Aull & Monroe Investment Management as of June 30, 2012
Portfolio Holdings for Aull & Monroe Investment Management
Aull & Monroe Investment Management holds 101 positions in its portfolio as reported in the June 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Southern Company (SO) | 4.6 | $5.9M | 128k | 46.30 | |
Duke Energy Corporation | 4.0 | $5.1M | 223k | 23.06 | |
At&t (T) | 3.6 | $4.7M | 132k | 35.66 | |
Johnson & Johnson (JNJ) | 3.5 | $4.6M | 68k | 67.56 | |
iShares Barclays TIPS Bond Fund (TIP) | 3.3 | $4.3M | 36k | 119.69 | |
International Business Machines (IBM) | 2.9 | $3.8M | 20k | 195.53 | |
Procter & Gamble Company (PG) | 2.9 | $3.8M | 62k | 61.25 | |
Caterpillar (CAT) | 2.3 | $3.0M | 36k | 84.90 | |
Exxon Mobil Corporation (XOM) | 2.3 | $3.0M | 35k | 85.55 | |
General Electric Company | 2.2 | $2.9M | 140k | 20.84 | |
Verizon Communications (VZ) | 2.2 | $2.9M | 65k | 44.43 | |
Chevron Corporation (CVX) | 2.2 | $2.9M | 27k | 105.52 | |
Colgate-Palmolive Company (CL) | 2.1 | $2.8M | 27k | 104.09 | |
Pepsi (PEP) | 2.0 | $2.6M | 37k | 70.65 | |
Computer Programs & Systems (TBRG) | 2.0 | $2.6M | 45k | 57.22 | |
Abbott Laboratories (ABT) | 1.9 | $2.5M | 38k | 64.46 | |
Home Depot (HD) | 1.8 | $2.4M | 45k | 52.99 | |
Nextera Energy (NEE) | 1.8 | $2.4M | 34k | 68.83 | |
Cedar Fair | 1.7 | $2.2M | 74k | 29.96 | |
Automatic Data Processing (ADP) | 1.6 | $2.1M | 38k | 55.65 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 1.6 | $2.1M | 18k | 117.58 | |
Berkshire Hathaway (BRK.B) | 1.5 | $2.0M | 24k | 83.32 | |
Intel Corporation (INTC) | 1.4 | $1.9M | 70k | 26.66 | |
Kinder Morgan Energy Partners | 1.4 | $1.9M | 24k | 78.57 | |
United Parcel Service (UPS) | 1.4 | $1.8M | 23k | 78.75 | |
Pfizer (PFE) | 1.4 | $1.8M | 79k | 23.00 | |
United Technologies Corporation | 1.3 | $1.7M | 23k | 75.52 | |
Sunoco Logistics Partners | 1.3 | $1.7M | 46k | 36.27 | |
Deere & Company (DE) | 1.3 | $1.7M | 21k | 80.85 | |
Coca-Cola Company (KO) | 1.2 | $1.6M | 20k | 78.22 | |
ConocoPhillips (COP) | 1.2 | $1.5M | 27k | 55.87 | |
Boeing Company (BA) | 1.1 | $1.5M | 20k | 74.34 | |
ConAgra Foods (CAG) | 1.1 | $1.5M | 57k | 25.92 | |
BP (BP) | 1.0 | $1.4M | 33k | 40.55 | |
National Fuel Gas (NFG) | 1.0 | $1.3M | 28k | 46.99 | |
E.I. du Pont de Nemours & Company | 1.0 | $1.3M | 26k | 50.56 | |
Emerson Electric (EMR) | 1.0 | $1.3M | 27k | 46.57 | |
ProAssurance Corporation (PRA) | 1.0 | $1.3M | 14k | 89.14 | |
Energy Transfer Partners | 0.9 | $1.2M | 27k | 44.20 | |
CSX Corporation (CSX) | 0.9 | $1.2M | 52k | 22.35 | |
Walt Disney Company (DIS) | 0.9 | $1.2M | 24k | 48.51 | |
Spectra Energy | 0.9 | $1.1M | 40k | 29.07 | |
Regions Financial Corporation (RF) | 0.9 | $1.1M | 169k | 6.75 | |
Kraft Foods | 0.9 | $1.1M | 29k | 38.63 | |
JPMorgan Chase & Co. (JPM) | 0.8 | $1.1M | 31k | 35.74 | |
Amgen (AMGN) | 0.8 | $1.1M | 15k | 72.91 | |
Enterprise Products Partners (EPD) | 0.8 | $1.1M | 21k | 51.26 | |
Royal Dutch Shell | 0.8 | $1.1M | 16k | 67.44 | |
Merck & Co (MRK) | 0.8 | $1.0M | 24k | 41.74 | |
Waste Management (WM) | 0.8 | $980k | 29k | 33.39 | |
Total (TTE) | 0.7 | $966k | 22k | 44.93 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $920k | 6.8k | 136.01 | |
Eli Lilly & Co. (LLY) | 0.7 | $885k | 21k | 42.92 | |
Target Corporation (TGT) | 0.6 | $830k | 14k | 58.17 | |
BB&T Corporation | 0.6 | $789k | 26k | 30.84 | |
Hewlett-Packard Company | 0.6 | $771k | 38k | 20.11 | |
Bristol Myers Squibb (BMY) | 0.6 | $734k | 20k | 35.96 | |
Cme (CME) | 0.5 | $699k | 2.6k | 268.23 | |
Bank of America Corporation (BAC) | 0.5 | $652k | 80k | 8.18 | |
Oneok (OKE) | 0.5 | $639k | 15k | 42.32 | |
Wells Fargo & Company (WFC) | 0.5 | $625k | 19k | 33.43 | |
Union Pacific Corporation (UNP) | 0.5 | $601k | 5.0k | 119.29 | |
Microsoft Corporation (MSFT) | 0.4 | $564k | 18k | 30.61 | |
Illinois Tool Works (ITW) | 0.4 | $542k | 10k | 52.88 | |
H.J. Heinz Company | 0.4 | $514k | 9.5k | 54.32 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.4 | $512k | 4.0k | 128.29 | |
Stanley Black & Decker (SWK) | 0.4 | $496k | 7.7k | 64.46 | |
Tyco International Ltd S hs | 0.4 | $479k | 9.1k | 52.92 | |
Phillips 66 (PSX) | 0.3 | $441k | 13k | 33.26 | |
Bank Of America Corporation preferred (BAC.PL) | 0.3 | $424k | 435.00 | 974.71 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.3 | $433k | 4.0k | 107.98 | |
Covidien | 0.3 | $414k | 7.8k | 53.41 | |
Lowe's Companies (LOW) | 0.3 | $388k | 14k | 28.45 | |
Seagate Technology Com Stk | 0.3 | $391k | 16k | 24.75 | |
PPG Industries (PPG) | 0.3 | $372k | 3.5k | 106.29 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $347k | 5.0k | 69.89 | |
McDonald's Corporation (MCD) | 0.2 | $310k | 3.5k | 88.70 | |
Lockheed Martin Corporation (LMT) | 0.2 | $307k | 3.5k | 87.22 | |
American Electric Power Company (AEP) | 0.2 | $295k | 7.4k | 39.79 | |
Coach | 0.2 | $289k | 4.9k | 58.48 | |
Exelon Corporation (EXC) | 0.2 | $282k | 7.5k | 37.55 | |
Whiting Petroleum Corporation | 0.2 | $285k | 6.9k | 41.16 | |
Hillshire Brands | 0.2 | $287k | 9.9k | 28.91 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $270k | 3.2k | 83.59 | |
R.R. Donnelley & Sons Company | 0.2 | $271k | 23k | 11.74 | |
iShares Lehman Short Treasury Bond (SHV) | 0.2 | $273k | 2.5k | 110.04 | |
Anadarko Petroleum Corporation | 0.2 | $265k | 4.0k | 66.05 | |
General Mills (GIS) | 0.2 | $258k | 6.7k | 38.51 | |
Sabine Royalty Trust (SBR) | 0.2 | $256k | 5.1k | 50.13 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.2 | $263k | 2.1k | 125.12 | |
Norfolk Southern (NSC) | 0.2 | $247k | 3.4k | 71.80 | |
PNC Financial Services (PNC) | 0.2 | $230k | 3.8k | 61.19 | |
ProShares Short 20+ Year Treasury ETF (TBF) | 0.2 | $240k | 8.2k | 29.27 | |
Wal-Mart Stores (WMT) | 0.2 | $220k | 3.2k | 69.66 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.2 | $221k | 2.6k | 84.35 | |
Te Connectivity Ltd for (TEL) | 0.2 | $224k | 7.0k | 31.86 | |
3M Company (MMM) | 0.2 | $207k | 2.3k | 89.73 | |
Duke Realty Corporation | 0.1 | $195k | 13k | 14.66 | |
Financial Select Sector SPDR (XLF) | 0.1 | $149k | 10k | 14.61 | |
American Select Portfolio | 0.1 | $141k | 14k | 10.48 | |
Frontier Communications | 0.0 | $46k | 12k | 3.78 |