Aull & Monroe Investment Management Corp

RIA/Wealth

Aull & Monroe Investment Management Corp is a RIA/Wealth based in Mobile, AL led by Jamie Lynn Thuss, reporting $329.1M in AUM as of Q3 2025 with CAT as the largest holding (4% allocation).

PresidentJamie Lynn Thuss

Portfolio Value: $195.3M
Positions: 122
Top Holding: CAT at 4.37%
Last Reported: Q3 2025

Address3658 College Ln S, Mobile, AL, 36608, United States

Top Holdings

Largest long holdings in Aull & Monroe Investment Management Corp's portfolio (30.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Caterpillar CAT	Agricultural - Machinery Industrials	$8.5M	4.37%	-$211.4K Sold	0.00% 17.9K shares	≤ Q2 2013 Held for 12y 5m+
2 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$7.4M	3.79%	-$7.6K Sold	0.00% 9.7K shares	≤ Q2 2013 Held for 12y 5m+
3 Southern Company SO	Regulated Electric Utilities	$7.4M	3.77%	+$44.2K Bought	0.01% 77.7K shares	≤ Q2 2013 Held for 12y 5m+
4 CME Group CME	Financial - Data & Stock Exchanges Financial Services	$6.1M	3.11%	—	0.01% 22.5K shares	≤ Q2 2013 Held for 12y 5m+
5 Deere & Company DE	Agricultural - Machinery Industrials	$5.8M	2.99%	-$151.8K Sold	0.00% 12.8K shares	≤ Q2 2013 Held for 12y 5m+
6 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$5.6M	2.85%	+$149.1K Bought	0.00% 30.0K shares	≤ Q2 2013 Held for 12y 5m+
7 Microsoft MSFT	Software - Infrastructure Technology	$5.1M	2.60%	-$13.5K Sold	0.00% 9.8K shares	≤ Q2 2013 Held for 12y 5m+
8 CSX CSX	Railroads Industrials	$4.9M	2.51%	-$53.3K Sold	0.01% 138.3K shares	≤ Q2 2013 Held for 12y 5m+
9 Duke Energy DUK	Regulated Electric Utilities	$4.8M	2.48%	+$39.5K Bought	0.01% 39.1K shares	≤ Q2 2013 Held for 12y 5m+
10 Cboe Global Markets CBOE	Financial - Data & Stock Exchanges Financial Services	$4.6M	2.36%	—	0.02% 18.8K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Aull & Monroe Investment Management Corp's latest filing

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Market Value

$195.3M

Prior: $185.8M

Q/Q Change

+5.12%

+$9.5M

Net Flows % of MV

-0.77%

Turnover Ratio

1.44%

New Purchases

2 stocks

$423.1K

Added To

25 stocks

+$1.4M

Sold Out Of

3 stocks

$628.5K

Reduced Holdings

60 stocks

-$2.7M

Increased Positions

Position	Shares Δ	Change
1 Schwab U.S. Large-Cap Growth SCHG	New	0 → 6.8K +$217.5K
2 Schwab U.S. Mid-Cap ETF SCHM	New	0 → 6.9K +$205.6K
3 General Dynamics GD	+26.62%	1.2K → 1.5K +$109.1K
4 SCHO Schwab Short-Term U.S. Treasury SCHO	+17.05%	8.9K → 10.4K +$37.0K
5 Lockheed Martin LMT	+8.75%	3.2K → 3.4K +$137.8K

Decreased Positions

Position	Shares Δ	Change
1 Energy Select Sector SPDR Fund XLE	Sold	2.6K → 0 −$216.7K
2 International Paper IP	Sold	4.5K → 0 −$211.2K
3 Moody's MCO	Sold	400.0 → 0 −$200.6K
4 Vanguard Small-Cap ETF VB	-15.33%	1.2K → 989.0 −$45.5K
5 Nextra Energy NEE	-8.71%	56.5K → 51.6K −$371.6K