Pullen Investment Management, LLC
BRADENTON FL · SEC CIK 0002011668
$1.99亿2026Q1 申报市值
98持仓数
29.6%前十大占比 · 第一大 5.6%
7 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LPX 新建仓+$289.63万
ARCB 新建仓+$282.64万
ODFL 新建仓+$187.88万
WNC 新建仓+$184.58万
ALG 新建仓+$147.33万
2026Q1 卖出最多 按季末市值估算
HII 清仓-$524.32万
COKE 清仓-$305.96万
IWD 清仓-$297.86万
SENEA 减仓-$206.29万
SPB 减仓-$135.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -15,418 | -100.0% | -$524.32万 | 清仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | -19,958 | -100.0% | -$305.96万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -14,161 | -100.0% | -$297.86万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -4,277 | -100.0% | -$105.28万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -6,258 | -100.0% | -$102.89万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -33,298 | -100.0% | -$57.44万 | 清仓 |
| — | GENCOR INDS INC | $0 | 0.00% | 0 | -24,503 | -100.0% | -$31.76万 | 清仓 |
| KO | COCA COLA CO | $22.28万 | 0.11% | 2,930 | 24 | 0.8% | $1,825 | 加仓 |
| DLN | WISDOMTREE TR | $24.32万 | 0.12% | 2,722 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $25.79万 | 0.13% | 2,172 | -18 | -0.8% | -$2,137 | 减仓 |
| EQT | EQT CORP | $27.39万 | 0.14% | 4,304 | -88 | -2.0% | -$5,600 | 减仓 |
| VTV | VANGUARD INDEX FDS | $31.06万 | 0.16% | 1,583 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $34.83万 | 0.17% | 2,009 | 462 | 29.9% | $8.01万 | 重新持有 |
| PAAS | PAN AMERN SILVER CORP | $35.36万 | 0.18% | 6,472 | -103 | -1.6% | -$5,627 | 减仓 |
| CDW | CDW CORP | $36.68万 | 0.18% | 3,031 | 698 | 29.9% | $8.45万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $36.78万 | 0.18% | 842 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $38.77万 | 0.19% | 3,428 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $40.29万 | 0.20% | 7,758 | 46 | 0.6% | $2,389 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $40.45万 | 0.20% | 8,679 | 11 | 0.1% | $513 | 加仓 |
| MA | MASTERCARD INCORPORATED | $47.22万 | 0.24% | 945 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $49.86万 | 0.25% | 12,381 | 620 | 5.3% | $2.50万 | 加仓 |
| CMDY | ISHARES U S ETF TR | $54.16万 | 0.27% | 9,114 | 237 | 2.7% | $1.41万 | 加仓 |
| V | VISA INC | $56.82万 | 0.29% | 1,880 | 9 | 0.5% | $2,720 | 加仓 |
| IAU | ISHARES GOLD TR | $61.98万 | 0.31% | 7,030 | 38 | 0.5% | $3,350 | 加仓 |
| AMZN | AMAZON COM INC | $62.67万 | 0.31% | 3,009 | 5 | 0.2% | $1,041 | 加仓 |
| WMT | WALMART INC | $67.65万 | 0.34% | 5,443 | 5 | 0.1% | $621 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.36% | 1 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $76.70万 | 0.39% | 8,247 | 30 | 0.4% | $2,790 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $91.28万 | 0.46% | 3,103 | -9 | -0.3% | -$2,647 | 减仓 |
| AVGO | BROADCOM INC | $91.52万 | 0.46% | 2,957 | 12 | 0.4% | $3,714 | 加仓 |
| — | AMERICAN VANGUARD CORP | $93.13万 | 0.47% | 374,032 | 42,462 | 12.8% | $10.57万 | 加仓 |
| SYY | SYSCO CORP | $101.83万 | 0.51% | 14,276 | -148 | -1.0% | -$1.06万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $109.29万 | 0.55% | 21,770 | 882 | 4.2% | $4.43万 | 加仓 |
| CCK | CROWN HLDGS INC | $110.68万 | 0.56% | 11,040 | -168 | -1.5% | -$1.68万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $111.50万 | 0.56% | 3,885 | -74 | -1.9% | -$2.12万 | 减仓 |
| BRO | BROWN & BROWN INC | $112.25万 | 0.56% | 17,214 | 17,214 | — | $112.25万 | 新建仓 |
| PSN | PARSONS CORP DEL | $113.72万 | 0.57% | 20,994 | 1,046 | 5.2% | $5.67万 | 加仓 |
| TITN | TITAN MACHY INC | $117.45万 | 0.59% | 70,244 | 4,792 | 7.3% | $8.01万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $119.75万 | 0.60% | 46,886 | 15,923 | 51.4% | $40.67万 | 加仓 |
| CCI | CROWN CASTLE INC | $121.94万 | 0.61% | 14,997 | 939 | 6.7% | $7.63万 | 加仓 |
| — | SOUNDTHINKING INC | $123.88万 | 0.62% | 187,130 | 23,161 | 14.1% | $15.33万 | 加仓 |
| WMB | WILLIAMS COS INC | $126.06万 | 0.63% | 17,320 | -73 | -0.4% | -$5,313 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $128.26万 | 0.64% | 19,123 | -289 | -1.5% | -$1.94万 | 减仓 |
| MRK | MERCK & CO INC | $130.57万 | 0.66% | 10,855 | -174 | -1.6% | -$2.09万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $132.85万 | 0.67% | 14,434 | 251 | 1.8% | $2.31万 | 加仓 |
| HD | HOME DEPOT INC | $139.35万 | 0.70% | 4,237 | 4,237 | — | $139.35万 | 新建仓 |
| WRB | BERKLEY W R CORP | $141.84万 | 0.71% | 21,400 | -442 | -2.0% | -$2.93万 | 减仓 |
| UL | UNILEVER PLC | $141.85万 | 0.71% | 24,899 | -139 | -0.6% | -$7,919 | 减仓 |
| ALG | ALAMO GROUP INC | $147.33万 | 0.74% | 8,931 | 8,931 | — | $147.33万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $149.90万 | 0.75% | 29,759 | -19,556 | -39.7% | -$98.50万 | 减仓 |
| RTO | RENTOKIL INITIAL PLC | $152.77万 | 0.77% | 48,528 | -116 | -0.2% | -$3,652 | 减仓 |
| MNRO | MONRO INC | $156.75万 | 0.79% | 97,723 | 6,081 | 6.6% | $9.75万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $158.84万 | 0.80% | 12,131 | -152 | -1.2% | -$1.99万 | 减仓 |
| TBCH | TURTLE BEACH CORP | $161.09万 | 0.81% | 158,866 | 15,529 | 10.8% | $15.75万 | 加仓 |
| LKQ | LKQ CORP | $162.63万 | 0.82% | 55,372 | 2,750 | 5.2% | $8.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $166.06万 | 0.83% | 6,793 | 21 | 0.3% | $5,134 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $166.64万 | 0.84% | 22,610 | -18,358 | -44.8% | -$135.30万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $167.21万 | 0.84% | 6,267 | -113 | -1.8% | -$3.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $167.84万 | 0.84% | 1,684 | -134 | -7.4% | -$13.36万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $169.53万 | 0.85% | 2,805 | -59 | -2.1% | -$3.57万 | 减仓 |
| — | HONEYWELL INTL INC | $171.51万 | 0.86% | 7,588 | 93 | 1.2% | $2.10万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $173.70万 | 0.87% | 174,749 | 49,796 | 39.9% | $49.50万 | 加仓 |
| WNC | WABASH NATL CORP | $184.58万 | 0.93% | 214,128 | 214,128 | — | $184.58万 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO | $186.57万 | 0.94% | 6,891 | 92 | 1.4% | $2.49万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $186.59万 | 0.94% | 51,687 | 635 | 1.2% | $2.29万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $187.88万 | 0.94% | 9,615 | 9,615 | — | $187.88万 | 新建仓 |
| CSCO | CISCO SYS INC | $189.00万 | 0.95% | 24,359 | -147 | -0.6% | -$1.14万 | 减仓 |
| CME | CME GROUP INC | $192.60万 | 0.97% | 6,521 | -85 | -1.3% | -$2.51万 | 减仓 |
| — | EXXON MOBIL CORP | $194.87万 | 0.98% | 11,486 | -245 | -2.1% | -$4.16万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $201.26万 | 1.01% | 9,672 | -68 | -0.7% | -$1.42万 | 减仓 |
| SCL | STEPAN CO | $201.34万 | 1.01% | 40,285 | 4,857 | 13.7% | $24.28万 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $208.74万 | 1.05% | 15,230 | 203 | 1.4% | $2.78万 | 加仓 |
| ALL | ALLSTATE CORP | $219.64万 | 1.10% | 10,593 | -117 | -1.1% | -$2.43万 | 减仓 |
| MPC | MARATHON PETE CORP | $239.49万 | 1.20% | 9,808 | -261 | -2.6% | -$6.37万 | 减仓 |
| DRVN | DRIVEN BRANDS HLDGS INC | $246.20万 | 1.24% | 195,239 | 114,345 | 141.4% | $144.19万 | 加仓 |
| THG | HANOVER INS GROUP INC | $253.18万 | 1.27% | 14,605 | 176 | 1.2% | $3.05万 | 加仓 |
| CRD/A | CRAWFORD & CO | $253.68万 | 1.27% | 254,448 | 3,031 | 1.2% | $3.02万 | 加仓 |
| INGM | INGRAM MICRO HLDG CORP | $254.36万 | 1.28% | 109,121 | 1,338 | 1.2% | $3.12万 | 加仓 |
| FCN | FTI CONSULTING INC | $255.13万 | 1.28% | 14,433 | 4,782 | 49.5% | $84.53万 | 加仓 |
| CNX | CNX RES CORP | $265.72万 | 1.33% | 68,928 | 845 | 1.2% | $3.26万 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $267.35万 | 1.34% | 313,793 | 2,902 | 0.9% | $2.47万 | 加仓 |
| MSA | MSA SAFETY INC | $268.94万 | 1.35% | 16,404 | 378 | 2.4% | $6.20万 | 加仓 |
| DNOW | DNOW INC | $272.54万 | 1.37% | 228,832 | 64,496 | 39.2% | $76.81万 | 加仓 |
| VIRT | VIRTU FINL INC | $272.86万 | 1.37% | 62,042 | 620 | 1.0% | $2.73万 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $275.17万 | 1.38% | 18,549 | 733 | 4.1% | $10.87万 | 加仓 |
| SO | SOUTHERN CO | $282.31万 | 1.42% | 29,249 | -49 | -0.2% | -$4,729 | 减仓 |
| ARCB | ARCBEST CORP | $282.64万 | 1.42% | 28,735 | 28,735 | — | $282.64万 | 新建仓 |
| LPX | LOUISIANA PAC CORP | $289.63万 | 1.45% | 39,812 | 39,812 | — | $289.63万 | 新建仓 |
| AZZ | AZZ INC | $291.35万 | 1.46% | 23,284 | 397 | 1.7% | $4.97万 | 加仓 |
| SENEA | SENECA FOODS CORP NEW | $302.89万 | 1.52% | 20,043 | -13,651 | -40.5% | -$206.29万 | 减仓 |
| GLD | SPDR GOLD TR | $307.14万 | 1.54% | 7,138 | 19 | 0.3% | $8,176 | 加仓 |
| MSFT | MICROSOFT CORP | $332.66万 | 1.67% | 8,987 | -141 | -1.5% | -$5.22万 | 减仓 |
| B | BARRICK MNG CORP | $346.69万 | 1.74% | 84,995 | 84 | 0.1% | $3,426 | 加仓 |
| UNF | UNIFIRST CORP MASS | $352.65万 | 1.77% | 14,017 | 172 | 1.2% | $4.33万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $384.22万 | 1.93% | 8,018 | -302 | -3.6% | -$14.47万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $385.25万 | 1.93% | 20,492 | 229 | 1.1% | $4.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $400.93万 | 2.01% | 6,165 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $412.36万 | 2.07% | 12,830 | 149 | 1.2% | $4.79万 | 加仓 |
| NEM | NEWMONT CORP | $431.31万 | 2.17% | 39,844 | 1,002 | 2.6% | $10.85万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $439.86万 | 2.21% | 175,243 | 0 | 0.0% | — | 不变 |