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Pullen Investment Management, LLC
Period ended Sep 30, 2026 · Latest filing Oct 23, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $209,254,460
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $12,792,983
- VANGUARD INDEX FDS · MRNGSTR TTL STK · 922908769 · shares: $10,434,819
- MADISON SQUARE GRDN SPRT COR · CL A · 55825T103 · shares: $5,171,695
- SCHWAB STRATEGIC TR · US BRD MKT ETF · 808524102 · shares: $4,949,462
- STATE STR SPDR S&P 500 ETF T · TR UNIT · 78462F103 · shares: $4,677,972
- KIRBY CORP · COM · 497266106 · shares: $4,662,656
- MICROSOFT CORP · COM · 594918104 · shares: $4,591,086
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $4,041,860
- OLLIES BARGAIN OUTLET HLDGS · COM · 681116109 · shares: $3,999,684
- FEDERAL AGRIC MTG CORP · CL C · 313148306 · shares: $3,954,241
Reported holdings
101 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| COCA COLA CO | COM | 191216100 | — | 2,930 shares | $252,214 |