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Aull & Monroe Investment Management Corp.
Aull & Monroe Investment Management Corp. is a fee-only SEC-registered investment advisory firm headquartered in Mobile, Alabama. Founded in 1990, the firm specializes in providing personalized portfolio management and investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and corporations. With over three decades in the investment industry and a small team of 2 to 10 employees, Aull & Monroe serves a diverse client base and is dedicated to helping clients achieve long-term financial security through customized solutions.
Investment Strategy
Aull & Monroe Investment Management Corp. employs a client-centric, fee-only advisory approach focusing on portfolio management for individuals and small businesses. Their strategies are grounded in sound research and analysis, with customized investment strategies developed to address each client's unique financial goals and objectives. The firm emphasizes long-term growth, wealth preservation, and disciplined asset allocation. Fee structures are typically based on percentage of assets under management, but can include hourly or fixed fees depending on client needs.
Latest 13F Filing Activity
Aull & Monroe Investment Management Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 122 equity positions with a total 13F market value of $186M. The fund increased holdings in Microsoft Corp., Seagate Technology Hldngs PL, Eaton Corp. PLC among other positions. Aull & Monroe Investment Management Corp. reduced exposure to Automatic Data Processing in, Abbvie Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
L LLY | ELI LILLY & CO | 4.06% | $7.6M | 9,707 | $53.64 | $779.53 | -$747.5K |
C CAT | CATERPILLAR INC | 3.82% | $7.1M | 18,334 | $68.17 | $388.21 | +$153.7K |
S SO | SOUTHERN CO | 3.81% | $7.1M | 77,238 | $38.84 | $91.83 | -$296.6K |
D DE | DEERE & CO | 3.58% | $6.7M | 13,115 | $64.84 | $508.49 | -$268.4K |
C CME | CME GROUP INC | 3.33% | $6.2M | 22,505 | $123.99 | $275.62 | +$232.5K |
Industry Allocation
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