Filed: 5/14/2025ACC: 0001085146-25-003121
📋 What this filing means
AULL & MONROE INVESTMENT MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $201.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$201.04M
Total AUM (reported)
2.04M
Total Shares
Allocation by class
COM$172.02M85.6%
COM NEW$5.71M2.8%
CL B NEW$4.04M2.0%
TR UNIT$2.42M1.2%
SHS$2.22M1.1%
COM UT LTD PTN$1.99M1.0%
ORD SHS$1.55M0.8%
Portfolio Concentration
Top 3$22.67M11.3%
4–10$39.74M19.8%
11–25$57.02M28.4%
Rest$81.62M40.6%
Top 3 weight
11.3%
Top 10 weight
31.0%
Voting Authority Distribution
Total shares with voting rights: 2.04M
Sole
Full voting authority
2.04M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole122
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings122
Rows:
ELI LILLY & CO
SOLEShares10.07K
TypeSH
Market value$8.31M
4.14%
Sole
10.07K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares80.36K
TypeSH
Market value$7.39M
3.68%
Sole
80.36K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares21.11K
TypeSH
Market value$6.96M
3.46%
Sole
21.11K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares14.78K
TypeSH
Market value$6.94M
3.45%
Sole
14.78K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares22.50K
TypeSH
Market value$5.97M
2.97%
Sole
22.50K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares19.38K
TypeSH
Market value$5.92M
2.95%
Sole
19.38K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares31.90K
TypeSH
Market value$5.44M
2.70%
Sole
31.90K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares31.67K
TypeSH
Market value$5.25M
2.61%
Sole
31.67K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares42.93K
TypeSH
Market value$5.24M
2.60%
Sole
42.93K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares13.59K
TypeSH
Market value$4.98M
2.48%
Sole
13.59K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares40.63K
TypeSH
Market value$4.83M
2.40%
Sole
40.63K
Shared
0.00
None
0.00
CSX CORP
SOLEShares158.54K
TypeSH
Market value$4.67M
2.32%
Sole
158.54K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares25.98K
TypeSH
Market value$4.35M
2.16%
Sole
25.98K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares18.77K
TypeSH
Market value$4.25M
2.11%
Sole
18.77K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.94K
TypeSH
Market value$4.11M
2.04%
Sole
10.94K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares57.05K
TypeSH
Market value$4.04M
2.01%
Sole
57.05K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares7.58K
TypeSH
Market value$4.04M
2.01%
Sole
7.58K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares18.49K
TypeSH
Market value$3.87M
1.93%
Sole
18.49K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares12.11K
TypeSH
Market value$3.80M
1.89%
Sole
12.11K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares16K
TypeSH
Market value$3.70M
1.84%
Sole
16K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares14.62K
TypeSH
Market value$3.59M
1.78%
Sole
14.62K
Shared
0.00
None
0.00
AMGEN INC
SOLEShares10.41K
TypeSH
Market value$3.24M
1.61%
Sole
10.41K
Shared
0.00
None
0.00
AT&T INC
SOLEShares114.32K
TypeSH
Market value$3.23M
1.61%
Sole
114.32K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares63.68K
TypeSH
Market value$2.66M
1.32%
Sole
63.68K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares17.63K
TypeSH
Market value$2.64M
1.31%
Sole
17.63K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ELI LILLY & COSOLE | COM | 10.07K | SH | $8.31M 4.14% | 10.07K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 80.36K | SH | $7.39M 3.68% | 80.36K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 21.11K | SH | $6.96M 3.46% | 21.11K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 14.78K | SH | $6.94M 3.45% | 14.78K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 22.50K | SH | $5.97M 2.97% | 22.50K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 19.38K | SH | $5.92M 2.95% | 19.38K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 31.90K | SH | $5.44M 2.70% | 31.90K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 31.67K | SH | $5.25M 2.61% | 31.67K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 42.93K | SH | $5.24M 2.60% | 42.93K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 13.59K | SH | $4.98M 2.48% | 13.59K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 40.63K | SH | $4.83M 2.40% | 40.63K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 158.54K | SH | $4.67M 2.32% | 158.54K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 25.98K | SH | $4.35M 2.16% | 25.98K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 18.77K | SH | $4.25M 2.11% | 18.77K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.94K | SH | $4.11M 2.04% | 10.94K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 57.05K | SH | $4.04M 2.01% | 57.05K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 7.58K | SH | $4.04M 2.01% | 7.58K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 18.49K | SH | $3.87M 1.93% | 18.49K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 12.11K | SH | $3.80M 1.89% | 12.11K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 16K | SH | $3.70M 1.84% | 16K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 14.62K | SH | $3.59M 1.78% | 14.62K | 0.00 | 0.00 |
AMGEN INCSOLE | COM | 10.41K | SH | $3.24M 1.61% | 10.41K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 114.32K | SH | $3.23M 1.61% | 114.32K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 63.68K | SH | $2.66M 1.32% | 63.68K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 17.63K | SH | $2.64M 1.31% | 17.63K | 0.00 | 0.00 |
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