event2026-06-30

Filed2026-07-29

ROP

ROPER TECHNOLOGIES INC

New

Shares3.5K

Event2026-06-30

Filed2026-07-29

CCI

CROWN CASTLE INC

0.81%

Shares15.1K

Event2026-06-30

Filed2026-07-29

BROADCOM INC

0.81%

Shares3.0K

Event2026-06-30

Filed2026-07-29

BRO

BROWN & BROWN INC

1.23%

Shares17.4K

Event2026-06-30

Filed2026-07-29

AVD

AMERICAN VANGUARD CORP

1.33%

Shares379.0K

Event2026-06-30

Filed2026-07-29

HTLD

HEARTLAND EXPRESS INC

New

Shares69.2K

Event2026-06-30

Filed2026-07-29

FEDEX FGHT HLDG CO INC

New

Shares6.9K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO

0.39%

Shares3.1K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC

0.75%

Shares21.9K

Event2026-06-30

Filed2026-07-29

HONEYWELL INTL INC

New

Shares3.8K

Event2026-06-30

Filed2026-07-29

EXXON MOBIL CORP

-50.03%

Shares5.7K

Event2026-06-30

Filed2026-07-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-06-30

Filed2026-07-29

HONEYWELL AEROSPACE INC

New

Shares3.3K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC

-0.47%

Shares3.0K

Event2026-06-30

Filed2026-07-29

VISA INC

0.64%

Shares1.9K

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC

1.26%

Shares8.4K

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC

3.84%

Shares5.7K

Event2026-06-30

Filed2026-07-29

UNITY SOFTWARE INC

New

Shares21.4K

Event2026-06-30

Filed2026-07-29

WTRG

ESSENTIAL UTILS INC

4.69%

Shares13.0K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TR

-7.72%

Shares6.5K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

CMDY

ISHARES U S ETF TR

-10.97%

Shares8.1K

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD INDEX FDS

500.00%

Shares5.1K

Event2026-06-30

Filed2026-07-29

CDW

CDW CORP

1.95%

Shares3.1K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED

-13.86%

Shares814

Event2026-06-30

Filed2026-07-29

BINC

BLACKROCK ETF TRUST II

0.26%

Shares7.8K

Event2026-06-30

Filed2026-07-29

JBBB

JANUS DETROIT STR TR

-2.59%

Shares8.5K

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD INDEX FDS

-0.57%

Shares1.6K

Event2026-06-30

Filed2026-07-29

DLN

WISDOMTREE TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

DOLLAR GEN CORP

4.28%

Shares2.3K

Event2026-06-30

Filed2026-07-29

COCA COLA CO

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available