| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 2 | Q2 2024 | 7.1% |
| VANGUARD INDEX FDS | 2 | Q2 2024 | 4.9% |
| SCHWAB STRATEGIC TR | 2 | Q2 2024 | 4.0% |
| MICROSOFT CORP | 2 | Q2 2024 | 3.6% |
| BERKSHIRE HATHAWAY INC DEL | 2 | Q2 2024 | 3.3% |
| SPDR S&P 500 ETF TR | 2 | Q2 2024 | 2.7% |
| CHEVRON CORP NEW | 2 | Q2 2024 | 2.4% |
| KIRBY CORP | 2 | Q2 2024 | 2.3% |
| GRAPHIC PACKAGING HLDG CO | 2 | Q2 2024 | 2.0% |
| MERCK & CO INC | 2 | Q2 2024 | 2.5% |
View Pullen Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-01 |
View Pullen Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.