Institutional Fund
Aull & Monroe Investment Management Corp
Mobile, ALCIK 13876155 filings on record
Portfolio Value
$215.29M
Q1 2026
Holdings
125
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+7.9%
from $199.55M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Caterpillar Inc5.4%
- Eli Lilly & Co4.0%
- Southern Co3.5%
- Johnson & Johnson3.5%
- Deere & Co3.3%
- Exxon Mobil Corp3.2%
- Other77.2%
Portfolio Holdings
125 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc | 16.5K | $11.67M | 5.4% | −678 | Reduced |
| 2 | Eli Lilly & Co | 9.4K | $8.61M | 4.0% | −212 | Reduced |
| 3 | Southern Co | 78.1K | $7.54M | 3.5% | +1.2K | Added |
| 4 | Johnson & Johnson | 30.6K | $7.47M | 3.5% | +482 | Added |
| 5 | Deere & Co | 12.5K | $7.06M | 3.3% | −300 | Reduced |
| 6 | Exxon Mobil Corp | 40.0K | $6.79M | 3.2% | −202 | Reduced |
| 7 | Cme Group Inc | 22.5K | $6.65M | 3.1% | 0 | Held |
| 8 | Csx Corp | 136.2K | $5.59M | 2.6% | −2.8K | Reduced |
| 9 | Cboe Global Mkts Inc | 18.8K | $5.28M | 2.5% | 0 | Held |
| 10 | Duke Energy Corp New | 40.1K | $5.25M | 2.4% | +500 | Added |
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