Institutional Fund
Birmingham Capital Management Co Inc/Al
Birmingham, ALCIK 9185046 filings on record
Portfolio Value
$237.1K
Q1 2026
Holdings
89
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-99.9%
from $226.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Caterpillar Inc11.7%
- Deere & Co7.5%
- Rtx Corporation4.2%
- Eli Lilly & Co4.0%
- Allstate Corp4.0%
- Mcdonalds Corp4.0%
- Other64.7%
Portfolio Holdings
89 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc | 39.1K | $27.7K | 11.7% | −707 | Reduced |
| 2 | Deere & Co | 31.5K | $17.7K | 7.5% | −600 | Reduced |
| 3 | Rtx Corporation | 51.6K | $10.0K | 4.2% | 0 | Held |
| 4 | Eli Lilly & Co | 10.4K | $9.6K | 4.0% | −1.5K | Reduced |
| 5 | Allstate Corp | 45.4K | $9.4K | 4.0% | 0 | Held |
| 6 | Mcdonalds Corp | 30.1K | $9.4K | 4.0% | 0 | Held |
| 7 | Lockheed Martin Corp | 14.8K | $8.9K | 3.8% | 0 | Held |
| 8 | Cummins Inc | 14.2K | $7.6K | 3.2% | −450 | Reduced |
| 9 | Chevron Corp New | 36.2K | $7.5K | 3.2% | 0 | Held |
| 10 | Johnson & Johnson | 29.1K | $7.1K | 3.0% | 0 | Held |
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