Filed: 11/13/2025ACC: 0001387615-25-000003
📋 What this filing means
AULL & MONROE INVESTMENT MANAGEMENT CORP filed this quarterly 13F‑HR report disclosing 124 equity positions with a total reported market value of $195.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
124
Positions
$195.93M
Total AUM (reported)
1.85M
Total Shares
Allocation by class
COM$165.43M84.4%
COM NEW$5.55M2.8%
CL B NEW$3.17M1.6%
ORD SHS$3.00M1.5%
TR UNIT$2.89M1.5%
SHS$2.79M1.4%
UT SER 1$1.70M0.9%
Portfolio Concentration
Top 3$23.30M11.9%
4–10$36.90M18.8%
11–25$54.87M28.0%
Rest$80.86M41.3%
Top 3 weight
11.9%
Top 10 weight
30.7%
Voting Authority Distribution
Total shares with voting rights: 1.85M
Sole
Full voting authority
1.85M
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)
Sole124
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings124
Rows:
CATERPILLAR INC
SOLEShares17.89K
TypeSH
Market value$8.54M
4.36%
Sole
17.89K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares9.70K
TypeSH
Market value$7.40M
3.78%
Sole
9.70K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares77.70K
TypeSH
Market value$7.36M
3.76%
Sole
77.70K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares22.50K
TypeSH
Market value$6.08M
3.10%
Sole
22.50K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares12.78K
TypeSH
Market value$5.85M
2.98%
Sole
12.78K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares29.97K
TypeSH
Market value$5.56M
2.84%
Sole
29.97K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares9.79K
TypeSH
Market value$5.07M
2.59%
Sole
9.79K
Shared
0.00
None
0.00
CSX CORP
SOLEShares138.27K
TypeSH
Market value$4.91M
2.51%
Sole
138.27K
Shared
0.00
None
0.00
DUKE ENERGY CORP NEW
SOLEShares39.09K
TypeSH
Market value$4.84M
2.47%
Sole
39.09K
Shared
0.00
None
0.00
CBOE GLOBAL MKTS INC
SOLEShares18.77K
TypeSH
Market value$4.60M
2.35%
Sole
18.77K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares40.29K
TypeSH
Market value$4.54M
2.32%
Sole
40.29K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING IN
SOLEShares15.40K
TypeSH
Market value$4.52M
2.31%
Sole
15.40K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares14.05K
TypeSH
Market value$4.43M
2.26%
Sole
14.05K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares10.81K
TypeSH
Market value$4.38M
2.24%
Sole
10.81K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares28.04K
TypeSH
Market value$4.31M
2.20%
Sole
28.04K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares9.65K
TypeSH
Market value$4.08M
2.08%
Sole
9.65K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
SOLEShares51.59K
TypeSH
Market value$3.89M
1.99%
Sole
51.59K
Shared
0.00
None
0.00
CHEVRON CORP NEW
SOLEShares24.16K
TypeSH
Market value$3.75M
1.91%
Sole
24.16K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares14.63K
TypeSH
Market value$3.39M
1.73%
Sole
14.63K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares6.30K
TypeSH
Market value$3.17M
1.62%
Sole
6.30K
Shared
0.00
None
0.00
WASTE MGMT INC DEL
SOLEShares13.46K
TypeSH
Market value$2.97M
1.52%
Sole
13.46K
Shared
0.00
None
0.00
AT&T INC
SOLEShares103.62K
TypeSH
Market value$2.93M
1.49%
Sole
103.62K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares4.33K
TypeSH
Market value$2.89M
1.47%
Sole
4.33K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares54.91K
TypeSH
Market value$2.83M
1.45%
Sole
54.91K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares7.46K
TypeSH
Market value$2.79M
1.42%
Sole
7.46K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CATERPILLAR INCSOLE | COM | 17.89K | SH | $8.54M 4.36% | 17.89K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 9.70K | SH | $7.40M 3.78% | 9.70K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 77.70K | SH | $7.36M 3.76% | 77.70K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 22.50K | SH | $6.08M 3.10% | 22.50K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 12.78K | SH | $5.85M 2.98% | 12.78K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 29.97K | SH | $5.56M 2.84% | 29.97K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 9.79K | SH | $5.07M 2.59% | 9.79K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 138.27K | SH | $4.91M 2.51% | 138.27K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 39.09K | SH | $4.84M 2.47% | 39.09K | 0.00 | 0.00 |
CBOE GLOBAL MKTS INCSOLE | COM | 18.77K | SH | $4.60M 2.35% | 18.77K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 40.29K | SH | $4.54M 2.32% | 40.29K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSING INSOLE | COM | 15.40K | SH | $4.52M 2.31% | 15.40K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 14.05K | SH | $4.43M 2.26% | 14.05K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 10.81K | SH | $4.38M 2.24% | 10.81K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 28.04K | SH | $4.31M 2.20% | 28.04K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 9.65K | SH | $4.08M 2.08% | 9.65K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 51.59K | SH | $3.89M 1.99% | 51.59K | 0.00 | 0.00 |
CHEVRON CORP NEWSOLE | COM | 24.16K | SH | $3.75M 1.91% | 24.16K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 14.63K | SH | $3.39M 1.73% | 14.63K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 6.30K | SH | $3.17M 1.62% | 6.30K | 0.00 | 0.00 |
WASTE MGMT INC DELSOLE | COM | 13.46K | SH | $2.97M 1.52% | 13.46K | 0.00 | 0.00 |
AT&T INCSOLE | COM | 103.62K | SH | $2.93M 1.49% | 103.62K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 4.33K | SH | $2.89M 1.47% | 4.33K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 54.91K | SH | $2.83M 1.45% | 54.91K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 7.46K | SH | $2.79M 1.42% | 7.46K | 0.00 | 0.00 |
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