Pullen-Investment-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NWE",
  "OLLI",
  "HUM",
  "MP",
  "MSGS",
  "MRC",
  "ALL",
  "AVGO",
  "WRB",
  null,
  "CCI",
  "DUK",
  "WTRG",
  "SPB",
  "SIGI",
  "UNF",
  "IBKR",
  "SLRC",
  "ALNT",
  "AVD",
  "HON",
  null,
  "SCL",
  "AGM",
  "INGM",
  null,
  "LINC",
  "IVW",
  "PLPC",
  "TTI",
  "HCWB",
  "MPC",
  "MA",
  "RTO",
  "MSFT",
  "EQT",
  "THG",
  "HES",
  "FMC",
  "DLN",
  "PNC",
  "SPY",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "KVUE",
  null,
  "SHEL",
  "GLD",
  "UL",
  "NEM",
  "FCFS",
  "MNRO",
  "UTI",
  "LKQ",
  "THS",
  "GPK",
  "PSN",
  "WMG",
  "FOX",
  "FIGS",
  "GENC",
  "LAND",
  null,
  "LANC",
  "SCHB",
  "HII",
  "VUG",
  "VOO",
  "VTV",
  "VSTS",
  "V",
  "VIRT",
  "WMT",
  "WMB",
  "HNRG",
  "KEX",
  "NSC",
  "LH",
  "SO",
  "RVTY",
  "SENEA",
  "SYY",
  "FTDR",
  "AZZ",
  null,
  "BRK-A",
  "BRK-B",
  "CDW",
  "CVX",
  "CSCO",
  "CNX",
  "CME",
  "COKE",
  "KO",
  "COST",
  "CRD-A",
  "CCK",
  "SSTI",
  "XOM",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-16
Total Holdings: 104
Total Value: 158352369
Accession Number: 0002011668-25-000002
Form Type: 13F-HR
CIK: pullen-investment-management
Manager Name: Pullen-Investment-Management

Data Enrichment

94% identified

98 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

104 positions • $158.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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EQT Corp

EQT|26884L109

Shares:4.1K

Value:$218.2K

% of Portfolio:0.1% ($218.2K/$158.4M)

97717W307

DLN|97717W307

Shares:2.7K

Value:$216.0K

% of Portfolio:0.1% ($216.0K/$158.4M)

HALLADOR ENERGY CO

HNRG|40609P105

Shares:15.0K

Value:$184.2K

% of Portfolio:0.1% ($184.2K/$158.4M)

HCW Biologics Inc.

HCWB|40423R105

Shares:75.1K

Value:$21.2K

% of Portfolio:0.0% ($21.2K/$158.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EQT Corp(EQTcusip26884L109)	4.1K	QoQ -81.08% (-17.5K) YoY -82.37% (-19.1K)	All Managers (Combined)	$218.2K	0.1% ($218.2K/$158.4M)	QoQ -78.07% (-$777.0K) YoY -74.59% (-$640.7K)
(DLNcusip97717W307)	2.7K	QoQ 0.00% (+0) YoY NEW(+2.7K)	All Managers (Combined)	$216.0K	0.1% ($216.0K/$158.4M)	QoQ +2.03% (+$4.3K) YoY NEW(+$216.0K)
HALLADOR ENERGY CO(HNRGcusip40609P105)	15.0K	QoQ NEW(+15.0K) YoY NEW(+15.0K)	All Managers (Combined)	$184.2K	0.1% ($184.2K/$158.4M)	QoQ NEW(+$184.2K) YoY NEW(+$184.2K)
HCW Biologics Inc.(HCWBcusip40423R105)	75.1K	QoQ 0.00% (-0) YoY -11.74% (-10.0K)	All Managers (Combined)	$21.2K	0.0% ($21.2K/$158.4M)	QoQ -36.76% (-$12.3K) YoY -85.77% (-$127.8K)