Fund HoldingsAull & Monroe Investment Management Corp

Total Portfolio Value
$202.66M
Total Bought
$1.11M
Total Sold
$14.28M
Net Transaction
-$13.17M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
INTEL CORP(INTC)76,32074,493-1,8272,7133,7431.85%+1,030
MICROSOFT CORP(MSFT)013,690+13,69005,1482.54%+5,148
BOEING CO(BA)011,138+11,13802,9031.43%+2,903
HOME DEPOT INC(HD)016,545+16,54505,7342.83%+5,734
CSX CORP(CSX)0176,830+176,83006,1313.03%+6,131
CATERPILLAR INC(CAT)24,23424,151-836,6167,1413.52%+525
WASTE MGMT INC DEL(WM)017,344+17,34403,1061.53%+3,106
JPMORGAN CHASE & CO(JPM)18,01618,000-162,6133,0621.51%+449
SOUTHERN CO(SO)089,366+89,36606,2663.09%+6,266
UNION PAC CORP(UNP)10,20410,20402,0782,5061.24%+428
CBOE GLOBAL MKTS INC(CBOE)18,77418,77402,9333,3521.65%+420
ELI LILLY & CO(LLY)10,93310,782-1515,8726,2853.10%+413
BANK AMERICA CORP69,26168,154-1,1071,8962,2951.13%+398
DUKE ENERGY CORP NEW(DUK)45,51444,904-6104,0174,3572.15%+340
DEERE & CO(DE)016,946+16,94606,7763.34%+6,776
VERIZON COMMUNICATIONS INC(VZ)061,676+61,67602,3251.15%+2,325
ILLINOIS TOOL WKS INC(ITW)08,788+8,78802,3021.14%+2,302
INTERNATIONAL BUSINESS MACHS(IBM)12,60512,480-1251,7682,0411.01%+273
SPDR S&P 500 ETF TR(SPY)4,3614,461+1001,8642,1201.05%+256
EATON CORP PLC(ETN)9,2729,204-681,9782,2171.09%+239
CME GROUP INC(CME)22,58022,58004,5214,7552.35%+234
AMAZON COM INC(AMZN)01,480+1,48002250.11%+225
TARGET CORP(TGT)07,168+7,16801,0210.50%+1,021
BIO-TECHNE CORP(TECH)02,800+2,80002160.11%+216
SPDR S&P MIDCAP 400 ETF TR(MDY)0406+40602060.10%+206
AT&T INC(T)0125,269+125,26902,1021.04%+2,102
ABBOTT LABS019,551+19,55102,1521.06%+2,152
COLGATE PALMOLIVE CO(CL)026,374+26,37402,1021.04%+2,102
AMGEN INC(AMGN)12,66412,440-2243,4043,5831.77%+179
ROYAL BK CDA(RY)15,27414,949-3251,3361,5120.75%+176
QUALCOMM INC(QCOM)5,6105,510-1006237970.39%+174
RTX CORPORATION(RTX)019,283+19,28301,6220.80%+1,622
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
15,57013,970-1,6001,0271,1930.59%+166
SPDR DOW JONES INDL AVERAGE(DIA)3,8153,81501,2781,4380.71%+160
NEXTERA ENERGY INC(NEE)064,192+64,19203,8991.92%+3,899
MCDONALDS CORP(MCD)04,686+4,68601,3890.69%+1,389
NORFOLK SOUTHN CORP(NSC)3,7883,78807468950.44%+149
REGIONS FINANCIAL CORP NEW(RF)96,31493,160-3,1541,6571,8050.89%+149
LOCKHEED MARTIN CORP(LMT)03,474+3,47401,5750.78%+1,575
CUMMINS INC(CMI)012,890+12,89003,0881.52%+3,088
CEDAR FAIR L P39,05039,05001,4451,5540.77%+109
DICKS SPORTING GOODS INC(DKS)2,8002,80003044110.20%+107
INVESCO QQQ TR710880+1702543600.18%+106
LAMB WESTON HLDGS INC(LW)06,715+6,71507260.36%+726
CANADIAN IMPERIAL BK COMM TO(CM)11,40011,200-2004405390.27%+99
APPLE INC(AAPL)06,306+6,30601,2140.60%+1,214
LOWES COS INC(LOW)7,6627,577-851,5921,6860.83%+94
VANGUARD INDEX FDS1,4931,693+2003174020.20%+84
SCHWAB STRATEGIC TR13,80413,794-106987780.38%+80
ABBVIE INC(ABBV)22,74022,370-3703,3903,4671.71%+77
COCA COLA CO(KO)27,90927,804-1051,5621,6380.81%+76
PNC FINL SVCS GROUP INC(PNC)2,1862,18602683390.17%+70
MERCK & CO INC(MRK)020,546+20,54602,2401.11%+2,240
PPG INDS INC(PPG)3,7913,691-1004925520.27%+60
ONEOK INC NEW(OKE)8,5168,51605405980.30%+58
WELLS FARGO CO NEW(WFC)10,69710,017-6804374930.24%+56
HP INC(HPQ)12,96712,867-1003333870.19%+54
DISNEY WALT CO(DIS)7,7857,585-2006316850.34%+54
3M CO(MMM)3,1973,19702993490.17%+50
ENBRIDGE INC(ENB)22,38921,889-5007437880.39%+45
SCHWAB STRATEGIC TR7,1647,16403573990.20%+42
TE CONNECTIVITY LTD(TEL)2,2622,26202793180.16%+38
STANLEY BLACK & DECKER INC(SWK)2,6232,62302192570.13%+38
PHILLIPS 66(PSX)6,8276,442-3858208580.42%+37
BROADRIDGE FINL SOLUTIONS IN(BR)1,3921,39202492860.14%+37
GENERAL DYNAMICS CORP(GD)92592502042400.12%+36
CVS HEALTH CORP(CVS)3,9093,90902733090.15%+36
PROLOGIS INC.(PLD)4,2943,862-4324825150.25%+33
REALTY INCOME CORP(O)4,2004,20002102410.12%+31
OTIS WORLDWIDE CORP(OTIS)5,1084,933-1754104410.22%+31
CONAGRA BRANDS INC(CAG)029,444+29,44408440.42%+844
VANGUARD INDEX FDS1,1681,16802212490.12%+28
AMERICAN ELEC PWR CO INC4,5744,57403443720.18%+27
CONSTELLATION ENERGY CORP(CEG)2,9832,973-103253480.17%+22
MONDELEZ INTL INC(MDLZ)12,33112,111-2208568770.43%+21
BANK AMERICA CORP21021002342530.12%+20
KRAFT HEINZ CO(KHC)7,7717,438-3332612750.14%+14
THE CIGNA GROUP(CI)81181102322430.12%+11
CARRIER GLOBAL CORPORATION(CARR)10,68410,434-2505905990.30%+10
SHELL PLC(SHEL)12,14911,947-2027827860.39%+4
SCHWAB STRATEGIC TR5,8425,84202802830.14%+3
ISHARES TR2,5702,57002082110.10%+3
UNITED PARCEL SERVICE INC(UPS)013,406+13,40602,1081.04%+2,108
KINDER MORGAN INC DEL(KMI)31,33829,559-1,7795205210.26%+2
INTERNATIONAL PAPER CO(IP)6,5776,477-1002332340.12%+1
TOTALENERGIES SE(TTE)12,74812,448-3008388390.41%0
DIAMONDBACK ENERGY INC(FANG)1,3101,31002032030.10%0
DUPONT DE NEMOURS INC(DD)5,2645,094-1703933920.19%-1
PLAINS ALL AMERN PIPELINE L(PAA)10,50010,50001611590.08%-2
ISHARES TR2,3152,175-1402182160.11%-2
DOW INC(DOW)5,6605,278-3822922890.14%-2
NOVARTIS AG(NVS)4,3414,34104424380.22%-4
GENERAL MLS INC(GIS)9,3189,068-2505965910.29%-6
DOMINION ENERGY INC(D)5,1434,759-3842302240.11%-6
WALMART INC(WMT)2,9742,97404764690.23%-7
MARATHON PETE CORP(MPC)3,2743,27404954860.24%-10
ENERGY TRANSFER L P(ET)104,444105,350+9061,4651,4540.72%-12
PROCTER AND GAMBLE CO(PG)036,587+36,58705,3612.65%+5,361
GSK PLC(GSK)12,90912,310-5994684560.23%-12
ALLIANCE RESOURCE PARTNERS L(ARLP)10,70010,70002412270.11%-14
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