Aull & Monroe Investment Management Corp
CIK 0001387615 · MOBILE, AL · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$239.2M
2026 Q2
Positions
126
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CAT
CATERPILLAR INC
7.2%
LLY
ELI LILLY & CO
4.7%
STX
SEAGATE TECHNOLOGY HLDNGS PL
4.4%
DE
DEERE & CO
3.3%
JNJ
JOHNSON & JOHNSON
3.2%
SO
SOUTHERN CO
3.1%
GLW
CORNING INC
3.1%
CMI
CUMMINS INC
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.