Aull & Monroe Investment Management Corp

CIK 0001387615 • 7 13F filings • May 14, 2025 – Oct 16, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $201.0M122 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$389K	0.2%	2,647 SH
ABBOTT LABS	COM	$1.9M	0.9%	14,073 SH
ABBVIE INC	COM	$3.9M	1.9%	18,490 SH
ALLIANCE RESOURCE PARTNERS L	UT LTD PART	$292K	0.1%	10,700 SH
AMAZON COM INC	COM	$323K	0.2%	1,698 SH
AMERICAN ELEC PWR CO INC	COM	$500K	0.2%	4,574 SH
AMGEN INC	COM	$3.2M	1.6%	10,414 SH
APPLE INC	COM	$1.3M	0.7%	6,056 SH
ARCHER DANIELS MIDLAND CO	COM	$551K	0.3%	11,474 SH
AT&T INC	COM	$3.2M	1.6%	114,323 SH
AUTOMATIC DATA PROCESSING IN	COM	$5.9M	2.9%	19,384 SH
BANK AMERICA CORP	7.25%CNV PFD L	$259K	0.1%	210 SH
BANK AMERICA CORP	COM	$2.7M	1.3%	63,680 SH
BANK NEW YORK MELLON CORP	COM	$210K	0.1%	2,509 SH
BECTON DICKINSON & CO	COM	$632K	0.3%	2,761 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.0M	2.0%	7,581 SH
BOEING CO	COM	$1.3M	0.7%	7,830 SH
BP PLC	SPONSORED ADR	$438K	0.2%	12,975 SH
BRISTOL-MYERS SQUIBB CO	COM	$691K	0.3%	11,337 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$249K	0.1%	1,026 SH
CANADIAN IMPERIAL BK COMM	COM	$586K	0.3%	10,400 SH
CARRIER GLOBAL CORPORATION	COM	$557K	0.3%	8,783 SH
CATERPILLAR INC	COM	$7.0M	3.5%	21,115 SH
CBOE GLOBAL MKTS INC	COM	$4.2M	2.1%	18,774 SH
CHEVRON CORP NEW	COM	$4.3M	2.2%	25,975 SH
CISCO SYS INC	COM	$201K	0.1%	3,251 SH
CME GROUP INC	COM	$6.0M	3.0%	22,505 SH
COCA COLA CO	COM	$1.8M	0.9%	25,647 SH
COLGATE PALMOLIVE CO	COM	$2.2M	1.1%	22,966 SH
CONAGRA BRANDS INC	COM	$635K	0.3%	23,827 SH
CONOCOPHILLIPS	COM	$2.1M	1.0%	19,985 SH
CONSTELLATION ENERGY CORP	COM	$574K	0.3%	2,846 SH
CORNING INC	COM	$1.6M	0.8%	33,969 SH
CORTEVA INC	COM	$229K	0.1%	3,645 SH
CSX CORP	COM	$4.7M	2.3%	158,541 SH
CUMMINS INC	COM	$3.8M	1.9%	12,109 SH
DEERE & CO	COM	$6.9M	3.5%	14,781 SH
DIAMONDBACK ENERGY INC	COM	$209K	0.1%	1,310 SH
DICKS SPORTING GOODS INC	COM	$584K	0.3%	2,895 SH
DISNEY WALT CO	COM	$678K	0.3%	6,867 SH
DUKE ENERGY CORP NEW	COM NEW	$5.2M	2.6%	42,929 SH
DUPONT DE NEMOURS INC	COM	$330K	0.2%	4,424 SH
EATON CORP PLC	SHS	$2.2M	1.1%	8,179 SH
ELI LILLY & CO	COM	$8.3M	4.1%	10,067 SH
EMERSON ELEC CO	COM	$1.9M	0.9%	17,022 SH
ENBRIDGE INC	COM	$734K	0.4%	16,556 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$2.0M	1.0%	107,064 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.1M	0.6%	33,031 SH
EVEREST GROUP LTD	COM	$545K	0.3%	1,500 SH
EXELON CORP	COM	$419K	0.2%	9,084 SH
EXXON MOBIL CORP	COM	$4.8M	2.4%	40,631 SH
FORD MTR CO	COM	$405K	0.2%	40,400 SH
GE AEROSPACE	COM NEW	$472K	0.2%	2,360 SH
GENERAL DYNAMICS CORP	COM	$348K	0.2%	1,277 SH
GENERAL MLS INC	COM	$478K	0.2%	7,994 SH
GSK PLC	SPONSORED ADR	$258K	0.1%	6,648 SH
HOME DEPOT INC	COM	$5.0M	2.5%	13,592 SH
HP INC	COM	$323K	0.2%	11,667 SH
ILLINOIS TOOL WKS INC	COM	$2.1M	1.1%	8,638 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.6M	1.3%	10,429 SH
INTERNATIONAL PAPER CO	COM	$241K	0.1%	4,509 SH
INVESCO QQQ TR	UNIT SER 1	$333K	0.2%	710 SH
ISHARES TR	CORE S&P500 ETF	$225K	0.1%	400 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$349K	0.2%	6,884 SH
JOHNSON & JOHNSON	COM	$5.3M	2.6%	31,669 SH
JPMORGAN CHASE & CO.	COM	$3.6M	1.8%	14,619 SH
KELLANOVA	COM	$299K	0.1%	3,629 SH
KINDER MORGAN INC DEL	COM	$750K	0.4%	26,279 SH
LAMB WESTON HLDGS INC	COM	$279K	0.1%	5,243 SH
LOCKHEED MARTIN CORP	COM	$1.4M	0.7%	3,184 SH
LOWES COS INC	COM	$1.5M	0.7%	6,235 SH
MARATHON PETE CORP	COM	$475K	0.2%	3,258 SH
MCDONALDS CORP	COM	$1.4M	0.7%	4,488 SH
MERCK & CO INC	COM	$1.6M	0.8%	17,431 SH
MICROSOFT CORP	COM	$4.1M	2.0%	10,942 SH
MONDELEZ INTL INC	CL A	$725K	0.4%	10,681 SH
NATIONAL FUEL GAS CO	COM	$1.3M	0.7%	16,975 SH
NEXTERA ENERGY INC	COM	$4.0M	2.0%	57,047 SH
NORFOLK SOUTHN CORP	COM	$760K	0.4%	3,209 SH
NOVARTIS AG	SPONSORED ADR	$404K	0.2%	3,621 SH
NVIDIA CORPORATION	COM	$367K	0.2%	3,382 SH
ONEOK INC NEW	COM	$706K	0.4%	7,116 SH
OTIS WORLDWIDE CORP	COM	$430K	0.2%	4,170 SH
PEPSICO INC	COM	$2.6M	1.3%	17,630 SH
PFIZER INC	COM	$1.2M	0.6%	46,365 SH
PHILIP MORRIS INTL INC	COM	$343K	0.2%	2,163 SH
PHILLIPS 66	COM	$627K	0.3%	5,077 SH
PNC FINL SVCS GROUP INC	COM	$279K	0.1%	1,586 SH
PPG INDS INC	COM	$371K	0.2%	3,391 SH
PROASSURANCE CORP	COM	$257K	0.1%	11,014 SH
PROCTER AND GAMBLE CO	COM	$5.4M	2.7%	31,897 SH
PROLOGIS INC.	COM	$372K	0.2%	3,325 SH
QUALCOMM INC	COM	$770K	0.4%	5,010 SH
REALTY INCOME CORP	COM	$270K	0.1%	4,660 SH
REGIONS FINANCIAL CORP NEW	COM	$1.9M	0.9%	85,841 SH
ROYAL BK CDA	COM	$1.6M	0.8%	14,249 SH
RTX CORPORATION	COM	$2.3M	1.2%	17,509 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$228K	0.1%	9,369 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$426K	0.2%	19,785 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.2M	0.6%	54,422 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.2M	0.6%	14,670 SH
SELECT SECTOR SPDR TR	ENERGY	$276K	0.1%	2,955 SH
SELECT SECTOR SPDR TR	FINANCIAL	$334K	0.2%	6,709 SH
SHELL PLC	SPON ADS	$793K	0.4%	10,827 SH
SIX FLAGS ENTERTAINMENT CORP	COM	$1.4M	0.7%	39,050 SH
SOUTHERN CO	COM	$7.4M	3.7%	80,363 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.5M	0.8%	3,665 SH
SPDR S&P 500 ETF TR	TR UNIT	$2.4M	1.2%	4,324 SH
TARGET CORP	COM	$722K	0.4%	6,918 SH
TE CONNECTIVITY PLC	ORD SHS	$306K	0.2%	2,162 SH
THE CIGNA GROUP	COM	$253K	0.1%	770 SH
TOTALENERGIES SE	SPONSORED ADS	$683K	0.3%	10,565 SH
TRUIST FINL CORP	COM	$516K	0.3%	12,535 SH
UNION PAC CORP	COM	$2.1M	1.1%	9,039 SH
UNITED PARCEL SERVICE INC	CL B	$1.3M	0.6%	11,655 SH
VANGUARD INDEX FDS	SMALL CP ETF	$259K	0.1%	1,168 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$427K	0.2%	1,555 SH
VERIZON COMMUNICATIONS INC	COM	$2.5M	1.2%	54,863 SH
WALMART INC	COM	$832K	0.4%	9,481 SH
WASTE MGMT INC DEL	COM	$3.7M	1.8%	15,997 SH
WELLS FARGO CO NEW	COM	$482K	0.2%	6,718 SH
WELLS FARGO CO NEW	PERP PFD CNV A	$364K	0.2%	303 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0001387615-26-000004	—	View
Jan 9, 2026	Q4 2025	13F-HR	0001387615-26-000001	$199.6M	View
Nov 13, 2025	Q3 2025