TJP
Tyler James Pullen Portfolio
Invests via Pullen Investment Management, LLC | Managed by Tyler J. Pullen
Invests via Pullen Investment Management, LLC
Managed by Tyler J. Pullen
Automatically Tracked
Tyler James Pullen Profile
Experienced technology operator and investor focused on scaling SaaS and fintech businesses, with operating roles across product, growth and corporate strategy. Tyler James Pullen brings hands-on experience in go-to-market execution, capital raising and early-stage venture investing, advising founders on unit economics and customer acquisition. Market-facing profile emphasizes operational value creation, board advisory and portfolio company governance.
Experienced technology operator and investor focused on scaling SaaS and fintech businesses, with operating roles across product, growth and corporate strategy. Tyler James Pullen brings hands-on experience in go-to-market execution, capital raising and early-stage venture investing, advising founders on unit economics and customer acquisition. Market-facing profile emphasizes operational value creation, board advisory and portfolio company governance.
Investment Philosophy & Strategy
Operator-investor approach prioritizing scaling SaaS and fintech businesses through hands-on product, growth and strategy support. Focuses on early-stage deals where operational involvement improves unit economics and CAC; combines board-level governance with tactical go-to-market execution and capital-raising experience. Capital allocation favors founder-led teams, recurring-revenue models and measurable unit economics, with medium-to-long horizon, active risk management and outcome-driven value creation.
Operator-investor approach prioritizing scaling SaaS and fintech businesses through hands-on product, growth and strategy support. Focuses on early-stage deals where operational involvement improves unit economics and CAC; combines board-level governance with tactical go-to-market execution and capital-raising experience. Capital allocation favors founder-led teams, recurring-revenue models and measurable unit economics, with medium-to-long horizon, active risk management and outcome-driven value creation.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
53.2%
Gain -0.32%
Monthly
1.47%
Yearly
19.05%
Drawdown
15.09%
$219.53M
Equity
Holdings
$219.53M
Investment
$178.5M
$61.6M
Profit -$498,413.33
Realized
$20.57M
Unrealized
$41.03M
Dividends
$6.28M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$498,413.33
Win %
68%
This Week
Compared To Last Week
Gain
-1.86%
Profit
-$4.16M
Win %
68%
This Month
Compared to last month
Gain
-1.04%
Profit
-$2.3M
Win %
68%
This Year
Compared to last year
Gain
1.44%
Profit
$3.12M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$108,059.57 
MSA Msa Safety Inc.
+9.13%
+$262,870.87 
CNX CNX Resources Corporation
+3.44%
+$82,017.18 
AGM Federal Agricultural Mortgage Corporation
+3.31%
+$138,656.39 
MSFT Microsoft Corp.
+3.02%
+$121,912.53 
DNOW Dnow Inc.
+2.77%
+$87,182.64 
PSN Parsons Corporation
+2.41%
+$39,973.44 
CVX Chevron Corporation
+2.35%
+$103,019.84 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$20,603.72 
CSCO Cisco Systems, Inc.
+2.14%
+$59,576.31 
SHEL Shell plc
+1.62%
+$12,275.97 
ARCB ArcBest Corporation
+1.6%
+$65,819.13 
CDW CDW Corporation
+1.55%
+$6,952.5 
VZ Verizon Communications Inc.
+1.52%
+$15,353.1 
LMT Lockheed Martin Corporation
+1.5%
+$24,500.57 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$6,581.76 
WNC Wabash National Corporation
+1.29%
+$34,745.92 
HONA Honeywell Aerospace Inc.
+1.18%
+$7,966.64 
THG Hanover Insurance Group, Inc.
+1.1%
+$37,010.4 
VUG Vanguard Growth ETF
+1.1%
+$4,698.36 
FOXF Fox Factory Holding Corp.
+1.07%
+$25,939.18 
TTI Tetra Technologies Inc.
+1.05%
+$25,146.88 
FCFS FirstCash Holdings, Inc.
+1.02%
+$42,447.31 
OLLI Ollie's Bargain Outlet Holdings Inc.
+1%
+$33,869.08 
WMB The Williams Companies, Inc.
+0.89%
+$10,970.82 
ALG Alamo Group Inc.
+0.79%
+$18,709.15 
MPC Marathon Petroleum Corporation
+0.76%
+$23,386.28 
LPX Louisiana-Pacific Corporation
+0.72%
+$25,700.48 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$32,803.8 
VOO Vanguard S&P 500 ETF
+0.71%
+$92,029.72 
ROP Roper Technologies Inc.
+0.7%
+$9,598.88 
SYY Sysco Corporation
+0.63%
+$7,604.44 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$29,720.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$57,012.72 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$11,258.86 
NSC Norfolk Southern Corporation
+0.46%
+$5,993.93 
AVGO Broadcom Inc.
+0.37%
+$4,292.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$14,755.38 
MRK Merck & Co., Inc.
+0.32%
+$4,502.73 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$734.94 
JPM JPMorgan Chase & Co.
+0.27%
+$2,928.1 
CME CME Group Inc.
+0.21%
+$3,756.94 
SO The Southern Company
+0.21%
+$5,911.4 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
JNJ Johnson & Johnson
+0.21%
+$3,663.89 
WMT Walmart Inc.
+0.09%
+$565.21 
HONIV Honeywell International Inc.
0%
$0 
MNRO Monro, Inc.
-8.92%
-$120,108 
INGM Ingram Micro Holding Corporation
-7.2%
-$291,931.38 
U Unity Software Inc.
-4.89%
-$34,935.79 
TITN Titan Machinery Inc.
-4.17%
-$53,122.38 
HTLD Heartland Express Inc.
-3.93%
-$34,601 
RTO Rentokil Initial plc Sponsored ADR
-3.67%
-$43,741.72 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$46,792.02 
AVD American Vanguard Corporation
-2.85%
-$26,531.19 
MSGS Madison Square Garden Sports Corp.
-2.81%
-$146,138.58 
IBKR Interactive Brokers Group Inc.
-2.75%
-$46,782.12 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$80,750.56 
SSTI SoundThinking Inc.
-2.52%
-$38,641.4 
BBSI Barrett Business Services Inc.
-2.33%
-$81,255.87 
NEM Newmont Corporation
-2.14%
-$80,140.65 
GPK Graphic Packaging Holding Company
-2.1%
-$40,128.1 
LH Labcorp Holdings Inc.
-2.01%
-$39,619.41 
DKS Dick's Sporting Goods, Inc.
-2%
-$25,000 
ASO Academy Sports and Outdoors, Inc.
-1.86%
-$61,243.2 
GLD SPDR Gold Shares
-1.49%
-$40,255.99 
IAU iShares Gold Trust
-1.46%
-$7,330.31 
SCL Stepan Company
-1.43%
-$38,125.35 
WTRG Essential Utilities Inc.
-1.24%
-$6,481 
FTDR Frontdoor, Inc.
-1.21%
-$42,537.55 
WRB W.R. Berkley Corporation
-1.15%
-$18,259.92 
SENEA Seneca Foods Corporation Class A
-1.08%
-$36,391.66 
KO The Coca-Cola Company
-1.02%
-$2,637 
XOM Exxon Mobil Corporation
-0.97%
-$8,780.67 
KEX Kirby Corporation
-0.91%
-$42,542.4 
MA Mastercard Incorporated
-0.74%
-$3,459.5 
DUK Duke Energy Corporation
-0.67%
-$10,337.88 
LKQ LKQ Corporation
-0.66%
-$8,429.7 
BRO Brown & Brown Inc.
-0.66%
-$8,189.75 
DRVN Driven Brands Holdings Inc.
-0.56%
-$23,173.28 
ALL Allstate Corporation
-0.49%
-$13,787.94 
LINC Lincoln Educational Services Corporation
-0.45%
-$8,521.04 
CCK Crown Holdings Inc.
-0.44%
-$5,800.08 
HD The Home Depot, Inc.
-0.42%
-$9,894.16 
DG Dollar General Corporation
-0.35%
-$1,019.24 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$1,352.64 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$4,813.04 
CCI Crown Castle Inc.
-0.27%
-$3,174.99 
VTV Vanguard Value ETF
-0.27%
-$928.64 
COST Costco Wholesale Corporation
-0.24%
-$3,816.67 
AZZ Azz Inc.
-0.17%
-$5,583.11 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$3,200.34 
CRD-A Crawford & Company
-0.09%
-$2,543.22 
TBCH Turtle Beach Corporation
-0.08%
-$1,605.68 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
-0.08%
-$373.24 
BINC iShares Flexible Income Active ETF
-0.08%
-$311.11 
NPK National Presto Industries Inc.
-0.07%
-$881.04 
V Visa Inc. Class A
-0.04%
-$264.86 Events
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Dividends
Dividend Analysis
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No Data
| Trades 928 | Longs Won 603/928 64% | Profit Factor 4.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $296,108.92 |
| Average Win $132,563.03 | Best Trade (Sep 03) $3.77M | Sharpe Ratio -9.63 |
| Average Loss -$56,421.26 | Worst Trade (Aug 19) -$808,552.41 | Z-Score 1.53 (87.29%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w | Expectancy $66,377.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,891 | 3,502 | 3,113 | 2,724 | 2,335 | 1,946 | 1,556 | 1,167 | 778 | 389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGM Federal Agricultural Mortgage Corporation | 18,994 | $3.63M | $4.32M | - | $695,356.29 | 19.17% | +3.314% |
| ALG Alamo Group Inc. | 15,088 | $2.49M | $2.4M | - | -$85,912.81 | -3.46% | +0.786% |
| ALL Allstate Corporation | 10,606 | $1.84M | $2.8M | - | $961,425.28 | 52.27% | -0.49% |
| AMZN Amazon.com Inc | 2,995 | $657,567.19 | $813,382.07 | - | $155,814.88 | 23.7% | +15.321% |
| ARCB ArcBest Corporation | 28,868 | $2.85M | $4.17M | - | $1.32M | 46.45% | +1.605% |
| ASO Academy Sports and Outdoors, Inc. | 68,048 | $3.21M | $3.23M | - | $21,775.6 | 0.68% | -1.861% |
| AVD American Vanguard Corporation | 379,017 | $1.88M | $905,850.63 | - | -$974,293.21 | -51.82% | -2.846% |
| AVGO Broadcom Inc. | 2,981 | $409,025.1 | $1.16M | - | $751,418.58 | 183.71% | +0.371% |
| AZZ Azz Inc. | 23,262 | $1.96M | $3.37M | - | $1.4M | 71.42% | -0.166% |
| B BARRICK MINING CORP Common Stock (ABR0) | 83,248 | $1.74M | $3.06M | - | $1.31M | 75.35% | -2.573% |
| BBSI Barrett Business Services Inc. | 87,372 | $3.1M | $3.41M | - | $307,549.97 | 9.91% | -2.327% |
| BINC iShares Flexible Income Active ETF | 7,778 | $405,955.66 | $404,378.22 | - | -$1,577.44 | -0.39% | -0.077% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,442 | $766,600 | - | -$31,842 | -3.99% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 7,933 | $3.34M | $4.06M | - | $722,062.07 | 21.64% | +0.365% |
| BRO Brown & Brown Inc. | 17,425 | $1.14M | $1.23M | - | $90,659.35 | 7.98% | -0.663% |
| CCI Crown Castle Inc. | 15,119 | $1.57M | $1.15M | - | -$411,722.58 | -26.3% | -0.274% |
| CCK Crown Holdings Inc. | 11,154 | $963,182.84 | $1.31M | - | $351,316.06 | 36.47% | -0.439% |
| CDW CDW Corporation | 3,090 | $498,111.27 | $456,732.9 | - | -$41,378.37 | -8.31% | +1.546% |
| CMDY iShares Bloomberg Roll Select Commodity Strategy ETF | 8,114 | $394,213.88 | $477,995.74 | - | $83,781.86 | 21.25% | -0.078% |
| CME CME Group Inc. | 6,591 | $1.42M | $1.77M | - | $343,031.83 | 24.12% | +0.213% |
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FAQ
Which stocks have generated the highest profits for Tyler James Pullen?
The largest contributions to the portfolio's profits come from the following stocks: Lincoln Educational Services Corporation - $6.02M, Tetra Technologies Inc - $2.34M, Virtu Financial, Inc - $2.02M, Huntington Ingalls Industries Inc - $1.68M, and Universal Technical Institute Inc - $1.51M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: TreeHouse Foods Inc - $776,276.74, Vestis Corporation - $648,737.74, Graphic Packaging Holding Company - $609,229.32, Kenvue Inc - $392,776.92, and American Vanguard Corporation - $378,639.86. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tyler James Pullen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.28M earned over time. The largest contributors to dividend income include Chevron Corporation - $349,745.94, Vanguard S&P 500 ETF - $291,279.06, The Southern Company - $216,763.12, VANGUARD TOTAL STOCK MKT ETF - $215,523.33, and Federal Agricultural Mortgage Corporation - $205,306.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tyler James Pullen's monthly returns?
Tyler James Pullen's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Tyler James Pullen's strategy be considered aggressive or moderate?
Tyler James Pullen's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Tyler James Pullen's strategy?
Tyler James Pullen's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
