BullishAgent BullishAgent Market Filings Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDLZ MONDELEZ INTL INC Consumer Defensive 8,281.0 $446K 0.22% -500.0 -5.7% $53.83 +14.7%
82 TGT TARGET CORP Consumer Defensive 4,538.0 $444K 0.22% -1K -21.3% $97.75 +28.5%
83 BP BP PLC Energy 12,475.0 $433K 0.22% $34.73 +27.7%
84 MMM 3M CO Industrials 2,572.0 $412K 0.21% $160.10 -4.8%
85 EXC EXELON CORP Utilities 8,610.0 $375K 0.19% $43.59 +6.1%
86 XLF SELECT SECTOR SPDR TR 6,709.0 $367K 0.18% $54.77 -5.2%
87 WELLS FARGO CO NEW 303.0 $367K 0.18% $1212.00
88 GEV GE VERNOVA INC Utilities 532.0 $348K 0.17% $653.57 +58.9%
89 PM PHILIP MORRIS INTL INC Consumer Defensive 2,163.0 $347K 0.17% $160.40 +17.8%
90 WDC WESTERN DIGITAL CORP Technology 2,000.0 $345K 0.17% $172.27 +181.1%
91 QQQ INVESCO QQQ TR Financial Services 560.0 $344K 0.17% $614.31 +16.8%
92 J P MORGAN EXCHANGE TRADED F 6,684.0 $338K 0.17% $50.59
93 CSCO CISCO SYS INC Technology 4,327.0 $333K 0.17% +326.0 +8.2% $77.03 +56.3%
94 GIS GENERAL MLS INC Consumer Defensive 7,069.0 $329K 0.17% -425.0 -5.7% $46.50 -27.5%
95 TEL TE CONNECTIVITY PLC Technology 1,437.0 $327K 0.16% $227.51 -10.9%
96 PPG PPG INDS INC Basic Materials 3,182.0 $326K 0.16% $102.46 +5.2%
97 CARR CARRIER GLOBAL CORPORATION Industrials 6,033.0 $319K 0.16% $52.84 +19.5%
98 GSK GSK PLC Healthcare 6,408.0 $314K 0.16% -80.0 -1.2% $49.04 +4.8%
99 AMZN AMAZON COM INC Consumer Cyclical 1,320.0 $305K 0.15% -195.0 -12.9% $230.82 +15.4%
100 PLD PROLOGIS INC. Real Estate 2,375.0 $303K 0.15% $127.66 +14.3%
Page 5 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%