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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 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GE GE AEROSPACE Industrials 2,360.0 $727K 0.36% $308.03 -1.7%
62 ENB ENBRIDGE INC Energy 14,504.0 $694K 0.35% -250.0 -1.7% $47.83 +21.3%
63 KMI KINDER MORGAN INC DEL Energy 25,120.0 $691K 0.35% -667.0 -2.6% $27.49 +22.9%
64 TFC TRUIST FINL CORP Financial Services 12,200.0 $600K 0.30% -135.0 -1.1% $49.21 -1.7%
65 DKS DICKS SPORTING GOODS INC Consumer Cyclical 2,895.0 $573K 0.29% $197.97 +16.8%
66 AEP AMERICAN ELEC PWR CO INC Utilities 4,854.0 $560K 0.28% +100.0 +2.1% $115.31 +14.1%
67 WFC WELLS FARGO CO NEW Financial Services 5,947.0 $554K 0.28% -312.0 -5.0% $93.20 -18.0%
68 DIS DISNEY WALT CO Communication Services 4,845.0 $551K 0.28% $113.78 -9.5%
69 PSX PHILLIPS 66 Energy 4,237.0 $547K 0.27% +100.0 +2.4% $129.04 +37.7%
70 GD GENERAL DYNAMICS CORP Industrials 1,607.0 $541K 0.27% +85.0 +5.6% $336.66 +1.9%
71 F FORD MTR CO Consumer Cyclical 40,450.0 $531K 0.27% $13.12 +13.8%
72 NVDA NVIDIA CORPORATION Technology 2,800.0 $522K 0.26% -482.0 -14.7% $186.50 +15.5%
73 NVS NOVARTIS AG Healthcare 3,771.0 $520K 0.26% $137.87 +10.3%
74 SCHB SCHWAB STRATEGIC TR 19,583.0 $514K 0.26% -200.0 -1.0% $26.23 +9.5%
75 EVEREST GROUP LTD 1,500.0 $509K 0.26% $339.35
76 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 8,624.0 $496K 0.25% $57.49 +34.8%
77 OKE ONEOK INC NEW Energy 6,616.0 $486K 0.24% $73.50 +27.9%
78 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8,871.0 $479K 0.24% -2K -14.9% $53.94 +10.2%
79 SIX FLAGS ENTERTAINMENT CORP 30,150.0 $463K 0.23% -900.0 -2.9% $15.34
80 VTI VANGUARD INDEX FDS 1,345.0 $451K 0.23% -10.0 -0.7% $335.27 +9.4%
Page 4 of 6  ·  120 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%