Aull & Monroe Investment Management Corp
All 13F Filings
- Location
- Mobile, AL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 199,553
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 195.7 K | 98.1% | 3.463 K | 0 | 3.463 K |
| ETFs | 3.882 K | 1.9% | 159 | 0 | 159 |
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Fund Snapshot
Q4 2025
Latest filed
1/9/2026
Total value ($000)
199,553
Holdings
120
QoQ value change ($000)
3,623
(1.8%)
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.