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: $239.2M126 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$413K	0.2%Prev: 0.2%	2,551 SH	Increased-21 SH
ABBOTT LABORATORIES	COM	$962K	0.4%	10,606 SH	New
ABBVIE INC	COM	$3.7M	1.5%Prev: 1.5%	14,519 SH	Increased-526 SH
ALLIANCE RESOURCE PARTNERS L	UT LTD PART	$257K	0.1%Prev: 0.2%	10,700 SH	Decreased
AMAZON COM INC	COM	$362K	0.2%Prev: 0.2%	1,521 SH	Increased-114 SH
AMERICAN ELEC PWR CO INC	COM	$778K	0.3%Prev: 0.3%	5,684 SH	Increased+930 SH
AMERICAN EXPRESS CO	COM	$203K	0.1%	600 SH	New
AMGEN INC	COM	$3.4M	1.4%Prev: 1.4%	9,494 SH	Increased+210 SH
APPLE INC	COM	$1.6M	0.7%Prev: 0.6%	5,625 SH	Increased-32 SH
ARCHER DANIELS MIDLAND CO	COM	$668K	0.3%Prev: 0.2%	8,739 SH	Increased+115 SH
AT&T INC	COM	$2.1M	0.9%Prev: 1.6%	102,647 SH	Decreased-1,826 SH
AUTOMATIC DATA PROCESSING IN	COM	$3.5M	1.5%Prev: 2.6%	15,624 SH	Decreased-30 SH
BANK OF AMER CORP	7.25%CNV PFD L	$263K	0.1%	210 SH	New
BANK OF AMER CORP	COM	$3.1M	1.3%	54,025 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	1.2%Prev: 1.6%	5,844 SH	Decreased-353 SH
BOEING CO	COM	$1.4M	0.6%Prev: 0.7%	6,246 SH	Decreased-284 SH
BP PLC	SPONSORED ADR	$461K	0.2%Prev: 0.2%	12,475 SH	Increased-500 SH
BRISTOL-MYERS SQUIBB CO	COM	$531K	0.2%Prev: 0.3%	9,214 SH	Increased-1,523 SH
CANADIAN IMPERIAL BANK OF CO	COM	$1.3M	0.5%	11,040 SH	New
CARRIER GLOBAL CORPORATION	COM	$487K	0.2%Prev: 0.2%	6,634 SH	Increased+451 SH
CATERPILLAR INC	COM	$17.3M	7.2%Prev: 3.8%	16,206 SH	Increased-2,128 SH
CBOE GLOBAL MKTS INC	COM	$4.6M	1.9%Prev: 2.3%	18,774 SH	Increased
CHEVRON CORPORATION	COM	$4.0M	1.7%	24,193 SH	New
CISCO SYS INC	COM	$575K	0.2%Prev: 0.1%	4,892 SH	Increased+916 SH
CME GROUP INC	COM	$5.0M	2.1%Prev: 3.3%	22,505 SH	Decreased
COCA COLA CO	COM	$2.1M	0.9%Prev: 1.0%	25,513 SH	Increased+381 SH
COLGATE PALMOLIVE CO	COM	$1.8M	0.8%Prev: 1.0%	19,841 SH	Decreased-308 SH
CONAGRA BRANDS INC	COM	$217K	0.1%Prev: 0.2%	16,090 SH	Decreased-3,403 SH
CONOCOPHILLIPS	COM	$1.8M	0.8%Prev: 0.8%	17,360 SH	Increased+105 SH
CONSTELLATION ENERGY CORP	COM	$667K	0.3%Prev: 0.5%	2,684 SH	Decreased-96 SH
CORNING INC	COM	$7.3M	3.1%Prev: 0.8%	28,661 SH	Increased-908 SH
CORTEVA INC	COM	$263K	0.1%Prev: 0.1%	3,110 SH	Increased-42 SH
CSX CORP	COM	$6.5M	2.7%Prev: 2.4%	136,035 SH	Increased-3,733 SH
CUMMINS INC	COM	$6.8M	2.9%Prev: 1.7%	9,579 SH	Increased-325 SH
DEERE & CO	COM	$7.9M	3.3%Prev: 3.6%	12,506 SH	Increased-609 SH
DICKS SPORTING GOODS INC	COM	$688K	0.3%Prev: 0.3%	3,035 SH	Increased+140 SH
DISNEY WALT CO	COM	$426K	0.2%Prev: 0.3%	4,425 SH	Decreased-642 SH
DOMINION ENERGY INC	COM	$312K	0.1%	4,568 SH	New
DUKE ENERGY CORP NEW	COM NEW	$5.1M	2.1%Prev: 2.5%	40,184 SH	Increased+1,414 SH
EATON CORP PLC	SHS	$3.2M	1.3%Prev: 1.4%	7,414 SH	Increased+235 SH
ELI LILLY & CO	COM	$11.2M	4.7%Prev: 4.1%	9,329 SH	Increased-378 SH
EMERSON ELEC CO	COM	$2.1M	0.9%Prev: 1.1%	14,865 SH	Increased+43 SH
ENBRIDGE INC	COM	$776K	0.3%Prev: 0.4%	14,306 SH	Increased-1,241 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$1.6M	0.7%Prev: 0.8%	82,952 SH	Increased-1,112 SH
ENTERPRISE PRODS PARTNERS L	COM	$1.2M	0.5%Prev: 0.5%	33,031 SH	Increased
EVEREST GROUP LTD	COM	$536K	0.2%Prev: 0.3%	1,500 SH	Increased
EXELON CORP	COM	$395K	0.2%Prev: 0.2%	8,479 SH	Increased-231 SH
EXXON MOBIL CORP	COM	$5.5M	2.3%Prev: 2.3%	40,101 SH	Increased+421 SH
FORD MTR CO	COM	$610K	0.3%Prev: 0.2%	43,850 SH	Increased+3,450 SH
GE AEROSPACE	COM NEW	$880K	0.4%Prev: 0.3%	2,355 SH	Increased-5 SH
GE VERNOVA INC	COM	$624K	0.3%Prev: 0.2%	531 SH	Increased-1 SH
GENERAL DYNAMICS CORP	COM	$582K	0.2%Prev: 0.2%	1,642 SH	Increased+440 SH
GENERAL MILLS INC	COM	$229K	0.1%	6,569 SH	New
GSK PLC	SPONSORED ADR	$336K	0.1%Prev: 0.1%	6,408 SH	Increased-80 SH
HEWLETT PACKARD ENTERPRISE C	COM	$292K	0.1%	6,469 SH	New
HOME DEPOT INC	COM	$3.8M	1.6%Prev: 2.3%	10,662 SH	Decreased-900 SH
ILLINOIS TOOL WKS INC	COM	$2.3M	0.9%Prev: 1.1%	8,344 SH	Increased-28 SH
INTEL CORP	COM	$349K	0.1%	2,500 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$2.4M	1.0%Prev: 1.4%	8,424 SH	Decreased-265 SH
INVESCO QQQ TR	UNIT SER 1	$457K	0.2%Prev: 0.2%	620 SH	Increased+60 SH
ISHARES TR	CORE S&P MCP ETF	$260K	0.1%Prev: 0.1%	3,375 SH	Increased
ISHARES TR	CORE S&P500 ETF	$300K	0.1%Prev: 0.1%	400 SH	Increased
ISHARES TR	CORE US AGGBD ET	$238K	0.1%	2,404 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$288K	0.1%Prev: 0.2%	5,690 SH	Decreased-994 SH
JOHNSON & JOHNSON	COM	$7.8M	3.2%Prev: 2.4%	30,562 SH	Increased+1,399 SH
JOHNSON CONTROLS INTERNATION	SHS	$253K	0.1%	1,733 SH	New
JPMORGAN CHASE & CO	COM	$4.7M	2.0%	14,276 SH	New
KINDER MORGAN INC DEL	COM	$793K	0.3%Prev: 0.4%	24,795 SH	Increased-1,484 SH
LOCKHEED MARTIN CORP	COM	$1.9M	0.8%Prev: 0.8%	3,660 SH	Increased+506 SH
LOWES COS INC	COM	$1.3M	0.5%Prev: 0.7%	5,685 SH	Decreased-200 SH
MARATHON PETE CORP	COM	$459K	0.2%Prev: 0.2%	1,794 SH	Increased+36 SH
MCDONALDS CORP	COM	$1.3M	0.5%Prev: 0.7%	4,626 SH	Decreased+174 SH
MEDTRONIC PLC	SHS	$205K	0.1%	2,626 SH	New
MERCK & CO INC	COM	$2.4M	1.0%Prev: 0.7%	18,386 SH	Increased+1,675 SH
MICROSOFT CORP	COM	$3.7M	1.6%Prev: 2.6%	10,013 SH	Decreased+202 SH
MONDELEZ INTL INC	CL A	$456K	0.2%Prev: 0.3%	7,881 SH	Decreased-1,200 SH
NATIONAL FUEL GAS CO	COM	$1.2M	0.5%Prev: 0.7%	15,223 SH	Decreased+375 SH
NEXTERA ENERGY INC	COM	$4.5M	1.9%Prev: 2.1%	51,464 SH	Increased-5,049 SH
NORFOLK SOUTHN CORP	COM	$1.0M	0.4%Prev: 0.4%	3,209 SH	Increased
NOVARTIS AG	SPONSORED ADR	$591K	0.2%Prev: 0.2%	3,771 SH	Increased+150 SH
NVIDIA CORPORATION	COM	$560K	0.2%Prev: 0.3%	2,801 SH	Increased-481 SH
ONEOK INC NEW	COM	$575K	0.2%Prev: 0.3%	6,616 SH	Increased-300 SH
PEPSICO INC	COM	$2.2M	0.9%Prev: 1.1%	15,905 SH	Increased+900 SH
PFIZER INC	COM	$923K	0.4%Prev: 0.5%	38,318 SH	Decreased-1,947 SH
PHILIP MORRIS INTL INC	COM	$438K	0.2%Prev: 0.2%	2,422 SH	Increased+259 SH
PHILLIPS 66	COM	$722K	0.3%Prev: 0.3%	4,270 SH	Increased-17 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$211K	0.1%	9,500 SH	New
PPG INDS INC	COM	$386K	0.2%Prev: 0.2%	3,182 SH	Increased-209 SH
PROCTER & GAMBLE CO	COM	$4.3M	1.8%	29,312 SH	New
PROLOGIS INC.	COM	$322K	0.1%Prev: 0.1%	2,375 SH	Increased
QNITY ELECTRONICS INC	COMMON STOCK	$265K	0.1%	1,620 SH	New
QUALCOMM INC	COM	$1.0M	0.4%Prev: 0.5%	5,435 SH	Increased-125 SH
REALTY INCOME CORP	COM	$292K	0.1%Prev: 0.1%	4,720 SH	Increased+60 SH
REGIONS FINANCIAL CORP NEW	COM	$2.3M	1.0%Prev: 1.0%	76,608 SH	Increased-1,098 SH
ROYAL BK CDA	COM	$2.4M	1.0%Prev: 0.8%	11,779 SH	Increased-70 SH
RTX CORPORATION	COM	$2.7M	1.1%Prev: 1.1%	14,492 SH	Increased-92 SH
SANDISK CORP	COM	$1.5M	0.6%	666 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$237K	0.1%Prev: 0.1%	9,825 SH	Increased+936 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$572K	0.2%Prev: 0.3%	19,739 SH	Increased+176 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$269K	0.1%	7,955 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.7M	0.7%Prev: 0.7%	58,002 SH	Increased+4,965 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$265K	0.1%	7,178 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$216K	0.1%	5,977 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$10.6M	4.4%Prev: 0.9%	10,969 SH	Increased-601 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$204K	0.1%	3,850 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$360K	0.2%	6,709 SH	New
SHELL PLC	SPON ADS	$777K	0.3%Prev: 0.4%	10,021 SH	Increased-806 SH
SIX FLAGS ENTERTAINMENT CORP	COM	$642K	0.3%Prev: 0.5%	30,150 SH	Decreased-900 SH
SOUTHERN CO	COM	$7.5M	3.1%Prev: 3.8%	78,384 SH	Increased+1,146 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$1.8M	0.7%	3,417 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.1M	1.3%	4,154 SH	New
TARGET CORP	COM	$603K	0.3%Prev: 0.3%	4,613 SH	Decreased-1,505 SH
TE CONNECTIVITY PLC	ORD SHS	$290K	0.1%Prev: 0.1%	1,437 SH	Increased-125 SH
TOTALENERGIES SE	ACT	$779K	0.3%	10,013 SH	New
TRUIST FINL CORP	COM	$776K	0.3%Prev: 0.3%	15,577 SH	Increased+3,242 SH
UNION PAC CORP	COM	$2.3M	1.0%Prev: 1.0%	8,414 SH	Increased+75 SH
UNITED PARCEL SVCS INC	CL B	$1.1M	0.5%	10,030 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$300K	0.1%Prev: 0.1%	989 SH	Increased-179 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$502K	0.2%Prev: 0.2%	1,357 SH	Increased+2 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$290K	0.1%Prev: 0.1%	1,225 SH	Increased+195 SH
VERIZON COMMUNICATIONS INC	COM	$2.3M	1.0%Prev: 1.2%	54,918 SH	Increased+1,223 SH
WALMART INC	COM	$1.1M	0.5%Prev: 0.5%	9,945 SH	Increased+468 SH
WASTE MGMT INC DEL	COM	$3.0M	1.2%Prev: 1.7%	13,379 SH	Decreased-284 SH
WELLS FARGO & CO	COM	$490K	0.2%	5,935 SH	New
WELLS FARGO & CO	PERP PFD CNV A	$410K	0.2%	354 SH	New
WESTERN DIGITAL CORP	COM	$1.3M	0.5%	2,000 SH	New

Sold (vs prior filing)

ABBOTT LABS — $1.4M
BANK AMERICA CORP — $255K
BANK AMERICA CORP — $2.7M
BROADRIDGE FINL SOLUTIONS IN — $249K
CANADIAN IMPERIAL BK COMM — $822K
CHEVRON CORP NEW — $3.4M
DUPONT DE NEMOURS INC — $270K
GENERAL MLS INC — $404K
HP INC — $219K
INTERNATIONAL PAPER CO — $211K
JPMORGAN CHASE & CO. — $3.8M
KELLANOVA — $209K
KIMBERLY-CLARK CORP — $226K
LAMB WESTON HLDGS INC — $220K
MOODYS CORP — $201K
OTIS WORLDWIDE CORP — $282K
PROASSURANCE CORP — $251K
PROCTER AND GAMBLE CO — $4.4M
SELECT SECTOR SPDR TR — $217K
SELECT SECTOR SPDR TR — $351K
… and 7 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