StockDriftsStockDriftsTop 50 Aull & Monroe Investment Management CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 5.57% | 15.9K | $12.9M | -2.18%(-354) | $77.44(+837.26%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 4.67% | 9.3K | $10.8M | -0.25%(-23) | $51.50(+2308.35%) | 2026-09-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 4.33% | 10.8K | $10.0M | -1.37%(-150) | $82.44(+701.57%) | 2026-09-30 | |
| DE | DEERE & CO | 3.57% | 12.3K | $8.2M | -2.05%(-256) | $89.65(+599.36%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 3.48% | 30.3K | $8.0M | -0.92%(-281) | $73.92(+243.31%) | 2026-09-30 | |
| SO | SOUTHERN CO | 2.75% | 76.4K | $6.3M | -2.50%(-1.96K) | $41.66(+114.27%) | 2026-09-30 | |
| CSX | CSX CORP | 2.72% | 135.0K | $6.3M | -0.75%(-1.03K) | $7.96(+501.26%) | 2026-09-30 | |
| CME | CME GROUP INC | 2.56% | 22.5K | $5.9M | +0.13%(+29) | $116.50(+151.96%) | 2026-09-30 | |
| CBOE | CBOE GLOBAL MKTS INC | 2.27% | 19.0K | $5.2M | +1.21%(+227) | $32.15(+853.40%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.2% | 9.9K | $5.1M | -1.41%(-141) | $54.69(+875.47%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.72% | +59.03% | +11.02% | +68.64% |
| Top 20 Holdings Unweighted | +18.21% | +65.19% | +12.39% | +79.29% |
Aull & Monroe Investment Management CORP reports $230.62M in US-listed equity holdings across 125 positions in its most recent 13F filing. Its largest disclosed positions are CAT (5.6%), LLY (4.7%) and STX (4.3%). The top 20 holdings account for 53.1% of reported assets. Its disclosed equity book has returned +59.03% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aull & Monroe Investment Management CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1387615). View Aull & Monroe Investment Management CORP’s 13F filings on SEC