Aull & Monroe Investment Management Corp
CIK: 0001387615SEC EDGAR →
Portfolio Value
$199.6B
Holdings
120
As of
Q4 2025
New Positions
4
Closed Positions
3
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ELI LILLY & CO | 9,568 | $10.3B | 5.15% |
| 2 | CATERPILLAR INC | 17,146 | $9.8B | 4.92% |
| 3 | SOUTHERN CO | 76,841 | $6.7B | 3.36% |
| 4 | JOHNSON & JOHNSON | 30,071 | $6.2B | 3.12% |
| 5 | CME GROUP INC | 22,505 | $6.1B | 3.08% |
| 6 | DEERE & CO | 12,834 | $6.0B | 2.99% |
| 7 | CSX CORP | 138,935 | $5.0B | 2.52% |
| 8 | CUMMINS INC | 9,637 | $4.9B | 2.47% |
| 9 | EXXON MOBIL CORP | 40,241 | $4.8B | 2.43% |
| 10 | MICROSOFT CORP | 9,886 | $4.8B | 2.40% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 20 | $50.9B | 25.5% |
| Financial Services | 27 | $37.4B | 18.8% |
| Healthcare | 10 | $28.0B | 14.0% |
| Energy | 14 | $17.9B | 9.0% |
| Utilities | 7 | $17.6B | 8.8% |
| Technology | 12 | $17.5B | 8.8% |
| Consumer Defensive | 9 | $12.1B | 6.1% |
| Consumer Cyclical | 7 | $8.2B | 4.1% |
| Unknown | 8 | $5.7B | 2.9% |
| Communication Services | 2 | $3.1B | 1.5% |
| Real Estate | 2 | $567.0M | 0.3% |
| Basic Materials | 2 | $534.0M | 0.3% |