Long-term investor

Aull & Monroe Investment Management Corp. @aullmonroeinvestmentmana

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001387615).

Record

  • Tracked since 2025-06-30 (431 days), 66 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.6% · 6 months +16.6% · 1 year +22.6% · all +22.6%
  • Max drawdown 0.0% · Sharpe 2.73 · win rate 31% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • CAT · 7.2% · long · since 2025-06-30
  • LLY · 4.7% · long · since 2025-06-30
  • STX · 4.4% · long · since 2025-06-30
  • DE · 3.3% · long · since 2025-06-30
  • JNJ · 3.2% · long · since 2025-06-30
  • SO · 3.1% · long · since 2025-06-30
  • GLW · 3.1% · long · since 2025-06-30
  • CMI · 2.9% · long · since 2025-06-30
  • CSX · 2.7% · long · since 2025-06-30
  • XOM · 2.3% · long · since 2025-06-30
  • DUK · 2.1% · long · since 2025-06-30
  • CME · 2.1% · long · since 2025-06-30

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