13F Filings History of Pullen Investment Management, LLC

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$189,871,889
Signature - Title
Tyler Pullen - CCO
Location
Bradenton, FL
Summary
This page shows a list of all the recent 13F filings made by Pullen Investment Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Pullen Investment Management, LLC reported 97 stock holdings with total value $189,871,889 as of Q4 2025. Top holdings included VOO, VTI, HII, SCHB, and LINC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 97 $189,871,889 +$21,316,613 -$20,782,399 +$534,214 VOO, VTI, HII, SCHB, LINC 13F-HR 20 Jan 2026, 16:46
Q3 2025 99 $184,699,416 +$18,800,916 -$8,986,813 +$9,814,103 VOO, VTI, SCHB, MSFT, HII 13F-HR 27 Oct 2025, 15:41
Q2 2025 100 $166,017,332 +$14,016,602 -$12,003,896 +$2,012,706 VOO, VTI, SCHB, MSFT, BRKB 13F-HR 31 Jul 2025, 16:25
Q1 2025 104 $158,352,369 +$19,034,504 -$15,967,878 +$3,066,626 VOO, VTI, SCHB, BRKB, SPY 13F-HR 16 Apr 2025, 12:42
Q4 2024 103 $153,829,002 +$29,943,784 -$8,546,398 +$21,397,386 VOO, VTI, SCHB, MSFT, BRKB 13F-HR 24 Feb 2025, 14:41
Q3 2024 100 $136,791,652 +$12,274,277 -$4,853,572 +$7,420,705 VOO, VTI, SCHB, BRKB, MSFT 13F-HR 24 Oct 2024, 12:03
Q2 2024 99 $120,716,919 +$9,217,166 -$7,448,431 +$1,768,735 VOO, VTI, SCHB, MSFT, BRKB 13F-HR 26 Jul 2024, 16:42
Q1 2024 97 $118,414,981 $0 $0 $0 VOO, VTI, SCHB, MSFT, BRKB 13F-HR 01 May 2024, 15:53