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 $199.2M. In the most recent quarter, they have increased their positions in LPX (+39.8K shares, valued at $2.9M), ARCB (+28.7K shares, valued at $2.8M), ODFL (+9.6K shares, valued at $1.9M); decreased their positions in SENEA (-13.7K shares, valued at $2.1M), SPB (-18.4K shares, valued at $1.4M), JAAA (-19.6K shares, valued at $985.0K); initiated new positions in LPX (+39.8K shares, valued at $2.9M), ARCB (+28.7K shares, valued at $2.8M), ODFL (+9.6K shares, valued at $1.9M).

1M P&L

+3.7M+2.04%

3M P&L

+2.3M+1.28%

HY P&L

+24.3M+15.32%

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/A28.3M

16.3%

2Education & Training Services9.5M

5.5%

3Oil & Gas Integrated8.0M

4.6%

Top Industries by Stock Count

1N/A14 stocks

15.9%

2Discount Stores4 stocks

4.5%

3Credit Services4 stocks

4.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS18.8K shares-0.01%2026-03-312026-04-15

VTI VANGUARD INDEX FDS29.2K shares0.16%2026-03-312026-04-15

LINC LINCOLN EDL SVCS CORP187.9K shares1.04%2026-03-312026-04-15

CVX CHEVRON CORPORATION25.6K shares-6.18%2026-03-312026-04-15

KEX KIRBY CORP35.5K shares0.19%2026-03-312026-04-15

SCHB SCHWAB STRATEGIC TR175.2K shares0.00%2026-03-312026-04-15

NEM NEWMONT CORP39.8K shares2.58%2026-03-312026-04-15

MSGS MADISON SQUARE GRDN SPRT COR12.8K shares1.17%2026-03-312026-04-15

Sponsored

SPY STATE STR SPDR S&P 500 ETF T6.2K shares0.00%2026-03-312026-04-15

FCFS FIRSTCASH HOLDINGS INC20.5K shares1.13%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.0K shares-3.63%2026-03-312026-04-15

UNF UNIFIRST CORP MASS14.0K shares1.24%2026-03-312026-04-15

BARRICK MNG CORP BARRICK MNG CORP85.0K shares0.10%2026-03-312026-04-15

MSFT MICROSOFT CORP9.0K shares-1.54%2026-03-312026-04-15

GLD SPDR GOLD TR7.1K shares0.27%2026-03-312026-04-15

SENEA SENECA FOODS CORP NEW20.0K shares-40.51%2026-03-312026-04-15

Sponsored

AZZ AZZ INC23.3K shares1.73%2026-03-312026-04-15

LPX LOUISIANA PAC CORP39.8K sharesnew addition2026-03-312026-04-15

ARCB ARCBEST CORP28.7K sharesnew addition2026-03-312026-04-15

SO SOUTHERN CO29.2K shares-0.17%2026-03-312026-04-15

AGM FEDERAL AGRIC MTG CORP18.5K shares4.11%2026-03-312026-04-15

VIRT VIRTU FINL INC62.0K shares1.01%2026-03-312026-04-15

DNOW DNOW INC228.8K shares39.25%2026-03-312026-04-15

MSA MSA SAFETY INC16.4K shares2.36%2026-03-312026-04-15

Sponsored

TTI TETRA TECHNOLOGIES INC DEL313.8K shares0.93%2026-03-312026-04-15

CNX CNX RES CORP68.9K shares1.24%2026-03-312026-04-15

FCN FTI CONSULTING INC14.4K shares49.55%2026-03-312026-04-15

INGM INGRAM MICRO HLDG CORP109.1K shares1.24%2026-03-312026-04-15

CRD.A CRAWFORD & CO254.4K shares1.21%2026-03-312026-04-15

THG HANOVER INS GROUP INC14.6K shares1.22%2026-03-312026-04-15

DRVN DRIVEN BRANDS HLDGS INC195.2K shares141.35%2026-03-312026-04-15

MPC MARATHON PETE CORP9.8K shares-2.59%2026-03-312026-04-15

Sponsored

ALL ALLSTATE CORP10.6K shares-1.09%2026-03-312026-04-15

NPK NATIONAL PRESTO INDS INC15.2K shares1.35%2026-03-312026-04-15

SCL STEPAN CO40.3K shares13.71%2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC9.7K shares-0.70%2026-03-312026-04-15

XOM EXXON MOBIL CORP11.5K shares-2.09%2026-03-312026-04-15

CME CME GROUP INC6.5K shares-1.29%2026-03-312026-04-15

CSCO CISCO SYS INC24.4K shares-0.60%2026-03-312026-04-15

ODFL OLD DOMINION FREIGHT LINE IN9.6K sharesnew addition2026-03-312026-04-15

Sponsored

UTI UNIVERSAL TECHNICAL INST INC51.7K shares1.24%2026-03-312026-04-15

PLPC PREFORMED LINE PRODS CO6.9K shares1.35%2026-03-312026-04-15

WNC WABASH NATL CORP214.1K sharesnew addition2026-03-312026-04-15

GPK GRAPHIC PACKAGING HLDG CO174.7K shares39.85%2026-03-312026-04-15

HON HONEYWELL INTL INC7.6K shares1.24%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP2.8K shares-2.06%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION1.7K shares-7.37%2026-03-312026-04-15

LH LABCORP HOLDINGS INC6.3K shares-1.77%2026-03-312026-04-15

Sponsored

SPB SPECTRUM BRANDS HOLDINGS INC22.6K shares-44.81%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON6.8K shares0.31%2026-03-312026-04-15

LKQ LKQ CORP55.4K shares5.23%2026-03-312026-04-15

TBCH TURTLE BEACH CORP158.9K shares10.83%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.1K shares-1.24%2026-03-312026-04-15

MNRO MONRO INC97.7K shares6.64%2026-03-312026-04-15

RTO RENTOKIL INITIAL PLC48.5K shares-0.24%2026-03-312026-04-15

JAAA JANUS DETROIT STR TR29.8K shares-39.66%2026-03-312026-04-15

Sponsored

ALG ALAMO GROUP INC8.9K sharesnew addition2026-03-312026-04-15

UNILEVER PLC UNILEVER PLC24.9K shares-0.56%2026-03-312026-04-15

WRB BERKLEY W R CORP21.4K shares-2.02%2026-03-312026-04-15

HD HOME DEPOT INC4.2K sharesnew addition2026-03-312026-04-15

OLLI OLLIES BARGAIN OUTLET HLDGS14.4K shares1.77%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC10.9K shares-1.58%2026-03-312026-04-15

IBKR INTERACTIVE BROKERS GROUP IN19.1K shares-1.49%2026-03-312026-04-15

WMB WILLIAMS COS INC17.3K shares-0.42%2026-03-312026-04-15

Sponsored

SSTI SOUNDTHINKING INC187.1K shares14.13%2026-03-312026-04-15

CROWN CASTLE INC CROWN CASTLE INC15.0K shares6.68%2026-03-312026-04-15

WMG WARNER MUSIC GROUP CORP46.9K shares51.43%2026-03-312026-04-15

TITN TITAN MACHY INC70.2K shares7.32%2026-03-312026-04-15

PSN PARSONS CORP DEL21.0K shares5.24%2026-03-312026-04-15

BRO BROWN & BROWN INC17.2K sharesnew addition2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP3.9K shares-1.87%2026-03-312026-04-15

CCK CROWN HLDGS INC11.0K shares-1.50%2026-03-312026-04-15

Sponsored

VZ VERIZON COMMUNICATIONS INC21.8K shares4.22%2026-03-312026-04-15

SYY SYSCO CORP14.3K shares-1.03%2026-03-312026-04-15

AVD AMERICAN VANGUARD CORP374.0K shares12.81%2026-03-312026-04-15

BROADCOM INC BROADCOM INC3.0K shares0.41%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO3.1K shares-0.29%2026-03-312026-04-15

SHEL SHELL PLC8.2K shares0.37%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-15

WMT WALMART INC5.4K shares0.09%2026-03-312026-04-15

Sponsored

AMZN AMAZON COM INC3.0K shares0.17%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR7.0K shares0.54%2026-03-312026-04-15

V VISA INC1.9K shares0.48%2026-03-312026-04-15

CMDY ISHARES U S ETF TR9.1K shares2.67%2026-03-312026-04-15

WTRG ESSENTIAL UTILS INC12.4K shares5.27%2026-03-312026-04-15

MA MASTERCARD INCORPORATED945 shares0.00%2026-03-312026-04-15

JBBB JANUS DETROIT STR TR8.7K shares0.13%2026-03-312026-04-15

BINC BLACKROCK ETF TRUST II7.8K shares0.60%2026-03-312026-04-15

Sponsored

IVW ISHARES TR3.4K shares0.00%2026-03-312026-04-15

VUG VANGUARD INDEX FDS842 shares0.00%2026-03-312026-04-15

CDW CDW CORP3.0K shares29.92%2026-03-312026-04-15

PAAS PAN AMERN SILVER CORP6.5K shares-1.57%2026-03-312026-04-15

HUM HUMANA INC2.0K sharesnew addition2026-03-312026-04-15

VTV VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-15

EQT CORP EQT CORP4.3K shares-2.00%2026-03-312026-04-15

DG DOLLAR GEN CORP2.2K shares-0.82%2026-03-312026-04-15

Sponsored

DLN WISDOMTREE TR2.7K shares0.00%2026-03-312026-04-15

KO COCA COLA CO2.9K shares0.83%2026-03-312026-04-15

VANGUARD INDEX FDS

-0.01%

Shares18.8K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

0.16%

Shares29.2K

Event2026-03-31

Filed2026-04-15

LINC

LINCOLN EDL SVCS CORP

1.04%

Shares187.9K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

-6.18%

Shares25.6K

Event2026-03-31

Filed2026-04-15

KEX

KIRBY CORP

0.19%

Shares35.5K

Event2026-03-31

Filed2026-04-15

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares175.2K

Event2026-03-31

Filed2026-04-15

NEM

NEWMONT CORP

2.58%

Shares39.8K

Event2026-03-31

Filed2026-04-15

MSGS

MADISON SQUARE GRDN SPRT COR

1.17%

Shares12.8K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-15

FCFS

FIRSTCASH HOLDINGS INC

1.13%

Shares20.5K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-3.63%

Shares8.0K

Event2026-03-31

Filed2026-04-15

UNF

UNIFIRST CORP MASS

1.24%

Shares14.0K

Event2026-03-31

Filed2026-04-15

BARRICK MNG CORP

0.10%

Shares85.0K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-1.54%

Shares9.0K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

0.27%

Shares7.1K

Event2026-03-31

Filed2026-04-15

SENEA

SENECA FOODS CORP NEW

-40.51%

Shares20.0K

Event2026-03-31

Filed2026-04-15

AZZ

AZZ INC

1.73%

Shares23.3K

Event2026-03-31

Filed2026-04-15

LPX

LOUISIANA PAC CORP

New

Shares39.8K

Event2026-03-31

Filed2026-04-15

ARCB

ARCBEST CORP

New

Shares28.7K

Event2026-03-31

Filed2026-04-15

SOUTHERN CO

-0.17%

Shares29.2K

Event2026-03-31

Filed2026-04-15

AGM

FEDERAL AGRIC MTG CORP

4.11%

Shares18.5K

Event2026-03-31

Filed2026-04-15

VIRT

VIRTU FINL INC

1.01%

Shares62.0K

Event2026-03-31

Filed2026-04-15

DNOW

DNOW INC

39.25%

Shares228.8K

Event2026-03-31

Filed2026-04-15

MSA

MSA SAFETY INC

2.36%

Shares16.4K

Event2026-03-31

Filed2026-04-15

TTI

TETRA TECHNOLOGIES INC DEL

0.93%

Shares313.8K

Event2026-03-31

Filed2026-04-15

CNX

CNX RES CORP

1.24%

Shares68.9K

Event2026-03-31

Filed2026-04-15

FCN

FTI CONSULTING INC

49.55%

Shares14.4K

Event2026-03-31

Filed2026-04-15

INGM

INGRAM MICRO HLDG CORP

1.24%

Shares109.1K

Event2026-03-31

Filed2026-04-15

CRD.A

CRAWFORD & CO

1.21%

Shares254.4K

Event2026-03-31

Filed2026-04-15

THG

HANOVER INS GROUP INC

1.22%

Shares14.6K

Event2026-03-31

Filed2026-04-15

DRVN

DRIVEN BRANDS HLDGS INC

141.35%

Shares195.2K

Event2026-03-31

Filed2026-04-15

MPC

MARATHON PETE CORP

-2.59%

Shares9.8K

Event2026-03-31

Filed2026-04-15

ALL

ALLSTATE CORP

-1.09%

Shares10.6K

Event2026-03-31

Filed2026-04-15

NPK

NATIONAL PRESTO INDS INC

1.35%

Shares15.2K

Event2026-03-31

Filed2026-04-15

SCL

STEPAN CO

13.71%

Shares40.3K

Event2026-03-31

Filed2026-04-15

PNC

PNC FINL SVCS GROUP INC

-0.70%

Shares9.7K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-2.09%

Shares11.5K

Event2026-03-31

Filed2026-04-15

CME

CME GROUP INC

-1.29%

Shares6.5K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

-0.60%

Shares24.4K

Event2026-03-31

Filed2026-04-15

ODFL

OLD DOMINION FREIGHT LINE IN

New

Shares9.6K

Event2026-03-31

Filed2026-04-15

UTI

UNIVERSAL TECHNICAL INST INC

1.24%

Shares51.7K

Event2026-03-31

Filed2026-04-15

PLPC

PREFORMED LINE PRODS CO

1.35%

Shares6.9K

Event2026-03-31

Filed2026-04-15

WNC

WABASH NATL CORP

New

Shares214.1K

Event2026-03-31

Filed2026-04-15

GPK

GRAPHIC PACKAGING HLDG CO

39.85%

Shares174.7K

Event2026-03-31

Filed2026-04-15

HON

HONEYWELL INTL INC

1.24%

Shares7.6K

Event2026-03-31

Filed2026-04-15

LMT

LOCKHEED MARTIN CORP

-2.06%

Shares2.8K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

-7.37%

Shares1.7K

Event2026-03-31

Filed2026-04-15

LABCORP HOLDINGS INC

-1.77%

Shares6.3K

Event2026-03-31

Filed2026-04-15

SPB

SPECTRUM BRANDS HOLDINGS INC

-44.81%

Shares22.6K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

0.31%

Shares6.8K

Event2026-03-31

Filed2026-04-15

LKQ

LKQ CORP

5.23%

Shares55.4K

Event2026-03-31

Filed2026-04-15

TBCH

TURTLE BEACH CORP

10.83%

Shares158.9K

Event2026-03-31

Filed2026-04-15

DUKE ENERGY CORP NEW

-1.24%

Shares12.1K

Event2026-03-31

Filed2026-04-15

MNRO

MONRO INC

6.64%

Shares97.7K

Event2026-03-31

Filed2026-04-15

RTO

RENTOKIL INITIAL PLC

-0.24%

Shares48.5K

Event2026-03-31

Filed2026-04-15

JAAA

JANUS DETROIT STR TR

-39.66%

Shares29.8K

Event2026-03-31

Filed2026-04-15

ALG

ALAMO GROUP INC

New

Shares8.9K

Event2026-03-31

Filed2026-04-15

UNILEVER PLC

-0.56%

Shares24.9K

Event2026-03-31

Filed2026-04-15

WRB

BERKLEY W R CORP

-2.02%

Shares21.4K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

New

Shares4.2K

Event2026-03-31

Filed2026-04-15

OLLI

OLLIES BARGAIN OUTLET HLDGS

1.77%

Shares14.4K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

-1.58%

Shares10.9K

Event2026-03-31

Filed2026-04-15

IBKR

INTERACTIVE BROKERS GROUP IN

-1.49%

Shares19.1K

Event2026-03-31

Filed2026-04-15

WMB

WILLIAMS COS INC

-0.42%

Shares17.3K

Event2026-03-31

Filed2026-04-15

SSTI

SOUNDTHINKING INC

14.13%

Shares187.1K

Event2026-03-31

Filed2026-04-15

CROWN CASTLE INC

6.68%

Shares15.0K

Event2026-03-31

Filed2026-04-15

WMG

WARNER MUSIC GROUP CORP

51.43%

Shares46.9K

Event2026-03-31

Filed2026-04-15

TITN

TITAN MACHY INC

7.32%

Shares70.2K

Event2026-03-31

Filed2026-04-15

PSN

PARSONS CORP DEL

5.24%

Shares21.0K

Event2026-03-31

Filed2026-04-15

BRO

BROWN & BROWN INC

New

Shares17.2K

Event2026-03-31

Filed2026-04-15

NSC

NORFOLK SOUTHN CORP

-1.87%

Shares3.9K

Event2026-03-31

Filed2026-04-15

CCK

CROWN HLDGS INC

-1.50%

Shares11.0K

Event2026-03-31

Filed2026-04-15

VERIZON COMMUNICATIONS INC

4.22%

Shares21.8K

Event2026-03-31

Filed2026-04-15

SYY

SYSCO CORP

-1.03%

Shares14.3K

Event2026-03-31

Filed2026-04-15

AVD

AMERICAN VANGUARD CORP

12.81%

Shares374.0K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

0.41%

Shares3.0K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-0.29%

Shares3.1K

Event2026-03-31

Filed2026-04-15

SHEL

SHELL PLC

0.37%

Shares8.2K

Event2026-03-31

Filed2026-04-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

0.09%

Shares5.4K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

0.17%

Shares3.0K

Event2026-03-31

Filed2026-04-15

ISHARES GOLD TR

0.54%

Shares7.0K

Event2026-03-31

Filed2026-04-15

VISA INC

0.48%

Shares1.9K

Event2026-03-31

Filed2026-04-15

CMDY

ISHARES U S ETF TR

2.67%

Shares9.1K

Event2026-03-31

Filed2026-04-15

WTRG

ESSENTIAL UTILS INC

5.27%

Shares12.4K

Event2026-03-31

Filed2026-04-15

MASTERCARD INCORPORATED

0.00%

Shares945

Event2026-03-31

Filed2026-04-15

JBBB

JANUS DETROIT STR TR

0.13%

Shares8.7K

Event2026-03-31

Filed2026-04-15

BINC

BLACKROCK ETF TRUST II

0.60%

Shares7.8K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

0.00%

Shares842

Event2026-03-31

Filed2026-04-15

CDW

CDW CORP

29.92%

Shares3.0K

Event2026-03-31

Filed2026-04-15

PAAS

PAN AMERN SILVER CORP

-1.57%

Shares6.5K

Event2026-03-31

Filed2026-04-15

HUM

HUMANA INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-15

EQT CORP

-2.00%

Shares4.3K

Event2026-03-31

Filed2026-04-15

DOLLAR GEN CORP

-0.82%

Shares2.2K

Event2026-03-31

Filed2026-04-15

DLN

WISDOMTREE TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-15

COCA COLA CO

0.83%

Shares2.9K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available