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| Pullen Investment Management LLC
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| CRD # | 310149 |
| SEC # | 801-127520 |
| CIK # | 0002011668 |
| AUM | $184.1 M (2025-03-06) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 941-361-2195 |
| Address | 417 12th Street W Bradenton, FL 34205 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002011668 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 4.5 | ||
| Huntington Ingalls Industries Inc | 3.8 | ||
| Lincoln Educational Services Corp | 3.7 | ||
| Kirby Corp | 3.6 | ||
| Graphic Packaging Holding Co | 3.4 | ||
| Federal Agricultural Mortgage Corp | 3.1 | ||
| Seneca Foods Corp | 2.9 | ||
| Southern Co | 2.7 | ||
| First Cash Financial Services Inc | 2.3 | ||
| Madison Square Garden Co | 2.3 | ||
| Allstate Corp | 2.2 | ||
| Chevron Corp | 2.1 | ||
| Shotspotter Inc | 2.1 | ||
| Hanover Insurance Group Inc | 2.1 | ||
| SPDR Gold Trust | 2.1 | ||
| Ollie's Bargain Outlet Holdings Inc | 2.0 | ||
| McJunkin Red Man Holding Corp | 2.0 | ||
| Tetra Technologies Inc | 2.0 | ||
| Selective Insurance Group Inc | 2.0 | ||
| Ingram Micro Holding Corp | 1.9 | ||
| Coca Cola Bottling Co Consolidated /DE/ | 1.9 | ||
| Newmont Mining Corp /DE/ | 1.9 | ||
| Harbinger Group Inc | 1.9 | ||
| AZZ Inc | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 15.6 |
| (b) Individuals (high net worth individuals) | 41 | 106.0 |
| (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 | 5 | 48.2 |
| (h) Charitable organizations | 0 | 10.5 |
| (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 | 0 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 200 | 184.1 |
| By Discretionary | ||
| Discretionary | 200 | 184.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 200 | 184.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.4 | |
| United States Persons | 182.7 | |
| Total | 200 | 184.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011668] |
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|---|---|---|
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CA | 0.2 |
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CT | 0.2 |
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