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| Pullen Investment Management LLC
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| |
|---|---|
| CRD # | 310149 |
| SEC # | 801-127520 |
| CIK # | 0002011668 |
| AUM | $140.5 MM (2024-03-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 941-361-2195 |
| Address | 417 12th Street W Bradenton, FL 34205 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0002011668 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 4.3 | |
| Kirby Corp | 3,783.2 | 2.8 | |
| Chevron Corp | 294,604.1 | 2.7 | |
| Southern Co | 75,035.5 | 2.3 | |
| Graphic Packaging Holding Co | 6,301.8 | 2.2 | |
| Hess Corp | 35,147.8 | 2.1 | |
| Federal Agricultural Mortgage Corp | 1,045.9 | 2.0 | |
| Huntington Ingalls Industries Inc | 8,697.4 | 1.9 | |
| Allstate Corp | 34,565.4 | 1.9 | |
| Marathon Petroleum Corp | 47,980.8 | 1.8 | |
| Agnico Eagle Mines Ltd | 22,129.1 | 1.8 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 1.7 | |
| Unilever PLC | 115,645.2 | 1.7 | |
| Newmont Mining Corp /DE/ | 49,968.3 | 1.7 | |
| PNC Financial Services Group Inc | 66,069.5 | 1.6 | |
| Kinross Gold Corp | 4,950.0 | 1.6 | |
| Crown Castle International Corp | 73,004.8 | 1.6 | |
| Merck & Co Inc | 232,371.9 | 1.6 | |
| Barrick Gold Corp | 33,007.1 | 1.5 | |
| Fox Corp | 16,825.0 | 1.5 | |
| Virtu Financial Inc | 4,327.1 | 1.5 | |
| Lincoln Educational Services Corp | 173.6 | 1.5 | |
| Lockheed Martin Corp | 111,953.9 | 1.5 | |
| SPDR Gold Trust | 1.5 | ||
| Exxon Mobil Corp | 385,508.3 | 1.4 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 14.8 |
| (b) Individuals (high net worth individuals) | 33 | 93.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 21.8 |
| (h) Charitable organizations | 0 | 7.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.3 |
| (n) Other | 0 | 0.0 |
| Total | 166 | 140.5 |
| By Discretionary | ||
| Discretionary | 166 | 140.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 166 | 140.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 137.3 | |
| Total | 166 | 140.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002011668] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Zidel Financial Inc
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|
CO | 0.1 |
|
Leeds Capital Group LLC
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CA | 0.1 |
|
Allaria Asset Management LLC
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FL | 0.1 |
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Clarity Wealth Development LLC
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OR | 0.1 |
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Wealthtrak Capital Management LLC
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VA | 0.1 |
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Podell Financial Group LLC
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NJ | 0.1 |
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Northavenue LLC
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OH | 0.1 |
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Price Financial Group Wealth Management Inc
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OR | 0.1 |
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Charleston Investment Advisors LLC
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SC | 0.1 |
|
Hollingsworth Avent Averre & Purvis PA
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NC | 0.1 |