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Aull & Monroe Investment Management Corp13F | |
| Aull & Monroe Investment Management Corp | |
| Last update 2025-05-14 | 122 Stocks (2 new) |
| Value $201.00 Mil | Turnover 1 % |
Aull & Monroe Investment Manag... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LLY | Eli Lilly and Co | 10,067 | 8,314.4 | +0.75% | 4.140 | +0.03% | 0.000 | -6.18% | -0.42% | 687,575.7 | Drug Manufacturers | |
SO | Southern Co | 80,363 | 7,389.4 | +0.87% | 3.680 | +0.03% | 0.010 | +6.00% | +17.18% | 104,353.4 | Utilities - Regulated | |
CAT | Caterpillar Inc | 21,115 | 6,963.6 | -1.63% | 3.460 | -0.06% | 0.000 | +46.69% | +16.12% | 195,721.6 | Farm & Heavy Construction Machinery | |
DE | Deere & Co | 14,781 | 6,937.3 | -1.17% | 3.450 | -0.04% | 0.010 | +14.59% | +19.84% | 136,602.5 | Farm & Heavy Construction Machinery | |
CME | CME Group Inc | 22,505 | 5,970.4 | -0.33% | 2.970 | -0.01% | 0.010 | +5.81% | +19.20% | 98,814.1 | Capital Markets | |
ADP | Automatic Data Processing Inc | 19,384 | 5,922.4 | -0.84% | 2.950 | -0.02% | 0.000 | +6.49% | +4.18% | 122,519.7 | Software | |
PG | Procter & Gamble Co | 31,897 | 5,436.0 | -1.03% | 2.700 | -0.03% | 0.000 | -5.78% | -5.70% | 363,655.1 | Consumer Packaged Goods | |
JNJ | Johnson & Johnson | 31,669 | 5,252.0 | -2.14% | 2.610 | -0.05% | 0.000 | +5.28% | +15.15% | 394,114.8 | Drug Manufacturers | |
DUK | Duke Energy Corp | 42,929 | 5,236.1 | +5.21% | 2.600 | +0.13% | 0.010 | +0.30% | +12.91% | 92,843.4 | Utilities - Regulated | |
HD | The Home Depot Inc | 13,592 | 4,981.3 | -1.39% | 2.480 | -0.04% | 0.000 | +5.08% | -5.70% | 360,432.6 | Retail - Cyclical |
Aull & Monroe Investment Management Corp's Historical Top Holdings Breakdowns
Aull & Monroe Investment Management Corp's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
INTC | Intel Corp | 2025-03-31 | Sold Out Sold Out | -0.44% | 19.1 ($21.88) 27.39 | $23.36 | 6.79% | Sold Out | 0 | -42,975 | |
DUK | Duke Energy Corp | 2025-03-31 | Add Add | +0.13% | 105.87 ($113.99) 121.97 | $119.45 | 4.79% | Add 5.21% | 42,929 | 2,126 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.11% | 57.21 ($62.1) 65.8 | $63.53 | 2.31% | Sold Out | 0 | -3,500 | |
BK | Bank of New York Mellon Corp | 2025-03-31 | New Buy New Buy | +0.10% | 75.42 ($84.04) 88.95 | $99.06 | 17.87% | New holding | 2,509 | 2,509 | |
CSCO | Cisco Systems Inc | 2025-03-31 | New Buy New Buy | +0.10% | 58.74 ($61.57) 64.87 | $68.09 | 10.60% | New holding | 3,251 | 3,251 | |
MDY | S&P MidCap 400 ETF | 2025-03-31 | Sold Out Sold Out | -0.10% | 522.96 ($567.65) 601.18 | $580.38 | 2.24% | Sold Out | 0 | -358 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Sold Out Sold Out | -0.10% | 190.34 ($198.85) 205.23 | $207.03 | 4.11% | Sold Out | 0 | -1,030 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Add Add | +0.09% | 21.75 ($23.28) 24.28 | $24.99 | 7.36% | Add 18.36% | 54,422 | 8,440 | |
BDX | Becton Dickinson & Co | 2025-03-31 | Add Add | +0.07% | 222.79 ($232.01) 249.08 | $176.65 | -23.86% | Add 27.76% | 2,761 | 600 | |
BAC | Bank of America Corp | 2025-03-31 | Add Add | +0.06% | 39.61 ($44.56) 47.74 | $47.59 | 6.81% | Add 4.54% | 63,680 | 2,765 |
Aull & Monroe Investment Management Corp Total Holding History ($B)
Aull & Monroe Investment Management Corp's Asset Allocation
Aull & Monroe Investment Management Corp Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Aull & Monroe Investment Management Corp's Hypothetical Growth since 2025-03-31
Aull & Monroe Investment Management Corp's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Aull & Monroe Investment Management Corp's Holdings Heat Map
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Aull & Monroe Investment Management Corp's Holdings Bubble Chart
Aull & Monroe Investment Management Corp News
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