Aull & Monroe Investment Management as of March 31, 2015
Portfolio Holdings for Aull & Monroe Investment Management
Aull & Monroe Investment Management holds 123 positions in its portfolio as reported in the March 2015 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Johnson & Johnson (JNJ) | 3.4 | $6.1M | 61k | 100.59 | |
Southern Company (SO) | 3.0 | $5.4M | 122k | 44.28 | |
Duke Energy (DUK) | 2.9 | $5.1M | 66k | 76.78 | |
At&t (T) | 2.8 | $5.1M | 155k | 32.64 | |
Kinder Morgan (KMI) | 2.5 | $4.5M | 106k | 42.06 | |
Procter & Gamble Company (PG) | 2.4 | $4.3M | 53k | 81.94 | |
Home Depot (HD) | 2.4 | $4.3M | 38k | 113.62 | |
Cedar Fair | 2.2 | $4.0M | 69k | 57.40 | |
Exxon Mobil Corporation (XOM) | 2.2 | $4.0M | 47k | 85.00 | |
Intel Corporation (INTC) | 2.2 | $3.9M | 123k | 31.27 | |
CSX Corporation (CSX) | 2.0 | $3.6M | 108k | 33.12 | |
Chevron Corporation (CVX) | 2.0 | $3.5M | 34k | 104.99 | |
Verizon Communications (VZ) | 2.0 | $3.5M | 72k | 48.64 | |
Sunoco Logistics Partners | 1.9 | $3.4M | 82k | 41.34 | |
International Business Machines (IBM) | 1.8 | $3.3M | 20k | 160.50 | |
General Electric Company | 1.8 | $3.2M | 127k | 24.81 | |
Nextera Energy (NEE) | 1.7 | $3.1M | 30k | 104.04 | |
Pepsi (PEP) | 1.7 | $3.1M | 32k | 95.63 | |
Colgate-Palmolive Company (CL) | 1.7 | $3.0M | 44k | 69.34 | |
Caterpillar (CAT) | 1.7 | $3.0M | 37k | 80.02 | |
Boeing Company (BA) | 1.6 | $2.9M | 19k | 150.06 | |
Automatic Data Processing (ADP) | 1.6 | $2.9M | 33k | 85.62 | |
United Technologies Corporation | 1.5 | $2.7M | 23k | 117.19 | |
Berkshire Hathaway (BRK.B) | 1.5 | $2.7M | 19k | 144.29 | |
Deere & Company (DE) | 1.4 | $2.6M | 29k | 87.70 | |
Pfizer (PFE) | 1.4 | $2.5M | 72k | 34.78 | |
Amgen (AMGN) | 1.4 | $2.5M | 16k | 159.86 | |
Walt Disney Company (DIS) | 1.3 | $2.3M | 22k | 104.87 | |
Computer Programs & Systems (TBRG) | 1.2 | $2.2M | 41k | 54.26 | |
ConocoPhillips (COP) | 1.2 | $2.1M | 34k | 62.26 | |
E.I. du Pont de Nemours & Company | 1.2 | $2.1M | 29k | 71.45 | |
Abbvie (ABBV) | 1.1 | $2.0M | 34k | 58.55 | |
United Parcel Service (UPS) | 1.1 | $2.0M | 20k | 96.92 | |
Waste Management (WM) | 1.0 | $1.8M | 33k | 54.22 | |
ConAgra Foods (CAG) | 1.0 | $1.8M | 49k | 36.53 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $1.7M | 27k | 60.58 | |
Coca-Cola Company (KO) | 0.9 | $1.7M | 41k | 40.55 | |
Abbott Laboratories (ABT) | 0.9 | $1.6M | 35k | 46.34 | |
National Fuel Gas (NFG) | 0.9 | $1.6M | 27k | 60.35 | |
Eli Lilly & Co. (LLY) | 0.9 | $1.6M | 22k | 72.68 | |
Emerson Electric (EMR) | 0.9 | $1.5M | 27k | 56.62 | |
Regions Financial Corporation (RF) | 0.8 | $1.5M | 161k | 9.45 | |
Merck & Co (MRK) | 0.8 | $1.4M | 25k | 57.50 | |
Bristol Myers Squibb (BMY) | 0.8 | $1.4M | 22k | 64.53 | |
Energy Transfer Partners | 0.8 | $1.4M | 25k | 55.76 | |
Whiting Petroleum Corporation | 0.8 | $1.4M | 45k | 30.90 | |
Illinois Tool Works (ITW) | 0.8 | $1.4M | 14k | 97.16 | |
Enterprise Products Partners (EPD) | 0.8 | $1.4M | 41k | 32.92 | |
Corning Incorporated (GLW) | 0.8 | $1.3M | 59k | 22.68 | |
Wells Fargo & Company (WFC) | 0.7 | $1.3M | 24k | 54.39 | |
BB&T Corporation | 0.7 | $1.3M | 33k | 38.99 | |
Seagate Technology Com Stk | 0.7 | $1.3M | 24k | 52.02 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $1.3M | 6.1k | 206.46 | |
Spectra Energy | 0.7 | $1.2M | 35k | 36.16 | |
Cme (CME) | 0.7 | $1.2M | 13k | 94.67 | |
Bank of America Corporation (BAC) | 0.6 | $1.1M | 71k | 15.39 | |
CBOE Holdings (CBOE) | 0.6 | $1.1M | 19k | 57.42 | |
Total (TTE) | 0.6 | $1.1M | 22k | 49.63 | |
ProAssurance Corporation (PRA) | 0.6 | $1.1M | 23k | 45.93 | |
BP (BP) | 0.6 | $1.1M | 27k | 39.11 | |
Hewlett-Packard Company | 0.6 | $1.0M | 34k | 31.18 | |
Union Pacific Corporation (UNP) | 0.6 | $1.0M | 9.6k | 108.23 | |
Phillips 66 (PSX) | 0.6 | $1.0M | 13k | 78.63 | |
Mondelez Int (MDLZ) | 0.6 | $1.0M | 28k | 36.08 | |
GlaxoSmithKline | 0.6 | $975k | 21k | 46.14 | |
Target Corporation (TGT) | 0.6 | $986k | 12k | 82.06 | |
Kraft Foods | 0.6 | $982k | 11k | 87.06 | |
Rbc Cad (RY) | 0.5 | $953k | 16k | 60.32 | |
Royal Dutch Shell | 0.5 | $899k | 15k | 59.67 | |
Lowe's Companies (LOW) | 0.5 | $842k | 11k | 74.39 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.5 | $837k | 4.7k | 177.67 | |
Lockheed Martin Corporation (LMT) | 0.5 | $822k | 4.0k | 203.06 | |
Microsoft Corporation (MSFT) | 0.4 | $786k | 19k | 40.65 | |
Eaton (ETN) | 0.4 | $739k | 11k | 67.94 | |
PPG Industries (PPG) | 0.4 | $711k | 3.2k | 225.43 | |
International Paper Company (IP) | 0.4 | $685k | 12k | 55.55 | |
3M Company (MMM) | 0.4 | $653k | 4.0k | 164.73 | |
Stanley Black & Decker (SWK) | 0.4 | $637k | 6.7k | 95.30 | |
Novartis (NVS) | 0.3 | $602k | 6.1k | 98.72 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $588k | 4.8k | 121.87 | |
Norfolk Southern (NSC) | 0.3 | $549k | 5.3k | 102.85 | |
R.R. Donnelley & Sons Company | 0.3 | $545k | 28k | 19.19 | |
McDonald's Corporation (MCD) | 0.3 | $529k | 5.4k | 97.49 | |
Kellogg Company (K) | 0.3 | $515k | 7.8k | 66.05 | |
Cdk Global Inc equities | 0.3 | $514k | 11k | 46.71 | |
Oneok (OKE) | 0.3 | $502k | 10k | 48.27 | |
Vanguard Total Stock Market ETF (VTI) | 0.3 | $460k | 4.3k | 107.23 | |
Te Connectivity Ltd for (TEL) | 0.2 | $454k | 6.3k | 71.71 | |
Medtronic (MDT) | 0.2 | $447k | 5.7k | 77.97 | |
American Electric Power Company (AEP) | 0.2 | $407k | 7.2k | 56.25 | |
Exelon Corporation (EXC) | 0.2 | $371k | 11k | 33.61 | |
General Mills (GIS) | 0.2 | $360k | 6.3k | 56.71 | |
Banco Santander (SAN) | 0.2 | $348k | 47k | 7.45 | |
Walgreen Boots Alliance (WBA) | 0.2 | $359k | 4.2k | 84.67 | |
Coach | 0.2 | $346k | 8.4k | 41.37 | |
Tyco International | 0.2 | $333k | 7.7k | 43.06 | |
Schlumberger (SLB) | 0.2 | $302k | 3.6k | 83.38 | |
Bk Nova Cad (BNS) | 0.2 | $306k | 6.1k | 50.16 | |
Anadarko Petroleum Corporation | 0.2 | $280k | 3.4k | 82.79 | |
Duke Realty Corporation | 0.2 | $286k | 13k | 21.83 | |
Everest Re Group (EG) | 0.1 | $261k | 1.5k | 174.00 | |
Raytheon Company | 0.1 | $268k | 2.5k | 109.12 | |
Financial Select Sector SPDR (XLF) | 0.1 | $263k | 11k | 24.13 | |
Bank Of America Corporation preferred (BAC.PL) | 0.1 | $260k | 225.00 | 1155.56 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $255k | 2.4k | 107.14 | |
C.R. Bard | 0.1 | $251k | 1.5k | 167.33 | |
Buckeye Partners | 0.1 | $257k | 3.4k | 75.59 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $254k | 1.7k | 151.64 | |
Express Scripts Holding | 0.1 | $252k | 2.9k | 86.54 | |
Deluxe Corporation (DLX) | 0.1 | $232k | 3.3k | 69.34 | |
Regency Energy Partners | 0.1 | $238k | 10k | 22.88 | |
Realty Income (O) | 0.1 | $227k | 4.4k | 51.61 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $226k | 1.8k | 122.83 | |
iShares Lehman Short Treasury Bond (SHV) | 0.1 | $224k | 2.0k | 110.45 | |
PNC Financial Services (PNC) | 0.1 | $210k | 2.3k | 93.13 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.1 | $211k | 5.1k | 40.99 | |
Wal-Mart Stores (WMT) | 0.1 | $220k | 2.7k | 82.09 | |
Philip Morris International (PM) | 0.1 | $216k | 2.9k | 75.45 | |
Clorox Company (CLX) | 0.1 | $210k | 1.9k | 110.53 | |
Marathon Petroleum Corp (MPC) | 0.1 | $211k | 2.1k | 102.33 | |
Becton, Dickinson and (BDX) | 0.1 | $201k | 1.4k | 143.57 | |
Sabine Royalty Trust (SBR) | 0.1 | $201k | 5.1k | 39.36 | |
iShares Dow Jones Select Dividend (DVY) | 0.0 | $78k | 1.0k | 78.00 |