Aull & Monroe Investment Management Corp

All 13F Filings

Location
Mobile, AL
Most recent 13F
Q2 2026
Holdings value ($000)
239,188
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/20/2026 126 239,188 13F-HR Aull & Monroe Investment Management Corp
Q1 2026 4/21/2026 125 215,292 13F-HR Aull & Monroe Investment Management Corp
Q4 2025 1/9/2026 120 199,553 13F-HR Aull & Monroe Investment Management Corp
Q3 2025 11/13/2025 124 195,930 13F-HR Aull & Monroe Investment Management Corp
Q2 2025 7/29/2025 123 186,387 13F-HR Aull & Monroe Investment Management Corp
Q2 2014 8/7/2014 119 187,216 13F-HR Aull & Monroe Investment Management Corp
Q1 2014 4/30/2014 112 175,190 13F-HR Aull & Monroe Investment Management Corp
Q4 2013 1/17/2014 112 171,275 13F-HR Aull & Monroe Investment Management Corp
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 227.8 K 95.3% 22.43 K 0 22.43 K
ETFs 11.35 K 4.7% 1.472 K 0 1.472 K
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Fund Snapshot

Q2 2026
Latest filed
7/20/2026
Total value ($000)
239,188
Holdings
126
QoQ value change ($000)
23,896 (11.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.