Aull & Monroe Investment Management Corp Portfolio Holdings

Aull & Monroe Investment Management Corp

  • $213 Million
  • Q3 2024

Aull & Monroe Investment Management Corp has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $213 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Eli Lilly & CO with a value of $9.03M, Caterpillar Inc with a value of $8.94M, Southern CO with a value of $7.49M, Deere & CO with a value of $6.6M, and Home Depot, Inc. with a value of $6.17M.

Examining the 13F form we can see an increase of $10.2M in the current position value, from $202M to 213M.

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 $213 Million
Industrials: $54.6 Million
Healthcare: $29.8 Million
Financial Services: $25.1 Million
Energy: $21 Million
Consumer Defensive: $19.6 Million
Utilities: $19.1 Million
Technology: $15.3 Million
Consumer Cyclical: $11.3 Million
Other: $16.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $213 Million
  • Prior Value $202 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 77 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.

Choose your preferred platform and Sign Up 👇 Telegram Email