BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 13F Holdings

CIK 0000918504 · BIRMINGHAM, AL

As of Sep 30, 2025, BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL reported 91 positions worth $217.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CATERPILLAR INCCATIndustrials39,980 9.1M8.76%
DEERE & CODEIndustrials32,085 4.7M6.74%
ALLSTATE CORPALLFinancial Services45,775$9.8M4.51%
MCDONALDS CORPMCDConsumer Cyclical30,460$9.3M4.25%
ELI LILLY & COLLYHealthcare11,930$9.1M4.18%
RTX Corp.RTX—51,644$8.6M3.97%
LOCKHEED MARTIN CORPLMTIndustrials14,765$7.4M3.39%
EMERSON ELECTRIC COEMRIndustrials53,685$7.0M3.24%
CUMMINS INCCMIIndustrials14,600$6.2M2.83%
CHEVRON CORPCHVEnergy36,679$5.7M2.62%
ABBVIE INCABBVHealthcare24,190$5.6M2.57%
JOHNSON & JOHNSONJNJHealthcare29,494$5.5M2.51%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology18,925$5.3M2.45%
PROCTER & GAMBLE COPGConsumer Defensive33,910$5.2M2.39%
AMERICAN EXPRESS COAXPFinancial Services13,500$4.5M2.06%
3M CompanyMMM—28,766$4.5M2.05%
HERSHEY COHSYConsumer Defensive23,075$4.3M1.98%
EXXON MOBIL CORP——37,550$4.2M1.95%
APPLE INCAAPLTechnology15,842$4.0M1.85%
COCA COLA COKOConsumer Defensive57,609$3.8M1.76%
SOUTHERN COSOUtilities35,300$3.3M1.54%
NVIDIA CORPNVDATechnology17,750$3.3M1.52%
ISHARES CORE S&P 500 ETFIVV—4,768$3.2M1.47%
PFIZER INCPFEHealthcare119,846$3.1M1.40%
GE AEROSPACEGEIndustrials9,983$3.0M1.38%