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Aull & Monroe Investment Management - Q2 2026 13F Filings

AU

Aull & Monroe Investment Management Corp

CIK: 0001387615
Address: Alabama Mobile 3658 College Ln S
$239.19 M
Portfolio Value
126
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 07/20/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. INTC Intel Corporation
+$349,075
2. HPE Hewlett Packard Enterprise Company
+$291,817
3. Q Qnity Electronics
+$264,562
4. SCHA Schwab Us Small-Cap Etf
+$215,949
5. AXP American Express Company
+$202,950

Top Sells

Q2 2026
1. CAT Caterpillar
−$279,000.12
2. PRA Proassurance Corporation
−$272,266
3. DOW Dow
−$235,323
4. NEM Newmont Corporation
−$222,995
5. OTIS Otis Worldwide Corporation
−$213,512

Asset Allocation

Stocks/ETFs
+11.23%
$237.74 M 99.39%
Options
$0 0.00%
Debt
+5.25%
$673,023 0.28%
Other
-14.62%
$778,611 0.33%

Sector Allocation (Stocks)

Aull & Monroe Investment Management Q2 2026 Filing Summary

Aull & Monroe Investment Management Corp filed its 13F report for Q2 2026 on July 20, 2026. The portfolio totaled 239.19 M reflecting a +11.10% change from the prior quarter, spanning 126 assets. The top 10 holdings comprised 37.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 5 new positions and 4 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Aull & Monroe Investment Management’s Q2 2026 Filing

Aull & Monroe Investment Management submitted their Form 13F-HR for the Q2 2026 period on 07/20/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Aull & Monroe Investment Management reported a managed portfolio value of 239.19 M, consisting of 126 individual positions.

This page displays the raw filing documents. To see which stocks Aull & Monroe Investment Management bought or sold during Q2 2026, please visit Aull & Monroe Investment Management's Portfolio Analysis page.