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: $195.9M124 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$399K	0.2%Prev: 0.2%	2,572 SH	Decreased+21 SH
ABBOTT LABS	COM	$1.4M	0.7%	10,140 SH	New
ABBVIE INC	COM	$3.4M	1.7%Prev: 1.5%	14,632 SH	Decreased+113 SH
ALLIANCE RESOURCE PARTNERS L	UT LTD PART	$271K	0.1%Prev: 0.1%	10,700 SH	Increased
AMAZON COM INC	COM	$333K	0.2%Prev: 0.2%	1,515 SH	Decreased-6 SH
AMERICAN ELEC PWR CO INC	COM	$535K	0.3%Prev: 0.3%	4,754 SH	Decreased-930 SH
AMGEN INC	COM	$2.7M	1.4%Prev: 1.4%	9,445 SH	Decreased-49 SH
APPLE INC	COM	$1.4M	0.7%Prev: 0.7%	5,569 SH	Decreased-56 SH
ARCHER DANIELS MIDLAND CO	COM	$515K	0.3%Prev: 0.3%	8,624 SH	Decreased-115 SH
AT&T INC	COM	$2.9M	1.5%Prev: 0.9%	103,617 SH	Increased+970 SH
AUTOMATIC DATA PROCESSING IN	COM	$4.5M	2.3%Prev: 1.5%	15,404 SH	Increased-220 SH
BANK AMERICA CORP	7.25%CNV PFD L	$269K	0.1%	210 SH	New
BANK AMERICA CORP	COM	$2.8M	1.4%	54,914 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.2M	1.6%Prev: 1.2%	6,297 SH	Increased+453 SH
BOEING CO	COM	$1.4M	0.7%Prev: 0.6%	6,430 SH	Increased+184 SH
BP PLC	SPONSORED ADR	$430K	0.2%Prev: 0.2%	12,475 SH	Decreased
BRISTOL-MYERS SQUIBB CO	COM	$470K	0.2%Prev: 0.2%	10,421 SH	Decreased+1,207 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$232K	0.1%	976 SH	New
CANADIAN IMPERIAL BANK OF CO	COM	$882K	0.5%Prev: 0.5%	11,040 SH	Decreased
CARRIER GLOBAL CORPORATION	COM	$360K	0.2%Prev: 0.2%	6,033 SH	Decreased-601 SH
CATERPILLAR INC	COM	$8.5M	4.4%Prev: 7.2%	17,891 SH	Decreased+1,685 SH
CBOE GLOBAL MKTS INC	COM	$4.6M	2.3%Prev: 1.9%	18,774 SH	Increased
CHEVRON CORP NEW	COM	$3.8M	1.9%	24,159 SH	New
CISCO SYS INC	COM	$274K	0.1%Prev: 0.2%	4,001 SH	Decreased-891 SH
CME GROUP INC	COM	$6.1M	3.1%Prev: 2.1%	22,505 SH	Increased
COCA COLA CO	COM	$1.7M	0.9%Prev: 0.9%	25,132 SH	Decreased-381 SH
COLGATE PALMOLIVE CO	COM	$1.6M	0.8%Prev: 0.8%	19,550 SH	Decreased-291 SH
CONAGRA BRANDS INC	COM	$340K	0.2%Prev: 0.1%	18,545 SH	Increased+2,455 SH
CONOCOPHILLIPS	COM	$1.6M	0.8%Prev: 0.8%	16,680 SH	Decreased-680 SH
CONSTELLATION ENERGY CORP	COM	$914K	0.5%Prev: 0.3%	2,777 SH	Increased+93 SH
CORNING INC	COM	$2.4M	1.2%Prev: 3.1%	28,869 SH	Decreased+208 SH
CORTEVA INC	COM	$210K	0.1%Prev: 0.1%	3,110 SH	Decreased
CSX CORP	COM	$4.9M	2.5%Prev: 2.7%	138,268 SH	Decreased+2,233 SH
CUMMINS INC	COM	$4.1M	2.1%Prev: 2.9%	9,654 SH	Decreased+75 SH
DEERE & CO	COM	$5.8M	3.0%Prev: 3.3%	12,783 SH	Decreased+277 SH
DICKS SPORTING GOODS INC	COM	$643K	0.3%Prev: 0.3%	2,895 SH	Decreased-140 SH
DISNEY WALT CO	COM	$557K	0.3%Prev: 0.2%	4,861 SH	Increased+436 SH
DOMINION ENERGY INC	COM	$212K	0.1%Prev: 0.1%	3,468 SH	Decreased-1,100 SH
DUKE ENERGY CORP NEW	COM NEW	$4.8M	2.5%Prev: 2.1%	39,089 SH	Decreased-1,095 SH
DUPONT DE NEMOURS INC	COM	$303K	0.2%	3,889 SH	New
EATON CORP PLC	SHS	$2.8M	1.4%Prev: 1.3%	7,457 SH	Decreased+43 SH
ELI LILLY & CO	COM	$7.4M	3.8%Prev: 4.7%	9,697 SH	Decreased+368 SH
EMERSON ELEC CO	COM	$1.9M	1.0%Prev: 0.9%	14,772 SH	Decreased-93 SH
ENBRIDGE INC	COM	$744K	0.4%Prev: 0.3%	14,754 SH	Decreased+448 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.4M	0.7%Prev: 0.7%	83,872 SH	Decreased+920 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.0M	0.5%Prev: 0.5%	33,031 SH	Decreased
EVEREST GROUP LTD	COM	$525K	0.3%Prev: 0.2%	1,500 SH	Decreased
EXELON CORP	COM	$388K	0.2%Prev: 0.2%	8,610 SH	Decreased+131 SH
EXXON MOBIL CORP	COM	$4.5M	2.3%Prev: 2.3%	40,288 SH	Decreased+187 SH
FORD MTR CO	COM	$484K	0.2%Prev: 0.3%	40,450 SH	Decreased-3,400 SH
GE AEROSPACE	COM NEW	$710K	0.4%Prev: 0.4%	2,360 SH	Decreased+5 SH
GE VERNOVA INC	COM	$327K	0.2%Prev: 0.3%	532 SH	Decreased+1 SH
GENERAL DYNAMICS CORP	COM	$519K	0.3%Prev: 0.2%	1,522 SH	Decreased-120 SH
GENERAL MLS INC	COM	$378K	0.2%	7,494 SH	New
GSK PLC	SPONSORED ADR	$280K	0.1%Prev: 0.1%	6,488 SH	Decreased+80 SH
HOME DEPOT INC	COM	$4.4M	2.2%Prev: 1.6%	10,812 SH	Increased+150 SH
HP INC	COM	$236K	0.1%	8,667 SH	New
ILLINOIS TOOL WKS INC	COM	$2.2M	1.1%Prev: 0.9%	8,372 SH	Decreased+28 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.4M	1.2%Prev: 1.0%	8,589 SH	Increased+165 SH
INVESCO QQQ TR	UNIT SER 1	$336K	0.2%Prev: 0.2%	560 SH	Decreased-60 SH
ISHARES TR	CORE S&P MCP ETF	$220K	0.1%Prev: 0.1%	3,375 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$268K	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	$5.6M	2.8%Prev: 3.2%	29,967 SH	Decreased-595 SH
JPMORGAN CHASE & CO.	COM	$4.4M	2.3%	14,051 SH	New
KELLANOVA	COM	$216K	0.1%	2,629 SH	New
KIMBERLY-CLARK CORP	COM	$218K	0.1%	1,750 SH	New
KINDER MORGAN INC DEL	COM	$730K	0.4%Prev: 0.3%	25,787 SH	Decreased+992 SH
LAMB WESTON HLDGS INC	COM	$234K	0.1%	4,027 SH	New
LOCKHEED MARTIN CORP	COM	$1.7M	0.9%Prev: 0.8%	3,430 SH	Decreased-230 SH
LOWES COS INC	COM	$1.4M	0.7%Prev: 0.5%	5,735 SH	Increased+50 SH
MARATHON PETE CORP	COM	$339K	0.2%Prev: 0.2%	1,758 SH	Decreased-36 SH
MCDONALDS CORP	COM	$1.4M	0.7%Prev: 0.5%	4,453 SH	Increased-173 SH
MERCK & CO INC	COM	$1.4M	0.7%Prev: 1.0%	16,361 SH	Decreased-2,025 SH
MICROSOFT CORP	COM	$5.1M	2.6%Prev: 1.6%	9,785 SH	Increased-228 SH
MONDELEZ INTL INC	CL A	$549K	0.3%Prev: 0.2%	8,781 SH	Increased+900 SH
NATIONAL FUEL GAS CO	COM	$1.4M	0.7%Prev: 0.5%	15,048 SH	Increased-175 SH
NEXTERA ENERGY INC	COM	$3.9M	2.0%Prev: 1.9%	51,591 SH	Decreased+127 SH
NORFOLK SOUTHN CORP	COM	$964K	0.5%Prev: 0.4%	3,209 SH	Decreased
NOVARTIS AG	SPONSORED ADR	$484K	0.2%Prev: 0.2%	3,771 SH	Decreased
NVIDIA CORPORATION	COM	$612K	0.3%Prev: 0.2%	3,282 SH	Increased+481 SH
ONEOK INC NEW	COM	$483K	0.2%Prev: 0.2%	6,616 SH	Decreased
OTIS WORLDWIDE CORP	COM	$253K	0.1%	2,770 SH	New
PEPSICO INC	COM	$2.1M	1.1%Prev: 0.9%	14,873 SH	Decreased-1,032 SH
PFIZER INC	COM	$988K	0.5%Prev: 0.4%	38,765 SH	Increased+447 SH
PHILIP MORRIS INTL INC	COM	$351K	0.2%Prev: 0.2%	2,163 SH	Decreased-259 SH
PHILLIPS 66	COM	$563K	0.3%Prev: 0.3%	4,137 SH	Decreased-133 SH
PPG INDS INC	COM	$334K	0.2%Prev: 0.2%	3,182 SH	Decreased
PROASSURANCE CORP	COM	$264K	0.1%	11,014 SH	New
PROCTER AND GAMBLE CO	COM	$4.3M	2.2%	28,042 SH	New
PROLOGIS INC.	COM	$272K	0.1%Prev: 0.1%	2,375 SH	Decreased
QUALCOMM INC	COM	$892K	0.5%Prev: 0.4%	5,360 SH	Decreased-75 SH
REALTY INCOME CORP	COM	$284K	0.1%Prev: 0.1%	4,671 SH	Decreased-49 SH
REGIONS FINANCIAL CORP NEW	COM	$2.0M	1.0%Prev: 1.0%	76,228 SH	Decreased-380 SH
ROYAL BK CDA	COM	$1.7M	0.9%Prev: 1.0%	11,849 SH	Decreased+70 SH
RTX CORPORATION	COM	$2.4M	1.2%Prev: 1.1%	14,409 SH	Decreased-83 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$254K	0.1%Prev: 0.1%	10,405 SH	Increased+580 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$509K	0.3%Prev: 0.2%	19,783 SH	Decreased+44 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$217K	0.1%Prev: 0.1%	6,816 SH	Decreased-1,139 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.5M	0.8%Prev: 0.7%	56,614 SH	Decreased-1,388 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$206K	0.1%Prev: 0.1%	6,938 SH	Decreased-240 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$2.7M	1.4%Prev: 4.4%	11,370 SH	Decreased+401 SH
SELECT SECTOR SPDR TR	FINANCIAL	$361K	0.2%	6,709 SH	New
SHELL PLC	SPON ADS	$753K	0.4%Prev: 0.3%	10,526 SH	Decreased+505 SH
SIX FLAGS ENTERTAINMENT CORP	COM	$705K	0.4%Prev: 0.3%	31,050 SH	Increased+900 SH
SOUTHERN CO	COM	$7.4M	3.8%Prev: 3.1%	77,704 SH	Decreased-680 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.7M	0.9%	3,665 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.9M	1.5%	4,333 SH	New
TARGET CORP	COM	$517K	0.3%Prev: 0.3%	5,768 SH	Decreased+1,155 SH
TE CONNECTIVITY PLC	ORD SHS	$315K	0.2%Prev: 0.1%	1,437 SH	Increased
THE CIGNA GROUP	COM	$221K	0.1%	766 SH	New
TOTALENERGIES SE	SPONSORED ADS	$622K	0.3%	10,423 SH	New
TRUIST FINL CORP	COM	$564K	0.3%Prev: 0.3%	12,335 SH	Decreased-3,242 SH
UNION PAC CORP	COM	$2.0M	1.0%Prev: 1.0%	8,399 SH	Decreased-15 SH
UNITED PARCEL SERVICE INC	CL B	$824K	0.4%	9,860 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$251K	0.1%Prev: 0.1%	989 SH	Decreased
VANGUARD INDEX FDS	TOTAL STK MKT	$445K	0.2%Prev: 0.2%	1,355 SH	Decreased-2 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$222K	0.1%Prev: 0.1%	1,030 SH	Decreased-195 SH
VERIZON COMMUNICATIONS INC	COM	$2.4M	1.2%Prev: 1.0%	54,629 SH	Increased-289 SH
WALMART INC	COM	$993K	0.5%Prev: 0.5%	9,634 SH	Decreased-311 SH
WASTE MGMT INC DEL	COM	$3.0M	1.5%Prev: 1.2%	13,463 SH	Decreased+84 SH
WELLS FARGO CO NEW	COM	$525K	0.3%	6,259 SH	New
WELLS FARGO CO NEW	PERP PFD CNV A	$374K	0.2%	303 SH	New
WESTERN DIGITAL CORP	COM	$240K	0.1%Prev: 0.5%	2,000 SH	Decreased

Sold (vs prior filing)

ABBOTT LABORATORIES — $962K
AMERICAN EXPRESS CO — $203K
BANK OF AMER CORP — $263K
BANK OF AMER CORP — $3.1M
CHEVRON CORPORATION — $4.0M
GENERAL MILLS INC — $229K
HEWLETT PACKARD ENTERPRISE C — $292K
INTEL CORP — $349K
ISHARES TR — $238K
JOHNSON CONTROLS INTERNATION — $253K
JPMORGAN CHASE & CO — $4.7M
MEDTRONIC PLC — $205K
PLAINS ALL AMERN PIPELINE L — $211K
PROCTER & GAMBLE CO — $4.3M
QNITY ELECTRONICS INC — $265K
SANDISK CORP — $1.5M
SCHWAB STRATEGIC TR — $216K
SELECT SECTOR SPDR TR — $204K
SELECT SECTOR SPDR TR — $360K
STATE STR SPDR DOW JONES IND — $1.8M
… 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