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Portfolio (Quarterly) Guide ↗

Aull & Monroe Investment Management Corp

· CIK 0001387615
13F Portfolio $200M AUM 120 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 27 Added 31 Reduced 7 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AEP AMERICAN ELEC PWR CO INC Utilities 4,854.0 $560K 0.28% +100.0 +2.1% $115.31 +14.1%
22 PSX PHILLIPS 66 Energy 4,237.0 $547K 0.27% +100.0 +2.4% $129.04 +37.7%
23 GD GENERAL DYNAMICS CORP Industrials 1,607.0 $541K 0.27% +85.0 +5.6% $336.66 +1.9%
24 CSCO CISCO SYS INC Technology 4,327.0 $333K 0.17% +326.0 +8.2% $77.03 +56.3%
25 VIG VANGUARD SPECIALIZED FUNDS 1,180.0 $259K 0.13% +150.0 +14.6% $219.78 +6.1%
26 SCHG SCHWAB STRATEGIC TR 7,332.0 $239K 0.12% +516.0 +7.6% $32.62 +5.4%
27 SCHM SCHWAB STRATEGIC TR 7,053.0 $212K 0.11% +115.0 +1.7% $30.07 +15.5%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 26.8%
Financial Services 16.1%
Healthcare 15.0%
Energy 9.4%
Utilities 9.4%
Technology 9.0%
Consumer Defensive 6.8%
Consumer Cyclical 4.1%
Communication Services 2.8%
Basic Materials 0.3%