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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 $153,829,002
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 18,024 $9,711,639 6.31%
2.
Vanguard Index Fds
 23,342 $6,764,675 4.39%
3.
Schwab Strategic Trust
 FNDF 231,021 $5,244,178 3.4%
4.
Microsoft Corp
 MSFT 9,504 $4,005,876 2.6%
5.
Berkshire Hathaway Inc
 BRK.A 8,698 $3,942,629 2.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)