Aull & Monroe Investment Management Corp Portfolio Holdings

Aull & Monroe Investment Management Corp

  • $198 Million
  • Q1 2025

Aull & Monroe Investment Management Corp has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $198 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $8.31M, Southern CO with a value of $7.39M, Caterpillar Inc with a value of $6.96M, Deere & CO with a value of $6.94M, and Cme Group Inc. with a value of $5.97M.

Examining the 13F form we can see an increase of $5.28M in the current position value, from $193M to 198M.

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 $198 Million
Industrials: $49.7 Million
Healthcare: $27.3 Million
Financial Services: $26.9 Million
Energy: $21.5 Million
Utilities: $18.2 Million
Consumer Defensive: $16.9 Million
Technology: $12.8 Million
Consumer Cyclical: $9.39 Million
Other: $16 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $198 Million
  • Prior Value $193 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
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