Q1 2026 · 13F-HR
BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALholdings as filed
Filed 2026-05-27 · accession 0000918504-26-000003
$237,077
Reported value
89
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 149123101 | CAT | CATERPILLAR INC DEL | $27,717 | 11.7% | 39,123 | Common | SOLE |
| 244199105 | DE | DEERE & CO | $17,736 | 7.48% | 31,485 | Common | SOLE |
| 75513e101 | — | RTX CORP | $9,962 | 4.20% | 51,644 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $9,593 | 4.05% | 10,430 | Common | SOLE |
| 020002101 | ALL | ALLSTATE CORP DEL COM | $9,408 | 3.97% | 45,375 | Common | SOLE |
| 580135101 | MCD | MCDONALDS CORP COM | $9,366 | 3.95% | 30,135 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $8,924 | 3.76% | 14,765 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $7,613 | 3.21% | 14,150 | Common | SOLE |
| 166764100 | CVX | CHEVRON CORP | $7,496 | 3.16% | 36,229 | Common | SOLE |
| 478160104 | JNJ | JOHNSON AND JOHNSON COM | $7,122 | 3.00% | 29,134 | Common | SOLE |
| 291011104 | EMR | EMERSON ELEC CO | $6,960 | 2.94% | 53,125 | Common | SOLE |
| 30231g102 | — | EXXON MOBIL CORP COM | $6,186 | 2.61% | 36,460 | Common | SOLE |
| 00287y109 | — | ABBVIE INC | $5,054 | 2.13% | 23,240 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE CO | $4,840 | 2.04% | 33,510 | Common | SOLE |
| 427866108 | HSY | HERSHEY COMPANY | $4,652 | 1.96% | 22,375 | Common | SOLE |
| 459200101 | IBM | INTL BUSINESS MACHINES CORP I | $4,490 | 1.89% | 18,525 | Common | SOLE |
| 191216100 | KO | COCA COLA COM | $4,336 | 1.83% | 57,009 | Common | SOLE |
| 88579y101 | — | 3M COMPANY | $4,120 | 1.74% | 28,366 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $3,970 | 1.67% | 15,642 | Common | SOLE |
| 025816109 | AXP | AMER EXPRESS COMPANY | $3,826 | 1.61% | 12,650 | Common | SOLE |
| 31428x106 | — | FEDEX CORP DELAWARE COM | $3,571 | 1.51% | 10,025 | Common | SOLE |
| 842587107 | SO | SOUTHERN CO | $3,335 | 1.41% | 34,550 | Common | SOLE |
| 717081103 | PFE | PFIZER INC | $3,174 | 1.34% | 113,046 | Common | SOLE |
| 464287200 | IVV | ISHARES CORE S&P 500 ETF | $3,115 | 1.31% | 4,768 | Common | SOLE |
| 67066g104 | — | NVIDIA | $3,039 | 1.28% | 17,425 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $2,833 | 1.19% | 9,983 | Common | SOLE |
| 26441c204 | — | DUKE ENERGY CORP NEW | $2,804 | 1.18% | 21,413 | Common | SOLE |
| 58933y105 | — | MERCK AND CO INC SHS | $2,764 | 1.17% | 22,978 | Common | SOLE |
| 097023105 | BA | BOEING CO | $2,534 | 1.07% | 12,731 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $2,419 | 1.02% | 54,815 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABS | $2,074 | 0.87% | 20,200 | Common | SOLE |
| 060505104 | BAC | BANK OF AMERICA CORP | $1,946 | 0.82% | 39,925 | Common | SOLE |
| 22160k105 | — | COSTCO WHSL CORP NEW | $1,903 | 0.80% | 1,910 | Common | SOLE |
| 464288760 | ITA | ISHARES U.S. AEROSPACE & DEFEN | $1,892 | 0.80% | 8,650 | Common | SOLE |
| 36828a101 | — | GE VERNOVA INC | $1,867 | 0.79% | 2,139 | Common | SOLE |
| 46625h100 | — | JPMORGAN CHASE & CO | $1,775 | 0.75% | 6,035 | Common | SOLE |
| 256677105 | DG | DOLLAR GENERAL CORP | $1,650 | 0.70% | 13,895 | Common | SOLE |
| 806857108 | SLB | SLB LIMITED | $1,444 | 0.61% | 28,100 | Common | SOLE |
| 172967424 | C | CITIGROUP INC | $1,418 | 0.60% | 12,500 | Common | SOLE |
| 14149y108 | — | CARDINAL HEALTH INC | $1,374 | 0.58% | 6,500 | Common | SOLE |
| g51502105 | — | JOHNSON CONTROLS INT F | $1,310 | 0.55% | 10,005 | Common | SOLE |
| 384802104 | GWW | W W GRAINGER INCORP | $1,069 | 0.45% | 980 | Common | SOLE |
| 05722g100 | — | BAKER HUGHES CO CL A | $1,068 | 0.45% | 17,500 | Common | SOLE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $1,057 | 0.45% | 5,445 | Common | SOLE |
| 808513105 | SCHW | CHARLES SCHWAB CORP | $1,048 | 0.44% | 11,150 | Common | SOLE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB CO | $967 | 0.41% | 15,941 | Common | SOLE |
| 452308109 | ITW | ILLINOIS TOOL WKS INC COM | $911 | 0.38% | 3,500 | Common | SOLE |
| 59156r108 | — | METLIFE INC COM | $814 | 0.34% | 11,508 | Common | SOLE |
| 406216101 | HAL | HALLIBURTON COMPANY | $809 | 0.34% | 20,760 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $768 | 0.32% | 5,650 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $754 | 0.32% | 2,100 | Common | SOLE |
| 74743l100 | — | QNITY ELECTRONICS INC REG SH | $709 | 0.30% | 6,146 | Common | SOLE |
| 437076102 | HD | HOME DEPOT INC | $658 | 0.28% | 2,000 | Common | SOLE |
| 247361702 | DAL | DELTA AIR LINES INC DEL | $652 | 0.28% | 9,800 | Common | SOLE |
| 189054109 | CLX | CLOROX CO | $635 | 0.27% | 6,125 | Common | SOLE |
| 620076307 | MSI | MOTOROLA SOLUTIONS INC | $606 | 0.26% | 1,397 | Common | SOLE |
| 46137v357 | — | INVESCO S&P 500 EQUAL WEIGHT E | $576 | 0.24% | 3,000 | Common | SOLE |
| 548661107 | LOW | LOWES COS INC | $532 | 0.22% | 2,250 | Common | SOLE |
| 278642103 | EBAY | EBAY INC | $528 | 0.22% | 5,800 | Common | SOLE |
| 931142103 | WMT | WALMART INC | $522 | 0.22% | 4,200 | Common | SOLE |
| 26614n102 | — | DUPONT DE NEMOURS INC | $501 | 0.21% | 10,945 | Common | SOLE |
| 808524862 | SCHO | SCHWAB SHORT-TERM U.S. TREASUR | $500 | 0.21% | 20,600 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $496 | 0.21% | 1,339 | Common | SOLE |
| 254687106 | DIS | DISNEY (WALT) CO COM STK | $485 | 0.20% | 5,030 | Common | SOLE |
| 693718108 | PCAR | PACCAR INC | $481 | 0.20% | 4,162 | Common | SOLE |
| 17275r102 | — | CISCO SYSTEMS INC COM | $466 | 0.20% | 6,000 | Common | SOLE |
| 02209s103 | — | ALTRIA GROUP INC | $455 | 0.19% | 6,900 | Common | SOLE |
| 37959e102 | — | GLOBE LIFE INC | $438 | 0.18% | 3,150 | Common | SOLE |
| 29250n105 | — | ENBRIDGE INC F | $437 | 0.18% | 8,071 | Common | SOLE |
| g2004j103 | — | CARNIVAL CORP LTD F | $430 | 0.18% | 16,600 | Common | SOLE |
| 209115104 | ED | CONSOLIDATED EDISON INC | $430 | 0.18% | 3,800 | Common | SOLE |
| 20825c104 | — | CONOCOPHILLIPS | $413 | 0.17% | 3,132 | Common | SOLE |
| 929160109 | VMC | VULCAN MATERIALS CO | $388 | 0.16% | 1,424 | Common | SOLE |
| 185899101 | CLF | CLEVELAND-CLIFFS INC NEW | $379 | 0.16% | 44,875 | Common | SOLE |
| 382550101 | GT | GOODYEAR TIRE RUBBER | $359 | 0.15% | 54,100 | Common | SOLE |
| 49456b101 | — | KINDER MORGAN INC DEL | $358 | 0.15% | 10,678 | Common | SOLE |
| 22052l104 | — | CORTEVA INC REG SHS | $357 | 0.15% | 4,266 | Common | SOLE |
| 055622104 | BP | BP P L C F SPONSORED ADR 1 ADR | $336 | 0.14% | 7,150 | Common | SOLE |
| 713448108 | PEP | PEPSICO INC | $311 | 0.13% | 2,000 | Common | SOLE |
| 502431109 | LHX | L3HARRIS TECHNOLOGIES IN | $311 | 0.13% | 900 | Common | SOLE |
| 666807102 | NOC | NORTHROP GRUMMAN CORP | $290 | 0.12% | 425 | Common | SOLE |
| 718546104 | PSX | PHILLIPS 66 SHS | $287 | 0.12% | 1,573 | Common | SOLE |
| 00206r102 | — | AT&T INC | $287 | 0.12% | 9,901 | Common | SOLE |
| 962166104 | WY | WEYERHAEUSER CO | $274 | 0.12% | 11,200 | Common | SOLE |
| 92343v104 | — | VERIZON COMMUNICATIONS I | $273 | 0.12% | 5,442 | Common | SOLE |
| 464287655 | IWM | ISHARES RUSSELL 2000 ETF | $270 | 0.11% | 1,090 | Common | SOLE |
| 260557103 | DOW | DOW INC REG SHS | $269 | 0.11% | 6,451 | Common | SOLE |
| 963320106 | WHR | WHIRLPOOL CORP | $268 | 0.11% | 4,975 | Common | SOLE |
| 70450y103 | — | PAYPAL HLDGS INC | $233 | 0.10% | 5,150 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.