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Aull & Monroe Investment Management Corp

13F
Aull & Monroe Investment Management Corp
Last update 2025-05-14 122 Stocks (2 new)
Value $201.00 Mil Turnover 1 %
Countries:
Top Holdings: LLY(4.14%)SO(3.68%)CAT(3.46%)DE(3.45%)CME(2.97%)
Summary Stock Picks Current Portfolio
Aull & Monroe Investment Manag... Top Holdings of 2025-03-31 View Full List
Ticker
LLY
SO
CAT
DE
CME
ADP
PG
JNJ
DUK
HD
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
-15.48%
+0.10%
691,148.7
Drug Manufacturers
SO 		Southern Co
80,363
7,389.4
+0.87%
3.680
+0.03%
0.010
+0.32%
+9.03%
97,103.1
Utilities - Regulated
CAT 		Caterpillar Inc
21,115
6,963.6
-1.63%
3.460
-0.06%
0.000
+4.12%
-1.77%
166,185.8
Farm & Heavy Construction Machinery
DE 		Deere & Co
14,781
6,937.3
-1.17%
3.450
-0.04%
0.010
+8.07%
+23.15%
140,827.4
Farm & Heavy Construction Machinery
CME 		CME Group Inc
22,505
5,970.4
-0.33%
2.970
-0.01%
0.010
+8.49%
+18.67%
98,824.9
Capital Markets
ADP 		Automatic Data Processing Inc
19,384
5,922.4
-0.84%
2.950
-0.02%
0.000
+8.63%
+12.24%
132,659.6
Software
PG 		Procter & Gamble Co
31,897
5,436.0
-1.03%
2.700
-0.03%
0.000
-5.51%
-0.96%
384,551.8
Consumer Packaged Goods
JNJ 		Johnson & Johnson
31,669
5,252.0
-2.14%
2.610
-0.05%
0.000
-5.71%
+8.98%
373,013.5
Drug Manufacturers
DUK 		Duke Energy Corp
42,929
5,236.1
+5.21%
2.600
+0.13%
0.010
+1.25%
+8.92%
89,563.3
Utilities - Regulated
HD 		The Home Depot Inc
13,592
4,981.3
-1.39%
2.480
-0.04%
0.000
-2.56%
-4.38%
365,466.9
Retail - Cyclical

Aull & Monroe Investment Management Corp's Historical Top Holdings Breakdowns

Aull & Monroe Investment Management Corp's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
INTC 		Intel Corp2025-03-31Sold Out
-0.44%
●
19.1 ($21.88) 27.39
$20.06
-8.32%
Sold Out
0
-42,975
DUK 		Duke Energy Corp2025-03-31Add
+0.13%
●
105.87 ($113.99) 121.97
$115.23
1.09%
Add 5.21%
42,929
2,126
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Sold Out
-0.11%
●
57.21 ($62.1) 65.8
$61.09
-1.63%
Sold Out
0
-3,500
BK 		Bank of New York Mellon Corp2025-03-31New Buy
+0.10%
●
75.42 ($84.04) 88.95
$90.32
7.47%
New holding
2,509
2,509
CSCO 		Cisco Systems Inc2025-03-31New Buy
+0.10%
●
58.74 ($61.57) 64.87
$66.06
7.29%
New holding
3,251
3,251
MDY 		S&P MidCap 400 ETF2025-03-31Sold Out
-0.10%
●
522.96 ($567.65) 601.18
$558.36
-1.64%
Sold Out
0
-358
VIG 		Vanguard Dividend Appreciation FTF2025-03-31Sold Out
-0.10%
●
190.34 ($198.85) 205.23
$200.45
0.80%
Sold Out
0
-1,030
SCHX 		Schwab U.S. Large-Cap ETF2025-03-31Add
+0.09%
●
21.75 ($23.28) 24.28
$23.73
1.93%
Add 18.36%
54,422
8,440
BDX 		Becton Dickinson & Co2025-03-31Add
+0.07%
●
222.79 ($232.01) 249.08
$173.45
-25.24%
Add 27.76%
2,761
600
BAC 		Bank of America Corp2025-03-31Add
+0.06%
●
39.61 ($44.56) 47.74
$44.97
0.92%
Add 4.54%
63,680
2,765

Aull & Monroe Investment Management Corp Total Holding History ($B)

To

Aull & Monroe Investment Management Corp's Asset Allocation

To

Aull & Monroe Investment Management Corp Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Aull & Monroe Investment Management Corp's Hypothetical Growth since 2025-03-31

Aull & Monroe Investment Management Corp's Yearly Returns

Year Portfolio % % Excess Gain %

Aull & Monroe Investment Management Corp's Holdings Heat Map

Size field:

Aull & Monroe Investment Management Corp's Holdings Bubble Chart

Aull & Monroe Investment Management Corp News

  • 1

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