The Analysis of Aull & Monroe Investment Management Corp's Holdings
Currently, Aull & Monroe Investment Management Corp holds 120 types of securities in its portfolio with a total value $199.6M. In the most recent quarter, they have increased their positions in N/A (+2.6K shares, valued at $252.3K), AXP (+600 shares, valued at $222.0K), MCO (+400 shares, valued at $204.3K); decreased their positions in CAT (-745 shares, valued at $426.8K), N/A (-423 shares, valued at $212.6K), LLY (-129 shares, valued at $138.6K); initiated new positions in N/A (+2.6K shares, valued at $252.3K), AXP (+600 shares, valued at $222.0K), MCO (+400 shares, valued at $204.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
LLY ELI LILLY & CO9.6K shares-1.33%2025-12-312026-01-09
CAT CATERPILLAR INC17.1K shares-4.16%2025-12-312026-01-09 SO SOUTHERN CO76.8K shares-1.11%2025-12-312026-01-09 JNJ JOHNSON & JOHNSON30.1K shares0.35%2025-12-312026-01-09 CME CME GROUP INC22.5K shares0.00%2025-12-312026-01-09 DE DEERE & CO12.8K shares0.40%2025-12-312026-01-09 CSX CSX CORP138.9K shares0.48%2025-12-312026-01-09 CMI CUMMINS INC9.6K shares-0.18%2025-12-312026-01-09 XOM EXXON MOBIL CORP40.2K shares-0.12%2025-12-312026-01-09 MSFT MICROSOFT CORP9.9K shares1.03%2025-12-312026-01-09 CBOE CBOE GLOBAL MKTS INC18.8K shares0.00%2025-12-312026-01-09 JPM JPMORGAN CHASE & CO.14.2K shares1.25%2025-12-312026-01-09 NEE NEXTERA ENERGY INC51.7K shares0.14%2025-12-312026-01-09 PG PROCTER AND GAMBLE CO28.1K shares0.25%2025-12-312026-01-09 ADP AUTOMATIC DATA PROCESSING IN15.5K shares0.65%2025-12-312026-01-09 CVX CHEVRON CORP NEW24.4K shares0.97%2025-12-312026-01-09 HD HOME DEPOT INC10.7K shares-0.92%2025-12-312026-01-09 ABBV ABBVIE INC14.6K shares-0.04%2025-12-312026-01-09 AMGN AMGEN INC9.4K shares-0.01%2025-12-312026-01-09 BAC BANK AMERICA CORP55.3K shares0.71%2025-12-312026-01-09 SPY SPDR S&P 500 ETF TR4.4K shares2.65%2025-12-312026-01-09 WM WASTE MGMT INC DEL13.5K shares0.23%2025-12-312026-01-09 RTX RTX CORPORATION14.3K shares-0.46%2025-12-312026-01-09 IBM INTERNATIONAL BUSINESS MACHS8.6K shares-0.12%2025-12-312026-01-09 T AT&T INC102.2K shares-1.39%2025-12-312026-01-09 GLW CORNING INC28.9K shares0.00%2025-12-312026-01-09 VZ VERIZON COMMUNICATIONS INC54.1K shares-0.90%2025-12-312026-01-09 PEP PEPSICO INC14.8K shares-0.24%2025-12-312026-01-09 ITW ILLINOIS TOOL WKS INC8.5K shares1.18%2025-12-312026-01-09 RF REGIONS FINANCIAL CORP NEW76.5K shares0.38%2025-12-312026-01-09 RY ROYAL BK CDA11.8K shares0.00%2025-12-312026-01-09 EMR EMERSON ELEC CO14.9K shares0.68%2025-12-312026-01-09 UNP UNION PAC CORP8.3K shares-0.71%2025-12-312026-01-09 DIA SPDR DOW JONES INDL AVERAGE3.8K shares4.09%2025-12-312026-01-09 KO COCA COLA CO25.1K shares0.03%2025-12-312026-01-09 LMT LOCKHEED MARTIN CORP3.4K shares0.00%2025-12-312026-01-09 COP CONOCOPHILLIPS16.9K shares1.20%2025-12-312026-01-09 SCHX SCHWAB STRATEGIC TR58.3K shares2.89%2025-12-312026-01-09 CL COLGATE PALMOLIVE CO19.2K shares-1.66%2025-12-312026-01-09 AAPL APPLE INC5.4K shares-2.86%2025-12-312026-01-09 BA BOEING CO6.4K shares0.00%2025-12-312026-01-09 MCD MCDONALDS CORP4.6K shares2.58%2025-12-312026-01-09 ET ENERGY TRANSFER L P83.0K shares-1.10%2025-12-312026-01-09 ABT ABBOTT LABS10.2K shares0.65%2025-12-312026-01-09 LOW LOWES COS INC5.3K shares-8.46%2025-12-312026-01-09 NFG NATIONAL FUEL GAS CO15.2K shares1.33%2025-12-312026-01-09 WMT WALMART INC9.8K shares1.56%2025-12-312026-01-09 EPD ENTERPRISE PRODS PARTNERS L33.0K shares0.00%2025-12-312026-01-09 CM CANADIAN IMPERIAL BANK OF CO11.0K shares0.00%2025-12-312026-01-09 PFE PFIZER INC39.5K shares1.81%2025-12-312026-01-09 UPS UNITED PARCEL SERVICE INC9.8K shares-0.10%2025-12-312026-01-09 CEG CONSTELLATION ENERGY CORP2.7K shares-1.91%2025-12-312026-01-09 QCOM QUALCOMM INC5.4K shares1.40%2025-12-312026-01-09 NSC NORFOLK SOUTHN CORP3.2K shares0.00%2025-12-312026-01-09 SHEL SHELL PLC10.4K shares-0.95%2025-12-312026-01-09 GE AEROSPACE GE AEROSPACE2.4K shares0.00%2025-12-312026-01-09 ENB ENBRIDGE INC14.5K shares-1.69%2025-12-312026-01-09 KMI KINDER MORGAN INC DEL25.1K shares-2.59%2025-12-312026-01-09 TFC TRUIST FINL CORP12.2K shares-1.09%2025-12-312026-01-09 DKS DICKS SPORTING GOODS INC2.9K shares0.00%2025-12-312026-01-09 AEP AMERICAN ELEC PWR CO INC4.9K shares2.10%2025-12-312026-01-09 WFC WELLS FARGO CO NEW5.9K shares-4.98%2025-12-312026-01-09 DIS DISNEY WALT CO4.8K shares-0.33%2025-12-312026-01-09 PSX PHILLIPS 664.2K shares2.42%2025-12-312026-01-09 F FORD MTR CO40.5K shares0.00%2025-12-312026-01-09 NVDA NVIDIA CORPORATION2.8K shares-14.69%2025-12-312026-01-09 NVS NOVARTIS AG3.8K shares0.00%2025-12-312026-01-09 SCHB SCHWAB STRATEGIC TR19.6K shares-1.01%2025-12-312026-01-09 EG EVEREST GROUP LTD1.5K shares0.00%2025-12-312026-01-09 ADM ARCHER DANIELS MIDLAND CO8.6K shares0.00%2025-12-312026-01-09 OKE ONEOK INC NEW6.6K shares0.00%2025-12-312026-01-09 BMY BRISTOL-MYERS SQUIBB CO8.9K shares-14.87%2025-12-312026-01-09 VTI VANGUARD INDEX FDS1.3K shares-0.74%2025-12-312026-01-09 MDLZ MONDELEZ INTL INC8.3K shares-5.69%2025-12-312026-01-09 TGT TARGET CORP4.5K shares-21.32%2025-12-312026-01-09 BP BP PLC12.5K shares0.00%2025-12-312026-01-09 MMM 3M CO2.6K shares0.00%2025-12-312026-01-09 EXC EXELON CORP8.6K shares0.00%2025-12-312026-01-09 XLF SELECT SECTOR SPDR TR6.7K shares0.00%2025-12-312026-01-09 WFC-PL WELLS FARGO CO NEW303 shares0.00%2025-12-312026-01-09 GEV GE VERNOVA INC532 shares0.00%2025-12-312026-01-09 PM PHILIP MORRIS INTL INC2.2K shares0.00%2025-12-312026-01-09 WDC WESTERN DIGITAL CORP2.0K shares0.00%2025-12-312026-01-09 JPST J P MORGAN EXCHANGE TRADED F6.7K shares0.00%2025-12-312026-01-09 CSCO CISCO SYS INC4.3K shares8.15%2025-12-312026-01-09 GIS GENERAL MLS INC7.1K shares-5.67%2025-12-312026-01-09 PPG PPG INDS INC3.2K shares0.00%2025-12-312026-01-09 CARR CARRIER GLOBAL CORPORATION6.0K shares0.00%2025-12-312026-01-09 GSK PLC GSK PLC6.4K shares-1.23%2025-12-312026-01-09 AMZN AMAZON COM INC1.3K shares-12.87%2025-12-312026-01-09 PLD PROLOGIS INC.2.4K shares0.00%2025-12-312026-01-09 MPC MARATHON PETE CORP1.8K shares0.00%2025-12-312026-01-09 CAG CONAGRA BRANDS INC16.5K shares-11.09%2025-12-312026-01-09 IVV ISHARES TR400 shares0.00%2025-12-312026-01-09 PRA PROASSURANCE CORP11.0K shares0.00%2025-12-312026-01-09 O REALTY INCOME CORP4.7K shares0.36%2025-12-312026-01-09 BAC-PL BANK AMERICA CORP210 shares0.00%2025-12-312026-01-09 VIG VANGUARD SPECIALIZED FUNDS1.2K shares14.56%2025-12-312026-01-09 VB VANGUARD INDEX FDS989 shares0.00%2025-12-312026-01-09 MEDTRONIC PLC MEDTRONIC PLC2.6K sharesnew addition2025-12-312026-01-09 SCHO SCHWAB STRATEGIC TR10.3K shares-0.86%2025-12-312026-01-09 ARLP ALLIANCE RESOURCE PARTNERS L10.7K shares0.00%2025-12-312026-01-09 OTIS OTIS WORLDWIDE CORP2.8K shares0.00%2025-12-312026-01-09 SCHG SCHWAB STRATEGIC TR7.3K shares7.57%2025-12-312026-01-09 IJH ISHARES TR3.4K shares0.00%2025-12-312026-01-09 AXP AMERICAN EXPRESS CO600 sharesnew addition2025-12-312026-01-09 BR BROADRIDGE FINL SOLUTIONS IN976 shares0.00%2025-12-312026-01-09 SCHM SCHWAB STRATEGIC TR7.1K shares1.66%2025-12-312026-01-09 CTVA CORTEVA INC3.1K shares0.00%2025-12-312026-01-09 MCO MOODYS CORP400 sharesnew addition2025-12-312026-01-09 D DOMINION ENERGY INC3.5K shares0.00%2025-12-312026-01-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available