Aull & Monroe Investment Management as of March 31, 2016
Portfolio Holdings for Aull & Monroe Investment Management
Aull & Monroe Investment Management holds 120 positions in its portfolio as reported in the March 2016 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Southern Company (SO) | 3.7 | $6.2M | 120k | 51.72 | |
Johnson & Johnson (JNJ) | 3.6 | $6.0M | 56k | 108.19 | |
At&t (T) | 3.6 | $6.0M | 154k | 39.17 | |
Duke Energy (DUK) | 3.0 | $5.1M | 63k | 80.69 | |
Home Depot (HD) | 2.7 | $4.5M | 34k | 133.43 | |
Procter & Gamble Company (PG) | 2.5 | $4.2M | 51k | 82.31 | |
Verizon Communications (VZ) | 2.5 | $4.1M | 76k | 54.09 | |
Cedar Fair | 2.4 | $4.1M | 68k | 59.45 | |
General Electric Company | 2.4 | $4.0M | 126k | 31.79 | |
Intel Corporation (INTC) | 2.4 | $3.9M | 122k | 32.35 | |
Exxon Mobil Corporation (XOM) | 2.3 | $3.9M | 47k | 83.58 | |
Chevron Corporation (CVX) | 2.2 | $3.6M | 38k | 95.40 | |
Nextera Energy (NEE) | 2.0 | $3.3M | 28k | 118.33 | |
Automatic Data Processing (ADP) | 1.8 | $3.0M | 34k | 89.69 | |
Colgate-Palmolive Company (CL) | 1.8 | $3.0M | 42k | 70.67 | |
Pepsi (PEP) | 1.8 | $3.0M | 29k | 102.48 | |
Caterpillar (CAT) | 1.8 | $2.9M | 38k | 76.54 | |
International Business Machines (IBM) | 1.7 | $2.8M | 19k | 151.45 | |
CSX Corporation (CSX) | 1.6 | $2.7M | 105k | 25.75 | |
Berkshire Hathaway (BRK.B) | 1.4 | $2.4M | 17k | 141.91 | |
Boeing Company (BA) | 1.4 | $2.4M | 19k | 126.92 | |
Deere & Company (DE) | 1.4 | $2.3M | 30k | 77.00 | |
United Technologies Corporation | 1.4 | $2.3M | 23k | 100.07 | |
United Parcel Service (UPS) | 1.4 | $2.3M | 21k | 105.47 | |
Pfizer (PFE) | 1.3 | $2.1M | 71k | 29.65 | |
Amgen (AMGN) | 1.2 | $2.1M | 14k | 149.89 | |
ConAgra Foods (CAG) | 1.2 | $2.1M | 46k | 44.61 | |
Computer Programs & Systems (TBRG) | 1.2 | $2.0M | 39k | 52.13 | |
Sunoco Logistics Partners | 1.2 | $2.0M | 80k | 25.07 | |
Waste Management (WM) | 1.1 | $1.9M | 32k | 59.00 | |
Walt Disney Company (DIS) | 1.1 | $1.9M | 19k | 99.33 | |
E.I. du Pont de Nemours & Company | 1.1 | $1.8M | 28k | 63.34 | |
Abbvie (ABBV) | 1.1 | $1.8M | 31k | 57.10 | |
Coca-Cola Company (KO) | 1.0 | $1.7M | 36k | 46.39 | |
Kinder Morgan (KMI) | 1.0 | $1.7M | 94k | 17.86 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $1.5M | 26k | 59.24 | |
Emerson Electric (EMR) | 0.9 | $1.5M | 28k | 54.39 | |
Corning Incorporated (GLW) | 0.9 | $1.4M | 68k | 20.89 | |
Eli Lilly & Co. (LLY) | 0.8 | $1.4M | 20k | 72.03 | |
ConocoPhillips (COP) | 0.8 | $1.4M | 35k | 40.26 | |
Merck & Co (MRK) | 0.8 | $1.4M | 26k | 52.90 | |
Illinois Tool Works (ITW) | 0.8 | $1.4M | 13k | 102.44 | |
National Fuel Gas (NFG) | 0.8 | $1.4M | 28k | 50.04 | |
Abbott Laboratories (ABT) | 0.8 | $1.4M | 32k | 41.82 | |
Bristol Myers Squibb (BMY) | 0.8 | $1.3M | 21k | 63.92 | |
CBOE Holdings (CBOE) | 0.7 | $1.2M | 19k | 65.36 | |
Cme (CME) | 0.7 | $1.2M | 13k | 96.03 | |
Union Pacific Corporation (UNP) | 0.7 | $1.2M | 15k | 79.55 | |
Spdr S&p 500 Etf (SPY) | 0.7 | $1.2M | 5.7k | 205.51 | |
Regions Financial Corporation (RF) | 0.7 | $1.1M | 146k | 7.85 | |
Wells Fargo & Company (WFC) | 0.7 | $1.1M | 23k | 48.39 | |
Enterprise Products Partners (EPD) | 0.7 | $1.1M | 44k | 24.60 | |
Phillips 66 (PSX) | 0.7 | $1.1M | 13k | 86.59 | |
Bank of America Corporation (BAC) | 0.6 | $1.1M | 79k | 13.51 | |
Microsoft Corporation (MSFT) | 0.6 | $1.0M | 19k | 55.24 | |
ProAssurance Corporation (PRA) | 0.6 | $1.0M | 21k | 50.57 | |
BB&T Corporation | 0.6 | $1.0M | 30k | 33.28 | |
GlaxoSmithKline | 0.6 | $1.0M | 25k | 40.55 | |
Energy Transfer Partners | 0.6 | $1.0M | 32k | 32.35 | |
Mondelez Int (MDLZ) | 0.6 | $990k | 25k | 40.15 | |
Spectra Energy | 0.6 | $950k | 31k | 30.59 | |
Seagate Technology Com Stk | 0.6 | $957k | 28k | 34.46 | |
Total (TTE) | 0.6 | $942k | 21k | 45.45 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.5 | $893k | 5.1k | 176.52 | |
Rbc Cad (RY) | 0.5 | $886k | 15k | 57.58 | |
Eaton (ETN) | 0.5 | $876k | 14k | 62.50 | |
Target Corporation (TGT) | 0.5 | $871k | 11k | 82.27 | |
Lockheed Martin Corporation (LMT) | 0.5 | $850k | 3.8k | 221.58 | |
Kraft Heinz (KHC) | 0.5 | $808k | 10k | 78.55 | |
BP (BP) | 0.5 | $759k | 25k | 30.19 | |
Royal Dutch Shell | 0.5 | $771k | 16k | 48.40 | |
Lowe's Companies (LOW) | 0.5 | $747k | 9.9k | 75.75 | |
3M Company (MMM) | 0.4 | $706k | 4.2k | 166.63 | |
McDonald's Corporation (MCD) | 0.4 | $664k | 5.3k | 125.81 | |
PPG Industries (PPG) | 0.4 | $607k | 5.4k | 111.46 | |
Stanley Black & Decker (SWK) | 0.4 | $605k | 5.8k | 105.22 | |
Kellogg Company (K) | 0.3 | $538k | 7.0k | 76.59 | |
Hewlett Packard Enterprise (HPE) | 0.3 | $541k | 31k | 17.73 | |
International Paper Company (IP) | 0.3 | $510k | 12k | 41.03 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.3 | $497k | 4.2k | 118.81 | |
General Mills (GIS) | 0.3 | $471k | 7.4k | 63.34 | |
Cdk Global Inc equities | 0.3 | $472k | 10k | 46.58 | |
R.R. Donnelley & Sons Company | 0.3 | $446k | 27k | 16.41 | |
American Electric Power Company (AEP) | 0.3 | $450k | 6.8k | 66.43 | |
Novartis (NVS) | 0.2 | $417k | 5.8k | 72.37 | |
Medtronic (MDT) | 0.2 | $392k | 5.2k | 74.98 | |
C.R. Bard | 0.2 | $390k | 1.9k | 202.60 | |
Hp (HPQ) | 0.2 | $376k | 31k | 12.32 | |
Norfolk Southern (NSC) | 0.2 | $372k | 4.5k | 83.26 | |
Te Connectivity Ltd for (TEL) | 0.2 | $362k | 5.9k | 61.86 | |
Exelon Corporation (EXC) | 0.2 | $354k | 9.9k | 35.83 | |
Vanguard Total Stock Market ETF (VTI) | 0.2 | $343k | 3.3k | 104.89 | |
Walgreen Boots Alliance (WBA) | 0.2 | $344k | 4.1k | 84.25 | |
Coach | 0.2 | $335k | 8.4k | 40.11 | |
Qualcomm (QCOM) | 0.2 | $334k | 6.5k | 51.03 | |
Bk Nova Cad (BNS) | 0.2 | $328k | 6.7k | 48.96 | |
Kimberly-Clark Corporation (KMB) | 0.2 | $316k | 2.4k | 134.47 | |
Oneok (OKE) | 0.2 | $320k | 11k | 29.91 | |
Everest Re Group (EG) | 0.2 | $296k | 1.5k | 197.33 | |
Raytheon Company | 0.2 | $301k | 2.5k | 122.56 | |
Duke Realty Corporation | 0.2 | $295k | 13k | 22.52 | |
Servisfirst Bancshares (SFBS) | 0.2 | $298k | 6.7k | 44.33 | |
Philip Morris International (PM) | 0.2 | $281k | 2.9k | 98.15 | |
Whiting Petroleum Corporation | 0.2 | $290k | 36k | 7.96 | |
Realty Income (O) | 0.2 | $275k | 4.4k | 62.53 | |
Tyco International | 0.2 | $268k | 7.3k | 36.74 | |
Becton, Dickinson and (BDX) | 0.1 | $243k | 1.6k | 151.88 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $242k | 1.7k | 144.48 | |
Bank Of America Corporation preferred (BAC.PL) | 0.1 | $256k | 225.00 | 1137.78 | |
PNC Financial Services (PNC) | 0.1 | $228k | 2.7k | 84.44 | |
Brookfield Asset Management | 0.1 | $238k | 6.8k | 34.84 | |
Clorox Company (CLX) | 0.1 | $240k | 1.9k | 126.32 | |
Buckeye Partners | 0.1 | $217k | 3.2k | 67.81 | |
Vanguard Small-Cap ETF (VB) | 0.1 | $225k | 2.0k | 111.44 | |
Broadridge Financial Solutions (BR) | 0.1 | $208k | 3.5k | 59.39 | |
Schlumberger (SLB) | 0.1 | $208k | 2.8k | 73.71 | |
Sanderson Farms | 0.1 | $203k | 2.3k | 90.22 | |
Banco Santander (SAN) | 0.1 | $202k | 46k | 4.36 | |
Financial Select Sector SPDR (XLF) | 0.1 | $205k | 9.1k | 22.52 | |
Schwab U S Broad Market ETF (SCHB) | 0.1 | $208k | 4.2k | 49.32 |