13F Insight
DOSSIER · 13F-HR · Q3 2026

Aull & Monroe Investment Management Corp

$231M in tracked AUM across 125 positions as of Q3 2026.

A&
CIK 0001387615 · last filed Sep 30, 2026
Total AUM
$231M
as of Q3 2026
Holdings
125
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Aull & Monroe Investment Management Corp filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
CAT
CATERPILLAR INC
$13M16K5.6%02
LLY
ELI LILLY & CO
$11M9K4.7%03
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$10M11K4.3%04
DE
DEERE & CO
$8M12K3.6%05
JNJ
JOHNSON & JOHNSON
$8M30K3.5%06
XOM
EXXONMOBIL HOLDINGS CORP
$7M40K2.8%07
SO
SOUTHERN CO
$6M76K2.7%08
CSX
CSX CORP
$6M135K2.7%09
CME
CME GROUP INC
$6M23K2.6%10
CBOE
CBOE GLOBAL MKTS INC
$5M19K2.3%

Filing history

2026Q3Sep 30
$231M▼ 3.6%
125 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 74