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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 6 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MPC MARATHON PETE CORP Energy 1,758.0 $286K 0.14% $162.63 +56.6%
102 CAG CONAGRA BRANDS INC Consumer Defensive 16,488.0 $285K 0.14% -2K -11.1% $17.31 -21.7%
103 IVV ISHARES TR 400.0 $274K 0.14% $684.94 +9.4%
104 PRA PROASSURANCE CORP Financial Services 11,014.0 $266K 0.13% $24.16 +1.9%
105 O REALTY INCOME CORP Real Estate 4,688.0 $264K 0.13% $56.37 +10.0%
106 BANK AMERICA CORP 210.0 $263K 0.13% $1252.00
107 VIG VANGUARD SPECIALIZED FUNDS 1,180.0 $259K 0.13% +150.0 +14.6% $219.78 +6.1%
108 VB VANGUARD INDEX FDS 989.0 $255K 0.13% $257.95 +12.1%
109 MDT MEDTRONIC PLC Healthcare 2,626.0 $252K 0.13% NEW $96.06 -18.2%
110 SCHO SCHWAB STRATEGIC TR 10,316.0 $251K 0.13% -89.0 -0.9% $24.37 -1.0%
111 ARLP ALLIANCE RESOURCE PARTNERS L Energy 10,700.0 $249K 0.12% $23.23 +7.1%
112 OTIS OTIS WORLDWIDE CORP Industrials 2,770.0 $242K 0.12% $87.35 -16.7%
113 SCHG SCHWAB STRATEGIC TR 7,332.0 $239K 0.12% +516.0 +7.6% $32.62 +5.4%
114 IJH ISHARES TR 3,375.0 $223K 0.11% $66.00 +11.4%
115 AXP AMERICAN EXPRESS CO Financial Services 600.0 $222K 0.11% NEW $369.95 -15.7%
116 BR BROADRIDGE FINL SOLUTIONS IN Technology 976.0 $218K 0.11% $223.17 -32.6%
117 SCHM SCHWAB STRATEGIC TR 7,053.0 $212K 0.11% +115.0 +1.7% $30.07 +15.5%
118 CTVA CORTEVA INC Basic Materials 3,110.0 $208K 0.10% $67.03 +18.7%
119 MCO MOODYS CORP Financial Services 400.0 $204K 0.10% NEW $510.85 -12.1%
120 D DOMINION ENERGY INC Utilities 3,468.0 $203K 0.10% $58.59 +15.5%
Page 6 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%