StockDriftsStockDriftsTop 50 Aull & Monroe Investment Management Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | 7.22% | 16.2K | $17.3M | -1.59%(-262) | $77.44(+1022.81%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 4.68% | 9.3K | $11.2M | -0.29%(-27) | $51.50(+2189.99%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 4.43% | 11.0K | $10.6M | -1.49%(-166) | $72.24(+1283.20%) | 2026-06-30 | |
| DE | DEERE & CO | 3.32% | 12.5K | $7.9M | -0.22%(-28) | $89.65(+576.90%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.25% | 30.6K | $7.8M | +0.03%(+9) | $73.92(+252.34%) | 2026-06-30 | |
| SO | SOUTHERN CO | 3.14% | 78.4K | $7.5M | +0.40%(+310) | $41.66(+122.14%) | 2026-06-30 | |
| GLW | CORNING INC | 3.06% | 28.7K | $7.3M | -0.03%(-8) | $20.25(+737.88%) | 2026-06-30 | |
| CMI | CUMMINS INC | 2.86% | 9.6K | $6.8M | -0.27%(-26) | $151.50(+324.49%) | 2026-06-30 | |
| CSX | CSX CORP | 2.7% | 136.0K | $6.5M | -0.11%(-150) | $7.96(+534.98%) | 2026-06-30 | |
| XOM | EXXON MOBIL CORP | 2.29% | 40.1K | $5.5M | +0.15%(+62) | $74.58(+115.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.32% | +65.63% | +11.78% | +74.51% |
| Top 20 Holdings Unweighted | +18.38% | +65.91% | +12.26% | +78.32% |
Aull & Monroe Investment Management Corp reports $239.19M in US-listed equity holdings across 126 positions in its most recent 13F filing. Its largest disclosed positions are CAT (7.2%), LLY (4.7%) and STX (4.4%). The top 20 holdings account for 55.04% of reported assets. Its disclosed equity book has returned +65.63% on a three-year cumulative basis. Figures reflect the Q2 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