Pullen Investment Management, LLC Portfolio Holdings

Pullen Investment Management, LLC

  • $154 Billion
  • Q4 2024

Pullen Investment Management, LLC has filed its 13F form on February 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $154 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $9.71B, Vanguard Total Stock Market Et with a value of $6.76B, Schwab Strategic Tr Us Broad M with a value of $5.24B, Microsoft Corp with a value of $4.01B, and Berkshire Hathaway Inc Class B with a value of $3.94B.

Examining the 13F form we can see an increase of $17B in the current position value, from $137B to 154B.

Pullen Investment Management, LLC is based out at Bradenton, FL

Below you can find more details about Pullen Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $154 Billion
ETFs: $35.8 Billion
Financial Services: $24.3 Billion
Consumer Defensive: $19.2 Billion
Industrials: $16 Billion
Energy: $14.4 Billion
Basic Materials: $9.07 Billion
Technology: $8.76 Billion
Consumer Cyclical: $7.15 Billion
Other: $14.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.93T
$4.01 Billion 2.6% of portfolio
9,504
Q4 2024 Reduced 1.06%
$641B
$3.94 Billion 2.56% of portfolio
8,698
Q4 2024 Reduced 3.49%
$424M
$3.32 Billion 2.16% of portfolio
209,755
Q4 2024 Added 45.71%
$5.82B
$3.31 Billion 2.15% of portfolio
31,289
Q4 2024 Added 23.7%
$1.86B
$3.15 Billion 2.05% of portfolio
16,013
Q4 2024 Added 28.97%
$8.52B
$2.97 Billion 1.93% of portfolio
109,243
Q4 2024 Added 21.38%
$7.83B
$2.94 Billion 1.91% of portfolio
15,568
Q4 2024 Added 90.69%
$99.5B
$2.44 Billion 1.59% of portfolio
29,662
Q4 2024 Reduced 1.0%
$885M
$2.45 Billion 1.59% of portfolio
95,410
Q4 2024 Added 46.42%
$306B
$2.39 Billion 1.55% of portfolio
16,488
Q4 2024 Reduced 6.67%
$54.3B
$2.21 Billion 1.44% of portfolio
11,478
Q4 2024 Reduced 4.23%
$560M
$2.22 Billion 1.44% of portfolio
27,974
Q4 2024 Added 46.22%
$45B
$2.14 Billion 1.39% of portfolio
27,395
Q4 2024 Reduced 4.62%
$11.1B
$2.08 Billion 1.35% of portfolio
1,649
Q4 2024 Added 46.45%
$72.6B
$1.96 Billion 1.27% of portfolio
10,142
Q4 2024 Reduced 3.2%
$0
$1.91 Billion 1.24% of portfolio
-
Q4 2024 Added 45.86%
$5.93B
$1.85 Billion 1.2% of portfolio
11,972
Q4 2024 Added 46.5%
$426M
$1.82 Billion 1.18% of portfolio
507,650
Q4 2024 Added 105.49%
$427B
$1.77 Billion 1.15% of portfolio
1,934
Q4 2024 Reduced 2.08%
$5.17B
$1.75 Billion 1.14% of portfolio
86,748
Q4 2024 Added 40.84%
$5.4B
$1.74 Billion 1.13% of portfolio
16,810
Q4 2024 Added 76.39%
$45.6B
$1.7 Billion 1.11% of portfolio
12,815
Q4 2024 Reduced 9.61%
$3.9B
$1.68 Billion 1.09% of portfolio
7,431
Q4 2024 Added 46.16%
$3.24B
$1.64 Billion 1.07% of portfolio
30,763
Q4 2024 Added 46.02%
$4.19B
$1.61 Billion 1.05% of portfolio
88,296
Q4 2024 Added 47.05%
$91.5B
$1.61 Billion 1.04% of portfolio
6,921
Q4 2024 Reduced 4.26%
$6.23B
$1.58 Billion 1.03% of portfolio
17,133
Q4 2024 Added 46.5%
$150B
$1.57 Billion 1.02% of portfolio
27,706
Q4 2024 Reduced 10.48%
$1.77B
$1.57 Billion 1.02% of portfolio
44,646
Q4 2024 Added 83.41%
$3.77B
$1.57 Billion 1.02% of portfolio
44,133
Q4 2024 Reduced 39.23%
$2.24B
$1.57 Billion 1.02% of portfolio
19,126
Q4 2024 Added 45.79%
$124B
$1.49 Billion 0.97% of portfolio
3,056
Q4 2024 Reduced 4.44%
$4.72B
$1.48 Billion 0.96% of portfolio
47,734
Q4 2024 Reduced 4.52%
$68.6B
$1.42 Billion 0.92% of portfolio
10,198
Q4 2024 Reduced 5.75%
$89.9B
$1.38 Billion 0.9% of portfolio
12,847
Q4 2024 Reduced 4.43%
$32.9B
$1.34 Billion 0.87% of portfolio
86,287
Q4 2024 Reduced 7.18%
$16.6B
$1.34 Billion 0.87% of portfolio
22,954
Q4 2024 Added 0.71%
$539M
$1.34 Billion 0.87% of portfolio
54,004
Q4 2024 Added 10.76%
$454B
$1.33 Billion 0.86% of portfolio
12,329
Q4 2024 Reduced 2.91%
$66.3B
$1.22 Billion 0.79% of portfolio
22,460
Q4 2024 Added 3.28%
$5.42B
$1.18 Billion 0.77% of portfolio
32,151
Q4 2024 Added 2.69%
$5.13B
$1.19 Billion 0.77% of portfolio
12,736
Q4 2024 Added 51.58%
$446M
$1.15 Billion 0.75% of portfolio
47,528
Q4 2024 Added 205.72%
$240B
$1.14 Billion 0.74% of portfolio
11,486
Q4 2024 Reduced 10.5%
$144B
$1.09 Billion 0.71% of portfolio
4,831
Q4 2024 Reduced 3.19%
$34.8B
$1.06 Billion 0.69% of portfolio
28,485
Q4 2024 Reduced 27.98%
$12.5B
$1.06 Billion 0.69% of portfolio
23,232
Q4 2024 Reduced 51.88%
$22.8B
$1.07 Billion 0.69% of portfolio
6,135
Q4 2024 New
$11.7B
$1.03 Billion 0.67% of portfolio
28,108
Q4 2024 Reduced 6.99%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $154 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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