Aull & Monroe Investment Management Corp
•CIK: 1387615•Filing: Q4 2025
**Aull & Monroe Investment Management Corp** manages $200M across a diversified portfolio of 120 positions. The fund exhibits notable concentration in large-cap growth and defensive sectors, with top holdings including LLY ($10.3M) and CAT ($9.8M). Further significant allocations are maintained in SO ($6.7M), JNJ ($6.2M), and CME ($6.1M). This structure suggests a tactical approach balancing high-conviction bets with established market leaders.
Total AUM
$199.6M
QoQ Performance
+1.9%
Positions
112
Top 10 Concentration
32.4%
Latest Filing
Q4 2025
Top Holdings Allocation
LLY
LLY5.2%
CAT4.9%
SO3.4%
JNJ3.1%
CME3.1%
DE3.0%
CSX2.5%
CMI2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other40.5%
Healthcare13.9%
Industrial12.8%
Utilities7.9%
Financial6.8%
Technology5.3%
Consumer3.9%
Energy3.4%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW3 new positions
↑36 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023