Pullen Investment Management, LLC

Q2 2026 13F-HR Holdings

Location
Bradenton, FL
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
98
Total value ($000)
$216,019
Net value change ($000)
+16,839 (8.5%)
New positions
11
Sold out positions
11
Turnover %
17.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FTDR 3,708 NEW
ASO 3,207 NEW
BBSI 3,103 NEW
FOXF 2,313 NEW
OLLI 2,238 168.4%
VOO 1,761 15.7%
DRVN 1,576 64.0%
VTI 1,515 16.2%
DKS 1,418 NEW
ARCB 1,318 46.6%
Top Reduces (Value $000, Stocks/ETFs)
LINC -5,406 -70.7%
UNF -3,527 -100.0%
VIRT -2,729 -100.0%
FCN -2,551 -100.0%
PLPC -1,866 -100.0%
UTI -1,866 -100.0%
HON -1,715 -100.0%
SPB -1,666 -100.0%
CVX -1,509 -28.5%
WMG -1,197 -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