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Birmingham Capital Management Co Inc/Al

Portfolio Manager
Birmingham Capital Management Co Inc/Al
Performance
+8.04% (2026 Q1)
AUM (13F)
$237.08M
# of Holdings
89
Performance Rank
Allocation (Top 20)
63.46%

Birmingham Capital Management Co Inc/Al Holdings Map

Top 50 Birmingham Capital Management Co Inc/Al Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CAT
CATERPILLAR INC DEL
11.69%39.1K$27.7M
-1.78%(-707)
2025-Q1: 41.5K shares2025-Q2: 40.0K shares2025-Q3: 40.0K shares2025-Q4: 39.8K shares2026-Q1: 39.1K shares
$72.15(+1235.48%)
2026-03-31
DE
DEERE & CO
7.48%31.5K$17.7M
-1.87%(-600)
2025-Q1: 33.0K shares2025-Q2: 32.3K shares2025-Q3: 32.1K shares2025-Q4: 32.1K shares2026-Q1: 31.5K shares
$85.52(+626.42%)
2026-03-31
LLY
ELI LILLY & CO
4.05%10.4K$9.6M
-12.57%(-1.50K)
2025-Q1: 11.1K shares2025-Q2: 10.3K shares2025-Q3: 11.9K shares2025-Q4: 11.9K shares2026-Q1: 10.4K shares
$145.02(+737.05%)
2026-03-31
ALL
ALLSTATE CORP DEL COM
3.97%45.4K$9.4M
+0.00%(+0)
2025-Q1: 51.0K shares2025-Q2: 47.1K shares2025-Q3: 45.8K shares2025-Q4: 45.4K shares2026-Q1: 45.4K shares
$44.10(+467.62%)
2026-03-31
MCD
MCDONALDS CORP COM
3.95%30.1K$9.4M
+0.00%(+0)
2025-Q1: 35.6K shares2025-Q2: 31.9K shares2025-Q3: 30.5K shares2025-Q4: 30.1K shares2026-Q1: 30.1K shares
$85.94(+226.53%)
2026-03-31
LMT
LOCKHEED MARTIN CORP
3.76%14.8K$8.9M
+0.00%(+0)
2025-Q1: 13.2K shares2025-Q2: 13.1K shares2025-Q3: 14.8K shares2025-Q4: 14.8K shares2026-Q1: 14.8K shares
$185.31(+194.59%)
2026-03-31
CMI
CUMMINS INC
3.21%14.2K$7.6M
-3.08%(-450)
2025-Q1: 15.1K shares2025-Q2: 14.7K shares2025-Q3: 14.6K shares2025-Q4: 14.6K shares2026-Q1: 14.2K shares
$87.40(+657.10%)
2026-03-31
CVX
CHEVRON CORP
3.16%36.2K$7.5M
+0.00%(+0)
2025-Q1: 47.9K shares2025-Q2: 39.3K shares2025-Q3: 36.7K shares2025-Q4: 36.2K shares2026-Q1: 36.2K shares
$95.77(+76.67%)
2026-03-31
JNJ
JOHNSON AND JOHNSON COM
3%29.1K$7.1M
+0.00%(+0)
2025-Q1: 38.8K shares2025-Q2: 31.7K shares2025-Q3: 29.5K shares2025-Q4: 29.1K shares2026-Q1: 29.1K shares
$79.24(+231.97%)
2026-03-31
EMR
EMERSON ELEC CO
2.94%53.1K$7.0M
+0.00%(+0)
2025-Q1: 67.2K shares2025-Q2: 56.5K shares2025-Q3: 53.7K shares2025-Q4: 53.1K shares2026-Q1: 53.1K shares
$51.71(+168.89%)
2026-03-31

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