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Aull & Monroe Investment Management Corp

Portfolio Manager
Aull & Monroe Investment Management Corp
Performance
+8.70% (2026 Q1)
AUM (13F)
$215.29M
# of Holdings
125
Performance Rank
Allocation (Top 20)
52.94%

Aull & Monroe Investment Management Corp Holdings Map

Top 50 Aull & Monroe Investment Management Corp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CAT
CATERPILLAR INC
5.42%16.5K$11.7M
-3.95%(-678)
2025-Q1: 21.1K shares2025-Q2: 18.3K shares2025-Q3: 17.9K shares2025-Q4: 17.1K shares2026-Q1: 16.5K shares
$77.44(+1065.20%)
2026-03-31
LLY
ELI LILLY & CO
4%9.4K$8.6M
-2.22%(-212)
2025-Q1: 10.1K shares2025-Q2: 9.7K shares2025-Q3: 9.7K shares2025-Q4: 9.6K shares2026-Q1: 9.4K shares
$51.50(+1872.27%)
2026-03-31
SO
SOUTHERN CO
3.5%78.1K$7.5M
+1.60%(+1.23K)
2025-Q1: 80.4K shares2025-Q2: 77.2K shares2025-Q3: 77.7K shares2025-Q4: 76.8K shares2026-Q1: 78.1K shares
$41.45(+124.73%)
2026-03-31
JNJ
JOHNSON & JOHNSON
3.47%30.6K$7.5M
+1.60%(+482)
2025-Q1: 31.7K shares2025-Q2: 29.2K shares2025-Q3: 30.0K shares2025-Q4: 30.1K shares2026-Q1: 30.6K shares
$73.95(+211.57%)
2026-03-31
DE
DEERE & CO
3.28%12.5K$7.1M
-2.34%(-300)
2025-Q1: 14.8K shares2025-Q2: 13.1K shares2025-Q3: 12.8K shares2025-Q4: 12.8K shares2026-Q1: 12.5K shares
$14882.42(-96.10%)
2026-03-31
XOM
EXXON MOBIL CORP
3.16%40.0K$6.8M
-0.50%(-202)
2025-Q1: 40.6K shares2025-Q2: 39.7K shares2025-Q3: 40.3K shares2025-Q4: 40.2K shares2026-Q1: 40.0K shares
$74.39(+103.74%)
2026-03-31
CME
CME GROUP INC
3.09%22.5K$6.6M
+0.00%(+0)
2025-Q1: 22.5K shares2025-Q2: 22.5K shares2025-Q3: 22.5K shares2025-Q4: 22.5K shares2026-Q1: 22.5K shares
$116.34(+155.40%)
2026-03-31
CSX
CSX CORP
2.6%136.2K$5.6M
-1.98%(-2.75K)
2025-Q1: 158.5K shares2025-Q2: 139.8K shares2025-Q3: 138.3K shares2025-Q4: 138.9K shares2026-Q1: 136.2K shares
$1281.84(-96.54%)
2026-03-31
CBOE
CBOE GLOBAL MKTS INC
2.45%18.8K$5.3M
+0.00%(+0)
2025-Q1: 18.8K shares2025-Q2: 18.8K shares2025-Q3: 18.8K shares2025-Q4: 18.8K shares2026-Q1: 18.8K shares
$29.40(+1147.18%)
2026-03-31
DUK
DUKE ENERGY CORP NEW
2.44%40.1K$5.2M
+1.26%(+500)
2025-Q1: 42.9K shares2025-Q2: 38.8K shares2025-Q3: 39.1K shares2025-Q4: 39.6K shares2026-Q1: 40.1K shares
$61.43(+101.68%)
2026-03-31

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