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: $199.6M120 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$412K	0.2%Prev: 0.2%	2,572 SH	Increased
ABBOTT LABS	COM	$1.3M	0.6%Prev: 0.7%	10,206 SH	Decreased+66 SH
ABBVIE INC	COM	$3.3M	1.7%Prev: 1.7%	14,626 SH	Decreased-6 SH
ALLIANCE RESOURCE PARTNERS L	UT LTD PART	$249K	0.1%Prev: 0.1%	10,700 SH	Decreased
AMAZON COM INC	COM	$305K	0.2%Prev: 0.2%	1,320 SH	Decreased-195 SH
AMERICAN ELEC PWR CO INC	COM	$560K	0.3%Prev: 0.3%	4,854 SH	Increased+100 SH
AMERICAN EXPRESS CO	COM	$222K	0.1%	600 SH	New
AMGEN INC	COM	$3.1M	1.5%Prev: 1.4%	9,444 SH	Increased-1 SH
APPLE INC	COM	$1.5M	0.7%Prev: 0.7%	5,410 SH	Increased-159 SH
ARCHER DANIELS MIDLAND CO	COM	$496K	0.2%Prev: 0.3%	8,624 SH	Decreased
AT&T INC	COM	$2.5M	1.3%Prev: 1.5%	102,174 SH	Decreased-1,443 SH
AUTOMATIC DATA PROCESSING IN	COM	$4.0M	2.0%Prev: 2.3%	15,504 SH	Decreased+100 SH
BANK AMERICA CORP	7.25%CNV PFD L	$263K	0.1%Prev: 0.1%	210 SH	Decreased
BANK AMERICA CORP	COM	$3.0M	1.5%Prev: 1.4%	55,304 SH	Increased+390 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.0M	1.5%Prev: 1.6%	5,874 SH	Decreased-423 SH
BOEING CO	COM	$1.4M	0.7%Prev: 0.7%	6,430 SH	Increased
BP PLC	SPONSORED ADR	$433K	0.2%Prev: 0.2%	12,475 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$479K	0.2%Prev: 0.2%	8,871 SH	Increased-1,550 SH
BROADRIDGE FINL SOLUTIONS IN	COM	$218K	0.1%Prev: 0.1%	976 SH	Decreased
CANADIAN IMPERIAL BANK OF CO	COM	$1.0M	0.5%Prev: 0.5%	11,040 SH	Increased
CARRIER GLOBAL CORPORATION	COM	$319K	0.2%Prev: 0.2%	6,033 SH	Decreased
CATERPILLAR INC	COM	$9.8M	4.9%Prev: 4.4%	17,146 SH	Increased-745 SH
CBOE GLOBAL MKTS INC	COM	$4.7M	2.4%Prev: 2.3%	18,774 SH	Increased
CHEVRON CORP NEW	COM	$3.7M	1.9%Prev: 1.9%	24,393 SH	Decreased+234 SH
CISCO SYS INC	COM	$333K	0.2%Prev: 0.1%	4,327 SH	Increased+326 SH
CME GROUP INC	COM	$6.1M	3.1%Prev: 3.1%	22,505 SH	Increased
COCA COLA CO	COM	$1.8M	0.9%Prev: 0.9%	25,140 SH	Increased+8 SH
COLGATE PALMOLIVE CO	COM	$1.5M	0.8%Prev: 0.8%	19,225 SH	Decreased-325 SH
CONAGRA BRANDS INC	COM	$285K	0.1%Prev: 0.2%	16,488 SH	Decreased-2,057 SH
CONOCOPHILLIPS	COM	$1.6M	0.8%Prev: 0.8%	16,880 SH	Increased+200 SH
CONSTELLATION ENERGY CORP	COM	$962K	0.5%Prev: 0.5%	2,724 SH	Increased-53 SH
CORNING INC	COM	$2.5M	1.3%Prev: 1.2%	28,869 SH	Increased
CORTEVA INC	COM	$208K	0.1%Prev: 0.1%	3,110 SH	Decreased
CSX CORP	COM	$5.0M	2.5%Prev: 2.5%	138,935 SH	Increased+667 SH
CUMMINS INC	COM	$4.9M	2.5%Prev: 2.1%	9,637 SH	Increased-17 SH
DEERE & CO	COM	$6.0M	3.0%Prev: 3.0%	12,834 SH	Increased+51 SH
DICKS SPORTING GOODS INC	COM	$573K	0.3%Prev: 0.3%	2,895 SH	Decreased
DISNEY WALT CO	COM	$551K	0.3%Prev: 0.3%	4,845 SH	Decreased-16 SH
DOMINION ENERGY INC	COM	$203K	0.1%Prev: 0.1%	3,468 SH	Decreased
DUKE ENERGY CORP NEW	COM NEW	$4.6M	2.3%Prev: 2.5%	39,559 SH	Decreased+470 SH
EATON CORP PLC	SHS	$2.4M	1.2%Prev: 1.4%	7,542 SH	Decreased+85 SH
ELI LILLY & CO	COM	$10.3M	5.2%Prev: 3.8%	9,568 SH	Increased-129 SH
EMERSON ELEC CO	COM	$2.0M	1.0%Prev: 1.0%	14,872 SH	Increased+100 SH
ENBRIDGE INC	COM	$694K	0.3%Prev: 0.4%	14,504 SH	Decreased-250 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.4M	0.7%Prev: 0.7%	82,952 SH	Decreased-920 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.1M	0.5%Prev: 0.5%	33,031 SH	Increased
EVEREST GROUP LTD	COM	$509K	0.3%Prev: 0.3%	1,500 SH	Decreased
EXELON CORP	COM	$375K	0.2%Prev: 0.2%	8,610 SH	Decreased
EXXON MOBIL CORP	COM	$4.8M	2.4%Prev: 2.3%	40,241 SH	Increased-47 SH
FORD MTR CO	COM	$531K	0.3%Prev: 0.2%	40,450 SH	Increased
GE AEROSPACE	COM NEW	$727K	0.4%Prev: 0.4%	2,360 SH	Increased
GE VERNOVA INC	COM	$348K	0.2%Prev: 0.2%	532 SH	Increased
GENERAL DYNAMICS CORP	COM	$541K	0.3%Prev: 0.3%	1,607 SH	Increased+85 SH
GENERAL MLS INC	COM	$329K	0.2%Prev: 0.2%	7,069 SH	Decreased-425 SH
GSK PLC	SPONSORED ADR	$314K	0.2%Prev: 0.1%	6,408 SH	Increased-80 SH
HOME DEPOT INC	COM	$3.7M	1.8%Prev: 2.2%	10,712 SH	Decreased-100 SH
ILLINOIS TOOL WKS INC	COM	$2.1M	1.0%Prev: 1.1%	8,471 SH	Decreased+99 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.5M	1.3%Prev: 1.2%	8,579 SH	Increased-10 SH
INVESCO QQQ TR	UNIT SER 1	$344K	0.2%Prev: 0.2%	560 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$223K	0.1%Prev: 0.1%	3,375 SH	Increased
ISHARES TR	CORE S&P500 ETF	$274K	0.1%Prev: 0.1%	400 SH	Increased
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$338K	0.2%Prev: 0.2%	6,684 SH	Decreased
JOHNSON & JOHNSON	COM	$6.2M	3.1%Prev: 2.8%	30,071 SH	Increased+104 SH
JPMORGAN CHASE & CO.	COM	$4.6M	2.3%Prev: 2.3%	14,226 SH	Increased+175 SH
KINDER MORGAN INC DEL	COM	$691K	0.3%Prev: 0.4%	25,120 SH	Decreased-667 SH
LOCKHEED MARTIN CORP	COM	$1.7M	0.8%Prev: 0.9%	3,430 SH	Decreased
LOWES COS INC	COM	$1.3M	0.6%Prev: 0.7%	5,250 SH	Decreased-485 SH
MARATHON PETE CORP	COM	$286K	0.1%Prev: 0.2%	1,758 SH	Decreased
MCDONALDS CORP	COM	$1.4M	0.7%Prev: 0.7%	4,568 SH	Increased+115 SH
MEDTRONIC PLC	SHS	$252K	0.1%	2,626 SH	New
MERCK & CO INC	COM	$1.7M	0.9%Prev: 0.7%	16,493 SH	Increased+132 SH
MICROSOFT CORP	COM	$4.8M	2.4%Prev: 2.6%	9,886 SH	Decreased+101 SH
MONDELEZ INTL INC	CL A	$446K	0.2%Prev: 0.3%	8,281 SH	Decreased-500 SH
MOODYS CORP	COM	$204K	0.1%	400 SH	New
NATIONAL FUEL GAS CO	COM	$1.2M	0.6%Prev: 0.7%	15,248 SH	Decreased+200 SH
NEXTERA ENERGY INC	COM	$4.1M	2.1%Prev: 2.0%	51,661 SH	Increased+70 SH
NORFOLK SOUTHN CORP	COM	$927K	0.5%Prev: 0.5%	3,209 SH	Decreased
NOVARTIS AG	SPONSORED ADR	$520K	0.3%Prev: 0.2%	3,771 SH	Increased
NVIDIA CORPORATION	COM	$522K	0.3%Prev: 0.3%	2,800 SH	Decreased-482 SH
ONEOK INC NEW	COM	$486K	0.2%Prev: 0.2%	6,616 SH	Increased
OTIS WORLDWIDE CORP	COM	$242K	0.1%Prev: 0.1%	2,770 SH	Decreased
PEPSICO INC	COM	$2.1M	1.1%Prev: 1.1%	14,838 SH	Increased-35 SH
PFIZER INC	COM	$983K	0.5%Prev: 0.5%	39,465 SH	Decreased+700 SH
PHILIP MORRIS INTL INC	COM	$347K	0.2%Prev: 0.2%	2,163 SH	Decreased
PHILLIPS 66	COM	$547K	0.3%Prev: 0.3%	4,237 SH	Decreased+100 SH
PPG INDS INC	COM	$326K	0.2%Prev: 0.2%	3,182 SH	Decreased
PROASSURANCE CORP	COM	$266K	0.1%Prev: 0.1%	11,014 SH	Increased
PROCTER AND GAMBLE CO	COM	$4.0M	2.0%Prev: 2.2%	28,113 SH	Decreased+71 SH
PROLOGIS INC.	COM	$303K	0.2%Prev: 0.1%	2,375 SH	Increased
QUALCOMM INC	COM	$930K	0.5%Prev: 0.5%	5,435 SH	Increased+75 SH
REALTY INCOME CORP	COM	$264K	0.1%Prev: 0.1%	4,688 SH	Decreased+17 SH
REGIONS FINANCIAL CORP NEW	COM	$2.1M	1.0%Prev: 1.0%	76,517 SH	Increased+289 SH
ROYAL BK CDA	COM	$2.0M	1.0%Prev: 0.9%	11,849 SH	Increased
RTX CORPORATION	COM	$2.6M	1.3%Prev: 1.2%	14,342 SH	Increased-67 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$251K	0.1%Prev: 0.1%	10,316 SH	Decreased-89 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$514K	0.3%Prev: 0.3%	19,583 SH	Increased-200 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$239K	0.1%Prev: 0.1%	7,332 SH	Increased+516 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.6M	0.8%Prev: 0.8%	58,250 SH	Increased+1,636 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$212K	0.1%Prev: 0.1%	7,053 SH	Increased+115 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$3.1M	1.5%Prev: 1.4%	11,230 SH	Increased-140 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$367K	0.2%	6,709 SH	New
SHELL PLC	SPON ADS	$766K	0.4%Prev: 0.4%	10,426 SH	Increased-100 SH
SIX FLAGS ENTERTAINMENT CORP	COM	$463K	0.2%Prev: 0.4%	30,150 SH	Decreased-900 SH
SOUTHERN CO	COM	$6.7M	3.4%Prev: 3.8%	76,841 SH	Decreased-863 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$1.8M	0.9%Prev: 0.9%	3,815 SH	Increased+150 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.0M	1.5%Prev: 1.5%	4,448 SH	Increased+115 SH
TARGET CORP	COM	$444K	0.2%Prev: 0.3%	4,538 SH	Decreased-1,230 SH
TE CONNECTIVITY PLC	ORD SHS	$327K	0.2%Prev: 0.2%	1,437 SH	Increased
TRUIST FINL CORP	COM	$600K	0.3%Prev: 0.3%	12,200 SH	Increased-135 SH
UNION PAC CORP	COM	$1.9M	1.0%Prev: 1.0%	8,339 SH	Decreased-60 SH
UNITED PARCEL SERVICE INC	CL B	$977K	0.5%Prev: 0.4%	9,850 SH	Increased-10 SH
VANGUARD INDEX FDS	SMALL CP ETF	$255K	0.1%Prev: 0.1%	989 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$451K	0.2%Prev: 0.2%	1,345 SH	Increased-10 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$259K	0.1%Prev: 0.1%	1,180 SH	Increased+150 SH
VERIZON COMMUNICATIONS INC	COM	$2.2M	1.1%Prev: 1.2%	54,140 SH	Decreased-489 SH
WALMART INC	COM	$1.1M	0.5%Prev: 0.5%	9,784 SH	Increased+150 SH
WASTE MGMT INC DEL	COM	$3.0M	1.5%Prev: 1.5%	13,494 SH	Decreased+31 SH
WELLS FARGO CO NEW	COM	$554K	0.3%Prev: 0.3%	5,947 SH	Increased-312 SH
WELLS FARGO CO NEW	PERP PFD CNV A	$367K	0.2%Prev: 0.2%	303 SH	Decreased
WESTERN DIGITAL CORP	COM	$345K	0.2%Prev: 0.1%	2,000 SH	Increased

Sold (vs prior filing)

DUPONT DE NEMOURS INC — $303K
HP INC — $236K
KELLANOVA — $216K
KIMBERLY-CLARK CORP — $218K
LAMB WESTON HLDGS INC — $234K
SELECT SECTOR SPDR TR — $361K
THE CIGNA GROUP — $221K
TOTALENERGIES SE — $622K

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