Sponsored

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

Currently, Aull & Monroe Investment Management Corp holds 125 types of securities in its portfolio with a total value $215.3M. In the most recent quarter, they have increased their positions in N/A (+10.0K shares, valued at $911.9K), SNDK (+666 shares, valued at $423.1K), AGG (+2.4K shares, valued at $239.1K); decreased their positions in CAT (-678 shares, valued at $480.3K), SPY (-320 shares, valued at $208.1K), LLY (-212 shares, valued at $195.0K); initiated new positions in N/A (+10.0K shares, valued at $911.9K), SNDK (+666 shares, valued at $423.1K), AGG (+2.4K shares, valued at $239.1K).

1M P&L

+4.7M+2.33%

3M P&L

+3.0M+1.47%

HY P&L

+26.4M+14.80%

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 - General24.8M

12.7%

2Farm & Heavy Construction Machinery18.7M

9.6%

3Oil & Gas Integrated14.8M

7.6%

Top Industries by Stock Count

1N/A18 stocks

16.1%

2Drug Manufacturers - General7 stocks

6.3%

3Oil & Gas Midstream6 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CAT CATERPILLAR INC16.5K shares-3.95%2026-03-312026-04-21

LLY ELI LILLY & CO9.4K shares-2.22%2026-03-312026-04-21

SO SOUTHERN CO78.1K shares1.60%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON30.6K shares1.60%2026-03-312026-04-21

DE DEERE & CO12.5K shares-2.34%2026-03-312026-04-21

XOM EXXON MOBIL CORP40.0K shares-0.50%2026-03-312026-04-21

CME CME GROUP INC22.5K shares0.00%2026-03-312026-04-21

CSX CSX CORP136.2K shares-1.98%2026-03-312026-04-21

Sponsored

CBOE CBOE GLOBAL MKTS INC18.8K shares0.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW40.1K shares1.26%2026-03-312026-04-21

CMI CUMMINS INC9.6K shares-0.33%2026-03-312026-04-21

CVX CHEVRON CORPORATION24.2K shares-0.64%2026-03-312026-04-21

NEE NEXTERA ENERGY INC51.2K shares-0.96%2026-03-312026-04-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL11.1K shares-0.85%2026-03-312026-04-21

PG PROCTER & GAMBLE CO29.1K shares3.59%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO14.3K shares0.18%2026-03-312026-04-21

Sponsored

GLW CORNING INC28.7K shares-0.69%2026-03-312026-04-21

MSFT MICROSOFT CORP9.9K shares0.07%2026-03-312026-04-21

HD HOME DEPOT INC10.5K shares-1.87%2026-03-312026-04-21

AMGN AMGEN INC9.4K shares0.00%2026-03-312026-04-21

ABBV ABBVIE INC14.6K shares-0.33%2026-03-312026-04-21

ADP AUTOMATIC DATA PROCESSING IN15.4K shares-0.97%2026-03-312026-04-21

WM WASTE MGMT INC DEL13.3K shares-1.11%2026-03-312026-04-21

T AT&T INC103.2K shares0.98%2026-03-312026-04-21

Sponsored

RTX RTX CORPORATION14.5K shares1.43%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.9K shares-0.34%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC54.0K shares-0.35%2026-03-312026-04-21

BAC BANK AMERICA CORP55.1K shares-0.36%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T4.1K shares-7.19%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC7.4K shares-1.39%2026-03-312026-04-21

PEP PEPSICO INC15.1K shares1.89%2026-03-312026-04-21

COP CONOCOPHILLIPS17.4K shares2.84%2026-03-312026-04-21

Sponsored

ITW ILLINOIS TOOL WKS INC8.4K shares-1.18%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP3.6K shares4.55%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC17.4K shares5.58%2026-03-312026-04-21

UNP UNION PAC CORP8.4K shares0.90%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS8.4K shares-2.04%2026-03-312026-04-21

RF REGIONS FINANCIAL CORP NEW77.5K shares1.27%2026-03-312026-04-21

EMR EMERSON ELEC CO14.9K shares0.50%2026-03-312026-04-21

RY ROYAL BK CDA11.9K shares0.42%2026-03-312026-04-21

Sponsored

KO COCA COLA CO25.0K shares-0.40%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND3.5K shares-7.16%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO19.1K shares-0.78%2026-03-312026-04-21

ET ENERGY TRANSFER L P83.0K shares0.00%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR58.9K shares1.07%2026-03-312026-04-21

NFG NATIONAL FUEL GAS CO15.2K shares-0.10%2026-03-312026-04-21

MCD MCDONALDS CORP4.6K shares0.00%2026-03-312026-04-21

AAPL APPLE INC5.4K shares0.00%2026-03-312026-04-21

Sponsored

LOW LOWES COS INC5.7K shares8.76%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L33.0K shares0.00%2026-03-312026-04-21

BA BOEING CO6.2K shares-3.11%2026-03-312026-04-21

WMT WALMART INC9.8K shares0.05%2026-03-312026-04-21

PFE PFIZER INC38.4K shares-2.79%2026-03-312026-04-21

CM CANADIAN IMPERIAL BANK OF CO11.0K shares0.00%2026-03-312026-04-21

ABT ABBOTT LABORATORIES10.1K shares-0.98%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC10.0K shares1.83%2026-03-312026-04-21

Sponsored

SHEL SHELL PLC10.0K shares-3.88%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP3.2K shares0.00%2026-03-312026-04-21

TOTALENERGIES SE TOTALENERGIES SE10.0K sharesnew addition2026-03-312026-04-21

KMI KINDER MORGAN INC DEL24.8K shares-1.19%2026-03-312026-04-21

ENB ENBRIDGE INC14.5K shares0.00%2026-03-312026-04-21

PSX PHILLIPS 664.2K shares0.00%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP2.7K shares0.00%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC5.7K shares18.34%2026-03-312026-04-21

Sponsored

QCOM QUALCOMM INC5.4K shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE2.4K shares0.00%2026-03-312026-04-21

TFC TRUIST FINL CORP14.1K shares15.94%2026-03-312026-04-21

ADM ARCHER DANIELS MIDLAND CO8.6K shares0.00%2026-03-312026-04-21

OKE ONEOK INC NEW6.6K shares0.00%2026-03-312026-04-21

BP BP PLC12.5K shares0.00%2026-03-312026-04-21

NVS NOVARTIS AG3.8K shares0.00%2026-03-312026-04-21

DKS DICKS SPORTING GOODS INC2.9K shares0.00%2026-03-312026-04-21

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares0.00%2026-03-312026-04-21

WDC WESTERN DIGITAL CORP2.0K shares0.00%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO8.9K shares0.00%2026-03-312026-04-21

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP30.1K shares0.00%2026-03-312026-04-21

TGT TARGET CORP4.3K shares-4.41%2026-03-312026-04-21

F FORD MTR CO43.9K shares8.41%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR19.6K shares0.01%2026-03-312026-04-21

EG EVEREST GROUP LTD1.5K shares0.00%2026-03-312026-04-21

Sponsored

NVDA NVIDIA CORPORATION2.8K shares0.00%2026-03-312026-04-21

WFC WELLS FARGO & CO5.9K shares0.00%2026-03-312026-04-21

GEV GE VERNOVA INC532 shares0.00%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC7.9K shares-4.83%2026-03-312026-04-21

DIS DISNEY WALT CO4.5K shares-6.17%2026-03-312026-04-21

VTI VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-21

MPC MARATHON PETE CORP1.8K shares0.00%2026-03-312026-04-21

SNDK SANDISK CORP666 sharesnew addition2026-03-312026-04-21

Sponsored

EXC EXELON CORP8.6K shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC2.4K shares11.97%2026-03-312026-04-21

WFC-PL WELLS FARGO & CO337 shares11.22%2026-03-312026-04-21

CARR CARRIER GLOBAL CORPORATION6.6K shares10.11%2026-03-312026-04-21

MMM 3M CO2.6K shares0.00%2026-03-312026-04-21

GSK PLC GSK PLC6.4K shares0.00%2026-03-312026-04-21

PPG PPG INDS INC3.2K shares0.00%2026-03-312026-04-21

CSCO CISCO SYS INC4.3K shares0.00%2026-03-312026-04-21

Sponsored

XLF SELECT SECTOR SPDR TR6.7K shares0.00%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR560 shares0.00%2026-03-312026-04-21

PLD PROLOGIS INC.2.4K shares0.00%2026-03-312026-04-21

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.4K shares0.00%2026-03-312026-04-21

ARLP ALLIANCE RESOURCE PARTNERS L10.7K shares0.00%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F5.7K shares-14.87%2026-03-312026-04-21

O REALTY INCOME CORP4.7K shares0.34%2026-03-312026-04-21

AMZN AMAZON COM INC1.3K shares0.00%2026-03-312026-04-21

Sponsored

PRA PROASSURANCE CORP11.0K shares0.00%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS1.2K shares3.81%2026-03-312026-04-21

GIS GENERAL MILLS INC7.1K shares0.00%2026-03-312026-04-21

IVV ISHARES TR400 shares0.00%2026-03-312026-04-21

CAG CONAGRA BRANDS INC16.6K shares0.61%2026-03-312026-04-21

CTVA CORTEVA INC3.1K shares0.00%2026-03-312026-04-21

VB VANGUARD INDEX FDS989 shares0.00%2026-03-312026-04-21

BAC-PL BANK AMERICA CORP210 shares0.00%2026-03-312026-04-21

Sponsored

SCHO SCHWAB STRATEGIC TR10.0K shares-3.20%2026-03-312026-04-21

AGG ISHARES TR2.4K sharesnew addition2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR3.9K sharesnew addition2026-03-312026-04-21

DOW DOW HLDGS INC5.7K sharesnew addition2026-03-312026-04-21

D DOMINION ENERGY INC3.8K shares8.65%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR7.9K shares7.60%2026-03-312026-04-21

IJH ISHARES TR3.4K shares0.00%2026-03-312026-04-21

JCI JOHNSON CONTROLS INTERNATION1.7K sharesnew addition2026-03-312026-04-21

Sponsored

MEDTRONIC PLC MEDTRONIC PLC2.6K shares0.00%2026-03-312026-04-21

NEM NEWMONT CORP2.1K sharesnew addition2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR7.2K shares1.56%2026-03-312026-04-21

OTIS OTIS WORLDWIDE CORP2.8K shares0.00%2026-03-312026-04-21

PAA PLAINS ALL AMERN PIPELINE L9.5K sharesnew addition2026-03-312026-04-21

CAT

CATERPILLAR INC

-3.95%

Shares16.5K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

-2.22%

Shares9.4K

Event2026-03-31

Filed2026-04-21

SOUTHERN CO

1.60%

Shares78.1K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

1.60%

Shares30.6K

Event2026-03-31

Filed2026-04-21

DEERE & CO

-2.34%

Shares12.5K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-0.50%

Shares40.0K

Event2026-03-31

Filed2026-04-21

CME

CME GROUP INC

0.00%

Shares22.5K

Event2026-03-31

Filed2026-04-21

CSX

CSX CORP

-1.98%

Shares136.2K

Event2026-03-31

Filed2026-04-21

CBOE

CBOE GLOBAL MKTS INC

0.00%

Shares18.8K

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW

1.26%

Shares40.1K

Event2026-03-31

Filed2026-04-21

CMI

CUMMINS INC

-0.33%

Shares9.6K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-0.64%

Shares24.2K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

-0.96%

Shares51.2K

Event2026-03-31

Filed2026-04-21

SEAGATE TECHNOLOGY HLDNGS PL

-0.85%

Shares11.1K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

3.59%

Shares29.1K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

0.18%

Shares14.3K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

-0.69%

Shares28.7K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

0.07%

Shares9.9K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

-1.87%

Shares10.5K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-0.33%

Shares14.6K

Event2026-03-31

Filed2026-04-21

ADP

AUTOMATIC DATA PROCESSING IN

-0.97%

Shares15.4K

Event2026-03-31

Filed2026-04-21

WASTE MGMT INC DEL

-1.11%

Shares13.3K

Event2026-03-31

Filed2026-04-21

AT&T INC

0.98%

Shares103.2K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

1.43%

Shares14.5K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

-0.34%

Shares5.9K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

-0.35%

Shares54.0K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

-0.36%

Shares55.1K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-7.19%

Shares4.1K

Event2026-03-31

Filed2026-04-21

EATON CORP PLC

-1.39%

Shares7.4K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

1.89%

Shares15.1K

Event2026-03-31

Filed2026-04-21

COP

CONOCOPHILLIPS

2.84%

Shares17.4K

Event2026-03-31

Filed2026-04-21

ITW

ILLINOIS TOOL WKS INC

-1.18%

Shares8.4K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

4.55%

Shares3.6K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

5.58%

Shares17.4K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

0.90%

Shares8.4K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

-2.04%

Shares8.4K

Event2026-03-31

Filed2026-04-21

REGIONS FINANCIAL CORP NEW

1.27%

Shares77.5K

Event2026-03-31

Filed2026-04-21

EMR

EMERSON ELEC CO

0.50%

Shares14.9K

Event2026-03-31

Filed2026-04-21

ROYAL BK CDA

0.42%

Shares11.9K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

-0.40%

Shares25.0K

Event2026-03-31

Filed2026-04-21

DIA

STATE STR SPDR DOW JONES IND

-7.16%

Shares3.5K

Event2026-03-31

Filed2026-04-21

COLGATE PALMOLIVE CO

-0.78%

Shares19.1K

Event2026-03-31

Filed2026-04-21

ENERGY TRANSFER L P

0.00%

Shares83.0K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

1.07%

Shares58.9K

Event2026-03-31

Filed2026-04-21

NFG

NATIONAL FUEL GAS CO

-0.10%

Shares15.2K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC

8.76%

Shares5.7K

Event2026-03-31

Filed2026-04-21

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares33.0K

Event2026-03-31

Filed2026-04-21

BOEING CO

-3.11%

Shares6.2K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

0.05%

Shares9.8K

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC

-2.79%

Shares38.4K

Event2026-03-31

Filed2026-04-21

CANADIAN IMPERIAL BANK OF CO

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

-0.98%

Shares10.1K

Event2026-03-31

Filed2026-04-21

UPS

UNITED PARCEL SVCS INC

1.83%

Shares10.0K

Event2026-03-31

Filed2026-04-21

SHEL

SHELL PLC

-3.88%

Shares10.0K

Event2026-03-31

Filed2026-04-21

NSC

NORFOLK SOUTHN CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

TOTALENERGIES SE

New

Shares10.0K

Event2026-03-31

Filed2026-04-21

KMI

KINDER MORGAN INC DEL

-1.19%

Shares24.8K

Event2026-03-31

Filed2026-04-21

ENB

ENBRIDGE INC

0.00%

Shares14.5K

Event2026-03-31

Filed2026-04-21

PSX

PHILLIPS 66

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-21

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

AEP

AMERICAN ELEC PWR CO INC

18.34%

Shares5.7K

Event2026-03-31

Filed2026-04-21

QCOM

QUALCOMM INC

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-21

GE AEROSPACE

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

TFC

TRUIST FINL CORP

15.94%

Shares14.1K

Event2026-03-31

Filed2026-04-21

ADM

ARCHER DANIELS MIDLAND CO

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-21

OKE

ONEOK INC NEW

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-21

BP PLC

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-21

NVS

NOVARTIS AG

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-21

DKS

DICKS SPORTING GOODS INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-21

WDC

WESTERN DIGITAL CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-21

SIX FLAGS ENTERTAINMENT CORP

0.00%

Shares30.1K

Event2026-03-31

Filed2026-04-21

TGT

TARGET CORP

-4.41%

Shares4.3K

Event2026-03-31

Filed2026-04-21

FORD MTR CO

8.41%

Shares43.9K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

0.01%

Shares19.6K

Event2026-03-31

Filed2026-04-21

EVEREST GROUP LTD

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO & CO

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

0.00%

Shares532

Event2026-03-31

Filed2026-04-21

MDLZ

MONDELEZ INTL INC

-4.83%

Shares7.9K

Event2026-03-31

Filed2026-04-21

DIS

DISNEY WALT CO

-6.17%

Shares4.5K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

MPC

MARATHON PETE CORP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

SNDK

SANDISK CORP

New

Shares666

Event2026-03-31

Filed2026-04-21

EXC

EXELON CORP

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

11.97%

Shares2.4K

Event2026-03-31

Filed2026-04-21

WFC-PL

WELLS FARGO & CO

11.22%

Shares337

Event2026-03-31

Filed2026-04-21

CARR

CARRIER GLOBAL CORPORATION

10.11%

Shares6.6K

Event2026-03-31

Filed2026-04-21

MMM

3M CO

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

GSK PLC

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-21

PPG

PPG INDS INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-21

XLF

SELECT SECTOR SPDR TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

0.00%

Shares560

Event2026-03-31

Filed2026-04-21

PLD

PROLOGIS INC.

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

TE CONNECTIVITY PLC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

ARLP

ALLIANCE RESOURCE PARTNERS L

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-21

JPST

J P MORGAN EXCHANGE TRADED F

-14.87%

Shares5.7K

Event2026-03-31

Filed2026-04-21

REALTY INCOME CORP

0.34%

Shares4.7K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

PRA

PROASSURANCE CORP

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

3.81%

Shares1.2K

Event2026-03-31

Filed2026-04-21

GIS

GENERAL MILLS INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

0.00%

Shares400

Event2026-03-31

Filed2026-04-21

CAG

CONAGRA BRANDS INC

0.61%

Shares16.6K

Event2026-03-31

Filed2026-04-21

CTVA

CORTEVA INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares989

Event2026-03-31

Filed2026-04-21

BAC-PL

BANK AMERICA CORP

0.00%

Shares210

Event2026-03-31

Filed2026-04-21

SCHO

SCHWAB STRATEGIC TR

-3.20%

Shares10.0K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

New

Shares3.9K

Event2026-03-31

Filed2026-04-21

DOW

DOW HLDGS INC

New

Shares5.7K

Event2026-03-31

Filed2026-04-21

DOMINION ENERGY INC

8.65%

Shares3.8K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

7.60%

Shares7.9K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-21

JCI

JOHNSON CONTROLS INTERNATION

New

Shares1.7K

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

NEM

NEWMONT CORP

New

Shares2.1K

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

1.56%

Shares7.2K

Event2026-03-31

Filed2026-04-21

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-21

PAA

PLAINS ALL AMERN PIPELINE L

New

Shares9.5K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available