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Home > Institutional Investor > Pullen Investment Management, Llc > Profile

Instuitional Investor - Pullen Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Pullen Investment Management, Llc
Portfolio Value $184,699,416
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 18,810 $11,518,591 6.24%
2.
Vanguard Index Fds
 26,997 $8,859,579 4.8%
3.
Schwab Strategic Trust
 FNDF 201,522 $5,181,135 2.81%
4.
Microsoft Corp
 MSFT 9,084 $4,705,271 2.55%
5.
Huntington Ingalls Industries Inc.
 HII 15,340 $4,416,539 2.39%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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