Aull & Monroe Investment Management Corp as of Sept. 30, 2023
Portfolio Holdings for Aull & Monroe Investment Management Corp
Aull & Monroe Investment Management Corp holds 129 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Caterpillar (CAT) | 3.5 | $6.6M | 24k | 273.00 | |
Deere & Company (DE) | 3.4 | $6.5M | 17k | 377.38 | |
Johnson & Johnson (JNJ) | 3.1 | $5.9M | 38k | 155.75 | |
Eli Lilly & Co. (LLY) | 3.1 | $5.9M | 11k | 537.13 | |
Southern Company (SO) | 3.0 | $5.8M | 90k | 64.72 | |
Exxon Mobil Corporation (XOM) | 2.9 | $5.5M | 47k | 117.58 | |
CSX Corporation (CSX) | 2.9 | $5.5M | 178k | 30.75 | |
Procter & Gamble Company (PG) | 2.8 | $5.4M | 37k | 145.86 | |
Automatic Data Processing (ADP) | 2.8 | $5.3M | 22k | 240.58 | |
Home Depot (HD) | 2.6 | $5.0M | 17k | 302.16 | |
Chevron Corporation (CVX) | 2.6 | $4.9M | 29k | 168.62 | |
Cme (CME) | 2.4 | $4.5M | 23k | 200.22 | |
Microsoft Corporation (MSFT) | 2.3 | $4.3M | 14k | 315.75 | |
Duke Energy Corp Com New (DUK) | 2.1 | $4.0M | 46k | 88.26 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $3.8M | 11k | 350.30 | |
Nextera Energy (NEE) | 2.0 | $3.7M | 65k | 57.29 | |
Pepsi (PEP) | 1.8 | $3.5M | 21k | 169.44 | |
Amgen (AMGN) | 1.8 | $3.4M | 13k | 268.76 | |
Abbvie (ABBV) | 1.8 | $3.4M | 23k | 149.06 | |
Cummins (CMI) | 1.5 | $3.0M | 13k | 228.46 | |
CBOE Holdings (CBOE) | 1.5 | $2.9M | 19k | 156.21 | |
ConocoPhillips (COP) | 1.5 | $2.8M | 24k | 119.80 | |
Intel Corporation (INTC) | 1.4 | $2.7M | 76k | 35.55 | |
Waste Management (WM) | 1.4 | $2.6M | 17k | 152.44 | |
JPMorgan Chase & Co. (JPM) | 1.4 | $2.6M | 18k | 145.02 | |
Pfizer (PFE) | 1.2 | $2.2M | 68k | 33.17 | |
Merck & Co (MRK) | 1.1 | $2.2M | 21k | 102.95 | |
Boeing Company (BA) | 1.1 | $2.1M | 11k | 191.68 | |
United Parcel Service CL B (UPS) | 1.1 | $2.1M | 14k | 155.87 | |
Union Pacific Corporation (UNP) | 1.1 | $2.1M | 10k | 203.63 | |
Illinois Tool Works (ITW) | 1.1 | $2.0M | 8.8k | 230.31 | |
Verizon Communications (VZ) | 1.1 | $2.0M | 62k | 32.41 | |
Eaton Corp SHS (ETN) | 1.0 | $2.0M | 9.3k | 213.28 | |
Abbott Laboratories (ABT) | 1.0 | $1.9M | 20k | 96.85 | |
Colgate-Palmolive Company (CL) | 1.0 | $1.9M | 27k | 71.11 | |
At&t (T) | 1.0 | $1.9M | 126k | 15.02 | |
Bank of America Corporation (BAC) | 1.0 | $1.9M | 69k | 27.38 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $1.9M | 4.4k | 427.48 | |
Emerson Electric (EMR) | 1.0 | $1.8M | 19k | 96.57 | |
International Business Machines (IBM) | 0.9 | $1.8M | 13k | 140.30 | |
Regions Financial Corporation (RF) | 0.9 | $1.7M | 96k | 17.20 | |
Lowe's Companies (LOW) | 0.8 | $1.6M | 7.7k | 207.84 | |
Coca-Cola Company (KO) | 0.8 | $1.6M | 28k | 55.98 | |
Energy Transfer Com Ut Ltd Ptn (ET) | 0.8 | $1.5M | 104k | 14.03 | |
Raytheon Technologies Corp (RTX) | 0.8 | $1.5M | 20k | 71.97 | |
Cedar Fair Depositry Unit | 0.8 | $1.4M | 39k | 37.00 | |
Lockheed Martin Corporation (LMT) | 0.7 | $1.4M | 3.5k | 408.96 | |
Rbc Cad (RY) | 0.7 | $1.3M | 15k | 87.44 | |
Corning Incorporated (GLW) | 0.7 | $1.3M | 43k | 30.47 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.3M | 3.8k | 334.95 | |
McDonald's Corporation (MCD) | 0.6 | $1.2M | 4.7k | 263.42 | |
Apple (AAPL) | 0.6 | $1.1M | 6.5k | 171.21 | |
Bristol Myers Squibb (BMY) | 0.6 | $1.1M | 19k | 58.04 | |
National Fuel Gas (NFG) | 0.6 | $1.1M | 21k | 51.91 | |
Seagate Technology Hldngs Pl Ord Shs (STX) | 0.5 | $1.0M | 16k | 65.95 | |
Archer Daniels Midland Company (ADM) | 0.5 | $971k | 13k | 75.42 | |
Enterprise Products Partners (EPD) | 0.5 | $926k | 34k | 27.37 | |
Mondelez Intl Cl A (MDLZ) | 0.4 | $856k | 12k | 69.40 | |
Totalenergies Se Sponsored Ads (TTE) | 0.4 | $838k | 13k | 65.76 | |
Phillips 66 (PSX) | 0.4 | $820k | 6.8k | 120.15 | |
ConAgra Foods (CAG) | 0.4 | $814k | 30k | 27.42 | |
Target Corporation (TGT) | 0.4 | $801k | 7.2k | 110.57 | |
Shell Spon Ads (SHEL) | 0.4 | $782k | 12k | 64.38 | |
Norfolk Southern (NSC) | 0.4 | $746k | 3.8k | 196.93 | |
Enbridge (ENB) | 0.4 | $743k | 22k | 33.19 | |
Ford Motor Company (F) | 0.4 | $699k | 56k | 12.42 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $699k | 14k | 50.60 | |
Walt Disney Company (DIS) | 0.3 | $631k | 7.8k | 81.05 | |
BP Sponsored Adr (BP) | 0.3 | $631k | 16k | 38.72 | |
Lamb Weston Hldgs (LW) | 0.3 | $624k | 6.7k | 92.46 | |
Qualcomm (QCOM) | 0.3 | $623k | 5.6k | 111.06 | |
Becton, Dickinson and (BDX) | 0.3 | $610k | 2.4k | 258.53 | |
Truist Financial Corp equities (TFC) | 0.3 | $598k | 21k | 28.61 | |
General Mills (GIS) | 0.3 | $596k | 9.3k | 63.99 | |
Carrier Global Corporation (CARR) | 0.3 | $590k | 11k | 55.20 | |
Everest Re Group (EG) | 0.3 | $558k | 1.5k | 371.67 | |
Oneok (OKE) | 0.3 | $540k | 8.5k | 63.43 | |
Kinder Morgan (KMI) | 0.3 | $520k | 31k | 16.58 | |
Marathon Petroleum Corp (MPC) | 0.3 | $496k | 3.3k | 151.34 | |
PPG Industries (PPG) | 0.3 | $492k | 3.8k | 129.80 | |
Prologis (PLD) | 0.3 | $482k | 4.3k | 112.21 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.3 | $480k | 9.6k | 50.18 | |
Wal-Mart Stores (WMT) | 0.2 | $476k | 3.0k | 159.91 | |
GSK Sponsored Adr (GSK) | 0.2 | $468k | 13k | 36.25 | |
Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $449k | 403.00 | 1115.00 | |
Novartis Sponsored Adr (NVS) | 0.2 | $442k | 4.3k | 101.86 | |
Cibc Cad (CM) | 0.2 | $440k | 11k | 38.61 | |
Wells Fargo & Company (WFC) | 0.2 | $437k | 11k | 40.86 | |
General Electric Com New (GE) | 0.2 | $432k | 3.9k | 110.55 | |
Otis Worldwide Corp (OTIS) | 0.2 | $410k | 5.1k | 80.31 | |
Dupont De Nemours (DD) | 0.2 | $393k | 5.3k | 74.59 | |
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $357k | 7.2k | 49.85 | |
Exelon Corporation (EXC) | 0.2 | $352k | 9.3k | 37.79 | |
American Electric Power Company (AEP) | 0.2 | $344k | 4.6k | 75.22 | |
Hp (HPQ) | 0.2 | $333k | 13k | 25.70 | |
Constellation Energy (CEG) | 0.2 | $325k | 3.0k | 109.08 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $317k | 1.5k | 212.41 | |
Dick's Sporting Goods (DKS) | 0.2 | $304k | 2.8k | 108.58 | |
3M Company (MMM) | 0.2 | $299k | 3.2k | 93.62 | |
Dow (DOW) | 0.2 | $292k | 5.7k | 51.56 | |
Kellogg Company (K) | 0.1 | $287k | 4.8k | 59.51 | |
Cisco Systems (CSCO) | 0.1 | $280k | 5.2k | 53.76 | |
Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $280k | 5.8k | 47.89 | |
Te Connectivity SHS (TEL) | 0.1 | $279k | 2.3k | 123.53 | |
Philip Morris International (PM) | 0.1 | $279k | 3.0k | 92.58 | |
CVS Caremark Corporation (CVS) | 0.1 | $273k | 3.9k | 69.81 | |
PNC Financial Services (PNC) | 0.1 | $268k | 2.2k | 122.77 | |
Kraft Heinz (KHC) | 0.1 | $261k | 7.8k | 33.64 | |
ProAssurance Corporation (PRA) | 0.1 | $261k | 14k | 18.89 | |
Select Sector Spdr Tr Energy (XLE) | 0.1 | $258k | 2.9k | 90.39 | |
Corteva (CTVA) | 0.1 | $255k | 5.0k | 51.16 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $254k | 710.00 | 358.27 | |
Broadridge Financial Solutions (BR) | 0.1 | $249k | 1.4k | 179.05 | |
Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $241k | 11k | 22.53 | |
Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $234k | 210.00 | 1112.21 | |
International Paper Company (IP) | 0.1 | $233k | 6.6k | 35.47 | |
Cigna Corp (CI) | 0.1 | $232k | 811.00 | 286.07 | |
Dominion Resources (D) | 0.1 | $230k | 5.1k | 44.67 | |
Select Sector Spdr Tr Financial (XLF) | 0.1 | $229k | 6.9k | 33.17 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $221k | 1.2k | 189.07 | |
Stanley Black & Decker (SWK) | 0.1 | $219k | 2.6k | 83.58 | |
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $219k | 20k | 10.86 | |
Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $218k | 2.3k | 94.04 | |
Realty Income (O) | 0.1 | $210k | 4.2k | 49.94 | |
Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $208k | 2.6k | 80.97 | |
General Dynamics Corporation (GD) | 0.1 | $204k | 925.00 | 220.97 | |
Diamondback Energy (FANG) | 0.1 | $203k | 1.3k | 154.88 | |
Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $161k | 11k | 15.32 | |
Haleon Spon Ads (HLN) | 0.1 | $134k | 16k | 8.33 |