13F Insight
DOSSIER · 13F-HR · Q1 2026

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

$237M in tracked AUM across 89 positions as of Q1 2026.

BC
CIK 0000918504 · last filed Mar 31, 2026
Total AUM
$237M
as of Q1 2026
Holdings
89
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CAT
CATERPILLAR INC DEL
$28M39K11.7%02
DE
DEERE & CO
$18M31K7.5%03
RTX
RTX CORP
$10M52K4.2%04
LLY
ELI LILLY & CO
$10M10K4.0%05
ALL
ALLSTATE CORP DEL COM
$9M45K4.0%06
MCD
MCDONALDS CORP COM
$9M30K4.0%07
LMT
LOCKHEED MARTIN CORP
$9M15K3.8%08
CMI
CUMMINS INC
$8M14K3.2%09
CVX
CHEVRON CORP
$7M36K3.2%10
JNJ
JOHNSON AND JOHNSON COM
$7M29K3.0%

Filing history

2026Q1Mar 31
$237M▲ 4.5%
89 positionsView →2025Q4Dec 31
$227M▲ 4.3%
90 positionsView →2025Q3Sep 30
$218M▼ 3.8%
91 positionsView →2025Q2Jun 30
$226M▼ 14.9%
99 positionsLocked2025Q1Mar 31
$266M▼ 1.5%
109 positionsLocked2024Q4Dec 31
$270M▼ 1.8%
110 positionsLocked2024Q3Sep 30
$275M▲ 7.3%
109 positionsLocked2024Q2Jun 30
$256M▼ 5.8%
104 positionsLocked2024Q1Mar 31
$272M▲ 7.5%
106 positionsLocked2023Q4Dec 31
$253M▲ 4.5%
103 positionsLocked2023Q3Sep 30
$242M▲ 1.3%
103 positionsLocked2023Q2Jun 30
$239M▼ 4.7%
103 positionsLocked
Showing 12 of 78