account_balance
Investment manager · 13F filer · SEC CIK 1387615
Aull & Monroe Investment Management Corp
Reported value$231Mas of Sep 30, 2026
Positions125 2 new, 3 sold out
Top 10 weight34.7%CAT alone is 6%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CATCaterpillar Inc
5.6%Trimmed −2%
LLYELI Lilly & Co
4.7%
STXSeagate Technology Holdings PLC
4.3%
DEDeere & Co
3.6%Trimmed −2%
JNJJohnson & Johnson
3.5%
XOMExxonMobil Holdings Corp
2.8%
SOSouthern Co
2.7%Trimmed −2%
CSXCSX Corp
2.7%
CMECME Group Inc.
2.6%
CBOECboe Global Markets, Inc.
2.3%
MSFTMicrosoft Corp
2.2%
CVXChevron Corp
2.2%
CATCaterpillar Inc
5.6%Trimmed −2%
LLYELI Lilly & Co
4.7%
STXSeagate Technology Holdings PLC
4.3%
DEDeere & Co
3.6%−2%
JNJJohnson & Johnson
3.5%
XOMExxonMobil Holdings Corp
2.8%
SOSouthern Co
2.7%
CSXCSX Corp
2.7%
CMECME Group Inc.
2.6%
CBOEMSFTCVX2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CAT Caterpillar Inc 5.6% Trimmed −2%LLY ELI Lilly & Co 4.7% HeldSTX Seagate Technology Holdings PLC 4.3% HeldDE Deere & Co 3.6% Trimmed −2%JNJ Johnson & Johnson 3.5% HeldXOM ExxonMobil Holdings Corp 2.8% HeldSO Southern Co 2.7% Trimmed −2%CSX CSX Corp 2.7% HeldCME CME Group Inc. 2.6% HeldCBOE Cboe Global Markets, Inc. 2.3% HeldMSFT Microsoft Corp 2.2% HeldCVX Chevron Corp 2.2% Held
What changed
Biggest moves since Jun 30, 2026
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