Aull & Monroe Investment Management Corp quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Aull & Monroe Investment Management Corp opened 3 positions, added to 6, reduced 4, sold out of 2 and left 5 unchanged. The largest increase in value was SPY (+$417,479); the largest decrease was XLF (-$331,235).
- SPY: Country of operation —; Class TR UNIT; Shares 2026-03-31 4,128; Shares 2026-06-30 4,154.
- QQQ: Country of operation —; Class UNIT SER 1; Shares 2026-03-31 560; Shares 2026-06-30 620.
- SCHB: Country of operation —; Class US BRD MKT ETF; Shares 2026-03-31 19,585; Shares 2026-06-30 19,739.
- VTI: Country of operation —; Class TOTAL STK MKT; Shares 2026-03-31 1,345; Shares 2026-06-30 1,357.
Two Form 13F-HR filings compared (SEC CIK 1387615): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Econ Financial Services Corp | United States | $0.215B | 74 |
| NEXTBio Capital Management LP | United States | $0.215B | 24 |
| OPTIMA CAPITAL LLC | United States | $0.215B | 269 |
| VIRTUS ADVISERS, LLC | United States | $0.215B | 658 |
| Paul R. Ried Financial Group, LLC | United States | $0.215B | 41 |
| Core Wealth Partners LLC | United States | $0.215B | 180 |
| Hardin Capital Partners, LLC | United States | $0.216B | 140 |
| Long Island Wealth Management, Inc. | United States | $0.216B | 89 |
| 1248 Management, LLC | United States | $0.216B | 147 |
| Murphy, Middleton, Hinkle & Parker, Inc. | United States | $0.216B | 133 |