BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL
CIK 0000918504 · BIRMINGHAM, AL · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$263.0K
2026 Q2
Positions
90
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
CAT
CATERPILLAR INC DEL
15.6%
DE
DEERE & CO
7.5%
LLY
ELI LILLY & CO
4.6%
ALL
ALLSTATE CORP DEL COM
4.1%
CMI
CUMMINS INC
3.7%
RTX
RTX CORP
3.7%
MCD
MCDONALDS CORP COM
3.1%
EMR
EMERSON ELEC CO
2.9%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.