Pullen Investment Management, LLC Reduced Holdings in Q1 2025

Pullen Investment Management, LLC

  • $158 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
UTI
Universal Technical Institute Inc

Consumer Defensive
-30.2K
- 31.63%
$24.77 - $29.54 $748K - $892K
65.2K $1.68B
EQT
Eqt Corp

Energy
-17.5K
- 81.08%
$46.16 - $54.25 $808K - $949K
4.08K $218M
MSFT
Microsoft Corp

Technology
-492
- 5.18%
$375.39 - $447.2 $185K - $220K
9.01K $3.38B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.07K
- 0.46%
$21.23 - $23.75 $22.8K - $25.5K
230K $4.95B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-406
- 4.0%
$168.84 - $202.89 $68.5K - $82.4K
9.74K $1.71B
LMT
Lockheed Martin Corp

Industrials
-162
- 5.3%
$423.19 - $506.29 $68.6K - $82K
2.89K $1.29B
SPY
Spdr S&P 500 ETF Trust

ETFs
-33
- 0.53%
$551.42 - $612.93 $18.2K - $20.2K
6.17K $3.45B
AGM
Federal Agricultural Mortgage Corp

Financial Services
-1
- 0.01%
$182.78 - $209.07 $183 - $209
16K $3B
COST
Costco Wholesale Corp

Consumer Defensive
-203
- 10.5%
$890.62 - $1076.86 $181K - $219K
1.73K $1.64B
CDW
Cdw Corp

Technology
-216
- 3.52%
$160.26 - $206.13 $34.6K - $44.5K
5.92K $949M
Labcorp Holdings Inc
-454
- 6.56%
N/A
6.46K $1.5B
PG
Procter & Gamble CO

Consumer Defensive
-450
- 20.14%
$158.56 - $176.26 $71.4K - $79.3K
1.78K $304M
WMT
Walmart Inc.

Consumer Defensive
-19
- 0.19%
$84.5 - $105.05 $1.61K - $2K
10K $880M
KO
Coca Cola CO

Consumer Defensive
-603
- 14.51%
$60.81 - $72.32 $36.7K - $43.6K
3.55K $254M
Blackrock ETF Trust Ii
-61
- 0.68%
N/A
8.94K $468M
WMG
Warner Music Group Corp.

Communication Services
-495
- 1.04%
$29.3 - $36.3 $14.5K - $18K
47.2K $1.48B
IAU
Ishares Gold Trust

ETFs
-469
- 7.42%
$49.74 - $58.96 $23.3K - $27.7K
5.86K $345M
ALL
Allstate Corp

Financial Services
-629
- 5.48%
$180.99 - $210.18 $114K - $132K
10.8K $2.25B
LKQ
Lkq Corp

Consumer Cyclical
-1.96K
- 6.98%
$36.24 - $44.05 $71.1K - $86.4K
26.1K $1.11B
XOM
Exxon Mobil Corp

Energy
-458
- 3.71%
$105.44 - $118.93 $48.3K - $54.5K
11.9K $1.41B
FOX
Fox Corp Cl B (De)

Communication Services
-939
- 4.04%
$45.64 - $54.23 $42.9K - $50.9K
22.3K $1.18B
DUK
Duke Energy Corp

Utilities
-477
- 3.71%
$105.87 - $121.97 $50.5K - $58.2K
12.4K $1.51B
CME
Cme Group Inc.

Financial Services
-260
- 3.76%
$225.82 - $266.54 $58.7K - $69.3K
6.66K $1.77B
GLD
Spdr Gold Trust

ETFs
-590
- 8.13%
$243.19 - $288.14 $143K - $170K
6.67K $1.92B
WRB
Berkley W R Corp

Financial Services
-854
- 3.72%
$56.7 - $71.27 $48.4K - $60.9K
22.1K $1.57B
CVX
Chevron Corp

Energy
-622
- 3.77%
$146.71 - $167.97 $91.3K - $104K
15.9K $2.65B
SO
Southern CO

Utilities
-32
- 0.11%
$80.96 - $92.96 $2.59K - $2.97K
29.6K $2.72B
GOLD
Barrick Gold Corp

Basic Materials
-1.38K
- 1.6%
$15.45 - $19.56 $21.4K - $27.1K
84.9K $1.65B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-243
- 2.79%
$442.66 - $534.52 $108K - $130K
8.46K $4.5B
Activity Summary
Buys All Purchases 68 New Holdings 11 Increased Positions 57 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Pullen Investment Management, LLC Portfolio

Follow Pullen Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pullen Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pullen Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email