Pullen Investment Management, LLC

Q1 2026 13F-HR Holdings

Location
Bradenton, FL
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$199,180
Net value change ($000)
+9,308 (4.9%)
New positions
8
Sold out positions
7
Turnover %
14.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LINC 3,153 70.2%
LPX 2,896 NEW
ARCB 2,826 NEW
ODFL 1,879 NEW
WNC 1,846 NEW
ALG 1,473 NEW
HD 1,394 NEW
DRVN 1,263 105.3%
CVX 1,136 27.4%
BRO 1,123 NEW
Top Reduces (Value $000, Stocks/ETFs)
HII -5,243 -100.0%
COKE -3,060 -100.0%
IWD -2,979 -100.0%
MSFT -1,088 -24.6%
IWM -1,053 -100.0%
MZTI -1,029 -100.0%
JAAA -995 -39.9%
SPB -754 -31.2%
SENEA -699 -18.8%
KVUE -574 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type