Aull & Monroe Investment Management Corp Portfolio Holdings

Aull & Monroe Investment Management Corp

  • $184 Million
  • Q2 2025

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 Market Cap. of Under $50 Millions

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
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