BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL
CIK: 0000918504SEC EDGAR →
Portfolio Value
$226.9B
Holdings
90
As of
Q4 2025
New Positions
90
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CATERPILLAR INC DEL | 39,830 | $22.8B | 10.05% |
| 2 | DEERE & CO | 32,085 | $14.9B | 6.58% |
| 3 | ELI LILLY & CO | 11,930 | $12.8B | 5.65% |
| 4 | RTX CORP | 51,644 | $9.5B | 4.17% |
| 5 | ALLSTATE CORP DEL COM | 45,375 | $9.4B | 4.16% |
| 6 | MCDONALDS CORP COM | 30,135 | $9.2B | 4.06% |
| 7 | CUMMINS INC | 14,600 | $7.5B | 3.28% |
| 8 | LOCKHEED MARTIN CORP | 14,765 | $7.1B | 3.15% |
| 9 | EMERSON ELEC CO | 53,125 | $7.0B | 3.11% |
| 10 | JOHNSON AND JOHNSON COM | 29,134 | $6.0B | 2.66% |
Quarterly Changes
New Positions (90)
$22.8B · 40K shares
$14.9B · 32K shares
$12.8B · 12K shares
$9.5B · 52K shares
$9.4B · 45K shares
$9.2B · 30K shares
$7.5B · 15K shares
$7.1B · 15K shares
$7.0B · 53K shares
$6.0B · 29K shares
$5.5B · 36K shares
$5.5B · 24K shares
$5.5B · 19K shares
$4.9B · 13K shares
$4.8B · 34K shares
$4.5B · 28K shares
$4.4B · 36K shares
$4.3B · 16K shares
$4.1B · 23K shares
$4.0B · 57K shares
$3.3B · 5K shares
$3.2B · 17K shares
$3.1B · 10K shares
$3.0B · 35K shares
$2.9B · 10K shares
$2.8B · 113K shares
$2.8B · 13K shares
$2.5B · 20K shares
$2.5B · 21K shares
$2.4B · 23K shares
$2.2B · 40K shares
$2.0B · 55K shares
JPMORGAN CHASE & CO
$1.9B · 6K shares
$1.9B · 9K shares
$1.8B · 14K shares
$1.6B · 2K shares
$1.5B · 13K shares
$1.4B · 32K shares
$1.4B · 2K shares
$1.3B · 7K shares
$1.2B · 10K shares
$1.1B · 11K shares
$1.1B · 28K shares
$1.0B · 43K shares
$988.0M · 980 shares
$944.0M · 5K shares
$908.0M · 12K shares
$870.0M · 16K shares
$862.0M · 4K shares
$835.0M · 8K shares
$817.0M · 2K shares
$796.0M · 18K shares
$688.0M · 2K shares
$680.0M · 10K shares
$617.0M · 6K shares
$599.0M · 1K shares
$595.0M · 45K shares
$586.0M · 21K shares
$574.0M · 3K shares
$572.0M · 5K shares
$542.0M · 2K shares
$535.0M · 1K shares
$506.0M · 17K shares
$505.0M · 6K shares
$501.0M · 6K shares
$494.0M · 6K shares
$473.0M · 54K shares
$464.0M · 12K shares
CISCO SYSTEMS INC COM
$462.0M · 6K shares
$455.0M · 4K shares
$440.0M · 3K shares
$406.0M · 1K shares
$397.0M · 7K shares
$386.0M · 8K shares
$377.0M · 4K shares
$348.0M · 5K shares
$305.0M · 1K shares
$300.0M · 5K shares
$293.0M · 3K shares
$293.0M · 11K shares
$287.0M · 2K shares
$285.0M · 4K shares
$265.0M · 11K shares
$264.0M · 900 shares
$261.0M · 2K shares
$248.0M · 7K shares
$245.0M · 10K shares
$242.0M · 425 shares
$221.0M · 5K shares
$202.0M · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 18 | $87.6B | 38.6% |
| Healthcare | 9 | $34.6B | 15.2% |
| Consumer Defensive | 9 | $18.6B | 8.2% |
| Technology | 9 | $18.0B | 8.0% |
| Financial Services | 11 | $16.5B | 7.3% |
| Unknown | 6 | $15.7B | 6.9% |
| Energy | 10 | $13.8B | 6.1% |
| Consumer Cyclical | 6 | $11.8B | 5.2% |
| Utilities | 4 | $7.3B | 3.2% |
| Basic Materials | 4 | $1.8B | 0.8% |
| Communication Services | 3 | $1.0B | 0.5% |
| Real Estate | 1 | $265.0M | 0.1% |