Pullen Investment Management, LLC
CIK 2011668 · Holdings on Mar 31, 2024 · First reported May 1, 2024
Top ten holdings
Q1 2024- VOO6.78%
- VTI4.66%
- SCHB4.05%
- MSFT3.42%
- BRK.B3.33%
- SPY2.64%
- MRK2.49%
- CVX2.41%
- GPK2.00%
- KEX1.90%
Share classes counted separately33.68%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $8.02M | 6.78% | 16.69K shares | Prior unavailable — | — | ↗▾ |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $5.52M | 4.66% | 21.22K shares | Prior unavailable — | — | ↗▾ |
| 03 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $4.79M | 4.05% | 78.51K shares | Prior unavailable — | — | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $4.05M | 3.42% | 9.63K shares | Prior unavailable — | — | ↗▾ |
| 05 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $3.94M | 3.33% | 9.37K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $3.13M | 2.64% | 5.98K shares | Prior unavailable — | — | ↗▾ |
| 07 | MRKMERCK & CO. INC. View history and evidence | $2.95M | 2.49% | 22.34K shares | Prior unavailable — | — | ↗▾ |
| 08 | CVXCHEVRON CORP View history and evidence | $2.86M | 2.41% | 18.12K shares | Prior unavailable — | — | ↗▾ |
| 09 | GPKGRAPHIC PACKAGING HOLDING CO View history and evidence | $2.37M | 2.00% | 81.28K shares | Prior unavailable — | — | ↗▾ |
| 10 | KEXKIRBY CORP View history and evidence | $2.25M | 1.90% | 23.63K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2011668 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-01
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 118414981
}Research all 97 reported holdings.
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