# EDGAR Filing Document

**Accession Number:** 0002011668
**File Stem:** 0002011668-26-000001
**Filing Date:** 2026-1
**Character Count:** 13288
**Document Hash:** 6e98a1a25f072fcb655b1d234b956dbb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002011668-26-000001.hdr.sgml**: 20260120

**ACCESSION NUMBER**: 0002011668-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260120

**DATE AS OF CHANGE**: 20260120

**EFFECTIVENESS DATE**: 20260120

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Pullen Investment Management, LLC
- **CENTRAL INDEX KEY:** 0002011668

**ORGANIZATION NAME:**
- **EIN:** 852116377
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24089
- **FILM NUMBER:** 26543527

**BUSINESS ADDRESS:**
- **STREET 1:** 417 12TH ST W
- **STREET 2:** STE 212
- **CITY:** BRADENTON
- **STATE:** FL
- **ZIP:** 34205
- **BUSINESS PHONE:** 19413612197

**MAIL ADDRESS:**
- **STREET 1:** 417 12TH ST W
- **STREET 2:** STE 212
- **CITY:** BRADENTON
- **STATE:** FL
- **ZIP:** 34205

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Pullen Investment Management LLC<br>**Address:** 417 12TH ST W<br>STE 212<br>BRADENTON, FL 34205

**Form 13F File Number:** 028-24089

**CRD Number (if applicable):** 000310149

**SEC File Number (if applicable):** 801-127520

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Tyler Pullen<br>**Title:** CCO<br>**Phone:** 9413612197

**Signature, Place, and Date of Signing:**

Tyler Pullen  Bradenton, FL  01-20-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 97

**Form 13F Information Table Value Total:** $189871889

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALLSTATE CORP | COM | 020002101 |  | 2229287 | 10710 | SH |  | SOLE | 0 | 10673 | 0 | 37 |
| AMAZON COM INC | COM | 023135106 |  | 693383 | 3004 | SH |  | SOLE | 0 | 2778 | 0 | 226 |
| AMERICAN VANGUARD CORP | COM | 030371108 |  | 1266597 | 331570 | SH |  | SOLE | 0 | 331570 | 0 | 0 |
| AZZ INC | COM | 002474104 |  | 2453029 | 22887 | SH |  | SOLE | 0 | 22887 | 0 | 0 |
| BARRICK MNG CORP | COM SHS | 06849F108 |  | 3697874 | 84911 | SH |  | SOLE | 0 | 84678 | 0 | 233 |
| BERKLEY W R CORP | COM | 084423102 |  | 1531561 | 21842 | SH |  | SOLE | 0 | 21768 | 0 | 74 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 754800 | 1 | SH |  | SOLE | 0 | 1 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 4182048 | 8320 | SH |  | SOLE | 0 | 7868 | 0 | 452 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 406949 | 7712 | SH |  | SOLE | 0 | 6118 | 0 | 1594 |
| BROADCOM INC | COM | 11135F101 |  | 1019265 | 2945 | SH |  | SOLE | 0 | 2601 | 0 | 344 |
| CDW CORP | COM | 12514G108 |  | 317755 | 2333 | SH |  | SOLE | 0 | 2333 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 4151496 | 27239 | SH |  | SOLE | 0 | 27166 | 0 | 73 |
| CISCO SYS INC | COM | 17275R102 |  | 1887697 | 24506 | SH |  | SOLE | 0 | 24422 | 0 | 84 |
| CME GROUP INC | COM | 12572Q105 |  | 1803966 | 6606 | SH |  | SOLE | 0 | 6584 | 0 | 22 |
| CNX RES CORP | COM | 12653C108 |  | 2503412 | 68083 | SH |  | SOLE | 0 | 68083 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 203158 | 2906 | SH |  | SOLE | 0 | 2906 | 0 | 0 |
| COCA COLA CONS INC | COM | 191098102 |  | 3059561 | 19958 | SH |  | SOLE | 0 | 19958 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1567543 | 1818 | SH |  | SOLE | 0 | 1703 | 0 | 115 |
| CRAWFORD  CO | CL A | 224633206 |  | 2828441 | 251417 | SH |  | SOLE | 0 | 251417 | 0 | 0 |
| CROWN CASTLE INC | COM | 22822V101 |  | 1249315 | 14058 | SH |  | SOLE | 0 | 14005 | 0 | 53 |
| CROWN HLDGS INC | COM | 228368106 |  | 1154088 | 11208 | SH |  | SOLE | 0 | 11171 | 0 | 37 |
| DNOW INC | COM | 67011P100 |  | 2177452 | 164336 | SH |  | SOLE | 0 | 164336 | 0 | 0 |
| DOLLAR GEN CORP NEW | COM | 256677105 |  | 290766 | 2190 | SH |  | SOLE | 0 | 2190 | 0 | 0 |
| DRIVEN BRANDS HLDGS INC | COM | 26210V102 |  | 1198849 | 80894 | SH |  | SOLE | 0 | 80894 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1439690 | 12283 | SH |  | SOLE | 0 | 12239 | 0 | 44 |
| EQT CORP | COM | 26884L109 |  | 235411 | 4392 | SH |  | SOLE | 0 | 4392 | 0 | 0 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 451169 | 11761 | SH |  | SOLE | 0 | 11761 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1411688 | 11731 | SH |  | SOLE | 0 | 11690 | 0 | 41 |
| FEDERAL AGRIC MTG CORP | CL C | 313148306 |  | 3127955 | 17816 | SH |  | SOLE | 0 | 17816 | 0 | 0 |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 |  | 3229517 | 20263 | SH |  | SOLE | 0 | 20263 | 0 | 0 |
| FTI CONSULTING INC | COM | 302941109 |  | 1648680 | 9651 | SH |  | SOLE | 0 | 9651 | 0 | 0 |
| GENCOR INDS INC | COM | 368678108 |  | 317559 | 24503 | SH |  | SOLE | 0 | 24503 | 0 | 0 |
| GRAPHIC PACKAGING HLDG CO | COM | 388689101 |  | 1881792 | 124953 | SH |  | SOLE | 0 | 124953 | 0 | 0 |
| HANOVER INS GROUP INC | COM | 410867105 |  | 2637188 | 14429 | SH |  | SOLE | 0 | 14429 | 0 | 0 |
| HONEYWELL INTL INC | COM | 438516106 |  | 1462200 | 7495 | SH |  | SOLE | 0 | 7469 | 0 | 26 |
| HUNTINGTON INGALLS INDS INC | COM | 446413106 |  | 5243199 | 15418 | SH |  | SOLE | 0 | 15401 | 0 | 17 |
| INGRAM MICRO HLDG CORP | COM | 457152106 |  | 2300089 | 107783 | SH |  | SOLE | 0 | 107783 | 0 | 0 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 |  | 1248386 | 19412 | SH |  | SOLE | 0 | 19318 | 0 | 94 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 567541 | 6992 | SH |  | SOLE | 0 | 6992 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 422535 | 3428 | SH |  | SOLE | 0 | 3428 | 0 | 0 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 2978625 | 14161 | SH |  | SOLE | 0 | 14109 | 0 | 52 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 1052826 | 4277 | SH |  | SOLE | 0 | 4277 | 0 | 0 |
| ISHARES U S ETF TR | BLOOMBERG ROLL | 46431W598 |  | 432775 | 8877 | SH |  | SOLE | 0 | 8877 | 0 | 0 |
| JANUS DETROIT STR TR | B-BBB CLO ETF | 47103U753 |  | 413466 | 8668 | SH |  | SOLE | 0 | 6848 | 0 | 1820 |
| JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 |  | 2494377 | 49315 | SH |  | SOLE | 0 | 46679 | 0 | 2636 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1401486 | 6772 | SH |  | SOLE | 0 | 6751 | 0 | 21 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1002776 | 3112 | SH |  | SOLE | 0 | 2747 | 0 | 365 |
| KENVUE INC | COM | 49177J102 |  | 574391 | 33298 | SH |  | SOLE | 0 | 33298 | 0 | 0 |
| KIRBY CORP | COM | 497266106 |  | 3899821 | 35395 | SH |  | SOLE | 0 | 35351 | 0 | 44 |
| LABCORP HOLDINGS INC | COM SHS | 504922105 |  | 1600614 | 6380 | SH |  | SOLE | 0 | 6348 | 0 | 32 |
| LINCOLN EDL SVCS CORP | COM | 533535100 |  | 4490982 | 185962 | SH |  | SOLE | 0 | 185962 | 0 | 0 |
| LKQ CORP | COM | 501889208 |  | 1589184 | 52622 | SH |  | SOLE | 0 | 52429 | 0 | 193 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1385231 | 2864 | SH |  | SOLE | 0 | 2854 | 0 | 10 |
| MADISON SQUARE GRDN SPRT COR | CL A | 55825T103 |  | 3279941 | 12681 | SH |  | SOLE | 0 | 12681 | 0 | 0 |
| MARATHON PETE CORP | COM | 56585A102 |  | 1637521 | 10069 | SH |  | SOLE | 0 | 10033 | 0 | 36 |
| MARZETTI COMPANY | COM | 513847103 |  | 1028940 | 6258 | SH |  | SOLE | 0 | 6258 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 539482 | 945 | SH |  | SOLE | 0 | 945 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 1160913 | 11029 | SH |  | SOLE | 0 | 10992 | 0 | 37 |
| MICROSOFT CORP | COM | 594918104 |  | 4414610 | 9128 | SH |  | SOLE | 0 | 6704 | 0 | 2424 |
| MONRO INC | COM | 610236101 |  | 1836506 | 91642 | SH |  | SOLE | 0 | 91642 | 0 | 0 |
| MSA SAFETY INC | COM | 553498106 |  | 2566404 | 16026 | SH |  | SOLE | 0 | 16026 | 0 | 0 |
| NATIONAL PRESTO INDS INC | COM | 637215104 |  | 1604283 | 15027 | SH |  | SOLE | 0 | 15027 | 0 | 0 |
| NEWMONT CORP | COM | 651639106 |  | 3878382 | 38842 | SH |  | SOLE | 0 | 38145 | 0 | 697 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 1143042 | 3959 | SH |  | SOLE | 0 | 3947 | 0 | 12 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 |  | 1554599 | 14183 | SH |  | SOLE | 0 | 14183 | 0 | 0 |
| PAN AMERN SILVER CORP | COM | 697900108 |  | 340651 | 6575 | SH |  | SOLE | 0 | 6575 | 0 | 0 |
| PARSONS CORP DEL | COM | 70202L102 |  | 1232786 | 19948 | SH |  | SOLE | 0 | 19948 | 0 | 0 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 2033030 | 9740 | SH |  | SOLE | 0 | 9707 | 0 | 33 |
| PREFORMED LINE PRODS CO | COM | 740444104 |  | 1405421 | 6799 | SH |  | SOLE | 0 | 6799 | 0 | 0 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 |  | 1433052 | 48644 | SH |  | SOLE | 0 | 48478 | 0 | 166 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 4596624 | 175243 | SH |  | SOLE | 0 | 61437 | 0 | 113806 |
| SENECA FOODS CORP NEW | CL A | 817070501 |  | 3727567 | 33694 | SH |  | SOLE | 0 | 33694 | 0 | 0 |
| SHELL PLC | SPON ADS | 780259305 |  | 603751 | 8217 | SH |  | SOLE | 0 | 7173 | 0 | 1044 |
| SOUNDTHINKING INC | COM | 82536T107 |  | 1316671 | 163969 | SH |  | SOLE | 0 | 163969 | 0 | 0 |
| SOUTHERN CO | COM | 842587107 |  | 2554747 | 29298 | SH |  | SOLE | 0 | 26253 | 0 | 3045 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2821331 | 7119 | SH |  | SOLE | 0 | 5733 | 0 | 1386 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4204037 | 6165 | SH |  | SOLE | 0 | 4078 | 0 | 2087 |
| SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 |  | 2420389 | 40968 | SH |  | SOLE | 0 | 40968 | 0 | 0 |
| STEPAN CO | COM | 858586100 |  | 1677870 | 35428 | SH |  | SOLE | 0 | 35428 | 0 | 0 |
| SYSCO CORP | COM | 871829107 |  | 1062905 | 14424 | SH |  | SOLE | 0 | 14376 | 0 | 48 |
| TETRA TECHNOLOGIES INC DEL | COM | 88162F105 |  | 2913049 | 310891 | SH |  | SOLE | 0 | 310891 | 0 | 0 |
| TITAN MACHY INC | COM | 88830R101 |  | 984398 | 65452 | SH |  | SOLE | 0 | 65452 | 0 | 0 |
| TURTLE BEACH CORP | COM NEW | 900450206 |  | 2011018 | 143337 | SH |  | SOLE | 0 | 143337 | 0 | 0 |
| UNIFIRST CORP MASS | COM | 904708104 |  | 2670701 | 13845 | SH |  | SOLE | 0 | 13845 | 0 | 0 |
| UNILEVER PLC | SPON ADR NEW | 904767803 |  | 1637514 | 25038 | SH |  | SOLE | 0 | 24950 | 0 | 88 |
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 |  | 1333989 | 51052 | SH |  | SOLE | 0 | 51052 | 0 | 0 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 302337 | 1583 | SH |  | SOLE | 0 | 1583 | 0 | 0 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 410778 | 842 | SH |  | SOLE | 0 | 842 | 0 | 0 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 9765600 | 29128 | SH |  | SOLE | 0 | 25963 | 0 | 3165 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 11803344 | 18821 | SH |  | SOLE | 0 | 14830 | 0 | 3991 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 850776 | 20888 | SH |  | SOLE | 0 | 14803 | 0 | 6085 |
| VIRTU FINL INC | CL A | 928254101 |  | 2046581 | 61422 | SH |  | SOLE | 0 | 61422 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 656186 | 1871 | SH |  | SOLE | 0 | 1635 | 0 | 236 |
| WALMART INC | COM | 931142103 |  | 605849 | 5438 | SH |  | SOLE | 0 | 5438 | 0 | 0 |
| WARNER MUSIC GROUP CORP | COM CL A | 934550203 |  | 949635 | 30963 | SH |  | SOLE | 0 | 30804 | 0 | 159 |
| WILLIAMS COS INC | COM | 969457100 |  | 1045480 | 17393 | SH |  | SOLE | 0 | 13112 | 0 | 4281 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 |  | 239754 | 2722 | SH |  | SOLE | 0 | 2722 | 0 | 0 |

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