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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 $199,180,487
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 18,819 $11,245,069 5.65%
2.
Vanguard Index Fds
 29,175 $9,359,501 4.7%
3.
Lincoln Educational Services Corp
 LINC 187,905 $7,643,975 3.84%
4.
Chevron Corp
 CVX 25,555 $5,287,330 2.65%
5.
Kirby Corp
 KEX 35,461 $4,712,058 2.37%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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