Pullen Investment Management, LLC
All 13F Filings
- Location
- Bradenton, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 216,019
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 98 | 216,019 | 13F-HR | Pullen Investment Management, LLC |
| Q1 2026 | 4/15/2026 | 98 | 199,180 | 13F-HR | Pullen Investment Management, LLC |
| Q4 2025 | 1/20/2026 | 97 | 189,872 | 13F-HR | Pullen Investment Management, LLC |
| Q3 2025 | 10/27/2025 | 99 | 184,699 | 13F-HR | Pullen Investment Management, LLC |
| Q2 2025 | 7/31/2025 | 100 | 166,017 | 13F-HR | Pullen Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 175.8 K | 81.4% | 12.67 K | 0 | 12.67 K |
| ETFs | 40.23 K | 18.6% | 4.174 K | 0 | 4.174 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
216,019
Holdings
98
QoQ value change ($000)
16,839
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.