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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 | -7.94% | +0.34% | 692,791.6 | Drug Manufacturers | |
SO | Southern Co | 80,363 | 7,389.4 | +0.87% | 3.680 | +0.03% | 0.010 | +3.36% | +16.25% | 103,528.2 | Utilities - Regulated | |
CAT | Caterpillar Inc | 21,115 | 6,963.6 | -1.63% | 3.460 | -0.06% | 0.000 | +41.28% | +15.01% | 194,574.0 | Farm & Heavy Construction Machinery | |
DE | Deere & Co | 14,781 | 6,937.3 | -1.17% | 3.450 | -0.04% | 0.010 | +10.91% | +18.75% | 135,364.8 | Farm & Heavy Construction Machinery | |
CME | CME Group Inc | 22,505 | 5,970.4 | -0.33% | 2.970 | -0.01% | 0.010 | +5.11% | +19.42% | 98,990.7 | Capital Markets | |
ADP | Automatic Data Processing Inc | 19,384 | 5,922.4 | -0.84% | 2.950 | -0.02% | 0.000 | +3.42% | +4.16% | 122,503.4 | Software | |
PG | Procter & Gamble Co | 31,897 | 5,436.0 | -1.03% | 2.700 | -0.03% | 0.000 | -7.91% | -5.70% | 363,638.5 | Consumer Packaged Goods | |
JNJ | Johnson & Johnson | 31,669 | 5,252.0 | -2.14% | 2.610 | -0.05% | 0.000 | +4.85% | +15.08% | 393,874.2 | Drug Manufacturers | |
DUK | Duke Energy Corp | 42,929 | 5,236.1 | +5.21% | 2.600 | +0.13% | 0.010 | -1.89% | +11.94% | 92,042.8 | Utilities - Regulated | |
HD | The Home Depot Inc | 13,592 | 4,981.3 | -1.39% | 2.480 | -0.04% | 0.000 | +1.85% | -6.44% | 357,577.1 | 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 | $23.10 | 5.58% | Sold Out | 0 | -42,975 | |
DUK | Duke Energy Corp | 2025-03-31 | Add Add | +0.13% | 105.87 ($113.99) 121.97 | $118.42 | 3.89% | 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 | $63.46 | 2.19% | 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 | $98.84 | 17.61% | 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 | $68.05 | 10.52% | 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 | $579.42 | 2.07% | Sold Out | 0 | -358 | |
VIG | Vanguard Dividend Appreciation FTF | 2025-03-31 | Sold Out Sold Out | -0.10% | 190.34 ($198.85) 205.23 | $206.10 | 3.65% | 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 | $24.86 | 6.79% | Add 18.36% | 54,422 | 8,440 | |
BDX | Becton Dickinson & Co | 2025-03-31 | Add Add | +0.07% | 222.79 ($232.01) 249.08 | $178.85 | -22.91% | Add 27.76% | 2,761 | 600 | |
BAC | Bank of America Corp | 2025-03-31 | Add Add | +0.06% | 39.61 ($44.56) 47.74 | $47.32 | 6.19% | Add 4.54% | 63,680 | 2,765 |
Aull & Monroe Investment Management Corp Total Holding History ($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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