Aull & Monroe Investment Management Corp holds a diversified book of 126 stocks worth $239.2M as of Q2 2026 (disclosed Jul 20, 2026, a ~45-day 13F lag). This quarter they opened Intel Corp and trimmed Caterpillar Inc. Their largest long position is Caterpillar Inc at 7% of the equity book. Cloning the disclosed picks since 2024 would be +44% (+23.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Aull & Monroe Investment Management Corp's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 11.7 points over this window.
Growth of $10,000 cloning Aull & Monroe Investment Management Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
95% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Aull & Monroe Investment Management Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $1.6T |
| FMR LLC | 80 / 80 | $416.7B |
| MORGAN STANLEY | 80 / 80 | $401.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $374.0B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $263.7B |
| NORTHERN TRUST CORP | 80 / 80 | $221.3B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $191.4B |
| Bank of New York Mellon Corp | 80 / 80 | $146.1B |
Ranked by how many of Aull & Monroe Investment Management Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc COM | $17.3M | 16.2K | 7.2% | ▼−1.6% Reduced · −262 sh | |
| 2 | Eli Lilly & Co COM | $11.2M | 9.3K | 4.7% | ▼−0.3% Reduced · −27 sh | |
| 3 | Seagate Technology HLDNGS PL ORD SHS | $10.6M | 11.0K | 4.4% | ▼−1.5% Reduced · −166 sh | |
| 4 | Deere & Co COM | $7.9M | 12.5K | 3.3% | ▼−0.2% Reduced · −28 sh | |
| 5 | Johnson & Johnson COM | $7.8M | 30.6K | 3.2% | ▲~0% Added · +9 sh | |
| 6 | Southern Co COM | $7.5M | 78.4K | 3.1% | ▲+0.4% Added · +310 sh | |
| 7 | Corning Inc COM | $7.3M | 28.7K | 3.1% | ▼~0% Reduced · −8 sh | |
| 8 | Cummins Inc COM | $6.8M | 9.6K | 2.9% | ▼−0.3% Reduced · −26 sh | |
| 9 | CSX Corp COM | $6.5M | 136.0K | 2.7% | ▼−0.1% Reduced · −150 sh | |
| 10 | Exxon Mobil Corp COM | $5.5M | 40.1K | 2.3% | ▲+0.1% Added · +62 sh | |
| 11 | Duke Energy Corp New COM NEW | $5.1M | 40.2K | 2.1% | ▲+0.3% Added · +125 sh | |
| 12 | Cme Group Inc COM | $5.0M | 22.5K | 2.1% | —Held | |
| 13 | JPMorgan Chase & Co COM | $4.7M | 14.3K | 2.0% | ▲+0.2% Added · +25 sh | |
| 14 | Cboe Global MKTS Inc COM | $4.6M | 18.8K | 1.9% | —Held | |
| 15 | NextEra Energy Inc COM | $4.5M | 51.5K | 1.9% | ▲+0.6% Added · +300 sh | |
| 16 | Procter & Gamble Co COM | $4.3M | 29.3K | 1.8% | ▲+0.7% Added · +191 sh | |
| 17 | Chevron Corporation COM | $4.0M | 24.2K | 1.7% | ▼−0.2% Reduced · −44 sh | |
| 18 | Home Depot Inc COM | $3.8M | 10.7K | 1.6% | ▲+1.4% Added · +150 sh | |
| 19 | Microsoft Corp COM | $3.7M | 10.0K | 1.6% | ▲+1.2% Added · +120 sh | |
| 20 | Abbvie Inc COM | $3.7M | 14.5K | 1.5% | ▼−0.4% Reduced · −59 sh | |
| 21 | Automatic Data Processing In COM | $3.5M | 15.6K | 1.5% | ▲+1.8% Added · +270 sh | |
| 22 | Amgen Inc COM | $3.4M | 9.5K | 1.4% | ▲+0.5% Added · +50 sh | |
| 23 | Eaton Corp PLC SHS | $3.2M | 7.4K | 1.3% | ▼−0.3% Reduced · −23 sh | |
| 24 | State STR SPDR S&P 500 ETF T TR UNIT | $3.1M | 4.2K | 1.3% | ▲+0.6% Added · +26 sh | |
| 25 | Bank Of Amer Corp COM | $3.1M | 54.0K | 1.3% | ▼−2.0% Reduced · −1K sh | |
| 26 | Waste Mgmt Inc Del COM | $3.0M | 13.4K | 1.2% | ▲+0.3% Added · +35 sh | |
| 27 | Berkshire Hathaway Inc Del CL B NEW | $2.9M | 5.8K | 1.2% | ▼−0.2% Reduced · −10 sh | |
| 28 | RTX Corporation COM | $2.7M | 14.5K | 1.1% | ▼−0.4% Reduced · −55 sh | |
| 29 | Royal BK Cda COM | $2.4M | 11.8K | 1.0% | ▼−1.0% Reduced · −120 sh | |
| 30 | International Business Machs COM | $2.4M | 8.4K | 1.0% | ▲+0.2% Added · +20 sh | |
| 31 | Merck & Co Inc COM | $2.4M | 18.4K | 1.0% | ▲+5.6% Added · +972 sh | |
| 32 | Verizon Communications Inc COM | $2.3M | 54.9K | 1.0% | ▲+1.8% Added · +968 sh | |
| 33 | Regions Financial Corp New COM | $2.3M | 76.6K | 1.0% | ▼−1.1% Reduced · −877 sh | |
| 34 | Union Pac Corp COM | $2.3M | 8.4K | 1.0% | —Held | |
| 35 | Illinois Tool WKS Inc COM | $2.3M | 8.3K | 0.9% | ▼−0.3% Reduced · −27 sh | |
| 36 | Pepsico Inc COM | $2.2M | 15.9K | 0.9% | ▲+5.2% Added · +786 sh | |
| 37 | Emerson Elec Co COM | $2.1M | 14.9K | 0.9% | ▼−0.5% Reduced · −82 sh | |
| 38 | AT&T Inc COM | $2.1M | 102.6K | 0.9% | ▼−0.5% Reduced · −533 sh | |
| 39 | Coca Cola Co COM | $2.1M | 25.5K | 0.9% | ▲+1.9% Added · +473 sh | |
| 40 | Lockheed Martin Corp COM | $1.9M | 3.7K | 0.8% | ▲+2.1% Added · +74 sh | |
| 41 | Colgate Palmolive Co COM | $1.8M | 19.8K | 0.8% | ▲+4.0% Added · +765 sh | |
| 42 | ConocoPhillips COM | $1.8M | 17.4K | 0.8% | —Held | |
| 43 | State STR SPDR Dow Jones Ind UT SER 1 | $1.8M | 3.4K | 0.7% | ▼−3.5% Reduced · −125 sh | |
| 44 | Schwab Strategic TR US LRG CAP ETF | $1.7M | 58.0K | 0.7% | ▼−1.5% Reduced · −869 sh | |
| 45 | Apple Inc COM | $1.6M | 5.6K | 0.7% | ▲+4.0% Added · +215 sh | |
| 46 | Energy Transfer L P COM UT LTD PTN | $1.6M | 83.0K | 0.7% | —Held | |
| 47 | Sandisk Corp COM | $1.5M | 666 | 0.6% | —Held | |
| 48 | Boeing Co COM | $1.4M | 6.2K | 0.6% | ▲+0.3% Added · +16 sh | |
| 49 | Western Digital Corp COM | $1.3M | 2.0K | 0.5% | —Held | |
| 50 | Canadian Imperial Bank Of Co COM | $1.3M | 11.0K | 0.5% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 20, 2026 | 126 | $239.2M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 125 | $215.3M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 9, 2026 | 120 | $199.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 124 | $195.9M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 29, 2025 | 123 | $186.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 122 | $201.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 124 | $196.1M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 130 | $215.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.