BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

Est. AUM

$237.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	CATERPILLAR INC DEL	COM	$27.7M	39123	11.69%	SOLE
2	DEERE & CO	COM	$17.7M	31485	7.48%	SOLE
3	RTX CORP	COM	$10.0M	51644	4.20%	SOLE
4	ELI LILLY & CO	COM	$9.6M	10430	4.05%	SOLE
5	ALLSTATE CORP DEL COM	COM	$9.4M	45375	3.97%	SOLE
6	MCDONALDS CORP COM	COM	$9.4M	30135	3.95%	SOLE
7	LOCKHEED MARTIN CORP	COM	$8.9M	14765	3.76%	SOLE
8	CUMMINS INC	COM	$7.6M	14150	3.21%	SOLE
9	CHEVRON CORP	COM	$7.5M	36229	3.16%	SOLE
10	JOHNSON AND JOHNSON COM	COM	$7.1M	29134	3.00%	SOLE
11	EMERSON ELEC CO	COM	$7.0M	53125	2.94%	SOLE
12	EXXON MOBIL CORP COM	COM	$6.2M	36460	2.61%	SOLE
13	ABBVIE INC	COM	$5.1M	23240	2.13%	SOLE
14	PROCTER & GAMBLE CO	COM	$4.8M	33510	2.04%	SOLE
15	HERSHEY COMPANY	COM	$4.7M	22375	1.96%	SOLE
16	INTL BUSINESS MACHINES CORP I	COM	$4.5M	18525	1.89%	SOLE
17	COCA COLA COM	COM	$4.3M	57009	1.83%	SOLE
18	3M COMPANY	COM	$4.1M	28366	1.74%	SOLE
19	APPLE INC	COM	$4.0M	15642	1.67%	SOLE
20	AMER EXPRESS COMPANY	COM	$3.8M	12650	1.61%	SOLE
21	FEDEX CORP DELAWARE COM	COM	$3.6M	10025	1.51%	SOLE
22	SOUTHERN CO	COM	$3.3M	34550	1.41%	SOLE
23	PFIZER INC	COM	$3.2M	113046	1.34%	SOLE
24	ISHARES CORE S&P 500 ETF	COM	$3.1M	4768	1.31%	SOLE
25	NVIDIA	COM	$3.0M	17425	1.28%	SOLE
26	GE AEROSPACE	COM	$2.8M	9983	1.19%	SOLE
27	DUKE ENERGY CORP NEW	COM	$2.8M	21413	1.18%	SOLE
28	MERCK AND CO INC SHS	COM	$2.8M	22978	1.17%	SOLE
29	BOEING CO	COM	$2.5M	12731	1.07%	SOLE
30	INTEL CORP	COM	$2.4M	54815	1.02%	SOLE
31	ABBOTT LABS	COM	$2.1M	20200	0.87%	SOLE
32	BANK OF AMERICA CORP	COM	$1.9M	39925	0.82%	SOLE
33	COSTCO WHSL CORP NEW	COM	$1.9M	1910	0.80%	SOLE
34	ISHARES U.S. AEROSPACE & DEFEN	COM	$1.9M	8650	0.80%	SOLE
35	GE VERNOVA INC	COM	$1.9M	2139	0.79%	SOLE
36	JPMORGAN CHASE & CO	COM	$1.8M	6035	0.75%	SOLE
37	DOLLAR GENERAL CORP	COM	$1.6M	13895	0.70%	SOLE
38	SLB LIMITED	COM	$1.4M	28100	0.61%	SOLE
39	CITIGROUP INC	COM	$1.4M	12500	0.60%	SOLE
40	CARDINAL HEALTH INC	COM	$1.4M	6500	0.58%	SOLE
41	JOHNSON CONTROLS INT F	COM	$1.3M	10005	0.55%	SOLE
42	W W GRAINGER INCORP	COM	$1.1M	980	0.45%	SOLE
43	BAKER HUGHES CO CL A	COM	$1.1M	17500	0.45%	SOLE
44	TEXAS INSTRUMENTS	COM	$1.1M	5445	0.45%	SOLE
45	CHARLES SCHWAB CORP	COM	$1.0M	11150	0.44%	SOLE
46	BRISTOL-MYERS SQUIBB CO	COM	$967K	15941	0.41%	SOLE
47	ILLINOIS TOOL WKS INC COM	COM	$911K	3500	0.38%	SOLE
48	METLIFE INC COM	COM	$814K	11508	0.34%	SOLE
49	HALLIBURTON COMPANY	COM	$809K	20760	0.34%	SOLE
50	CORNING INC	COM	$768K	5650	0.32%	SOLE

1–50 of 89

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.