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CIK: 0001387615
Total reported value
$239.2M
$239.2M
122 檔
14.9%
As reported in its official Q1 2025 Form 13F filing, Aull & Monroe Investment Management Corp's tracked investment portfolio stood at $239.2M with 122 total positions.
In Q1 2025, Aull & Monroe Investment Management Corp displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | Stock-Healthcare | 4.14% | +0.68% | +0.75% | |
| 2 | SO | Southern Co/the | Stock-Utilities | 3.68% | -0.36% | +0.87% | |
| 3 | CAT | Caterpillar Inc | Stock-Industrials | 3.46% | +1.80% | -1.63% | |
| 4 | DE | Deere & Co | Stock-Industrials | 3.45% | +0.04% | -1.17% | |
| 5 | CME | Cme Group Inc | Stock-Financials | 2.97% | -1.01% | -0.33% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 2.95% | +0.01% | -0.84% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.70% | -0.15% | -1.03% | |
| 8 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.61% | -0.22% | -2.14% | |
| 9 | DUK | Duke Energy CORP | Stock-Utilities | 2.60% | -0.31% | +5.21% | |
| 10 | HD | Home Depot Inc | Stock-Consumer Disc | 2.48% | -0.04% | -1.39% | |
| 11 | XOM | Exxon Mobil CORP | Stock-Energy | 2.40% | -0.87% | +1.53% | |
| 12 | CSX | Csx CORP | Stock-Industrials | 2.32% | +0.10% | — | |
| 13 | CVX | Chevron CORP | Stock-Energy | 2.16% | -0.65% | -0.29% | |
| 14 | CBOE | Cboe Global Markets Inc | Stock-Financials | 2.11% | -0.55% | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | -0.14% | +2.19% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 2.01% | -0.32% | -0.48% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.01% | -0.08% | — | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.93% | +0.06% | — | |
| 19 | CMI | Cummins Inc | Stock-Industrials | 1.89% | +0.46% | +2.19% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 1.84% | -0.17% | -0.42% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | — | -0.68% | |
| 22 | AMGN | Amgen Inc | Stock-Healthcare | 1.61% | -0.10% | -0.95% | |
| 23 | T | At&t Inc | Stock-Comm Services | 1.61% | -0.50% | -0.10% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 1.32% | +0.04% | +4.54% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.31% | -0.19% | +3.83% | |
| 26 | IBM | Intl Business Machines CORP | Stock-Tech | 1.29% | +0.04% | -1.18% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.24% | -0.29% | +0.38% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | +0.05% | +0.82% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 1.15% | -0.15% | -0.57% | |
| 30 | ETN | Eaton Corporation plc | Stock-Industrials | 1.11% | +0.08% | -0.91% | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.07% | — | -2.31% | |
| 32 | ITW | Illinois Tool Works | Stock-Industrials | 1.07% | -0.07% | — | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 1.06% | +0.01% | -0.50% | |
| 34 | COP | Conocophillips | Stock-Energy | 1.04% | -0.31% | -0.72% | |
| 35 | ET | Energy Transfer LP | Stock-Energy | 0.99% | -0.08% | +4.46% | |
| 36 | ABT | Abbott Laboratories | Stock-Healthcare | 0.93% | -0.08% | — | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.93% | -0.02% | -0.15% | |
| 38 | RF | Regions Financial CORP | Stock-Financials | 0.93% | +0.03% | -0.47% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.91% | -0.01% | -1.91% | |
| 40 | RY | Royal Bank Of Canada | Stock-Financials | 0.80% | +0.13% | — | |
| 41 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.78% | +0.02% | -0.19% | |
| 42 | GLW | Corning Inc | Stock-Tech | 0.77% | +1.25% | -0.20% | |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.77% | -0.01% | +1.38% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.72% | -0.11% | -1.42% | |
| 45 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.71% | -0.23% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.70% | -0.14% | -1.08% | |
| 47 | FUN | Six Flags Entertainment CORP | Stock-Other | 0.69% | +0.02% | — | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.04% | -0.36% | |
| 49 | NFG | National Fuel Gas Co | Stock-Energy | 0.67% | -0.17% | -0.39% | |
| 50 | BA | Boeing Co/the | Stock-Industrials | 0.66% | -0.01% | -8.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 2 | SO | Southern Co/the | — | NEW | New buy |
| 3 | CAT | Caterpillar Inc | — | NEW | New buy |
| 4 | DE | Deere & Co | — | NEW | New buy |
| 5 | CME | Cme Group Inc | — | NEW | New buy |
| 6 | ADP | Automatic Data Processing | — | NEW | New buy |
| 7 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 8 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 9 | DUK | Duke Energy CORP | — | NEW | New buy |
| 10 | HD | Home Depot Inc | — | NEW | New buy |
| 11 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 12 | CSX | Csx CORP | — | NEW | New buy |
| 13 | CVX | Chevron CORP | — | NEW | New buy |
| 14 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 15 | MSFT | Microsoft CORP | — | NEW | New buy |
| 16 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 18 | ABBV | Abbvie Inc | — | NEW | New buy |
| 19 | CMI | Cummins Inc | — | NEW | New buy |
| 20 | WM | Waste Management Inc | — | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 22 | AMGN | Amgen Inc | — | NEW | New buy |
| 23 | T | At&t Inc | — | NEW | New buy |
| 24 | BAC | Bank Of America CORP | — | NEW | New buy |
| 25 | PEP | Pepsico Inc | — | NEW | New buy |
| 26 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 27 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 29 | RTX | Rtx CORP | — | NEW | New buy |
| 30 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 31 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 32 | ITW | Illinois Tool Works | — | NEW | New buy |
| 33 | UNP | Union Pacific CORP | — | NEW | New buy |
| 34 | COP | Conocophillips | — | NEW | New buy |
| 35 | ET | Energy Transfer LP | — | NEW | New buy |
| 36 | ABT | Abbott Laboratories | — | NEW | New buy |
| 37 | EMR | Emerson Electric Co | — | NEW | New buy |
| 38 | RF | Regions Financial CORP | — | NEW | New buy |
| 39 | KO | Coca-cola Co/the | — | NEW | New buy |
| 40 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 41 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 42 | GLW | Corning Inc | — | NEW | New buy |
| 43 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | New buy |
| 44 | LOW | Lowe's Cos Inc | — | NEW | New buy |
| 45 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 46 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 47 | FUN | Six Flags Entertainment CORP | — | NEW | New buy |
| 48 | AAPL | Apple Inc | — | NEW | New buy |
| 49 | NFG | National Fuel Gas Co | — | NEW | New buy |
| 50 | BA | Boeing Co/the | — | NEW | New buy |
According to official SEC Form 13F filings, Aull & Monroe Investment Management Corp reported a total U.S. public equity portfolio value of $239.2M across 122 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LLY, SO, CAT) accounted for 14.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
LLY
市值: $8.3M
During Q1 2025, Aull & Monroe Investment Management Corp's top holdings by market value included LLY (4.1%)、SO (3.7%)、CAT (3.5%). The largest single position, LLY, represented 4.1% of total portfolio value.
In Q1 2025, Aull & Monroe Investment Management Corp made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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