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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.89T
$4.01 Billion 2.6% of portfolio
9,504
Q4 2024 Reduced 1.06%
$681B
$3.94 Billion 2.56% of portfolio
8,698
Q4 2024 Reduced 3.49%
$321B
$2.39 Billion 1.55% of portfolio
16,488
Q4 2024 Reduced 6.67%
$400B
$1.77 Billion 1.15% of portfolio
1,934
Q4 2024 Reduced 2.08%
$481B
$1.33 Billion 0.86% of portfolio
12,329
Q4 2024 Reduced 2.91%
$238B
$1.14 Billion 0.74% of portfolio
11,486
Q4 2024 Reduced 10.5%
$426B
$927 Million 0.6% of portfolio
6,407
Q4 2024 Reduced 12.64%
$234B
$908 Million 0.59% of portfolio
10,047
Q4 2024 Reduced 10.67%
$701B
$733 Million 0.48% of portfolio
3,057
Q4 2024 Added 4.94%
$556B
$558 Million 0.36% of portfolio
1,765
Q4 2024 Added 6.97%
$511B
$548 Million 0.36% of portfolio
1,041
Q3 2024 Reduced 0.19%
$253B
$497 Million 0.32% of portfolio
7,939
Q4 2024 Added 4.94%
$399B
$375 Million 0.24% of portfolio
2,234
Q3 2024 Reduced 0.31%
$300B
$259 Million 0.17% of portfolio
4,155
Q1 2024 New

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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