Birmingham, ALCIK 9185045 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
90 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Caterpillar Inc | 39.8K | $22.82M | 10.1% | −150 | Reduced |
| 2 | Deere & Co | 32.1K | $14.94M | 6.6% | 0 | Held |
| 3 | Eli Lilly & Co | 11.9K | $12.82M | 5.6% | 0 | Held |
| 4 | Rtx Corporation |
| 51.6K |
| $9.47M |
| 4.2% |
| 0 |
| Held |
| 5 | Allstate Corp | 45.4K | $9.44M | 4.2% | −400 | Reduced |
| 6 | Mcdonalds Corp | 30.1K | $9.21M | 4.1% | −325 | Reduced |
| 7 | Cummins Inc | 14.6K | $7.45M | 3.3% | 0 | Held |
| 8 | Lockheed Martin Corp | 14.8K | $7.14M | 3.1% | 0 | Held |
| 9 | Emerson Elec Co | 53.1K | $7.05M | 3.1% | −560 | Reduced |
| 10 | Johnson & Johnson | 29.1K | $6.03M | 2.7% | −360 | Reduced |
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