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Aull & Monroe Investment Management Corp - Portfolio Stock Holdings

Aull & Monroe Investment Management Corp disclosed 126 stock positions in a recent SEC 13F filing. $229,872,736 of stock holdings were filed, with the largest holdings including CAT, LLY, and STX. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $323,170,676 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

126

Est. Stock Holding Value:

$229,872,736

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Aull & Monroe Investment Management Corp

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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