13F Insight
DOSSIER · 13F-HR · Q1 2026

Pullen Investment Management, LLC

Pullen Investment's holding co. based in Omaha, NE — $199M in tracked AUM across 98 positions as of Q1 2026.

PI
Pullen Investment·Omaha, NE·Holding Co.
CIK 0002011668 · last filed Mar 31, 2026
Total AUM
$199M
▲ 10.1%
vs prior
Holdings
98
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Pullen Investment Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$11M19K5.6%
02
VTI
VANGUARD INDEX FDS
$9M29K4.7%
03
LINC
LINCOLN EDL SVCS CORP
$8M188K3.8%
04
CVX
CHEVRON CORPORATION
$5M26K2.7%
05
KEX
KIRBY CORP
$5M35K2.4%
06
SCHB
SCHWAB STRATEGIC TR
$4M175K2.2%
07
NEM
NEWMONT CORP
$4M40K2.2%
08
MSGS
MADISON SQUARE GRDN SPRT COR
$4M13K2.1%
09
SPY
STATE STR SPDR S&P 500 ETF T
$4M6K2.0%
10
FCFS
FIRSTCASH HOLDINGS INC
$4M20K1.9%

Filing history

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