13F Insight
DOSSIER · 13F-HR · Q2 2026

Aull & Monroe Investment Management Corp

$239M in tracked AUM across 126 positions as of Q2 2026.

A&
CIK 0001387615 · last filed Jun 30, 2026
Total AUM
$239M
as of Q2 2026
Holdings
126
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Aull & Monroe Investment Management Corp filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CAT
CATERPILLAR INC
$17M16K7.2%02
LLY
ELI LILLY & CO
$11M9K4.7%03
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$11M11K4.4%04
DE
DEERE & CO
$8M13K3.3%05
JNJ
JOHNSON & JOHNSON
$8M31K3.2%06
SO
SOUTHERN CO
$8M78K3.1%07
GLW
CORNING INC
$7M29K3.1%08
CMI
CUMMINS INC
$7M10K2.9%09
CSX
CSX CORP
$6M136K2.7%10
XOM
EXXON MOBIL CORP
$5M40K2.3%

Filing history

2026Q2Jun 30
$239M▲ 11.1%
126 positionsView →2026Q1Mar 31
$215M▲ 7.9%
125 positionsView →2025Q4Dec 31
$200M▲ 1.8%
120 positionsView →2025Q3Sep 30
$196M▲ 5.1%
124 positionsView →2025Q2Jun 30
$186M▼ 7.3%
123 positionsLocked2025Q1Mar 31
$201M▲ 2.5%
122 positionsLocked2024Q4Dec 31
$196M▼ 9.0%
124 positionsLocked2024Q3Sep 30
$216M▲ 5.5%
130 positionsLocked2024Q2Jun 30
$204M▼ 6.6%
126 positionsLocked2024Q1Mar 31
$219M▲ 7.9%
133 positionsLocked2023Q4Dec 31
$203M▲ 5.8%
129 positionsLocked2023Q3Sep 30
$192M▼ 3.6%
129 positionsLocked
Showing 12 of 73