Institutional
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL
CIK 0000918504
$237,077
Reported AUM
89
Positions
Q1 2026
Period
2026-05-27
Filed
Editorial summary
Summary for BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL · Q1 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC DEL | $804.18 | 2.74% | 84.23% | 304.51% | $28K | 11.69% | — | HELD |
| 2 | DE | DEERE & CO | $597.97 | -2.12% | 23.48% | 72.59% | $18K | 7.48% | — | HELD |
| 3 | — | RTX CORP | — | — | — | — | $10K | 4.20% | — | HELD |
| 4 | LLY | ELI LILLY & CO | $1164.70 | -3.75% | 54.61% | 373.33% | $10K | 4.05% | — | HELD |
| 5 | ALL | ALLSTATE CORP DEL COM | $263.22 | -4.07% | 40.12% | 127.36% | $9K | 3.97% | — | HELD |
| 6 | MCD | MCDONALDS CORP COM | $267.52 | -1.47% | -9.83% | 25.28% | $9K | 3.95% | — | HELD |
| 7 | LMT | LOCKHEED MARTIN CORP | $560.82 | -1.47% | 38.85% | 79.73% | $9K | 3.76% | — | HELD |
| 8 | CMI | CUMMINS INC | $628.67 | 3.74% | 80.31% | 198.99% | $8K | 3.21% | — | HELD |
| 9 | CVX | CHEVRON CORP | $190.85 | -0.53% | 31.24% | 138.73% | $7K | 3.16% | — | HELD |
| 10 | JNJ | JOHNSON AND JOHNSON COM | $256.34 | -3.46% | 56.99% | 69.37% | $7K | 3.00% | — | HELD |
| 11 | EMR | EMERSON ELEC CO | $148.64 | 2.00% | 4.46% | 51.98% | $7K | 2.94% | — | HELD |
| 12 | — | EXXON MOBIL CORP COM | — | — | — | — | $6K | 2.61% | — | HELD |
| 13 | — | ABBVIE INC | — | — | — | — | $5K | 2.13% | — | HELD |
| 14 | PG | PROCTER & GAMBLE CO | $143.02 | -2.11% | -0.17% | 16.67% | $5K | 2.04% | — | HELD |
| 15 | HSY | HERSHEY COMPANY | $180.10 | -2.07% | -2.81% | 12.95% | $5K | 1.96% | — | HELD |
| 16 | IBM | INTL BUSINESS MACHINES CORP I | $222.12 | -1.91% | -7.13% | 102.90% | $4K | 1.89% | — | HELD |
| 17 | KO | COCA COLA COM | $87.89 | -1.34% | 30.56% | 80.02% | $4K | 1.83% | — | HELD |
| 18 | — | 3M COMPANY | — | — | — | — | $4K | 1.74% | — | HELD |
| 19 | AAPL | APPLE INC | $332.02 | -1.82% | 67.77% | 128.17% | $4K | 1.67% | — | HELD |
| 20 | AXP | AMER EXPRESS COMPANY | $336.76 | 1.59% | 13.86% | 112.26% | $4K | 1.61% | — | HELD |
| 21 | — | FEDEX CORP DELAWARE COM | — | — | — | — | $4K | 1.51% | — | HELD |
| 22 | SO | SOUTHERN CO | $94.08 | -2.05% | 4.42% | 73.99% | $3K | 1.41% | — | HELD |
| 23 | PFE | PFIZER INC | $24.75 | -1.59% | 14.58% | -28.87% | $3K | 1.34% | — | HELD |
| 24 | IVV | ISHARES CORE S&P 500 ETF | $742.05 | 1.22% | 20.00% | 75.17% | $3K | 1.31% | — | HELD |
| 25 | — | NVIDIA | — | — | — | — | $3K | 1.28% | — | HELD |
| 26 | GE | GE AEROSPACE | $353.55 | 0.83% | 30.82% | 446.84% | $3K | 1.19% | — | HELD |
| 27 | — | DUKE ENERGY CORP NEW | — | — | — | — | $3K | 1.18% | — | HELD |
| 28 | — | MERCK AND CO INC SHS | — | — | — | — | $3K | 1.17% | — | HELD |
| 29 | BA | BOEING CO | $220.10 | 2.85% | -0.95% | 0.14% | $3K | 1.07% | — | HELD |
| 30 | INTC | INTEL CORP | $92.47 | 12.93% | 324.03% | 64.44% | $2K | 1.02% | — | HELD |
| 31 | ABT | ABBOTT LABS | $105.43 | -2.38% | — | — | $2K | 0.87% | — | HELD |
| 32 | BAC | BANK OF AMERICA CORP | $61.63 | 0.92% | — | — | $2K | 0.82% | — | HELD |
| 33 | — | COSTCO WHSL CORP NEW | — | — | — | — | $2K | 0.80% | — | HELD |
| 34 | ITA | ISHARES U.S. AEROSPACE & DEFEN | $235.21 | -0.44% | — | — | $2K | 0.80% | — | HELD |
| 35 | — | GE VERNOVA INC | — | — | — | — | $2K | 0.79% | — | HELD |
| 36 | — | JPMORGAN CHASE & CO | — | — | — | — | $2K | 0.75% | — | HELD |
| 37 | DG | DOLLAR GENERAL CORP | $126.68 | -1.55% | — | — | $2K | 0.70% | — | HELD |
| 38 | SLB | SLB LIMITED | $48.85 | -0.23% | — | — | $1K | 0.61% | — | HELD |
| 39 | C | CITIGROUP INC | $131.25 | 3.24% | — | — | $1K | 0.60% | — | HELD |
| 40 | — | CARDINAL HEALTH INC | — | — | — | — | $1K | 0.58% | — | HELD |
| 41 | — | JOHNSON CONTROLS INT F | — | — | — | — | $1K | 0.55% | — | HELD |
| 42 | GWW | W W GRAINGER INCORP | $1350.48 | -0.62% | — | — | $1K | 0.45% | — | HELD |
| 43 | — | BAKER HUGHES CO CL A | — | — | — | — | $1K | 0.45% | — | HELD |
| 44 | TXN | TEXAS INSTRUMENTS | $281.38 | 3.72% | — | — | $1K | 0.45% | — | HELD |
| 45 | SCHW | CHARLES SCHWAB CORP | $104.25 | -0.21% | — | — | $1K | 0.44% | — | HELD |
| 46 | BMY | BRISTOL-MYERS SQUIBB CO | $64.36 | 1.99% | — | — | $967 | 0.41% | — | HELD |
| 47 | ITW | ILLINOIS TOOL WKS INC COM | $283.67 | -3.00% | — | — | $911 | 0.38% | — | HELD |
| 48 | — | METLIFE INC COM | — | — | — | — | $814 | 0.34% | — | HELD |
| 49 | HAL | HALLIBURTON COMPANY | $31.54 | 1.12% | — | — | $809 | 0.34% | — | HELD |
| 50 | GLW | CORNING INC | $133.94 | 7.97% | — | — | $768 | 0.32% | — | HELD |
| 51 | ROK | ROCKWELL AUTOMATION INC | $472.69 | 2.90% | — | — | $754 | 0.32% | — | HELD |
| 52 | — | QNITY ELECTRONICS INC REG SH | — | — | — | — | $709 | 0.30% | — | HELD |
| 53 | HD | HOME DEPOT INC | $332.72 | -1.64% | — | — | $658 | 0.28% | — | HELD |
| 54 | DAL | DELTA AIR LINES INC DEL | $88.27 | 2.34% | — | — | $652 | 0.28% | — | HELD |
| 55 | CLX | CLOROX CO | $96.53 | -3.12% | — | — | $635 | 0.27% | — | HELD |
| 56 | MSI | MOTOROLA SOLUTIONS INC | $425.55 | -1.99% | — | — | $606 | 0.26% | — | HELD |
| 57 | — | INVESCO S&P 500 EQUAL WEIGHT E | — | — | — | — | $576 | 0.24% | — | HELD |
| 58 | LOW | LOWES COS INC | $210.29 | -2.50% | — | — | $532 | 0.22% | — | HELD |
| 59 | EBAY | EBAY INC | $112.68 | -2.27% | — | — | $528 | 0.22% | — | HELD |
| 60 | WMT | WALMART INC | $110.80 | -2.99% | — | — | $522 | 0.22% | — | HELD |
| 61 | — | DUPONT DE NEMOURS INC | — | — | — | — | $501 | 0.21% | — | HELD |
| 62 | SCHO | SCHWAB SHORT-TERM U.S. TREASUR | $24.10 | 0.06% | — | — | $500 | 0.21% | — | HELD |
| 63 | MSFT | MICROSOFT CORP | $454.63 | 16.41% | — | — | $496 | 0.21% | — | HELD |
| 64 | DIS | DISNEY (WALT) CO COM STK | $95.51 | -3.02% | — | — | $485 | 0.20% | — | HELD |
| 65 | PCAR | PACCAR INC | $132.13 | -1.30% | — | — | $481 | 0.20% | — | HELD |
| 66 | — | CISCO SYSTEMS INC COM | — | — | — | — | $466 | 0.20% | — | HELD |
| 67 | — | ALTRIA GROUP INC | — | — | — | — | $455 | 0.19% | — | HELD |
| 68 | — | GLOBE LIFE INC | — | — | — | — | $438 | 0.18% | — | HELD |
| 69 | — | ENBRIDGE INC F | — | — | — | — | $437 | 0.18% | — | HELD |
| 70 | ED | CONSOLIDATED EDISON INC | $109.24 | -2.68% | — | — | $430 | 0.18% | — | HELD |
| 71 | — | CARNIVAL CORP LTD F | — | — | — | — | $430 | 0.18% | — | HELD |
| 72 | — | CONOCOPHILLIPS | — | — | — | — | $413 | 0.17% | — | HELD |
| 73 | VMC | VULCAN MATERIALS CO | $273.67 | -3.61% | — | — | $388 | 0.16% | — | HELD |
| 74 | CLF | CLEVELAND-CLIFFS INC NEW | $11.69 | 2.68% | — | — | $379 | 0.16% | — | HELD |
| 75 | GT | GOODYEAR TIRE RUBBER | $7.07 | -2.95% | — | — | $359 | 0.15% | — | HELD |
| 76 | — | KINDER MORGAN INC DEL | — | — | — | — | $358 | 0.15% | — | HELD |
| 77 | — | CORTEVA INC REG SHS | — | — | — | — | $357 | 0.15% | — | HELD |
| 78 | BP | BP P L C F SPONSORED ADR 1 ADR | $43.86 | 1.25% | — | — | $336 | 0.14% | — | HELD |
| 79 | PEP | PEPSICO INC | $139.86 | -2.54% | — | — | $311 | 0.13% | — | HELD |
| 80 | LHX | L3HARRIS TECHNOLOGIES IN | $265.80 | -10.67% | — | — | $311 | 0.13% | — | HELD |
| 81 | NOC | NORTHROP GRUMMAN CORP | $526.65 | -1.57% | — | — | $290 | 0.12% | — | HELD |
| 82 | — | AT&T INC | — | — | — | — | $287 | 0.12% | — | HELD |
| 83 | PSX | PHILLIPS 66 SHS | $210.04 | 1.56% | — | — | $287 | 0.12% | — | HELD |
| 84 | WY | WEYERHAEUSER CO | $23.34 | -4.52% | — | — | $274 | 0.12% | — | HELD |
| 85 | — | VERIZON COMMUNICATIONS I | — | — | — | — | $273 | 0.12% | — | HELD |
| 86 | IWM | ISHARES RUSSELL 2000 ETF | $290.88 | 0.80% | — | — | $270 | 0.11% | — | HELD |
| 87 | DOW | DOW INC REG SHS | $29.70 | -2.45% | — | — | $269 | 0.11% | — | HELD |
| 88 | WHR | WHIRLPOOL CORP | $38.09 | -0.94% | — | — | $268 | 0.11% | — | HELD |
| 89 | — | PAYPAL HLDGS INC | — | — | — | — | $233 | 0.10% | — | HELD |
Source: SEC EDGAR · accession 0000918504-26-000003. 13F discloses long positions only — shorts, foreign equities, and options are excluded.