Sponsored

The Analysis of Aull & Monroe Investment Management Corp's Holdings & P&L

Currently, Aull & Monroe Investment Management Corp holds 126 types of securities in its portfolio with a total value $239.2M. In the most recent quarter, they have increased their positions in INTC (+2.5K shares, valued at $349.1K), HPE (+6.5K shares, valued at $291.8K), Q (+1.6K shares, valued at $264.6K); decreased their positions in CAT (-262 shares, valued at $279.0K), N/A (-166 shares, valued at $160.2K), DIA (-125 shares, valued at $65.3K); initiated new positions in INTC (+2.5K shares, valued at $349.1K), HPE (+6.5K shares, valued at $291.8K), Q (+1.6K shares, valued at $264.6K).

1M P&L

+4.7M+2.54%

3M P&L

+7.6M+4.16%

HY P&L

+8.8M+4.82%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General26.8M

14.1%

2Farm & Heavy Construction Machinery25.2M

13.3%

3Specialty Industrial Machinery14.4M

7.6%

Top Industries by Stock Count

1N/A16 stocks

15.1%

2Drug Manufacturers - General7 stocks

6.6%

3Oil & Gas Midstream6 stocks

5.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CAT CATERPILLAR INC16.2K shares-1.59%2026-06-302026-07-20

LLY ELI LILLY & CO9.3K shares-0.29%2026-06-302026-07-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL11.0K shares-1.49%2026-06-302026-07-20

DE DEERE & CO12.5K shares-0.22%2026-06-302026-07-20

JNJ JOHNSON & JOHNSON30.6K shares0.03%2026-06-302026-07-20

SOUTHERN CO SOUTHERN CO78.4K shares0.40%2026-06-302026-07-20

GLW CORNING INC28.7K shares-0.03%2026-06-302026-07-20

CMI CUMMINS INC9.6K shares-0.27%2026-06-302026-07-20

Sponsored

CSX CSX CORP136.0K shares-0.11%2026-06-302026-07-20

EXXON MOBIL CORP EXXON MOBIL CORP40.1K shares0.15%2026-06-302026-07-20

DUK DUKE ENERGY CORP NEW40.2K shares0.31%2026-06-302026-07-20

CME CME GROUP INC22.5K shares0.00%2026-06-302026-07-20

JPMORGAN CHASE & CO JPMORGAN CHASE & CO14.3K shares0.18%2026-06-302026-07-20

CBOE CBOE GLOBAL MKTS INC18.8K shares0.00%2026-06-302026-07-20

NEXTERA ENERGY INC NEXTERA ENERGY INC51.5K shares0.59%2026-06-302026-07-20

PG PROCTER & GAMBLE CO29.3K shares0.66%2026-06-302026-07-20

Sponsored

CVX CHEVRON CORPORATION24.2K shares-0.18%2026-06-302026-07-20

HD HOME DEPOT INC10.7K shares1.43%2026-06-302026-07-20

MSFT MICROSOFT CORP10.0K shares1.21%2026-06-302026-07-20

ABBVIE INC ABBVIE INC14.5K shares-0.40%2026-06-302026-07-20

ADP AUTOMATIC DATA PROCESSING IN15.6K shares1.76%2026-06-302026-07-20

AMGN AMGEN INC9.5K shares0.53%2026-06-302026-07-20

ETN EATON CORP PLC7.4K shares-0.31%2026-06-302026-07-20

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.2K shares0.63%2026-06-302026-07-20

Sponsored

BAC BANK OF AMER CORP54.0K shares-1.96%2026-06-302026-07-20

WASTE MGMT INC DEL WASTE MGMT INC DEL13.4K shares0.26%2026-06-302026-07-20

BRK.B BERKSHIRE HATHAWAY INC DEL5.8K shares-0.17%2026-06-302026-07-20

RTX CORPORATION RTX CORPORATION14.5K shares-0.38%2026-06-302026-07-20

RY ROYAL BK CDA11.8K shares-1.01%2026-06-302026-07-20

IBM INTERNATIONAL BUSINESS MACHS8.4K shares0.24%2026-06-302026-07-20

MRK MERCK & CO INC18.4K shares5.58%2026-06-302026-07-20

VZ VERIZON COMMUNICATIONS INC54.9K shares1.79%2026-06-302026-07-20

Sponsored

RF REGIONS FINANCIAL CORP NEW76.6K shares-1.13%2026-06-302026-07-20

UNP UNION PAC CORP8.4K shares0.00%2026-06-302026-07-20

ITW ILLINOIS TOOL WKS INC8.3K shares-0.32%2026-06-302026-07-20

PEP PEPSICO INC15.9K shares5.20%2026-06-302026-07-20

EMR EMERSON ELEC CO14.9K shares-0.55%2026-06-302026-07-20

T AT&T INC102.6K shares-0.52%2026-06-302026-07-20

KO COCA COLA CO25.5K shares1.89%2026-06-302026-07-20

LMT LOCKHEED MARTIN CORP3.7K shares2.06%2026-06-302026-07-20

Sponsored

CL COLGATE PALMOLIVE CO19.8K shares4.01%2026-06-302026-07-20

COP CONOCOPHILLIPS17.4K shares0.00%2026-06-302026-07-20

DIA STATE STR SPDR DOW JONES IND3.4K shares-3.53%2026-06-302026-07-20

SCHX SCHWAB STRATEGIC TR58.0K shares-1.48%2026-06-302026-07-20

AAPL APPLE INC5.6K shares3.97%2026-06-302026-07-20

ET ENERGY TRANSFER L P83.0K shares0.00%2026-06-302026-07-20

SNDK SANDISK CORP666 shares0.00%2026-06-302026-07-20

BA BOEING CO6.2K shares0.26%2026-06-302026-07-20

Sponsored

WDC WESTERN DIGITAL CORP2.0K shares0.00%2026-06-302026-07-20

CM CANADIAN IMPERIAL BANK OF CO11.0K shares0.00%2026-06-302026-07-20

LOW LOWES COS INC5.7K shares-0.44%2026-06-302026-07-20

MCD MCDONALDS CORP4.6K shares1.27%2026-06-302026-07-20

EPD ENTERPRISE PRODS PARTNERS L33.0K shares0.00%2026-06-302026-07-20

NFG NATIONAL FUEL GAS CO15.2K shares-0.07%2026-06-302026-07-20

WMT WALMART INC9.9K shares1.59%2026-06-302026-07-20

UPS UNITED PARCEL SVCS INC10.0K shares0.00%2026-06-302026-07-20

Sponsored

NSC NORFOLK SOUTHN CORP3.2K shares0.00%2026-06-302026-07-20

QCOM QUALCOMM INC5.4K shares0.00%2026-06-302026-07-20

ABT ABBOTT LABORATORIES10.6K shares4.95%2026-06-302026-07-20

PFE PFIZER INC38.3K shares-0.12%2026-06-302026-07-20

GE GE AEROSPACE2.4K shares-0.21%2026-06-302026-07-20

KMI KINDER MORGAN INC DEL24.8K shares-0.10%2026-06-302026-07-20

TTE TOTALENERGIES SE10.0K shares-0.10%2026-06-302026-07-20

AEP AMERICAN ELEC PWR CO INC5.7K shares-1.04%2026-06-302026-07-20

Sponsored

SHEL SHELL PLC10.0K shares0.00%2026-06-302026-07-20

TFC TRUIST FINL CORP15.6K shares10.12%2026-06-302026-07-20

ENB ENBRIDGE INC14.3K shares-1.37%2026-06-302026-07-20

PSX PHILLIPS 664.3K shares0.78%2026-06-302026-07-20

DKS DICKS SPORTING GOODS INC3.0K shares4.84%2026-06-302026-07-20

ADM ARCHER DANIELS MIDLAND CO8.7K shares1.33%2026-06-302026-07-20

CEG CONSTELLATION ENERGY CORP2.7K shares-1.47%2026-06-302026-07-20

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP30.1K shares0.00%2026-06-302026-07-20

Sponsored

GEV GE VERNOVA INC531 shares-0.19%2026-06-302026-07-20

F FORD MTR CO43.9K shares0.00%2026-06-302026-07-20

TGT TARGET CORP4.6K shares6.34%2026-06-302026-07-20

NVS NOVARTIS AG3.8K shares0.00%2026-06-302026-07-20

GD GENERAL DYNAMICS CORP1.6K shares2.18%2026-06-302026-07-20

OKE ONEOK INC NEW6.6K shares0.00%2026-06-302026-07-20

CISCO SYS INC CISCO SYS INC4.9K shares13.06%2026-06-302026-07-20

SCHB SCHWAB STRATEGIC TR19.7K shares0.79%2026-06-302026-07-20

Sponsored

NVDA NVIDIA CORPORATION2.8K shares0.04%2026-06-302026-07-20

EG EVEREST GROUP LTD1.5K shares0.00%2026-06-302026-07-20

BMY BRISTOL-MYERS SQUIBB CO9.2K shares3.87%2026-06-302026-07-20

VANGUARD INDEX FDS VANGUARD INDEX FDS1.4K shares0.89%2026-06-302026-07-20

WFC WELLS FARGO & CO5.9K shares-0.20%2026-06-302026-07-20

CARR CARRIER GLOBAL CORPORATION6.6K shares-0.14%2026-06-302026-07-20

BP BP PLC12.5K shares0.00%2026-06-302026-07-20

MPC MARATHON PETE CORP1.8K shares2.05%2026-06-302026-07-20

Sponsored

QQQ INVESCO QQQ TR620 shares10.71%2026-06-302026-07-20

MDLZ MONDELEZ INTL INC7.9K shares0.00%2026-06-302026-07-20

PM PHILIP MORRIS INTL INC2.4K shares0.00%2026-06-302026-07-20

DIS DISNEY WALT CO4.4K shares-2.66%2026-06-302026-07-20

3M CO 3M CO2.6K shares-0.82%2026-06-302026-07-20

WFC-PL WELLS FARGO & CO354 shares5.04%2026-06-302026-07-20

EXC EXELON CORP8.5K shares-1.52%2026-06-302026-07-20

PPG PPG INDS INC3.2K shares0.00%2026-06-302026-07-20

Sponsored

AMZN AMAZON COM INC1.5K shares15.23%2026-06-302026-07-20

XLF SELECT SECTOR SPDR TR6.7K shares0.00%2026-06-302026-07-20

INTC INTEL CORP2.5K sharesnew addition2026-06-302026-07-20

GSK PLC GSK PLC6.4K shares0.00%2026-06-302026-07-20

PLD PROLOGIS INC.2.4K shares0.00%2026-06-302026-07-20

DOMINION ENERGY INC DOMINION ENERGY INC4.6K shares21.23%2026-06-302026-07-20

VB VANGUARD INDEX FDS989 shares0.00%2026-06-302026-07-20

ISHARES TR ISHARES TR400 shares0.00%2026-06-302026-07-20

Sponsored

O REALTY INCOME CORP4.7K shares0.34%2026-06-302026-07-20

HPE HEWLETT PACKARD ENTERPRISE C6.5K sharesnew addition2026-06-302026-07-20

VIG VANGUARD SPECIALIZED FUNDS1.2K shares0.00%2026-06-302026-07-20

TEL TE CONNECTIVITY PLC1.4K shares0.00%2026-06-302026-07-20

JPST J P MORGAN EXCHANGE TRADED F5.7K shares0.00%2026-06-302026-07-20

SCHG SCHWAB STRATEGIC TR8.0K shares0.84%2026-06-302026-07-20

SCHM SCHWAB STRATEGIC TR7.2K shares0.21%2026-06-302026-07-20

Q QNITY ELECTRONICS INC1.6K sharesnew addition2026-06-302026-07-20

Sponsored

BAC-PL BANK OF AMER CORP210 shares0.00%2026-06-302026-07-20

CORTEVA INC CORTEVA INC3.1K shares0.00%2026-06-302026-07-20

IJH ISHARES TR3.4K shares0.00%2026-06-302026-07-20

ARLP ALLIANCE RESOURCE PARTNERS L10.7K shares0.00%2026-06-302026-07-20

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.7K shares-0.40%2026-06-302026-07-20

ISHARES TR ISHARES TR2.4K shares-0.21%2026-06-302026-07-20

SCHO SCHWAB STRATEGIC TR9.8K shares-1.61%2026-06-302026-07-20

GIS GENERAL MILLS INC6.6K shares-7.07%2026-06-302026-07-20

Sponsored

CAG CONAGRA BRANDS INC16.1K shares-3.00%2026-06-302026-07-20

SCHA SCHWAB STRATEGIC TR6.0K sharesnew addition2026-06-302026-07-20

PAA PLAINS ALL AMERN PIPELINE L9.5K shares0.00%2026-06-302026-07-20

MEDTRONIC PLC MEDTRONIC PLC2.6K shares0.00%2026-06-302026-07-20

XLE SELECT SECTOR SPDR TR3.9K shares0.00%2026-06-302026-07-20

AXP AMERICAN EXPRESS CO600 sharesnew addition2026-06-302026-07-20

CAT

CATERPILLAR INC

-1.59%

Shares16.2K

Event2026-06-30

Filed2026-07-20

LLY

ELI LILLY & CO

-0.29%

Shares9.3K

Event2026-06-30

Filed2026-07-20

SEAGATE TECHNOLOGY HLDNGS PL

-1.49%

Shares11.0K

Event2026-06-30

Filed2026-07-20

DEERE & CO

-0.22%

Shares12.5K

Event2026-06-30

Filed2026-07-20

JNJ

JOHNSON & JOHNSON

0.03%

Shares30.6K

Event2026-06-30

Filed2026-07-20

SOUTHERN CO

0.40%

Shares78.4K

Event2026-06-30

Filed2026-07-20

GLW

CORNING INC

-0.03%

Shares28.7K

Event2026-06-30

Filed2026-07-20

CMI

CUMMINS INC

-0.27%

Shares9.6K

Event2026-06-30

Filed2026-07-20

CSX

CSX CORP

-0.11%

Shares136.0K

Event2026-06-30

Filed2026-07-20

EXXON MOBIL CORP

0.15%

Shares40.1K

Event2026-06-30

Filed2026-07-20

DUK

DUKE ENERGY CORP NEW

0.31%

Shares40.2K

Event2026-06-30

Filed2026-07-20

CME

CME GROUP INC

0.00%

Shares22.5K

Event2026-06-30

Filed2026-07-20

JPMORGAN CHASE & CO

0.18%

Shares14.3K

Event2026-06-30

Filed2026-07-20

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares18.8K

Event2026-06-30

Filed2026-07-20

NEXTERA ENERGY INC

0.59%

Shares51.5K

Event2026-06-30

Filed2026-07-20

PROCTER & GAMBLE CO

0.66%

Shares29.3K

Event2026-06-30

Filed2026-07-20

CVX

CHEVRON CORPORATION

-0.18%

Shares24.2K

Event2026-06-30

Filed2026-07-20

HOME DEPOT INC

1.43%

Shares10.7K

Event2026-06-30

Filed2026-07-20

MSFT

MICROSOFT CORP

1.21%

Shares10.0K

Event2026-06-30

Filed2026-07-20

ABBVIE INC

-0.40%

Shares14.5K

Event2026-06-30

Filed2026-07-20

ADP

AUTOMATIC DATA PROCESSING IN

1.76%

Shares15.6K

Event2026-06-30

Filed2026-07-20

AMGN

AMGEN INC

0.53%

Shares9.5K

Event2026-06-30

Filed2026-07-20

ETN

EATON CORP PLC

-0.31%

Shares7.4K

Event2026-06-30

Filed2026-07-20

STATE STR SPDR S&P 500 ETF T

0.63%

Shares4.2K

Event2026-06-30

Filed2026-07-20

BAC

BANK OF AMER CORP

-1.96%

Shares54.0K

Event2026-06-30

Filed2026-07-20

WASTE MGMT INC DEL

0.26%

Shares13.4K

Event2026-06-30

Filed2026-07-20

BRK.B

BERKSHIRE HATHAWAY INC DEL

-0.17%

Shares5.8K

Event2026-06-30

Filed2026-07-20

RTX CORPORATION

-0.38%

Shares14.5K

Event2026-06-30

Filed2026-07-20

ROYAL BK CDA

-1.01%

Shares11.8K

Event2026-06-30

Filed2026-07-20

IBM

INTERNATIONAL BUSINESS MACHS

0.24%

Shares8.4K

Event2026-06-30

Filed2026-07-20

MRK

MERCK & CO INC

5.58%

Shares18.4K

Event2026-06-30

Filed2026-07-20

VERIZON COMMUNICATIONS INC

1.79%

Shares54.9K

Event2026-06-30

Filed2026-07-20

REGIONS FINANCIAL CORP NEW

-1.13%

Shares76.6K

Event2026-06-30

Filed2026-07-20

UNP

UNION PAC CORP

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-20

ITW

ILLINOIS TOOL WKS INC

-0.32%

Shares8.3K

Event2026-06-30

Filed2026-07-20

PEP

PEPSICO INC

5.20%

Shares15.9K

Event2026-06-30

Filed2026-07-20

EMR

EMERSON ELEC CO

-0.55%

Shares14.9K

Event2026-06-30

Filed2026-07-20

AT&T INC

-0.52%

Shares102.6K

Event2026-06-30

Filed2026-07-20

COCA COLA CO

1.89%

Shares25.5K

Event2026-06-30

Filed2026-07-20

LMT

LOCKHEED MARTIN CORP

2.06%

Shares3.7K

Event2026-06-30

Filed2026-07-20

COLGATE PALMOLIVE CO

4.01%

Shares19.8K

Event2026-06-30

Filed2026-07-20

COP

CONOCOPHILLIPS

0.00%

Shares17.4K

Event2026-06-30

Filed2026-07-20

DIA

STATE STR SPDR DOW JONES IND

-3.53%

Shares3.4K

Event2026-06-30

Filed2026-07-20

SCHX

SCHWAB STRATEGIC TR

-1.48%

Shares58.0K

Event2026-06-30

Filed2026-07-20

AAPL

APPLE INC

3.97%

Shares5.6K

Event2026-06-30

Filed2026-07-20

ENERGY TRANSFER L P

0.00%

Shares83.0K

Event2026-06-30

Filed2026-07-20

SNDK

SANDISK CORP

0.00%

Shares666

Event2026-06-30

Filed2026-07-20

BOEING CO

0.26%

Shares6.2K

Event2026-06-30

Filed2026-07-20

WDC

WESTERN DIGITAL CORP

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-20

CANADIAN IMPERIAL BANK OF CO

0.00%

Shares11.0K

Event2026-06-30

Filed2026-07-20

LOW

LOWES COS INC

-0.44%

Shares5.7K

Event2026-06-30

Filed2026-07-20

MCD

MCDONALDS CORP

1.27%

Shares4.6K

Event2026-06-30

Filed2026-07-20

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares33.0K

Event2026-06-30

Filed2026-07-20

NFG

NATIONAL FUEL GAS CO

-0.07%

Shares15.2K

Event2026-06-30

Filed2026-07-20

WMT

WALMART INC

1.59%

Shares9.9K

Event2026-06-30

Filed2026-07-20

UPS

UNITED PARCEL SVCS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-20

NSC

NORFOLK SOUTHN CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-20

QCOM

QUALCOMM INC

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-20

ABT

ABBOTT LABORATORIES

4.95%

Shares10.6K

Event2026-06-30

Filed2026-07-20

PFE

PFIZER INC

-0.12%

Shares38.3K

Event2026-06-30

Filed2026-07-20

GE AEROSPACE

-0.21%

Shares2.4K

Event2026-06-30

Filed2026-07-20

KMI

KINDER MORGAN INC DEL

-0.10%

Shares24.8K

Event2026-06-30

Filed2026-07-20

TTE

TOTALENERGIES SE

-0.10%

Shares10.0K

Event2026-06-30

Filed2026-07-20

AEP

AMERICAN ELEC PWR CO INC

-1.04%

Shares5.7K

Event2026-06-30

Filed2026-07-20

SHEL

SHELL PLC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-20

TFC

TRUIST FINL CORP

10.12%

Shares15.6K

Event2026-06-30

Filed2026-07-20

ENB

ENBRIDGE INC

-1.37%

Shares14.3K

Event2026-06-30

Filed2026-07-20

PSX

PHILLIPS 66

0.78%

Shares4.3K

Event2026-06-30

Filed2026-07-20

DKS

DICKS SPORTING GOODS INC

4.84%

Shares3.0K

Event2026-06-30

Filed2026-07-20

ADM

ARCHER DANIELS MIDLAND CO

1.33%

Shares8.7K

Event2026-06-30

Filed2026-07-20

CEG

CONSTELLATION ENERGY CORP

-1.47%

Shares2.7K

Event2026-06-30

Filed2026-07-20

SIX FLAGS ENTERTAINMENT CORP

0.00%

Shares30.1K

Event2026-06-30

Filed2026-07-20

GEV

GE VERNOVA INC

-0.19%

Shares531

Event2026-06-30

Filed2026-07-20

FORD MTR CO

0.00%

Shares43.9K

Event2026-06-30

Filed2026-07-20

TGT

TARGET CORP

6.34%

Shares4.6K

Event2026-06-30

Filed2026-07-20

NVS

NOVARTIS AG

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-20

GENERAL DYNAMICS CORP

2.18%

Shares1.6K

Event2026-06-30

Filed2026-07-20

OKE

ONEOK INC NEW

0.00%

Shares6.6K

Event2026-06-30

Filed2026-07-20

CISCO SYS INC

13.06%

Shares4.9K

Event2026-06-30

Filed2026-07-20

SCHB

SCHWAB STRATEGIC TR

0.79%

Shares19.7K

Event2026-06-30

Filed2026-07-20

NVDA

NVIDIA CORPORATION

0.04%

Shares2.8K

Event2026-06-30

Filed2026-07-20

EVEREST GROUP LTD

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-20

BMY

BRISTOL-MYERS SQUIBB CO

3.87%

Shares9.2K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.89%

Shares1.4K

Event2026-06-30

Filed2026-07-20

WFC

WELLS FARGO & CO

-0.20%

Shares5.9K

Event2026-06-30

Filed2026-07-20

CARR

CARRIER GLOBAL CORPORATION

-0.14%

Shares6.6K

Event2026-06-30

Filed2026-07-20

BP PLC

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-20

MPC

MARATHON PETE CORP

2.05%

Shares1.8K

Event2026-06-30

Filed2026-07-20

QQQ

INVESCO QQQ TR

10.71%

Shares620

Event2026-06-30

Filed2026-07-20

MDLZ

MONDELEZ INTL INC

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-20

PHILIP MORRIS INTL INC

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

DIS

DISNEY WALT CO

-2.66%

Shares4.4K

Event2026-06-30

Filed2026-07-20

3M CO

-0.82%

Shares2.6K

Event2026-06-30

Filed2026-07-20

WFC-PL

WELLS FARGO & CO

5.04%

Shares354

Event2026-06-30

Filed2026-07-20

EXC

EXELON CORP

-1.52%

Shares8.5K

Event2026-06-30

Filed2026-07-20

PPG

PPG INDS INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-20

AMZN

AMAZON COM INC

15.23%

Shares1.5K

Event2026-06-30

Filed2026-07-20

XLF

SELECT SECTOR SPDR TR

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-20

INTC

INTEL CORP

New

Shares2.5K

Event2026-06-30

Filed2026-07-20

GSK PLC

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-20

PLD

PROLOGIS INC.

0.00%

Shares2.4K

Event2026-06-30

Filed2026-07-20

DOMINION ENERGY INC

21.23%

Shares4.6K

Event2026-06-30

Filed2026-07-20

VANGUARD INDEX FDS

0.00%

Shares989

Event2026-06-30

Filed2026-07-20

ISHARES TR

0.00%

Shares400

Event2026-06-30

Filed2026-07-20

REALTY INCOME CORP

0.34%

Shares4.7K

Event2026-06-30

Filed2026-07-20

HPE

HEWLETT PACKARD ENTERPRISE C

New

Shares6.5K

Event2026-06-30

Filed2026-07-20

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-20

TEL

TE CONNECTIVITY PLC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-20

JPST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.7K

Event2026-06-30

Filed2026-07-20

SCHG

SCHWAB STRATEGIC TR

0.84%

Shares8.0K

Event2026-06-30

Filed2026-07-20

SCHM

SCHWAB STRATEGIC TR

0.21%

Shares7.2K

Event2026-06-30

Filed2026-07-20

QNITY ELECTRONICS INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-20

BAC-PL

BANK OF AMER CORP

0.00%

Shares210

Event2026-06-30

Filed2026-07-20

CORTEVA INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-20

IJH

ISHARES TR

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-20

ARLP

ALLIANCE RESOURCE PARTNERS L

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-20

JOHNSON CONTROLS INTERNATION

-0.40%

Shares1.7K

Event2026-06-30

Filed2026-07-20

ISHARES TR

-0.21%

Shares2.4K

Event2026-06-30

Filed2026-07-20

SCHO

SCHWAB STRATEGIC TR

-1.61%

Shares9.8K

Event2026-06-30

Filed2026-07-20

GIS

GENERAL MILLS INC

-7.07%

Shares6.6K

Event2026-06-30

Filed2026-07-20

CAG

CONAGRA BRANDS INC

-3.00%

Shares16.1K

Event2026-06-30

Filed2026-07-20

SCHA

SCHWAB STRATEGIC TR

New

Shares6.0K

Event2026-06-30

Filed2026-07-20

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares9.5K

Event2026-06-30

Filed2026-07-20

MEDTRONIC PLC

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-20

XLE

SELECT SECTOR SPDR TR

0.00%

Shares3.9K

Event2026-06-30

Filed2026-07-20

AXP

AMERICAN EXPRESS CO

New

Shares600

Event2026-06-30

Filed2026-07-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available