Aull & Monroe Investment Management Corp as of Dec. 31, 2025
Portfolio Holdings for Aull & Monroe Investment Management Corp
Aull & Monroe Investment Management Corp holds 120 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Eli Lilly & Co. (LLY) | 5.2 | $10M | 9.6k | 1074.68 | |
| Caterpillar (CAT) | 4.9 | $9.8M | 17k | 572.86 | |
| Southern Company (SO) | 3.4 | $6.7M | 77k | 87.20 | |
| Johnson & Johnson (JNJ) | 3.1 | $6.2M | 30k | 206.95 | |
| Cme (CME) | 3.1 | $6.1M | 23k | 273.08 | |
| Deere & Company (DE) | 3.0 | $6.0M | 13k | 465.57 | |
| CSX Corporation (CSX) | 2.5 | $5.0M | 139k | 36.25 | |
| Cummins (CMI) | 2.5 | $4.9M | 9.6k | 510.45 | |
| Exxon Mobil Corporation (XOM) | 2.4 | $4.8M | 40k | 120.34 | |
| Microsoft Corporation (MSFT) | 2.4 | $4.8M | 9.9k | 483.60 | |
| CBOE Holdings (CBOE) | 2.4 | $4.7M | 19k | 251.00 | |
| Duke Energy Corp Com New (DUK) | 2.3 | $4.6M | 40k | 117.21 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $4.6M | 14k | 322.22 | |
| Nextera Energy (NEE) | 2.1 | $4.1M | 52k | 80.28 | |
| Procter & Gamble Company (PG) | 2.0 | $4.0M | 28k | 143.31 | |
| Automatic Data Processing (ADP) | 2.0 | $4.0M | 16k | 257.23 | |
| Chevron Corporation (CVX) | 1.9 | $3.7M | 24k | 152.41 | |
| Home Depot (HD) | 1.8 | $3.7M | 11k | 344.10 | |
| Abbvie (ABBV) | 1.7 | $3.3M | 15k | 228.48 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 1.5 | $3.1M | 11k | 275.39 | |
| Amgen (AMGN) | 1.5 | $3.1M | 9.4k | 327.31 | |
| Bank of America Corporation (BAC) | 1.5 | $3.0M | 55k | 55.00 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.5 | $3.0M | 4.4k | 681.92 | |
| Waste Management (WM) | 1.5 | $3.0M | 14k | 219.71 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $3.0M | 5.9k | 502.65 | |
| Raytheon Technologies Corp (RTX) | 1.3 | $2.6M | 14k | 183.40 | |
| International Business Machines (IBM) | 1.3 | $2.5M | 8.6k | 296.21 | |
| At&t (T) | 1.3 | $2.5M | 102k | 24.84 | |
| Corning Incorporated (GLW) | 1.3 | $2.5M | 29k | 87.56 | |
| Eaton Corp SHS (ETN) | 1.2 | $2.4M | 7.5k | 318.51 | |
| Verizon Communications (VZ) | 1.1 | $2.2M | 54k | 40.73 | |
| Pepsi (PEP) | 1.1 | $2.1M | 15k | 143.52 | |
| Illinois Tool Works (ITW) | 1.0 | $2.1M | 8.5k | 246.30 | |
| Regions Financial Corporation (RF) | 1.0 | $2.1M | 77k | 27.10 | |
| Rbc Cad (RY) | 1.0 | $2.0M | 12k | 170.49 | |
| Emerson Electric (EMR) | 1.0 | $2.0M | 15k | 132.72 | |
| Union Pacific Corporation (UNP) | 1.0 | $1.9M | 8.3k | 231.32 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.9 | $1.8M | 3.8k | 480.57 | |
| Coca-Cola Company (KO) | 0.9 | $1.8M | 25k | 69.91 | |
| Merck & Co (MRK) | 0.9 | $1.7M | 17k | 105.26 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $1.7M | 3.4k | 483.72 | |
| ConocoPhillips (COP) | 0.8 | $1.6M | 17k | 93.61 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.8 | $1.6M | 58k | 26.91 | |
| Colgate-Palmolive Company (CL) | 0.8 | $1.5M | 19k | 79.02 | |
| Apple (AAPL) | 0.7 | $1.5M | 5.4k | 271.86 | |
| Boeing Company (BA) | 0.7 | $1.4M | 6.4k | 217.12 | |
| McDonald's Corporation (MCD) | 0.7 | $1.4M | 4.6k | 305.61 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.7 | $1.4M | 83k | 16.49 | |
| Abbott Laboratories (ABT) | 0.6 | $1.3M | 10k | 125.29 | |
| Lowe's Companies (LOW) | 0.6 | $1.3M | 5.3k | 241.16 | |
| National Fuel Gas (NFG) | 0.6 | $1.2M | 15k | 80.06 | |
| Wal-Mart Stores (WMT) | 0.5 | $1.1M | 9.8k | 111.41 | |
| Enterprise Products Partners (EPD) | 0.5 | $1.1M | 33k | 32.06 | |
| Cibc Cad (CM) | 0.5 | $1.0M | 11k | 90.61 | |
| Pfizer (PFE) | 0.5 | $983k | 40k | 24.90 | |
| United Parcel Service CL B (UPS) | 0.5 | $977k | 9.9k | 99.19 | |
| Constellation Energy (CEG) | 0.5 | $962k | 2.7k | 353.27 | |
| Qualcomm (QCOM) | 0.5 | $930k | 5.4k | 171.05 | |
| Norfolk Southern (NSC) | 0.5 | $927k | 3.2k | 288.72 | |
| Shell Spon Ads (SHEL) | 0.4 | $766k | 10k | 73.48 | |
| Ge Aerospace Com New (GE) | 0.4 | $727k | 2.4k | 308.03 | |
| Enbridge (ENB) | 0.3 | $694k | 15k | 47.83 | |
| Kinder Morgan (KMI) | 0.3 | $691k | 25k | 27.49 | |
| Truist Financial Corp equities (TFC) | 0.3 | $600k | 12k | 49.21 | |
| Dick's Sporting Goods (DKS) | 0.3 | $573k | 2.9k | 197.97 | |
| American Electric Power Company (AEP) | 0.3 | $560k | 4.9k | 115.31 | |
| Wells Fargo & Company (WFC) | 0.3 | $554k | 5.9k | 93.20 | |
| Walt Disney Company (DIS) | 0.3 | $551k | 4.8k | 113.78 | |
| Phillips 66 (PSX) | 0.3 | $547k | 4.2k | 129.04 | |
| General Dynamics Corporation (GD) | 0.3 | $541k | 1.6k | 336.66 | |
| Ford Motor Company (F) | 0.3 | $531k | 41k | 13.12 | |
| NVIDIA Corporation (NVDA) | 0.3 | $522k | 2.8k | 186.50 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $520k | 3.8k | 137.87 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $514k | 20k | 26.23 | |
| Everest Re Group (EG) | 0.3 | $509k | 1.5k | 339.35 | |
| Archer Daniels Midland Company (ADM) | 0.2 | $496k | 8.6k | 57.49 | |
| Oneok (OKE) | 0.2 | $486k | 6.6k | 73.50 | |
| Bristol Myers Squibb (BMY) | 0.2 | $479k | 8.9k | 53.94 | |
| Six Flags Entertainment Corp (FUN) | 0.2 | $463k | 30k | 15.34 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $451k | 1.3k | 335.27 | |
| Mondelez Intl Cl A (MDLZ) | 0.2 | $446k | 8.3k | 53.83 | |
| Target Corporation (TGT) | 0.2 | $444k | 4.5k | 97.75 | |
| BP Sponsored Adr (BP) | 0.2 | $433k | 13k | 34.73 | |
| 3M Company (MMM) | 0.2 | $412k | 2.6k | 160.10 | |
| Exelon Corporation (EXC) | 0.2 | $375k | 8.6k | 43.59 | |
| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $368k | 6.7k | 54.77 | |
| Wells Fargo Perp Pfd Cnv A (WFC.PL) | 0.2 | $367k | 303.00 | 1212.00 | |
| Ge Vernova (GEV) | 0.2 | $348k | 532.00 | 653.57 | |
| Philip Morris International (PM) | 0.2 | $347k | 2.2k | 160.40 | |
| Western Digital (WDC) | 0.2 | $345k | 2.0k | 172.27 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $344k | 560.00 | 614.31 | |
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $338k | 6.7k | 50.59 | |
| Cisco Systems (CSCO) | 0.2 | $333k | 4.3k | 77.03 | |
| General Mills (GIS) | 0.2 | $329k | 7.1k | 46.50 | |
| Te Connectivity Ord Shs (TEL) | 0.2 | $327k | 1.4k | 227.51 | |
| PPG Industries (PPG) | 0.2 | $326k | 3.2k | 102.46 | |
| Carrier Global Corporation (CARR) | 0.2 | $319k | 6.0k | 52.84 | |
| GSK Sponsored Adr (GSK) | 0.2 | $314k | 6.4k | 49.04 | |
| Amazon (AMZN) | 0.2 | $305k | 1.3k | 230.82 | |
| Prologis (PLD) | 0.2 | $303k | 2.4k | 127.66 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $286k | 1.8k | 162.63 | |
| ConAgra Foods (CAG) | 0.1 | $285k | 17k | 17.31 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $274k | 400.00 | 684.94 | |
| ProAssurance Corporation (PRA) | 0.1 | $266k | 11k | 24.16 | |
| Realty Income (O) | 0.1 | $264k | 4.7k | 56.37 | |
| Bank America Corp 7.25%CNV PFD L (BAC.PL) | 0.1 | $263k | 210.00 | 1252.00 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $259k | 1.2k | 219.78 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $255k | 989.00 | 257.95 | |
| Medtronic SHS (MDT) | 0.1 | $252k | 2.6k | 96.06 | |
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $251k | 10k | 24.37 | |
| Alliance Resource Partners L Ut Ltd Part (ARLP) | 0.1 | $249k | 11k | 23.23 | |
| Otis Worldwide Corp (OTIS) | 0.1 | $242k | 2.8k | 87.35 | |
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $239k | 7.3k | 32.62 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $223k | 3.4k | 66.00 | |
| American Express Company (AXP) | 0.1 | $222k | 600.00 | 369.95 | |
| Broadridge Financial Solutions (BR) | 0.1 | $218k | 976.00 | 223.17 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $212k | 7.1k | 30.07 | |
| Corteva (CTVA) | 0.1 | $209k | 3.1k | 67.03 | |
| Moody's Corporation (MCO) | 0.1 | $204k | 400.00 | 510.85 | |
| Dominion Resources (D) | 0.1 | $203k | 3.5k | 58.59 |