BC

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

13F
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL
Last update 2025-05-28 109 Stocks (5 new)
Value $266.00 Mil Turnover 1 %
Countries:
Top Holdings: DE(5.83%)CAT(5.15%)MCD(4.18%)ALL(3.98%)LLY(3.46%)
Summary Stock Picks Current Portfolio
BIRMINGHAM CAPITAL MANAGEMENT ... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DE
Deere & Co
33,025
15,500.3
-5.21%
5.830
-0.28%
0.010
+11.15%
+22.28%
139,383.9
Farm & Heavy Construction Machinery
CAT
Caterpillar Inc
41,525
13,695.0
-6.13%
5.150
-0.36%
0.010
+40.49%
+19.85%
202,009.7
Farm & Heavy Construction Machinery
MCD
McDonald's Corp
35,552
11,105.3
-1.01%
4.180
-0.04%
0.000
-6.35%
+2.75%
210,562.8
Restaurants
ALL
Allstate Corp
51,044
10,569.7
-2.54%
3.980
-0.09%
0.020
+0.01%
+1.59%
51,358.7
Insurance
LLY
Eli Lilly and Co
11,125
9,188.3
-2.41%
3.460
-0.08%
0.000
-6.12%
+4.72%
723,063.2
Drug Manufacturers
CVX
Chevron Corp
47,850
8,004.8
-5.85%
3.010
-0.16%
0.000
+13.42%
+10.11%
316,837.6
Oil & Gas
EMR
Emerson Electric Co
67,241
7,372.3
-2.78%
2.770
-0.09%
0.010
+40.38%
+19.50%
82,586.3
Industrial Products
PG
Procter & Gamble Co
43,122
7,348.9
-7.21%
2.760
-0.21%
0.000
+0.23%
-3.45%
372,336.7
Consumer Packaged Goods
IBM
International Business Machines Corp
International Business Machines Corp
28,918
7,190.7
-6.29%
2.710
-0.16%
0.000
+14.35%
+20.09%
242,670.1
Software
RTX
RTX Corp
51,131
6,772.8
-0.78%
2.550
-0.02%
0.000
+27.91%
+35.50%
207,768.5
Aerospace & Defense

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL's Historical Top Holdings Breakdowns

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CAT
Caterpillar Inc
2025-03-31
Reduce
Reduce
-0.36%
●
326.75 ($356.21) 407.63
$429.52
20.58%
Reduce -6.13%
41,525
-2,710
DG
Dollar General Corp
2025-03-31
Add
Add
+0.34%
●
68.44 ($75.71) 87.93
$107.75
42.32%
Add 40.84%
35,731
10,361
DE
Deere & Co
2025-03-31
Reduce
Reduce
-0.28%
●
408.57 ($467.8) 509.27
$514.66
10.02%
Reduce -5.21%
33,025
-1,815
FLR
Fluor Corp
2025-03-31
Sold Out
Sold Out
-0.26%
●
34.29 ($43.19) 55.28
$55.62
28.78%
Sold Out
0
-4,225
NVDA
NVIDIA Corp
2025-03-31
Reduce
Reduce
-0.22%
●
106.98 ($126.74) 149.43
$173.74
37.08%
Reduce -16.98%
22,000
-4,500
CMI
Cummins Inc
2025-03-31
Reduce
Reduce
-0.21%
●
312.92 ($352.28) 386.07
$365.27
3.69%
Reduce -9.6%
15,060
-1,600
PG
Procter & Gamble Co
2025-03-31
Reduce
Reduce
-0.21%
●
158.56 ($167.49) 176.26
$158.81
-5.18%
Reduce -7.21%
43,122
-3,350
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.17%
●
209.68 ($231.67) 247.1
$213.76
-7.73%
Reduce -7.56%
22,242
-1,820
BAC
Bank of America Corp
2025-03-31
Reduce
Reduce
-0.17%
●
39.61 ($44.56) 47.74
$48.39
8.60%
Reduce -16.79%
52,300
-10,550
CVX
Chevron Corp
2025-03-31
Reduce
Reduce
-0.16%
●
146.71 ($156.54) 167.97
$155.83
-0.45%
Reduce -5.85%
47,850
-2,972

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL Total Holding History ($B)

To

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL's Asset Allocation

To

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL's Hypothetical Growth since 2025-03-31

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL's Yearly Returns

Year Portfolio % % Excess Gain %

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL's Holdings Heat Map

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BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL's Holdings Bubble Chart

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL News

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