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: $215.3M125 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$374K	0.2%Prev: 0.2%	2,572 SH	Decreased-75 SH
ABBOTT LABORATORIES	COM	$1.0M	0.5%	10,106 SH	New
ABBVIE INC	COM	$3.2M	1.5%Prev: 1.9%	14,578 SH	Decreased-3,912 SH
ALLIANCE RESOURCE PARTNERS L	UT LTD PART	$296K	0.1%Prev: 0.1%	10,700 SH	Increased
AMAZON COM INC	COM	$275K	0.1%Prev: 0.2%	1,320 SH	Decreased-378 SH
AMERICAN ELEC PWR CO INC	COM	$753K	0.3%Prev: 0.2%	5,744 SH	Increased+1,170 SH
AMGEN INC	COM	$3.3M	1.5%Prev: 1.6%	9,444 SH	Increased-970 SH
APPLE INC	COM	$1.4M	0.6%Prev: 0.7%	5,410 SH	Increased-646 SH
ARCHER DANIELS MIDLAND CO	COM	$627K	0.3%Prev: 0.3%	8,624 SH	Increased-2,850 SH
AT&T INC	COM	$3.0M	1.4%Prev: 1.6%	103,180 SH	Decreased-11,143 SH
AUTOMATIC DATA PROCESSING IN	COM	$3.1M	1.4%Prev: 2.9%	15,354 SH	Decreased-4,030 SH
BANK AMERICA CORP	7.25%CNV PFD L	$250K	0.1%Prev: 0.1%	210 SH	Decreased
BANK AMERICA CORP	COM	$2.7M	1.2%Prev: 1.3%	55,106 SH	Increased-8,574 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.8M	1.3%Prev: 2.0%	5,854 SH	Decreased-1,727 SH
BOEING CO	COM	$1.2M	0.6%Prev: 0.7%	6,230 SH	Decreased-1,600 SH
BP PLC	SPONSORED ADR	$586K	0.3%Prev: 0.2%	12,475 SH	Increased-500 SH
BRISTOL-MYERS SQUIBB CO	COM	$538K	0.2%Prev: 0.3%	8,871 SH	Decreased-2,466 SH
CANADIAN IMPERIAL BANK OF CO	COM	$1.0M	0.5%	11,040 SH	New
CARRIER GLOBAL CORPORATION	COM	$374K	0.2%Prev: 0.3%	6,643 SH	Decreased-2,140 SH
CATERPILLAR INC	COM	$11.7M	5.4%Prev: 3.5%	16,468 SH	Increased-4,647 SH
CBOE GLOBAL MKTS INC	COM	$5.3M	2.5%Prev: 2.1%	18,774 SH	Increased
CHEVRON CORPORATION	COM	$5.0M	2.3%	24,237 SH	New
CISCO SYS INC	COM	$336K	0.2%Prev: 0.1%	4,327 SH	Increased+1,076 SH
CME GROUP INC	COM	$6.6M	3.1%Prev: 3.0%	22,505 SH	Increased
COCA COLA CO	COM	$1.9M	0.9%Prev: 0.9%	25,040 SH	Increased-607 SH
COLGATE PALMOLIVE CO	COM	$1.6M	0.8%Prev: 1.1%	19,076 SH	Decreased-3,890 SH
CONAGRA BRANDS INC	COM	$261K	0.1%Prev: 0.3%	16,588 SH	Decreased-7,239 SH
CONOCOPHILLIPS	COM	$2.3M	1.1%Prev: 1.0%	17,360 SH	Increased-2,625 SH
CONSTELLATION ENERGY CORP	COM	$761K	0.4%Prev: 0.3%	2,724 SH	Increased-122 SH
CORNING INC	COM	$3.9M	1.8%Prev: 0.8%	28,669 SH	Increased-5,300 SH
CORTEVA INC	COM	$260K	0.1%Prev: 0.1%	3,110 SH	Increased-535 SH
CSX CORP	COM	$5.6M	2.6%Prev: 2.3%	136,185 SH	Increased-22,356 SH
CUMMINS INC	COM	$5.2M	2.4%Prev: 1.9%	9,605 SH	Increased-2,504 SH
DEERE & CO	COM	$7.1M	3.3%Prev: 3.5%	12,534 SH	Increased-2,247 SH
DICKS SPORTING GOODS INC	COM	$574K	0.3%Prev: 0.3%	2,895 SH	Decreased
DISNEY WALT CO	COM	$438K	0.2%Prev: 0.3%	4,546 SH	Decreased-2,321 SH
DOMINION ENERGY INC	COM	$233K	0.1%	3,768 SH	New
DOW HLDGS INC	COM	$235K	0.1%	5,650 SH	New
DUKE ENERGY CORP NEW	COM NEW	$5.2M	2.4%Prev: 2.6%	40,059 SH	Increased-2,870 SH
EATON CORP PLC	SHS	$2.7M	1.2%Prev: 1.1%	7,437 SH	Increased-742 SH
ELI LILLY & CO	COM	$8.6M	4.0%Prev: 4.1%	9,356 SH	Increased-711 SH
EMERSON ELEC CO	COM	$2.0M	0.9%Prev: 0.9%	14,947 SH	Increased-2,075 SH
ENBRIDGE INC	COM	$785K	0.4%Prev: 0.4%	14,504 SH	Increased-2,052 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.6M	0.7%Prev: 1.0%	82,952 SH	Decreased-24,112 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.2M	0.6%Prev: 0.6%	33,031 SH	Increased
EVEREST GROUP LTD	COM	$490K	0.2%Prev: 0.3%	1,500 SH	Decreased
EXELON CORP	COM	$422K	0.2%Prev: 0.2%	8,610 SH	Increased-474 SH
EXXON MOBIL CORP	COM	$6.8M	3.2%Prev: 2.4%	40,039 SH	Increased-592 SH
FORD MTR CO	COM	$506K	0.2%Prev: 0.2%	43,850 SH	Increased+3,450 SH
GE AEROSPACE	COM NEW	$670K	0.3%Prev: 0.2%	2,360 SH	Increased
GE VERNOVA INC	COM	$464K	0.2%	532 SH	New
GENERAL DYNAMICS CORP	COM	$552K	0.3%Prev: 0.2%	1,607 SH	Increased+330 SH
GENERAL MILLS INC	COM	$263K	0.1%	7,069 SH	New
GSK PLC	SPONSORED ADR	$354K	0.2%Prev: 0.1%	6,408 SH	Increased-240 SH
HOME DEPOT INC	COM	$3.5M	1.6%Prev: 2.5%	10,512 SH	Decreased-3,080 SH
ILLINOIS TOOL WKS INC	COM	$2.2M	1.0%Prev: 1.1%	8,371 SH	Increased-267 SH
INTERNATIONAL BUSINESS MACHS	COM	$2.0M	0.9%Prev: 1.3%	8,404 SH	Decreased-2,025 SH
INVESCO QQQ TR	UNIT SER 1	$323K	0.2%Prev: 0.2%	560 SH	Decreased-150 SH
ISHARES TR	CORE S&P MCP ETF	$228K	0.1%	3,375 SH	New
ISHARES TR	CORE S&P500 ETF	$261K	0.1%Prev: 0.1%	400 SH	Increased
ISHARES TR	CORE US AGGBD ET	$239K	0.1%	2,409 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$288K	0.1%Prev: 0.2%	5,690 SH	Decreased-1,194 SH
JOHNSON & JOHNSON	COM	$7.5M	3.5%Prev: 2.6%	30,553 SH	Increased-1,116 SH
JOHNSON CONTROLS INTERNATION	SHS	$228K	0.1%	1,740 SH	New
JPMORGAN CHASE & CO	COM	$4.2M	1.9%	14,251 SH	New
KINDER MORGAN INC DEL	COM	$832K	0.4%Prev: 0.4%	24,820 SH	Increased-1,459 SH
LOCKHEED MARTIN CORP	COM	$2.2M	1.0%Prev: 0.7%	3,586 SH	Increased+402 SH
LOWES COS INC	COM	$1.3M	0.6%Prev: 0.7%	5,710 SH	Decreased-525 SH
MARATHON PETE CORP	COM	$429K	0.2%Prev: 0.2%	1,758 SH	Decreased-1,500 SH
MCDONALDS CORP	COM	$1.4M	0.7%Prev: 0.7%	4,568 SH	Increased+80 SH
MEDTRONIC PLC	SHS	$228K	0.1%	2,626 SH	New
MERCK & CO INC	COM	$2.1M	1.0%Prev: 0.8%	17,414 SH	Increased-17 SH
MICROSOFT CORP	COM	$3.7M	1.7%Prev: 2.0%	9,893 SH	Decreased-1,049 SH
MONDELEZ INTL INC	CL A	$454K	0.2%Prev: 0.4%	7,881 SH	Decreased-2,800 SH
NATIONAL FUEL GAS CO	COM	$1.4M	0.7%Prev: 0.7%	15,233 SH	Increased-1,742 SH
NEWMONT CORP	COM	$223K	0.1%	2,060 SH	New
NEXTERA ENERGY INC	COM	$4.8M	2.2%Prev: 2.0%	51,164 SH	Increased-5,883 SH
NORFOLK SOUTHN CORP	COM	$921K	0.4%Prev: 0.4%	3,209 SH	Increased
NOVARTIS AG	SPONSORED ADR	$576K	0.3%Prev: 0.2%	3,771 SH	Increased+150 SH
NVIDIA CORPORATION	COM	$488K	0.2%Prev: 0.2%	2,800 SH	Increased-582 SH
ONEOK INC NEW	COM	$598K	0.3%Prev: 0.4%	6,616 SH	Decreased-500 SH
OTIS WORLDWIDE CORP	COM	$214K	0.1%Prev: 0.2%	2,770 SH	Decreased-1,400 SH
PEPSICO INC	COM	$2.3M	1.1%Prev: 1.3%	15,119 SH	Decreased-2,511 SH
PFIZER INC	COM	$1.1M	0.5%Prev: 0.6%	38,365 SH	Decreased-8,000 SH
PHILIP MORRIS INTL INC	COM	$400K	0.2%Prev: 0.2%	2,422 SH	Increased+259 SH
PHILLIPS 66	COM	$772K	0.4%Prev: 0.3%	4,237 SH	Increased-840 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$212K	0.1%	9,500 SH	New
PPG INDS INC	COM	$340K	0.2%Prev: 0.2%	3,182 SH	Decreased-209 SH
PROASSURANCE CORP	COM	$272K	0.1%Prev: 0.1%	11,014 SH	Increased
PROCTER & GAMBLE CO	COM	$4.2M	2.0%	29,121 SH	New
PROLOGIS INC.	COM	$314K	0.1%Prev: 0.2%	2,375 SH	Decreased-950 SH
QUALCOMM INC	COM	$700K	0.3%Prev: 0.4%	5,435 SH	Decreased+425 SH
REALTY INCOME CORP	COM	$288K	0.1%Prev: 0.1%	4,704 SH	Increased+44 SH
REGIONS FINANCIAL CORP NEW	COM	$2.0M	0.9%Prev: 0.9%	77,485 SH	Increased-8,356 SH
ROYAL BK CDA	COM	$1.9M	0.9%Prev: 0.8%	11,899 SH	Increased-2,350 SH
RTX CORPORATION	COM	$2.8M	1.3%Prev: 1.2%	14,547 SH	Increased-2,962 SH
SANDISK CORP	COM	$423K	0.2%	666 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$242K	0.1%Prev: 0.1%	9,986 SH	Increased+617 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$492K	0.2%Prev: 0.2%	19,585 SH	Increased-200 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$230K	0.1%	7,889 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.5M	0.7%Prev: 0.6%	58,871 SH	Increased+4,449 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$222K	0.1%	7,163 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$4.4M	2.0%Prev: 0.6%	11,135 SH	Increased-3,535 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$236K	0.1%	3,850 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$331K	0.2%	6,709 SH	New
SHELL PLC	SPON ADS	$932K	0.4%Prev: 0.4%	10,021 SH	Increased-806 SH
SIX FLAGS ENTERTAINMENT CORP	COM	$535K	0.2%Prev: 0.7%	30,150 SH	Decreased-8,900 SH
SOUTHERN CO	COM	$7.5M	3.5%Prev: 3.7%	78,074 SH	Increased-2,289 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$1.6M	0.8%	3,542 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.7M	1.2%	4,128 SH	New
TARGET CORP	COM	$526K	0.2%Prev: 0.4%	4,338 SH	Decreased-2,580 SH
TE CONNECTIVITY PLC	ORD SHS	$300K	0.1%Prev: 0.2%	1,437 SH	Decreased-725 SH
TOTALENERGIES SE	ACT	$912K	0.4%	10,023 SH	New
TRUIST FINL CORP	COM	$650K	0.3%Prev: 0.3%	14,145 SH	Increased+1,610 SH
UNION PAC CORP	COM	$2.0M	0.9%Prev: 1.1%	8,414 SH	Decreased-625 SH
UNITED PARCEL SVCS INC	CL B	$987K	0.5%	10,030 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$259K	0.1%Prev: 0.1%	989 SH	Increased-179 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$431K	0.2%Prev: 0.2%	1,345 SH	Increased-210 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$263K	0.1%	1,225 SH	New
VERIZON COMMUNICATIONS INC	COM	$2.7M	1.3%Prev: 1.2%	53,950 SH	Increased-913 SH
WALMART INC	COM	$1.2M	0.6%Prev: 0.4%	9,789 SH	Increased+308 SH
WASTE MGMT INC DEL	COM	$3.1M	1.4%Prev: 1.8%	13,344 SH	Decreased-2,653 SH
WELLS FARGO & CO	COM	$473K	0.2%	5,947 SH	New
WELLS FARGO & CO	PERP PFD CNV A	$389K	0.2%	337 SH	New
WESTERN DIGITAL CORP	COM	$541K	0.3%	2,000 SH	New

Sold (vs prior filing)

ABBOTT LABS — $1.9M
BANK NEW YORK MELLON CORP — $210K
BECTON DICKINSON & CO — $632K
BROADRIDGE FINL SOLUTIONS IN — $249K
CANADIAN IMPERIAL BK COMM — $586K
CHEVRON CORP NEW — $4.3M
DIAMONDBACK ENERGY INC — $209K
DUPONT DE NEMOURS INC — $330K
GENERAL MLS INC — $478K
HP INC — $323K
INTERNATIONAL PAPER CO — $241K
JPMORGAN CHASE & CO. — $3.6M
KELLANOVA — $299K
LAMB WESTON HLDGS INC — $279K
PNC FINL SVCS GROUP INC — $279K
PROCTER AND GAMBLE CO — $5.4M
SELECT SECTOR SPDR TR — $276K
SELECT SECTOR SPDR TR — $334K
SPDR DOW JONES INDL AVERAGE — $1.5M
SPDR S&P 500 ETF TR — $2.4M
… 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