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Portfolio (Quarterly) Guide ↗

Aull & Monroe Investment Management Corp

· CIK 0001387615
13F Portfolio $196M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 124 New
Page 2 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 WM WASTE MGMT INC DEL Industrials 13,463.0 $3.0M 1.52% NEW $220.83 -1.3%
22 T AT&T INC Communication Services 103,617.0 $2.9M 1.49% NEW $28.24 -10.6%
23 SPY SPDR S&P 500 ETF TR Financial Services 4,333.0 $2.9M 1.47% NEW $666.18 +11.9%
24 BAC BANK AMERICA CORP Financial Services 54,914.0 $2.8M 1.45% NEW $51.59 +0.4%
25 ETN EATON CORP PLC Industrials 7,457.0 $2.8M 1.42% NEW $374.25 +4.6%
26 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 11,370.0 $2.7M 1.37% NEW $236.06 +244.3%
27 AMGN AMGEN INC Healthcare 9,445.0 $2.7M 1.36% NEW $282.20 +20.2%
28 IBM INTERNATIONAL BUSINESS MACHS Technology 8,589.0 $2.4M 1.24% NEW $282.16 -10.0%
29 RTX RTX CORPORATION Industrials 14,409.0 $2.4M 1.23% NEW $167.33 +5.8%
30 VZ VERIZON COMMUNICATIONS INC Communication Services 54,629.0 $2.4M 1.23% NEW $43.95 +10.0%
31 GLW CORNING INC Technology 28,869.0 $2.4M 1.21% NEW $82.03 +136.6%
32 ITW ILLINOIS TOOL WKS INC Industrials 8,372.0 $2.2M 1.11% NEW $260.76 -3.3%
33 PEP PEPSICO INC Consumer Defensive 14,873.0 $2.1M 1.07% NEW $140.44 +7.2%
34 RF REGIONS FINANCIAL CORP NEW Financial Services 76,228.0 $2.0M 1.03% NEW $26.37 +5.5%
35 UNP UNION PAC CORP Industrials 8,399.0 $2.0M 1.01% NEW $236.37 +12.5%
36 EMR EMERSON ELEC CO Industrials 14,772.0 $1.9M 0.99% NEW $131.18 +4.0%
37 RY ROYAL BK CDA Financial Services 11,849.0 $1.7M 0.89% NEW $147.32 +28.8%
38 LMT LOCKHEED MARTIN CORP Industrials 3,430.0 $1.7M 0.87% NEW $499.16 +6.8%
39 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,665.0 $1.7M 0.87% NEW $463.74 +9.1%
40 KO COCA COLA CO Consumer Defensive 25,132.0 $1.7M 0.85% NEW $66.32 +22.9%
Page 2 of 7  ·  124 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 26.5%
Financial Services 15.5%
Healthcare 13.0%
Energy 10.0%
Utilities 9.9%
Technology 9.0%
Consumer Defensive 7.4%
Consumer Cyclical 4.6%
Communication Services 3.2%
Basic Materials 0.5%