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 $215.3M across 125 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CAT ($11.7M, 5.42%), LLY ($8.6M, 4.00%), SO ($7.5M, 3.50%), JNJ ($7.5M, 3.47%), DE ($7.1M, 3.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | $11.7M | 5.42% | 16,468 | Trimmed |
| 2 | LLY | ELI LILLY & CO | $8.6M | 4.00% | 9,356 | Trimmed |
| 3 | SO | SOUTHERN CO | $7.5M | 3.50% | 78,074 | Added |
| 4 | JNJ | JOHNSON & JOHNSON | $7.5M | 3.47% | 30,553 | Added |
| 5 | DE | DEERE & CO | $7.1M | 3.28% | 12,534 | Trimmed |
| 6 | XOM | EXXON MOBIL CORP | $6.8M | 3.16% | 40,039 | Trimmed |
| 7 | CME | CME GROUP INC | $6.6M | 3.09% | 22,505 | Hold |
| 8 | CSX | CSX CORP | $5.6M | 2.60% | 136,185 | Trimmed |
| 9 | CBOE | CBOE GLOBAL MKTS INC | $5.3M | 2.45% | 18,774 | Hold |
| 10 | DUK | DUKE ENERGY CORP NEW | $5.2M | 2.44% | 40,059 | Added |
| 11 | CMI | CUMMINS INC | $5.2M | 2.40% | 9,605 | Trimmed |
| 12 | CVX | CHEVRON CORPORATION | $5.0M | 2.33% | 24,237 | Trimmed |
| 13 | NEE | NEXTERA ENERGY INC | $4.8M | 2.21% | 51,164 | Trimmed |
| 14 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $4.4M | 2.03% | 11,135 | Trimmed |
| 15 | JPM | JPMORGAN CHASE & CO | $4.2M | 1.95% | 14,251 | Added |
| 16 | PG | PROCTER & GAMBLE CO | $4.2M | 1.95% | 29,121 | Added |
| 17 | GLW | CORNING INC | $3.9M | 1.81% | 28,669 | Trimmed |
| 18 | MSFT | MICROSOFT CORP | $3.7M | 1.70% | 9,893 | Added |
| 19 | HD | HOME DEPOT INC | $3.5M | 1.61% | 10,512 | Trimmed |
| 20 | AMGN | AMGEN INC | $3.3M | 1.54% | 9,444 | Hold |
| 21 | ABBV | ABBVIE INC | $3.2M | 1.47% | 14,578 | Trimmed |
| 22 | ADP | AUTOMATIC DATA PROCESSING IN | $3.1M | 1.45% | 15,354 | Trimmed |
| 23 | WM | WASTE MGMT INC DEL | $3.1M | 1.42% | 13,344 | Trimmed |
| 24 | T | AT&T INC | $3.0M | 1.39% | 103,180 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.8M | 1.30% | 5,854 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31