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Pullen Investment Management, LLC
Pullen Investment Management, LLC is an independent investment advisory firm headquartered in Bradenton, Florida, serving clients in the Tampa Bay area and nationwide. The firm specializes in separately managed accounts and provides customized portfolio management services tailored to individual objectives and risk tolerance. Emphasizing direct communication, independence, and a value-oriented, transparent process, Pullen Investment Management was founded in 2011 and has approximately 4 employees. The firm serves a range of clients, primarily individuals (both high net worth and other individuals), along with select pension plans and charitable organizations.
Investment Strategy
Pullen Investment Management pursues a disciplined, value-oriented investment approach, focusing on long-term growth for its clients. Portfolios are tailored to each client's specific needs and risk profiles, managed as separate accounts to allow for tax-loss harvesting and portfolio customization. The firm emphasizes transparency, direct manager-client communication, and independent decision-making, avoiding conflicts of interest inherent in selling proprietary products. Their strategies stress logical, time-tested portfolio management and direct accountability, aiming for clarity and risk-aware asset management.
Latest 13F Filing Activity
Pullen Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 98 equity positions with a total 13F market value of $166M. The fund increased holdings in Barrick MNG Corp., Vanguard Index FDS, MRC Global Inc. among other positions. Pullen Investment Management, LLC reduced exposure to Northwestern Energy Group in, Barrick Gold Corp., Virtu Finl Inc. among others.
Top Holdings
Equity Positions (98)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 6.39% | $10.6M | 18,663 | $485.09 | $568.03 | +$871.3K |
V VTI | VANGUARD INDEX FDS | 4.93% | $8.2M | 26,951 | $265.61 | $303.93 | +$1.3M |
S SCHB | SCHWAB STRATEGIC TR | 2.89% | $4.8M | 201,520 | $20.30 | $23.83 | -$148.6K |
M MSFT | MICROSOFT CORP | 2.70% | $4.5M | 9,026 | $424.80 | $497.41 | +$1.1M |
| BERKSHIRE HATHAWAY INC DEL | 2.44% | $4.0M | 8,336 | $420.20 | $485.77 | -$453.6K |
Industry Allocation
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