Pullen Investment Management, LLC
BRADENTON FL · SEC CIK 0002011668
$2.16亿2026Q2 申报市值
98持仓数
27.8%前十大占比 · 第一大 6.0%
10 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FTDR 新建仓+$370.84万
ASO 新建仓+$320.71万
BBSI 新建仓+$310.35万
OLLI 加仓+$245.72万
FOXF 新建仓+$231.34万
2026Q2 卖出最多 按季末市值估算
LINC 减仓-$713.85万
UNF 清仓-$352.65万
VIRT 清仓-$272.86万
FCN 清仓-$255.13万
UTI 清仓-$186.59万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1,300.56万 | 6.02% | 18,936 | 117 | 0.6% | $8.04万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,087.48万 | 5.03% | 29,388 | 213 | 0.7% | $7.88万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $516.49万 | 2.39% | 12,853 | 23 | 0.2% | $9,242 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $506.30万 | 2.34% | 174,828 | -415 | -0.2% | -$1.20万 | 减仓 |
| KEX | KIRBY CORP | $482.04万 | 2.23% | 35,452 | -9 | -0.0% | -$1,224 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $458.74万 | 2.12% | 6,143 | -22 | -0.4% | -$1.64万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $443.59万 | 2.05% | 20,506 | 14 | 0.1% | $3,028 | 加仓 |
| ARCB | ARCBEST CORP | $414.37万 | 1.92% | 28,868 | 133 | 0.5% | $1.91万 | 加仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $403.79万 | 1.87% | 289,666 | 94,427 | 48.4% | $131.63万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $396.96万 | 1.84% | 7,933 | -85 | -1.1% | -$4.25万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $388.77万 | 1.80% | 49,424 | 9,612 | 24.1% | $75.61万 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $378.49万 | 1.75% | 18,994 | 445 | 2.4% | $8.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $377.80万 | 1.75% | 22,792 | -2,763 | -10.8% | -$45.80万 | 减仓 |
| FTDR | FRONTDOOR INC | $370.84万 | 1.72% | 47,795 | 47,795 | — | $370.84万 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $365.65万 | 1.69% | 133,302 | 24,181 | 22.2% | $66.33万 | 加仓 |
| NEM | NEWMONT CORP | $365.13万 | 1.69% | 39,093 | -751 | -1.9% | -$7.01万 | 减仓 |
| AZZ | AZZ INC | $360.68万 | 1.67% | 23,262 | -22 | -0.1% | -$3,411 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $356.69万 | 1.65% | 46,396 | 31,962 | 221.4% | $245.72万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $356.14万 | 1.65% | 314,336 | 543 | 0.2% | $6,152 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $349.72万 | 1.62% | 20,106 | 63 | 0.3% | $1.10万 | 加仓 |
| MSFT | MICROSOFT CORP | $333.89万 | 1.55% | 8,951 | -36 | -0.4% | -$1.34万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $320.71万 | 1.48% | 68,048 | 68,048 | — | $320.71万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $311.99万 | 1.44% | 14,571 | -34 | -0.2% | -$7,280 | 减仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $310.35万 | 1.44% | 87,372 | 87,372 | — | $310.35万 | 新建仓 |
| B | BARRICK MNG CORP | $305.77万 | 1.42% | 83,248 | -1,747 | -2.1% | -$6.42万 | 减仓 |
| DNOW | DNOW INC | $297.57万 | 1.38% | 229,428 | 596 | 0.3% | $7,730 | 加仓 |
| WNC | WABASH NATL CORP | $293.17万 | 1.36% | 217,162 | 3,034 | 1.4% | $4.10万 | 加仓 |
| MSA | MSA SAFETY INC | $288.27万 | 1.33% | 16,512 | 108 | 0.7% | $1.89万 | 加仓 |
| CSCO | CISCO SYS INC | $287.98万 | 1.33% | 24,517 | 158 | 0.6% | $1.86万 | 加仓 |
| CRD/A | CRAWFORD & CO | $286.62万 | 1.33% | 254,322 | -126 | -0.0% | -$1,420 | 减仓 |
| SO | SOUTHERN CO | $282.89万 | 1.31% | 29,557 | 308 | 1.1% | $2.95万 | 加仓 |
| GLD | SPDR GOLD TR | $263.87万 | 1.22% | 7,163 | 25 | 0.4% | $9,210 | 加仓 |
| ALL | ALLSTATE CORP | $252.36万 | 1.17% | 10,606 | 13 | 0.1% | $3,093 | 加仓 |
| HD | HOME DEPOT INC | $251.04万 | 1.16% | 7,118 | 2,881 | 68.0% | $101.61万 | 加仓 |
| MPC | MARATHON PETE CORP | $250.17万 | 1.16% | 9,785 | -23 | -0.2% | -$5,880 | 减仓 |
| ALG | ALAMO GROUP INC | $248.18万 | 1.15% | 15,088 | 6,157 | 68.9% | $101.28万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $238.98万 | 1.11% | 9,706 | 34 | 0.4% | $8,371 | 加仓 |
| CNX | CNX RES CORP | $233.85万 | 1.08% | 68,922 | -6 | -0.0% | -$204 | 减仓 |
| FOXF | FOX FACTORY HLDG CORP | $231.34万 | 1.07% | 136,522 | 136,522 | — | $231.34万 | 新建仓 |
| SCL | STEPAN CO | $228.42万 | 1.06% | 40,995 | 710 | 1.8% | $3.96万 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $223.79万 | 1.04% | 44,848 | -143,057 | -76.1% | -$713.85万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $210.06万 | 0.97% | 9,698 | 83 | 0.9% | $1.80万 | 加仓 |
| PSN | PARSONS CORP DEL | $201.37万 | 0.93% | 38,436 | 17,442 | 83.1% | $91.38万 | 加仓 |
| TBCH | TURTLE BEACH CORP | $199.91万 | 0.93% | 160,568 | 1,702 | 1.1% | $2.12万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $184.41万 | 0.85% | 174,470 | -279 | -0.2% | -$2,949 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $175.56万 | 0.81% | 6,913 | 120 | 1.8% | $3.05万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $175.25万 | 0.81% | 6,259 | -8 | -0.1% | -$2,240 | 减仓 |
| — | SOUNDTHINKING INC | $174.85万 | 0.81% | 193,207 | 6,077 | 3.2% | $5.50万 | 加仓 |
| MNRO | MONRO INC | $171.25万 | 0.79% | 100,090 | 2,367 | 2.4% | $4.05万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $163.53万 | 0.76% | 18,788 | -335 | -1.8% | -$2.92万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $156.62万 | 0.73% | 1,674 | -10 | -0.6% | -$9,356 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $155.78万 | 0.72% | 12,307 | 176 | 1.5% | $2.23万 | 加仓 |
| WRB | BERKLEY W R CORP | $153.32万 | 0.71% | 21,738 | 338 | 1.6% | $2.38万 | 加仓 |
| TITN | TITAN MACHY INC | $151.61万 | 0.70% | 71,787 | 1,543 | 2.2% | $3.26万 | 加仓 |
| UL | UNILEVER PLC | $151.24万 | 0.70% | 25,157 | 258 | 1.0% | $1.55万 | 加仓 |
| LKQ | LKQ CORP | $147.97万 | 0.68% | 56,198 | 826 | 1.5% | $2.17万 | 加仓 |
| CME | CME GROUP INC | $145.55万 | 0.67% | 6,591 | 70 | 1.1% | $1.55万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $144.64万 | 0.67% | 2,839 | 34 | 1.2% | $1.73万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $142.95万 | 0.66% | 28,312 | -1,447 | -4.9% | -$7.31万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $141.76万 | 0.66% | 6,250 | 6,250 | — | $141.76万 | 新建仓 |
| MRK | MERCK & CO INC | $141.12万 | 0.65% | 10,982 | 127 | 1.2% | $1.63万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $140.61万 | 0.65% | 49,148 | 620 | 1.3% | $1.77万 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $137.65万 | 0.64% | 11,013 | -4,217 | -27.7% | -$52.71万 | 减仓 |
| WMB | WILLIAMS COS INC | $129.46万 | 0.60% | 17,414 | 94 | 0.5% | $6,988 | 加仓 |
| CCK | CROWN HLDGS INC | $124.72万 | 0.58% | 11,154 | 114 | 1.0% | $1.27万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $121.65万 | 0.56% | 3,867 | -18 | -0.5% | -$5,663 | 减仓 |
| SYY | SYSCO CORP | $119.92万 | 0.56% | 14,348 | 72 | 0.5% | $6,018 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $119.42万 | 0.55% | 3,529 | 3,529 | — | $119.42万 | 新建仓 |
| CCI | CROWN CASTLE INC | $114.49万 | 0.53% | 15,119 | 122 | 0.8% | $9,239 | 加仓 |
| AVGO | BROADCOM INC | $112.61万 | 0.52% | 2,981 | 24 | 0.8% | $9,066 | 加仓 |
| BRO | BROWN & BROWN INC | $111.78万 | 0.52% | 17,425 | 211 | 1.2% | $1.35万 | 加仓 |
| — | AMERICAN VANGUARD CORP | $106.12万 | 0.49% | 379,017 | 4,985 | 1.3% | $1.40万 | 加仓 |
| HTLD | HEARTLAND EXPRESS INC | $105.33万 | 0.49% | 69,202 | 69,202 | — | $105.33万 | 新建仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $104.40万 | 0.48% | 6,914 | 6,914 | — | $104.40万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $101.96万 | 0.47% | 3,115 | 12 | 0.4% | $3,928 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $92.86万 | 0.43% | 21,933 | 163 | 0.7% | $6,901 | 加仓 |
| HON | HONEYWELL INTL INC | $85.78万 | 0.40% | 3,831 | -3,757 | -49.5% | -$84.12万 | 减仓 |
| — | EXXON MOBIL CORP | $78.46万 | 0.36% | 5,739 | -5,747 | -50.0% | -$78.57万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.35% | 1 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $72.78万 | 0.34% | 3,292 | 3,292 | — | $72.78万 | 新建仓 |
| AMZN | AMAZON COM INC | $71.38万 | 0.33% | 2,995 | -14 | -0.5% | -$3,337 | 减仓 |
| V | VISA INC | $64.91万 | 0.30% | 1,892 | 12 | 0.6% | $4,117 | 加仓 |
| SHEL | SHELL PLC | $64.75万 | 0.30% | 8,351 | 104 | 1.3% | $8,064 | 加仓 |
| WMT | WALMART INC | $64.01万 | 0.30% | 5,652 | 209 | 3.8% | $2.37万 | 加仓 |
| U | UNITY SOFTWARE INC | $61.26万 | 0.28% | 21,433 | 21,433 | — | $61.26万 | 新建仓 |
| WTRG | ESSENTIAL UTILS INC | $49.66万 | 0.23% | 12,962 | 581 | 4.7% | $2.23万 | 加仓 |
| IAU | ISHARES GOLD TR | $48.98万 | 0.23% | 6,487 | -543 | -7.7% | -$4.10万 | 减仓 |
| IVW | ISHARES TR | $47.15万 | 0.22% | 3,428 | 0 | 0.0% | — | 不变 |
| CMDY | ISHARES U S ETF TR | $44.82万 | 0.21% | 8,114 | -1,000 | -11.0% | -$5.52万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $43.52万 | 0.20% | 5,052 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $43.46万 | 0.20% | 3,090 | 59 | 1.9% | $8,298 | 加仓 |
| MA | MASTERCARD INCORPORATED | $41.81万 | 0.19% | 814 | -131 | -13.9% | -$6.73万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $40.71万 | 0.19% | 7,778 | 20 | 0.3% | $1,047 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $40.03万 | 0.19% | 8,454 | -225 | -2.6% | -$1.07万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $34.30万 | 0.16% | 1,574 | -9 | -0.6% | -$1,961 | 减仓 |
| DLN | WISDOMTREE TR | $26.22万 | 0.12% | 2,722 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $26.07万 | 0.12% | 2,265 | 93 | 4.3% | $1.07万 | 加仓 |
| KO | COCA COLA CO | $23.81万 | 0.11% | 2,930 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -14,017 | -100.0% | -$352.65万 | 清仓 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | -62,042 | -100.0% | -$272.86万 | 清仓 |