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Portfolio (Quarterly) Guide ↗

Aull & Monroe Investment Management Corp

· CIK 0001387615
13F Portfolio $200M AUM 120 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 3 New 27 Added 31 Reduced 7 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MSFT MICROSOFT CORP Technology 9,886.0 $4.8M 2.40% +101.0 +1.0% $483.60 -13.4%
2 DUK DUKE ENERGY CORP NEW Utilities 39,559.0 $4.6M 2.32% +470.0 +1.2% $117.21 +7.2%
3 JPM JPMORGAN CHASE & CO. Financial Services 14,226.0 $4.6M 2.30% +175.0 +1.2% $322.22 -4.9%
4 ADP AUTOMATIC DATA PROCESSING IN Industrials 15,504.0 $4.0M 2.00% +100.0 +0.7% $257.23 -12.4%
5 CVX CHEVRON CORP NEW Energy 24,393.0 $3.7M 1.86% +234.0 +1.0% $152.41 +25.6%
6 BAC BANK AMERICA CORP Financial Services 55,304.0 $3.0M 1.52% +390.0 +0.7% $55.00 -5.8%
7 SPY SPDR S&P 500 ETF TR Financial Services 4,448.0 $3.0M 1.52% +115.0 +2.6% $681.92 +9.3%
8 ETN EATON CORP PLC Industrials 7,542.0 $2.4M 1.20% +85.0 +1.1% $318.51 +22.9%
9 ITW ILLINOIS TOOL WKS INC Industrials 8,471.0 $2.1M 1.05% +99.0 +1.2% $246.30 +2.4%
10 EMR EMERSON ELEC CO Industrials 14,872.0 $2.0M 0.99% +100.0 +0.7% $132.72 +2.8%
11 DIA SPDR DOW JONES INDL AVERAGE Financial Services 3,815.0 $1.8M 0.92% +150.0 +4.1% $480.57 +5.3%
12 MRK MERCK & CO INC Healthcare 16,493.0 $1.7M 0.87% +132.0 +0.8% $105.26 +16.3%
13 COP CONOCOPHILLIPS Energy 16,880.0 $1.6M 0.79% +200.0 +1.2% $93.61 +28.7%
14 SCHX SCHWAB STRATEGIC TR 58,250.0 $1.6M 0.79% +2K +2.9% $26.91 +9.0%
15 MCD MCDONALDS CORP Consumer Cyclical 4,568.0 $1.4M 0.70% +115.0 +2.6% $305.61 -7.6%
16 ABT ABBOTT LABS Healthcare 10,206.0 $1.3M 0.64% +66.0 +0.7% $125.29 -30.2%
17 NFG NATIONAL FUEL GAS CO Energy 15,248.0 $1.2M 0.61% +200.0 +1.3% $80.06 +1.1%
18 WMT WALMART INC Consumer Defensive 9,784.0 $1.1M 0.55% +150.0 +1.6% $111.41 +8.0%
19 PFE PFIZER INC Healthcare 39,465.0 $983K 0.49% +700.0 +1.8% $24.90 +4.0%
20 QCOM QUALCOMM INC Technology 5,435.0 $930K 0.47% +75.0 +1.4% $171.05 +39.2%
Page 1 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 26.8%
Financial Services 16.1%
Healthcare 15.0%
Energy 9.4%
Utilities 9.4%
Technology 9.0%
Consumer Defensive 6.8%
Consumer Cyclical 4.1%
Communication Services 2.8%
Basic Materials 0.3%