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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424M
$3.32 Billion 2.16% of portfolio
209,755
Q4 2024 Added 45.71%
$1.86B
$3.15 Billion 2.05% of portfolio
16,013
Q4 2024 Added 28.97%
$885M
$2.45 Billion 1.59% of portfolio
95,410
Q4 2024 Added 46.42%
$560M
$2.22 Billion 1.44% of portfolio
27,974
Q4 2024 Added 46.22%
$426M
$1.82 Billion 1.18% of portfolio
507,650
Q4 2024 Added 105.49%
$1.77B
$1.57 Billion 1.02% of portfolio
44,646
Q4 2024 Added 83.41%
$539M
$1.34 Billion 0.87% of portfolio
54,004
Q4 2024 Added 10.76%
$446M
$1.15 Billion 0.75% of portfolio
47,528
Q4 2024 Added 205.72%
$1.88B
$1.01 Billion 0.66% of portfolio
180,819
Q4 2024 Added 44.24%
$976M
$976 Million 0.63% of portfolio
60,368
Q4 2024 Reduced 1.46%
$395M
$732 Million 0.48% of portfolio
67,423
Q4 2024 Added 26.42%
$764M
$695 Million 0.45% of portfolio
112,236
Q4 2024 Added 46.14%
$1.66B
$686 Million 0.45% of portfolio
31,205
Q4 2024 Added 45.42%
$595M
$605 Million 0.39% of portfolio
4,738
Q4 2024 New
$1.31B
$456 Million 0.3% of portfolio
7,055
Q4 2024 Added 39.79%

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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