Aull & Monroe Investment Management’s Alliance Resource Partners ARLP Stock Holding History

Aull & Monroe Investment Management’s Portfolio ARLP Stock Details ARLP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Hold	10,700	–	–	0.11%	116
2026 Q1	$296K	Hold	10,700	–	–	0.14%	101
2025 Q4	$249K	Hold	10,700	–	–	0.12%	111
2025 Q3	$271K	Hold	10,700	–	–	0.14%	105
2025 Q2	$280K	Hold	10,700	–	–	0.15%	100
2025 Q1	$292K	Hold	10,700	–	–	0.15%	105
2024 Q4	$281K	Hold	10,700	–	–	0.14%	106
2024 Q3	$268K	Hold	10,700	–	–	0.12%	111
2024 Q2	$262K	Hold	10,700	–	–	0.13%	110
2024 Q1	$215K	Hold	10,700	–	–	0.1%	123
2023 Q4	$227K	Hold	10,700	–	–	0.11%	118
2023 Q3	$241K	Hold	10,700	–	–	0.13%	114
2023 Q2	$198K	Hold	10,700	–	–	0.1%	128
2023 Q1	$216K	Hold	10,700	–	–	0.11%	124
2022 Q4	$217K	Hold	10,700	–	–	0.11%	122
2022 Q3	$245K	Hold	10,700	–	–	0.13%	116
2022 Q2	$195K	Hold	10,700	–	–	0.1%	128
2022 Q1	$165K	Hold	10,700	–	–	0.07%	133
2021 Q4	$135K	Hold	10,700	–	–	0.06%	136
2021 Q3	$116K	Hold	10,700	–	–	0.06%	132
2021 Q2	$77K	Sell	10,700 -1,000	-9%	-$6.26K	0.04%	134
2021 Q1	$68K	Hold	11,700	–	–	0.03%	134
2020 Q4	$52K	Sell	11,700 -200	-2%	-$766	0.03%	127
2020 Q3	$33K	Hold	11,900	–	–	0.02%	124
2020 Q2	$39K	Hold	11,900	–	–	0.02%	122
2020 Q1	$37K	Hold	11,900	–	–	0.02%	115
2019 Q4	$129K	Hold	11,900	–	–	0.07%	126
2019 Q3	$190K	Hold	11,900	–	–	0.1%	127
2019 Q2	$202K	Hold	11,900	–	–	0.11%	127
2019 Q1	$242K	Hold	11,900	–	–	0.13%	116
2018 Q4	$206K	Hold	11,900	–	–	0.12%	120
2018 Q3	$243K	Hold	11,900	–	–	0.12%	122
2018 Q2	$219K	Hold	11,900	–	–	0.11%	126
2018 Q1	$211K	Hold	11,900	–	–	0.11%	128
2017 Q4	$234K	Sell	11,900 -2,200	-16%	-$42.1K	0.12%	124
2017 Q3	$273K	Hold	14,100	–	–	0.14%	113
2017 Q2	$267K	Hold	14,100	–	–	0.14%	112
2017 Q1	$306K	Hold	14,100	–	–	0.16%	107
2016 Q4	$316K	Hold	14,100	–	–	0.18%	102
2016 Q3	$313K	Buy	+14,100	New	+$277K	0.18%	100
2015 Q1	–	Sell	-5,800	Closed	-$249K	–	124
2014 Q4	$249K	Buy	+5,800	New	+$258K	0.14%	110

Other funds holding ARLP

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

FCM

Fairbanks Capital Management Rancho Santa Fe, California $169M AUM 12.21% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Aull & Monroe Investment Management's ARLP Position: Q2 2026 in Review

Aull & Monroe Investment Management held its Alliance Resource Partners (ARLP) position steady in Q2 2026 at 10,700 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #116.

Aull & Monroe Investment Management first reported a position in ARLP in Q4 2014 and has held it in 41 quarters since. The position peaked at $316K in Q4 2016. 59 funds tracked by Wall St. Rank hold ARLP as of Q2 2026.

Aull & Monroe Investment Management held 10,700 shares of Alliance Resource Partners worth $257K as of Q2 2026.
Aull & Monroe Investment Management left its Alliance Resource Partners share count unchanged in Q2 2026.
Alliance Resource Partners made up 0.11% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #116 holding.
Aull & Monroe Investment Management first reported a position in Alliance Resource Partners in Q4 2014 and has held it in 41 quarters since.
Aull & Monroe Investment Management's Alliance Resource Partners position peaked at $316K in Q4 2016.
59 funds tracked by Wall St. Rank held Alliance Resource Partners as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.