§ 13F · FUND PROFILE
Aull & Monroe Investment Management Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $186M (13F)Positions · 123Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC | 16K | $12M | 5.4% | −4% |
| 2 | LLY | ELI LILLY & CO | 9K | $9M | 4.0% | −2% |
| 3 | SO | SOUTHERN CO | 78K | $8M | 3.5% | +2% |
| 4 | JNJ | JOHNSON & JOHNSON | 31K | $7M | 3.5% | +2% |
| 5 | DE | DEERE & CO | 13K | $7M | 3.3% | −2% |
| 6 | XOM | EXXON MOBIL CORP | 40K | $7M | 3.2% | ±0% |
| 7 | CME | CME GROUP INC | 23K | $7M | 3.1% | ±0% |
| 8 | CSX | CSX CORP | 136K | $6M | 2.6% | −2% |
| 9 | CBOE | CBOE GLOBAL MKTS INC | 19K | $5M | 2.5% | ±0% |
| 10 | DUK | DUKE ENERGY CORP NEW | 40K | $5M | 2.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE AULL SIGNAL
AC read
Aull & Monroe Investment Management Corp is a Other fund managing $186 million in assets. The fund runs a portfolio of 123 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed