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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 3 of 7  ·  124 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COP CONOCOPHILLIPS Energy 16,680.0 $1.6M 0.81% NEW $94.59 +27.4%
42 CL COLGATE PALMOLIVE CO Consumer Defensive 19,550.0 $1.6M 0.80% NEW $79.94 +13.1%
43 SCHX SCHWAB STRATEGIC TR 56,614.0 $1.5M 0.76% NEW $26.34 +10.9%
44 LOW LOWES COS INC Consumer Cyclical 5,735.0 $1.4M 0.74% NEW $251.31 -13.5%
45 ET ENERGY TRANSFER L P Energy 83,872.0 $1.4M 0.73% NEW $17.16 +16.6%
46 AAPL APPLE INC Technology 5,569.0 $1.4M 0.72% NEW $254.63 +19.8%
47 NFG NATIONAL FUEL GAS CO Energy 15,048.0 $1.4M 0.71% NEW $92.37 -12.0%
48 BA BOEING CO Industrials 6,430.0 $1.4M 0.71% NEW $215.83 +1.8%
49 MRK MERCK & CO INC Healthcare 16,361.0 $1.4M 0.70% NEW $83.93 +38.1%
50 ABT ABBOTT LABS Healthcare 10,140.0 $1.4M 0.69% NEW $133.94 -34.5%
51 MCD MCDONALDS CORP Consumer Cyclical 4,453.0 $1.4M 0.69% NEW $303.86 -6.5%
52 EPD ENTERPRISE PRODS PARTNERS L Energy 33,031.0 $1.0M 0.53% NEW $31.27 +26.2%
53 WMT WALMART INC Consumer Defensive 9,634.0 $993K 0.51% NEW $103.06 +27.0%
54 PFE PFIZER INC Healthcare 38,765.0 $988K 0.50% NEW $25.48 +1.8%
55 NSC NORFOLK SOUTHN CORP Industrials 3,209.0 $964K 0.49% NEW $300.41 +3.7%
56 CEG CONSTELLATION ENERGY CORP Utilities 2,777.0 $914K 0.47% NEW $329.07 -13.1%
57 QCOM QUALCOMM INC Technology 5,360.0 $892K 0.46% NEW $166.36 +21.7%
58 CM CANADIAN IMPERIAL BANK OF CO Financial Services 11,040.0 $882K 0.45% NEW $79.89 +43.8%
59 UPS UNITED PARCEL SERVICE INC Industrials 9,860.0 $824K 0.42% NEW $83.53 +18.4%
60 SHEL SHELL PLC Energy 10,526.0 $753K 0.38% NEW $71.53 +21.2%
Page 3 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%