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: $186.4M123 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$392K	0.2%Prev: 0.2%	2,572 SH	Increased
ABBOTT LABS	COM	$1.4M	0.8%	10,540 SH	New
ABBVIE INC	COM	$2.8M	1.5%Prev: 1.5%	15,045 SH	Decreased+467 SH
ALLIANCE RESOURCE PARTNERS L	UT LTD PART	$280K	0.2%Prev: 0.1%	10,700 SH	Decreased
AMAZON COM INC	COM	$359K	0.2%Prev: 0.1%	1,635 SH	Increased+315 SH
AMERICAN ELEC PWR CO INC	COM	$493K	0.3%Prev: 0.3%	4,754 SH	Decreased-990 SH
AMGEN INC	COM	$2.6M	1.4%Prev: 1.5%	9,284 SH	Decreased-160 SH
APPLE INC	COM	$1.2M	0.6%Prev: 0.6%	5,657 SH	Decreased+247 SH
ARCHER DANIELS MIDLAND CO	COM	$455K	0.2%Prev: 0.3%	8,624 SH	Decreased
AT&T INC	COM	$3.0M	1.6%Prev: 1.4%	104,473 SH	Increased+1,293 SH
AUTOMATIC DATA PROCESSING IN	COM	$4.8M	2.6%Prev: 1.4%	15,654 SH	Increased+300 SH
BANK AMERICA CORP	7.25%CNV PFD L	$255K	0.1%Prev: 0.1%	210 SH	Increased
BANK AMERICA CORP	COM	$2.7M	1.5%Prev: 1.2%	57,646 SH	Increased+2,540 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	1.6%Prev: 1.3%	6,197 SH	Increased+343 SH
BOEING CO	COM	$1.4M	0.7%Prev: 0.6%	6,530 SH	Increased+300 SH
BP PLC	SPONSORED ADR	$388K	0.2%Prev: 0.3%	12,975 SH	Decreased+500 SH
BRISTOL-MYERS SQUIBB CO	COM	$497K	0.3%Prev: 0.2%	10,737 SH	Decreased+1,866 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$249K	0.1%	1,026 SH	New
CANADIAN IMPERIAL BK COMM	COM	$822K	0.4%	11,600 SH	New
CARRIER GLOBAL CORPORATION	COM	$453K	0.2%Prev: 0.2%	6,183 SH	Increased-460 SH
CATERPILLAR INC	COM	$7.1M	3.8%Prev: 5.4%	18,334 SH	Decreased+1,866 SH
CBOE GLOBAL MKTS INC	COM	$4.4M	2.3%Prev: 2.5%	18,774 SH	Decreased
CHEVRON CORP NEW	COM	$3.4M	1.8%	23,695 SH	New
CISCO SYS INC	COM	$276K	0.1%Prev: 0.2%	3,976 SH	Decreased-351 SH
CME GROUP INC	COM	$6.2M	3.3%Prev: 3.1%	22,505 SH	Decreased
COCA COLA CO	COM	$1.8M	1.0%Prev: 0.9%	25,132 SH	Decreased+92 SH
COLGATE PALMOLIVE CO	COM	$1.8M	1.0%Prev: 0.8%	20,149 SH	Increased+1,073 SH
CONAGRA BRANDS INC	COM	$399K	0.2%Prev: 0.1%	19,493 SH	Increased+2,905 SH
CONOCOPHILLIPS	COM	$1.5M	0.8%Prev: 1.1%	17,255 SH	Decreased-105 SH
CONSTELLATION ENERGY CORP	COM	$897K	0.5%Prev: 0.4%	2,780 SH	Increased+56 SH
CORNING INC	COM	$1.6M	0.8%Prev: 1.8%	29,569 SH	Decreased+900 SH
CORTEVA INC	COM	$235K	0.1%Prev: 0.1%	3,152 SH	Decreased+42 SH
CSX CORP	COM	$4.6M	2.4%Prev: 2.6%	139,768 SH	Decreased+3,583 SH
CUMMINS INC	COM	$3.2M	1.7%Prev: 2.4%	9,904 SH	Decreased+299 SH
DEERE & CO	COM	$6.7M	3.6%Prev: 3.3%	13,115 SH	Decreased+581 SH
DICKS SPORTING GOODS INC	COM	$573K	0.3%Prev: 0.3%	2,895 SH	Decreased
DISNEY WALT CO	COM	$628K	0.3%Prev: 0.2%	5,067 SH	Increased+521 SH
DUKE ENERGY CORP NEW	COM NEW	$4.6M	2.5%Prev: 2.4%	38,770 SH	Decreased-1,289 SH
DUPONT DE NEMOURS INC	COM	$270K	0.1%	3,931 SH	New
EATON CORP PLC	SHS	$2.6M	1.4%Prev: 1.2%	7,179 SH	Decreased-258 SH
ELI LILLY & CO	COM	$7.6M	4.1%Prev: 4.0%	9,707 SH	Decreased+351 SH
EMERSON ELEC CO	COM	$2.0M	1.1%Prev: 0.9%	14,822 SH	Increased-125 SH
ENBRIDGE INC	COM	$705K	0.4%Prev: 0.4%	15,547 SH	Decreased+1,043 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.5M	0.8%Prev: 0.7%	84,064 SH	Decreased+1,112 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.0M	0.5%Prev: 0.6%	33,031 SH	Decreased
EVEREST GROUP LTD	COM	$510K	0.3%Prev: 0.2%	1,500 SH	Increased
EXELON CORP	COM	$378K	0.2%Prev: 0.2%	8,710 SH	Decreased+100 SH
EXXON MOBIL CORP	COM	$4.3M	2.3%Prev: 3.2%	39,680 SH	Decreased-359 SH
FORD MTR CO	COM	$438K	0.2%Prev: 0.2%	40,400 SH	Decreased-3,450 SH
GE AEROSPACE	COM NEW	$607K	0.3%Prev: 0.3%	2,360 SH	Decreased
GE VERNOVA INC	COM	$282K	0.2%Prev: 0.2%	532 SH	Decreased
GENERAL DYNAMICS CORP	COM	$351K	0.2%Prev: 0.3%	1,202 SH	Decreased-405 SH
GENERAL MLS INC	COM	$404K	0.2%	7,794 SH	New
GSK PLC	SPONSORED ADR	$249K	0.1%Prev: 0.2%	6,488 SH	Decreased+80 SH
HOME DEPOT INC	COM	$4.2M	2.3%Prev: 1.6%	11,562 SH	Increased+1,050 SH
HP INC	COM	$219K	0.1%	8,967 SH	New
ILLINOIS TOOL WKS INC	COM	$2.1M	1.1%Prev: 1.0%	8,372 SH	Decreased+1 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.6M	1.4%Prev: 0.9%	8,689 SH	Increased+285 SH
INTERNATIONAL PAPER CO	COM	$211K	0.1%	4,509 SH	New
INVESCO QQQ TR	UNIT SER 1	$309K	0.2%Prev: 0.2%	560 SH	Decreased
ISHARES TR	CORE S&P MCP ETF	$209K	0.1%Prev: 0.1%	3,375 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$248K	0.1%Prev: 0.1%	400 SH	Decreased
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$339K	0.2%Prev: 0.1%	6,684 SH	Increased+994 SH
JOHNSON & JOHNSON	COM	$4.5M	2.4%Prev: 3.5%	29,163 SH	Decreased-1,390 SH
JPMORGAN CHASE & CO.	COM	$3.8M	2.0%	13,172 SH	New
KELLANOVA	COM	$209K	0.1%	2,629 SH	New
KIMBERLY-CLARK CORP	COM	$226K	0.1%	1,750 SH	New
KINDER MORGAN INC DEL	COM	$773K	0.4%Prev: 0.4%	26,279 SH	Decreased+1,459 SH
LAMB WESTON HLDGS INC	COM	$220K	0.1%	4,243 SH	New
LOCKHEED MARTIN CORP	COM	$1.5M	0.8%Prev: 1.0%	3,154 SH	Decreased-432 SH
LOWES COS INC	COM	$1.3M	0.7%Prev: 0.6%	5,885 SH	Decreased+175 SH
MARATHON PETE CORP	COM	$292K	0.2%Prev: 0.2%	1,758 SH	Decreased
MCDONALDS CORP	COM	$1.3M	0.7%Prev: 0.7%	4,452 SH	Decreased-116 SH
MERCK & CO INC	COM	$1.3M	0.7%Prev: 1.0%	16,711 SH	Decreased-703 SH
MICROSOFT CORP	COM	$4.9M	2.6%Prev: 1.7%	9,811 SH	Increased-82 SH
MONDELEZ INTL INC	CL A	$612K	0.3%Prev: 0.2%	9,081 SH	Increased+1,200 SH
MOODYS CORP	COM	$201K	0.1%	400 SH	New
NATIONAL FUEL GAS CO	COM	$1.3M	0.7%Prev: 0.7%	14,848 SH	Decreased-385 SH
NEXTERA ENERGY INC	COM	$3.9M	2.1%Prev: 2.2%	56,513 SH	Decreased+5,349 SH
NORFOLK SOUTHN CORP	COM	$821K	0.4%Prev: 0.4%	3,209 SH	Decreased
NOVARTIS AG	SPONSORED ADR	$438K	0.2%Prev: 0.3%	3,621 SH	Decreased-150 SH
NVIDIA CORPORATION	COM	$519K	0.3%Prev: 0.2%	3,282 SH	Increased+482 SH
ONEOK INC NEW	COM	$565K	0.3%Prev: 0.3%	6,916 SH	Decreased+300 SH
OTIS WORLDWIDE CORP	COM	$282K	0.2%Prev: 0.1%	2,845 SH	Increased+75 SH
PEPSICO INC	COM	$2.0M	1.1%Prev: 1.1%	15,005 SH	Decreased-114 SH
PFIZER INC	COM	$976K	0.5%Prev: 0.5%	40,265 SH	Decreased+1,900 SH
PHILIP MORRIS INTL INC	COM	$394K	0.2%Prev: 0.2%	2,163 SH	Decreased-259 SH
PHILLIPS 66	COM	$511K	0.3%Prev: 0.4%	4,287 SH	Decreased+50 SH
PPG INDS INC	COM	$386K	0.2%Prev: 0.2%	3,391 SH	Increased+209 SH
PROASSURANCE CORP	COM	$251K	0.1%Prev: 0.1%	11,014 SH	Decreased
PROCTER AND GAMBLE CO	COM	$4.4M	2.4%	27,724 SH	New
PROLOGIS INC.	COM	$250K	0.1%Prev: 0.1%	2,375 SH	Decreased
QUALCOMM INC	COM	$885K	0.5%Prev: 0.3%	5,560 SH	Increased+125 SH
REALTY INCOME CORP	COM	$268K	0.1%Prev: 0.1%	4,660 SH	Decreased-44 SH
REGIONS FINANCIAL CORP NEW	COM	$1.8M	1.0%Prev: 0.9%	77,706 SH	Decreased+221 SH
ROYAL BK CDA	COM	$1.6M	0.8%Prev: 0.9%	11,849 SH	Decreased-50 SH
RTX CORPORATION	COM	$2.1M	1.1%Prev: 1.3%	14,584 SH	Decreased+37 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$217K	0.1%Prev: 0.1%	8,889 SH	Decreased-1,097 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$466K	0.3%Prev: 0.2%	19,563 SH	Decreased-22 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.3M	0.7%Prev: 0.7%	53,037 SH	Decreased-5,834 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$1.7M	0.9%Prev: 2.0%	11,570 SH	Decreased+435 SH
SELECT SECTOR SPDR TR	ENERGY	$217K	0.1%	2,555 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$351K	0.2%	6,709 SH	New
SHELL PLC	SPON ADS	$762K	0.4%Prev: 0.4%	10,827 SH	Decreased+806 SH
SIX FLAGS ENTERTAINMENT CORP	COM	$945K	0.5%Prev: 0.2%	31,050 SH	Increased+900 SH
SOUTHERN CO	COM	$7.1M	3.8%Prev: 3.5%	77,238 SH	Decreased-836 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.6M	0.9%	3,665 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.7M	1.4%	4,324 SH	New
TARGET CORP	COM	$604K	0.3%Prev: 0.2%	6,118 SH	Increased+1,780 SH
TE CONNECTIVITY PLC	ORD SHS	$263K	0.1%Prev: 0.1%	1,562 SH	Decreased+125 SH
THE CIGNA GROUP	COM	$255K	0.1%	770 SH	New
TOTALENERGIES SE	SPONSORED ADS	$649K	0.3%	10,565 SH	New
TRUIST FINL CORP	COM	$530K	0.3%Prev: 0.3%	12,335 SH	Decreased-1,810 SH
UNION PAC CORP	COM	$1.9M	1.0%Prev: 0.9%	8,339 SH	Decreased-75 SH
UNITED PARCEL SERVICE INC	CL B	$1.0M	0.5%	10,130 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$277K	0.1%Prev: 0.1%	1,168 SH	Increased+179 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$412K	0.2%Prev: 0.2%	1,355 SH	Decreased+10 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$211K	0.1%Prev: 0.1%	1,030 SH	Decreased-195 SH
VERIZON COMMUNICATIONS INC	COM	$2.3M	1.2%Prev: 1.3%	53,695 SH	Decreased-255 SH
WALMART INC	COM	$927K	0.5%Prev: 0.6%	9,477 SH	Decreased-312 SH
WASTE MGMT INC DEL	COM	$3.1M	1.7%Prev: 1.4%	13,663 SH	Increased+319 SH
WELLS FARGO CO NEW	COM	$522K	0.3%	6,518 SH	New
WELLS FARGO CO NEW	PERP PFD CNV A	$356K	0.2%	303 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.0M
CANADIAN IMPERIAL BANK OF CO — $1.0M
CHEVRON CORPORATION — $5.0M
DOMINION ENERGY INC — $233K
DOW HLDGS INC — $235K
GENERAL MILLS INC — $263K
ISHARES TR — $239K
JOHNSON CONTROLS INTERNATION — $228K
JPMORGAN CHASE & CO — $4.2M
MEDTRONIC PLC — $228K
NEWMONT CORP — $223K
PLAINS ALL AMERN PIPELINE L — $212K
PROCTER & GAMBLE CO — $4.2M
SANDISK CORP — $423K
SCHWAB STRATEGIC TR — $230K
SCHWAB STRATEGIC TR — $222K
SELECT SECTOR SPDR TR — $236K
SELECT SECTOR SPDR TR — $331K
STATE STR SPDR DOW JONES IND — $1.6M
STATE STR SPDR S&P 500 ETF T — $2.7M
… and 5 more

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