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 (474 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days -15.2% · 6 months +17.3% · 1 year +45.9% · all +45.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CAT · 5.6% · long · since 2025-09-30
- LLY · 4.7% · long · since 2025-09-30
- STX · 4.3% · long · since 2025-09-30
- DE · 3.6% · long · since 2025-09-30
- JNJ · 3.5% · long · since 2025-09-30
- 30233Q108 · 2.8% · long · since 2026-09-30
- 842587107 · 2.7% · long · since 2025-09-30
- CSX · 2.7% · long · since 2025-09-30
- CME · 2.6% · long · since 2025-09-30
- 12503M108 · 2.3% · long · since 2025-09-30
- MSFT · 2.2% · long · since 2025-09-30
- CVX · 2.2% · long · since 2025-09-30