13F Filings History of Aull & Monroe Investment Management Corp

Latest 13F report
Q4 2025 - 09 Jan 2026
Value $
$199,552,905
Signature - Title
Jamie L. Thuss - VP/Chief Compliance Officer
Location
Mobile, AL
Summary
This page shows a list of all the recent 13F filings made by Aull & Monroe Investment Management Corp. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Aull & Monroe Investment Management Corp reported 120 stock holdings with total value $199,552,905 as of Q4 2025. Top holdings included LLY, CAT, SO, JNJ, and CME.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 120 $199,552,905 +$1,552,815 -$3,826,683 -$2,273,868 LLY, CAT, SO, JNJ, CME 13F-HR 08 Jan 2026, 18:33
Q3 2025 124 $195,930,487 +$2,276,749 -$3,328,661 -$1,051,912 CAT, LLY, SO, CME, DE 13F-HR 12 Nov 2025, 19:27
Q2 2025 123 $186,386,944 +$1,369,449 -$21,100,513 -$19,731,064 LLY, CAT, SO, DE, CME 13F-HR 29 Jul 2025, 16:24
Q1 2025 122 $201,043,293 +$2,017,255 -$2,995,496 -$978,241 LLY, SO, CAT, DE, CME 13F-HR 14 May 2025, 11:47
Q4 2024 124 $196,137,054 +$1,121,855 -$11,243,285 -$10,121,430 CAT, LLY, SO, DE, ADP 13F-HR 06 Feb 2025, 20:23
Q3 2024 130 $215,584,329 +$2,700,341 -$4,874,297 -$2,173,956 LLY, CAT, SO, DE, HD 13F-HR 31 Oct 2024, 17:37
Q2 2024 126 $202,138,016 +$727,270 -$12,410,983 -$11,683,713 LLY, CAT, SO, DE, CSX 13F-HR 19 Jul 2024, 17:32
Q1 2024 133 $218,631,763 +$2,131,007 -$3,101,762 -$970,755 CAT, LLY, DE, CSX, SO 13F-HR 06 May 2024, 21:46
Q4 2023 129 $202,656,594 +$824,011 -$3,986,555 -$3,162,544 CAT, DE, LLY, SO, CSX 13F-HR 25 Jan 2024, 21:08
Q3 2023 129 $191,630,726 +$465,322 -$2,965,208 -$2,499,886 CAT, DE, JNJ, LLY, SO 13F-HR 13 Nov 2023, 13:54
Q2 2023 131 $198,704,020 +$198,231 -$1,041,348 -$843,117 DE, JNJ, SO, CSX, CAT 13F-HR 24 Jul 2023, 15:26
Q1 2023 134 $196,379,408 +$2,724,021 -$4,066,017 -$1,341,996 DE, SO, JNJ, CAT, PG 13F-HR 12 May 2023, 17:26
Q4 2022 128 $200,924,514 +$462,219 -$6,321,588 -$5,859,369 DE, JNJ, SO, CAT, PG 13F-HR 07 Feb 2023, 20:48
Q3 2022 128 $182,518,000 +$780,748 -$4,387,173 -$3,606,425 JNJ, DE, SO, NEE, HD 13F-HR 10 Nov 2022, 11:38
Q2 2022 130 $197,561,000 +$796,399 -$1,925,749 -$1,129,350 JNJ, SO, PG, DE, CSX 13F-HR 08 Aug 2022, 16:43
Q1 2022 134 $221,832,000 +$2,117,519 -$3,798,191 -$1,680,672 DE, JNJ, CSX, SO, PG 13F-HR 02 May 2022, 11:55
Q4 2021 137 $224,384,000 +$4,159,566 -$3,606,958 +$552,608 HD, CSX, JNJ, NEE, DE 13F-HR 01 Feb 2022, 21:30
Q3 2021 133 $202,986,000 +$1,282,366 -$3,837,622 -$2,555,256 HD, JNJ, DE, CSX, NEE 13F-HR 26 Oct 2021, 11:53
Q2 2021 134 $210,476,000 +$6,742,472 -$2,883,371 +$3,859,101 HD, DE, JNJ, CSX, CAT 13F-HR 27 Jul 2021, 20:47
Q1 2021 134 $205,478,000 +$3,046,185 -$4,461,540 -$1,415,355 DE, JNJ, HD, CSX, CAT 13F-HR 16 Apr 2021, 18:43
Q4 2020 127 $187,791,000 +$8,233,877 -$3,620,008 +$4,613,869 JNJ, CSX, NEE, HD, SO 13F-HR 01 Feb 2021, 18:37
Q3 2020 124 $170,292,000 +$1,846,860 -$2,244,841 -$397,981 JNJ, HD, PG, NEE, CSX 13F-HR 30 Oct 2020, 17:53
Q2 2020 122 $161,775,000 +$4,330,938 -$9,501,761 -$5,170,823 JNJ, HD, INTC, NEE, PG 13F-HR 27 Jul 2020, 17:34
Q1 2020 115 $148,985,000 +$858,725 -$4,420,335 -$3,561,610 JNJ, NEE, SO, INTC, PG 13F-HR 22 Apr 2020, 15:02
Q4 2019 126 $197,053,000 +$2,025,446 -$3,050,823 -$1,025,377 JNJ, SO, NEE, T, PG 13F-HR 04 Feb 2020, 08:28
Q3 2019 128 $189,067,000 +$2,683,638 -$6,270,852 -$3,587,214 SO, JNJ, NEE, HD, PG 13F-HR 30 Oct 2019, 17:08
Q2 2019 128 $188,251,000 +$3,697,685 -$5,070,409 -$1,372,724 JNJ, CSX, SO, BA, HD 13F-HR 29 Jul 2019, 13:28
Q1 2019 125 $186,638,000 +$2,888,188 -$10,284,867 -$7,396,679 JNJ, CSX, BA, SO, INTC 13F-HR 17 Apr 2019, 19:14
Q4 2018 121 $175,118,000 +$2,091,447 -$14,700,014 -$12,608,567 JNJ, CSX, BA, DUK, INTC 13F-HR 12 Feb 2019, 19:50
Q3 2018 132 $207,344,000 +$2,787,571 -$1,174,749 +$1,612,822 JNJ, CSX, BA, HD, CAT 13F-HR 31 Oct 2018, 17:23
Q2 2018 131 $194,737,000 +$3,844,291 -$2,665,843 +$1,178,448 JNJ, CSX, BA, HD, INTC 13F-HR 24 Jul 2018, 17:06
Q1 2018 130 $191,809,000 +$1,492,176 -$1,522,268 -$30,092 JNJ, INTC, BA, T, CSX 13F-HR 09 May 2018, 21:47
Q4 2017 131 $198,225,000 +$1,210,276 -$8,875,873 -$7,665,597 JNJ, T, CAT, HD, SO 13F-HR 29 Jan 2018, 12:05
Q3 2017 131 $194,152,000 +$4,546,913 -$3,612,155 +$934,758 JNJ, T, SO, CSX, DUK 13F-HR 25 Oct 2017, 21:58
Q2 2017 127 $187,148,000 +$2,711,462 -$5,145,880 -$2,434,418 JNJ, T, SO, CSX, DUK 13F-HR 14 Aug 2017, 11:49
Q1 2017 133 $187,084,000 +$5,238,943 -$3,061,132 +$2,177,811 JNJ, T, SO, DUK, HD 13F-HR 24 Apr 2017, 10:06
Q4 2016 126 $178,172,000 +$1,318,156 -$2,699,486 -$1,381,330 T, JNJ, SO, DUK, FUN 13F-HR 09 Feb 2017, 13:27
Q3 2016 126 $173,788,000 +$2,233,449 -$3,452,359 -$1,218,910 JNJ, T, SO, DUK, PG 13F-HR 18 Oct 2016, 19:17
Q2 2016 121 $173,679,000 +$1,827,590 -$2,136,773 -$309,183 JNJ, T, SO, DUK, XOM 13F-HR 09 Aug 2016, 14:53
Q1 2016 120 $166,733,000 +$2,945,500 -$3,001,795 -$56,295 SO, JNJ, T, DUK, HD 13F-HR 19 Apr 2016, 21:17
Q4 2015 122 $161,236,000 +$3,417,649 -$3,261,040 +$156,609 JNJ, SO, T, HD, DUK 13F-HR 02 Feb 2016, 20:47
Q3 2015 115 $154,445,000 +$2,544,167 -$3,627,824 -$1,083,657 JNJ, SO, T, DUK, HD 13F-HR 22 Oct 2015, 18:24
Q2 2015 120 $169,337,000 +$3,147,645 -$6,810,582 -$3,662,937 JNJ, T, SO, DUK, HD 13F-HR 10 Aug 2015, 19:48
Q1 2015 123 $178,104,000 +$2,535,335 -$4,013,465 -$1,478,130 JNJ, SO, DUK, T, KMI 13F-HR 23 Apr 2015, 18:31
Q4 2014 121 $184,040,000 +$8,086,388 -$16,531,604 -$8,445,216 JNJ, SO, DUK, T, PG 13F-HR 02 Feb 2015, 20:49
Q3 2014 113 $188,470,000 +$5,175,094 -$2,731,169 +$2,443,925 JNJ, T, SO, DUK, PG 13F-HR 12 Nov 2014, 13:13
Q2 2014 119 $187,216,000 +$7,449,103 -$336,838 +$7,112,265 JNJ, SO, T, DUK, XOM 13F-HR 06 Aug 2014, 19:44
Q1 2014 112 $175,190,000 +$3,372,331 -$2,323,263 +$1,049,068 JNJ, SO, T, DUK, XOM 13F-HR 29 Apr 2014, 18:30
Q4 2013 112 $171,275,000 $0 $0 $0 JNJ, SO, T, DUK, PG 13F-HR 16 Jan 2014, 18:59