Institutional filer · SEC 13F · Q4 2024
Pullen Investment Management, LLC
The reported 13F portfolio of Pullen Investment Management, LLC (CIK 2011668) - top holdings, how concentrated the book is, and what changed last quarter.
- $153.8M
- Reported book
- 103
- Positions
- #251
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Pullen Investment Management, LLC ranks #251 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $153.8M across 103 positions, a broadly diversified portfolio.
- $153.8M
- reported 13F value
- 103
- disclosed positions
- 6.3%
- in VANGUARD INDEX FDS
- #251
- of 360 filers
Top-5 share 19.3% → SPREAD book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Pullen Investment Management, LLC ranks #251 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Pullen Investment Management, LLC sits by disclosed position count
Pullen Investment Management, LLC reports 103 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Pullen Investment Management, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
103 183rd of 360 higher than 177 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Pullen Investment Management, LLC reports a book ($0.15B) spread across 103 disclosed positions -- more than the 86-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2011668 · Q4 2024 $154M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-MIX · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #251/360
- POS-FOCUS 103 names
- CONC-MID 19% top-5
- LEAD-MIX 6.3% top
- PHOTO-FINISH Nolet Wealth ,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Nolet Wealth Management, LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · Pullen Investment Management, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$153.8M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $9.7M | 6.3% |
| 2 | VANGUARD INDEX FDS | $6.8M | 4.4% |
| 3 | SCHWAB STRATEGIC TR | $5.2M | 3.4% |
| 4 | MICROSOFT CORP | $4.0M | 2.6% |
| 5 | BERKSHIRE HATHAWAY INC DEL | $3.9M | 2.6% |
| 6 | SPDR S&P 500 ETF TR | $3.6M | 2.4% |
| 7 | LINCOLN EDL SVCS CORP | $3.3M | 2.2% |
| 8 | KIRBY CORP | $3.3M | 2.1% |
| 9 | FEDERAL AGRIC MTG CORP | $3.2M | 2.0% |
| 10 | GRAPHIC PACKAGING HLDG CO | $3.0M | 1.9% |
| 11 | HUNTINGTON INGALLS INDS INC | $2.9M | 1.9% |
| 12 | ISHARES TR | $2.8M | 1.8% |
| 13 | UNIVERSAL TECHNICAL INST INC | $2.5M | 1.6% |
| 14 | SOUTHERN CO | $2.4M | 1.6% |
| 15 | CHEVRON CORP NEW | $2.4M | 1.6% |
| 16 | SENECA FOODS CORP NEW | $2.2M | 1.4% |
| 17 | ALLSTATE CORP | $2.2M | 1.4% |
| 18 | AGNICO EAGLE MINES LTD | $2.1M | 1.4% |
| 19 | COCA COLA CONS INC | $2.1M | 1.4% |
| 20 | PNC FINL SVCS GROUP INC | $2.0M | 1.3% |
| 21 | CRAWFORD & CO | $1.9M | 1.2% |
| 22 | SOUNDTHINKING INC | $1.9M | 1.2% |
| 23 | HANOVER INS GROUP INC | $1.9M | 1.2% |
| 24 | TETRA TECHNOLOGIES INC DEL | $1.8M | 1.2% |
| 25 | COSTCO WHSL CORP NEW | $1.8M | 1.1% |
Latest Quarter Trades · Q4 2024
New positions (103)
Frequently Asked Questions
- How big is Pullen Investment Management, LLC's 13F portfolio?
- Pullen Investment Management, LLC reports $153.8M of long US-equity positions across 103 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Pullen Investment Management, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Pullen Investment Management, LLC ranks #251 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Pullen Investment Management, LLC's largest position?
- Pullen Investment Management, LLC's largest reported position is VANGUARD INDEX FDS at $9.7M, about 6.3% of its reported book as of Q4 2024.
- What did Pullen Investment Management, LLC trade last quarter?
- In its Q4 2024 filing, Pullen Investment Management, LLC opened 103 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Pullen Investment Management, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($153.8M here).
Similar holding count
Nearest filers by number of disclosed positions (103 here).
Using this filing
- The rankings sort every tracked filer the same way Pullen Investment Management, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Nolet Wealth Management, LLC reported the nearest book value ($154.0M) this quarter, a useful scale comparison for Pullen Investment Management, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.