Aull & Monroe Investment Management Corp - Portfolio overview

Aull & Monroe Investment Management Corp has 132 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Financial Services.

Largest reported holdings by portfolio allocation

1. CAT - CATERPILLAR INC, 5.38%
2. LLY - ELI LILLY & CO, 3.97%
3. SO - SOUTHERN CO, 3.47%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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