Aull & Monroe Investment Management Corp Top Holdings and 13F Report (2025) About Aull & Monroe Investment Management CorpInvestment ActivityAull & Monroe Investment Management Corp has $186.39 million in total holdings as of June 30, 2025.Aull & Monroe Investment Management Corp owns shares of 123 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 0.73% of the portfolio was purchased this quarter.About 11.32% of the portfolio was sold this quarter.This quarter, Aull & Monroe Investment Management Corp has purchased 122 new stocks and bought additional shares in 4 stocks.Aull & Monroe Investment Management Corp sold shares of 86 stocks and completely divested from 4 stocks this quarter.Largest Holdings Eli Lilly and Company $7,566,898Caterpillar $7,117,359Southern $7,092,803Deere & Company $6,668,889CME Group $6,202,828 Largest New Holdings this Quarter 36828A101 - GE VERNOVA INC $281,508 Holding494368103 - Kimberly-Clark $225,610 Holding921908844 - Vanguard Dividend Appreciation ETF $210,810 Holding464287507 - iShares Core S&P Mid-Cap ETF $209,318 Holding615369105 - Moody's $200,636 Holding Largest Purchases this Quarter GE VERNOVA INC 532 shares (about $281.51K)Kimberly-Clark 1,750 shares (about $225.61K)Vanguard Dividend Appreciation ETF 1,030 shares (about $210.81K)iShares Core S&P Mid-Cap ETF 3,375 shares (about $209.32K)Moody's 400 shares (about $200.64K) Largest Sales this Quarter Automatic Data Processing 3,730 shares (about $1.15M)Caterpillar 2,781 shares (about $1.08M)Deere & Company 1,666 shares (about $847.15K)Home Depot 2,030 shares (about $744.28K)Cummins 2,205 shares (about $722.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAull & Monroe Investment Management Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLLYEli Lilly and Company$7,566,898$280,631 ▼-3.6%9,7074.1%MedicalCATCaterpillar$7,117,359$1,079,599 ▼-13.2%18,3343.8%IndustrialsSOSouthern$7,092,803$286,970 ▼-3.9%77,2383.8%UtilitiesDEDeere & Company$6,668,889$847,150 ▼-11.3%13,1153.6%IndustrialsCMECME Group$6,202,8280.0%22,5053.3%FinanceMSFTMicrosoft$4,880,090$562,571 ▼-10.3%9,8112.6%Computer and TechnologyADPAutomatic Data Processing$4,827,694$1,150,332 ▼-19.2%15,6542.6%Computer and TechnologyDUKDuke Energy$4,574,860$490,762 ▼-9.7%38,7702.5%UtilitiesCSXCSX$4,560,630$612,563 ▼-11.8%139,7682.4%TransportationJNJJohnson & Johnson$4,454,648$382,791 ▼-7.9%29,1632.4%MedicalPGProcter & Gamble$4,416,988$664,842 ▼-13.1%27,7242.4%Consumer StaplesCBOECboe Global Markets$4,378,2850.0%18,7742.3%Financial ServicesXOMExxon Mobil$4,277,540$102,519 ▼-2.3%39,6802.3%EnergyHDHome Depot$4,239,092$744,279 ▼-14.9%11,5622.3%Retail/WholesaleNEENextEra Energy$3,923,132$37,070 ▼-0.9%56,5132.1%UtilitiesJPMJPMorgan Chase & Co.$3,818,695$419,500 ▼-9.9%13,1722.0%FinanceCVXChevron$3,392,941$326,478 ▼-8.8%23,6951.8%EnergyCMICummins$3,243,560$722,138 ▼-18.2%9,9041.7%Auto/Tires/TrucksWMWaste Management$3,126,368$534,066 ▼-14.6%13,6631.7%Business ServicesTAT&T$3,023,448$285,059 ▼-8.6%104,4731.6%Computer and TechnologyBRK.BBerkshire Hathaway$3,010,317$672,306 ▼-18.3%6,1971.6%FinanceABBVAbbVie$2,792,653$639,461 ▼-18.6%15,0451.5%MedicalBACBank of America$2,727,809$285,529 ▼-9.5%57,6461.5%FinanceSPYSPDR S&P 500 ETF Trust$2,671,5830.0%4,3241.4%FinanceAMGNAmgen$2,592,186$315,507 ▼-10.9%9,2841.4%MedicalETNEaton$2,562,831$356,990 ▼-12.2%7,1791.4%IndustrialsIBMInternational Business Machines$2,561,343$512,917 ▼-16.7%8,6891.4%Computer and TechnologyVZVerizon Communications$2,323,383$50,539 ▼-2.1%53,6951.2%Computer and TechnologyRTXRTX$2,129,556$427,109 ▼-16.7%14,5841.1%AerospaceITWIllinois Tool Works$2,069,977$65,769 ▼-3.1%8,3721.1%IndustrialsPEPPepsiCo$1,981,260$346,605 ▼-14.9%15,0051.1%Consumer StaplesEMREmerson Electric$1,976,217$293,326 ▼-12.9%14,8221.1%IndustrialsUNPUnion Pacific$1,918,637$161,056 ▼-7.7%8,3391.0%TransportationCLColgate-Palmolive$1,831,544$256,065 ▼-12.3%20,1491.0%Consumer StaplesRFRegions Financial$1,827,645$191,335 ▼-9.5%77,7061.0%FinanceKOCocaCola$1,778,089$36,436 ▼-2.0%25,1321.0%Consumer StaplesSTXSeagate Technology$1,669,898$447,423 ▼-21.1%11,5700.9%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$1,614,9820.0%3,6650.9%FinanceRYRoyal Bank Of Canada$1,558,736$315,720 ▼-16.8%11,8490.8%FinanceGLWCorning$1,555,034$231,396 ▼-13.0%29,5690.8%Computer and TechnologyCOPConocoPhillips$1,548,464$244,990 ▼-13.7%17,2550.8%EnergyETEnergy Transfer$1,524,080$416,990 ▼-21.5%84,0640.8%EnergyLMTLockheed Martin$1,460,744$13,894 ▼-0.9%3,1540.8%AerospaceABTAbbott Laboratories$1,433,545$480,523 ▼-25.1%10,5400.8%MedicalBABoeing$1,368,231$272,389 ▼-16.6%6,5300.7%AerospaceMRKMerck & Co., Inc.$1,322,843$56,995 ▼-4.1%16,7110.7%MedicalLOWLowe's Companies$1,305,705$77,655 ▼-5.6%5,8850.7%Retail/WholesaleMCDMcDonald's$1,300,882$10,519 ▼-0.8%4,4520.7%Retail/WholesaleSCHXSchwab US Large-Cap ETF$1,296,224$33,849 ▼-2.5%53,0370.7%ETFNFGNational Fuel Gas$1,257,774$180,178 ▼-12.5%14,8480.7%EnergyAAPLApple$1,160,647$81,863 ▼-6.6%5,6570.6%Computer and TechnologyEPDEnterprise Products Partners$1,024,2910.0%33,0310.5%EnergyUPSUnited Parcel Service$1,022,522$153,933 ▼-13.1%10,1300.5%TransportationPFEPfizer$976,024$147,864 ▼-13.2%40,2650.5%MedicalSIX FLAGS ENTERTAINMENT CORP$944,852$243,440 ▼-20.5%31,0500.5%COMWMTWalmart$926,677$391 ▼0.0%9,4770.5%Retail/WholesaleCEGConstellation Energy$897,273$21,302 ▼-2.3%2,7800.5%EnergyQCOMQUALCOMM$885,486$87,593 ▲11.0%5,5600.5%Computer and TechnologyCMCanadian Imperial Bank of Commerce$821,628$84,996 ▲11.5%11,6000.4%FinanceNSCNorfolk Southern$821,4080.0%3,2090.4%TransportationKMIKinder Morgan$772,6030.0%26,2790.4%EnergySHELShell$762,3290.0%10,8270.4%EnergyENBEnbridge$704,590$45,728 ▼-6.1%15,5470.4%EnergyTTETotalEnergies$648,5850.0%10,5650.3%EnergyDISWalt Disney$628,420$223,240 ▼-26.2%5,0670.3%Consumer DiscretionaryMDLZMondelez International$612,423$107,904 ▼-15.0%9,0810.3%Consumer StaplesGEGE Aerospace$607,4400.0%2,3600.3%AerospaceTGTTarget$603,541$78,920 ▼-11.6%6,1180.3%Retail/WholesaleDKSDICK'S Sporting Goods$572,6600.0%2,8950.3%Retail/WholesaleOKEONEOK$564,553$16,326 ▼-2.8%6,9160.3%EnergyTFCTruist Financial$530,282$8,598 ▼-1.6%12,3350.3%FinanceWFCWells Fargo & Company$522,222$16,024 ▼-3.0%6,5180.3%FinanceNVDANVIDIA$518,523$15,799 ▼-3.0%3,2820.3%Computer and TechnologyPSXPhillips 66$511,439$94,247 ▼-15.6%4,2870.3%EnergyEGEverest Group$509,7750.0%1,5000.3%FinanceBMYBristol Myers Squibb$497,016$27,774 ▼-5.3%10,7370.3%MedicalAEPAmerican Electric Power$493,275$18,677 ▲3.9%4,7540.3%UtilitiesSCHBSchwab US Broad Market ETF$466,186$5,290 ▼-1.1%19,5630.3%ETFADMArcher Daniels Midland$455,175$150,423 ▼-24.8%8,6240.2%Consumer StaplesCARRCarrier Global$452,534$190,294 ▼-29.6%6,1830.2%ConstructionFFord Motor$438,3400.0%40,4000.2%Auto/Tires/TrucksNVSNovartis$438,1770.0%3,6210.2%MedicalVTIVanguard Total Stock Market ETF$411,825$60,786 ▼-12.9%1,3550.2%ETFGISGeneral Mills$403,807$10,362 ▼-2.5%7,7940.2%Consumer StaplesCAGConagra Brands$399,022$88,717 ▼-18.2%19,4930.2%Consumer StaplesPMPhilip Morris International$393,9470.0%2,1630.2%Consumer StaplesMMM3M$391,561$11,418 ▼-2.8%2,5720.2%Multi-Sector ConglomeratesBPBP$388,3420.0%12,9750.2%EnergyPPGPPG Industries$385,7260.0%3,3910.2%Basic MaterialsEXCExelon$378,188$16,239 ▼-4.1%8,7100.2%UtilitiesAMZNAmazon.com$358,703$13,822 ▼-3.7%1,6350.2%Retail/WholesaleWFC.PLWells Fargo & Co. Pfd. Series L$355,7610.0%3030.2%FinanceXLFFinancial Select Sector SPDR Fund$351,3630.0%6,7090.2%ETFGDGeneral Dynamics$350,575$21,874 ▼-5.9%1,2020.2%AerospaceJPSTJPMorgan Ultra-Short Income ETF$338,745$10,136 ▼-2.9%6,6840.2%ETFQQQInvesco QQQ$308,918$82,746 ▼-21.1%5600.2%FinanceMPCMarathon Petroleum$292,021$249,165 ▼-46.0%1,7580.2%EnergyOTISOtis Worldwide$281,712$131,202 ▼-31.8%2,8450.2%IndustrialsGE VERNOVA INC$281,508$281,508 ▲New Holding5320.2%COMARLPAlliance Resource Partners$279,6980.0%10,7000.2%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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