Aull & Monroe Investment Management Corp has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $184 Million distributed in 123 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $7.57M, Caterpillar Inc with a value of $7.12M, Southern CO with a value of $7.09M, Deere & CO with a value of $6.67M, and Cme Group Inc. with a value of $6.2M.

Examining the 13F form we can see an decrease of $14.4M in the current position value, from $198M to 184M.

Aull & Monroe Investment Management Corp is based out at Mobile, AL

Below you can find more details about Aull & Monroe Investment Management Corp portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
Industrials: $46.9 Million
Financial Services: $26.4 Million
Healthcare: $22.3 Million
Energy: $18 Million
Utilities: $17.4 Million
Consumer Defensive: $14.5 Million
Technology: $14 Million
ETFs: $8.81 Million
Other: $15.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $184 Million
  • Prior Value $198 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
Track This Portfolio

Track Aull & Monroe Investment Management Corp Portfolio

Follow Aull & Monroe Investment Management Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aull & Monroe Investment Management Corp, based on Form 13F filings with the SEC.

News

Stay updated on Aull & Monroe Investment Management Corp with notifications on news.