Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Aull & Monroe Investment Management Corp (CIK 1387615) reported $239.2M across 126 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CAT ($17.3M, 7.22%), LLY ($11.2M, 4.68%), STX ($10.6M, 4.43%), DE ($7.9M, 3.32%), JNJ ($7.8M, 3.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | $17.3M | 7.22% | 16,206 | Trimmed |
| 2 | LLY | ELI LILLY & CO | $11.2M | 4.68% | 9,329 | Trimmed |
| 3 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $10.6M | 4.43% | 10,969 | Trimmed |
| 4 | DE | DEERE & CO | $7.9M | 3.32% | 12,506 | Trimmed |
| 5 | JNJ | JOHNSON & JOHNSON | $7.8M | 3.25% | 30,562 | Added |
| 6 | SO | SOUTHERN CO | $7.5M | 3.14% | 78,384 | Added |
| 7 | GLW | CORNING INC | $7.3M | 3.06% | 28,661 | Trimmed |
| 8 | CMI | CUMMINS INC | $6.8M | 2.86% | 9,579 | Trimmed |
| 9 | CSX | CSX CORP | $6.5M | 2.70% | 136,035 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $5.5M | 2.29% | 40,101 | Added |
| 11 | DUK | DUKE ENERGY CORP NEW | $5.1M | 2.13% | 40,184 | Added |
| 12 | CME | CME GROUP INC | $5.0M | 2.08% | 22,505 | Hold |
| 13 | JPM | JPMORGAN CHASE & CO | $4.7M | 1.95% | 14,276 | Added |
| 14 | CBOE | CBOE GLOBAL MKTS INC | $4.6M | 1.90% | 18,774 | Hold |
| 15 | NEE | NEXTERA ENERGY INC | $4.5M | 1.89% | 51,464 | Added |
| 16 | PG | PROCTER & GAMBLE CO | $4.3M | 1.80% | 29,312 | Added |
| 17 | CVX | CHEVRON CORPORATION | $4.0M | 1.68% | 24,193 | Trimmed |
| 18 | HD | HOME DEPOT INC | $3.8M | 1.57% | 10,662 | Added |
| 19 | MSFT | MICROSOFT CORP | $3.7M | 1.56% | 10,013 | Added |
| 20 | ABBV | ABBVIE INC | $3.7M | 1.53% | 14,519 | Trimmed |
| 21 | ADP | AUTOMATIC DATA PROCESSING IN | $3.5M | 1.46% | 15,624 | Added |
| 22 | AMGN | AMGEN INC | $3.4M | 1.44% | 9,494 | Added |
| 23 | ETN | EATON CORP PLC | $3.2M | 1.32% | 7,414 | Trimmed |
| 24 | SPY | STATE STR SPDR S&P 500 ETF T | $3.1M | 1.30% | 4,154 | Added |
| 25 | BAC | BANK OF AMER CORP | $3.1M | 1.29% | 54,025 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30