Filed: 7/29/2025ACC: 0000918504-25-000003
📋 What this filing means
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $226.20M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$226.20M
Total AUM (reported)
2.12M
Total Shares
Allocation by class
COM$226.20M100.0%
Portfolio Concentration
Top 3$41.42M18.3%
4–10$50.22M22.2%
11–25$63.98M28.3%
Rest$70.58M31.2%
Top 3 weight
18.3%
Top 10 weight
40.5%
Voting Authority Distribution
Total shares with voting rights: 2.12M
Sole
Full voting authority
2.12M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings99
Rows:
DEERE & CO
SOLEShares32.31K
TypeSH
Market value$16.43M
7.26%
Sole
32.31K
Shared
0.00
None
0.00
CATERPILLAR INC DEL
SOLEShares39.98K
TypeSH
Market value$15.52M
6.86%
Sole
39.98K
Shared
0.00
None
0.00
ALLSTATE CORP DEL COM
SOLEShares47.05K
TypeSH
Market value$9.47M
4.19%
Sole
47.05K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares31.87K
TypeSH
Market value$9.31M
4.12%
Sole
31.87K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares10.33K
TypeSH
Market value$8.05M
3.56%
Sole
10.33K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares56.48K
TypeSH
Market value$7.53M
3.33%
Sole
56.48K
Shared
0.00
None
0.00
RTX CORP
SOLEShares49.28K
TypeSH
Market value$7.20M
3.18%
Sole
49.28K
Shared
0.00
None
0.00
INTL BUSINESS MACHINES CORP I
SOLEShares21.01K
TypeSH
Market value$6.19M
2.74%
Sole
21.01K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares13.12K
TypeSH
Market value$6.07M
2.69%
Sole
13.12K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares36.79K
TypeSH
Market value$5.86M
2.59%
Sole
36.79K
Shared
0.00
None
0.00
CHEVRON CORP
SOLEShares39.31K
TypeSH
Market value$5.63M
2.49%
Sole
39.31K
Shared
0.00
None
0.00
JOHNSON AND JOHNSON COM
SOLEShares31.75K
TypeSH
Market value$4.85M
2.14%
Sole
31.75K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares14.70K
TypeSH
Market value$4.81M
2.13%
Sole
14.70K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares25.79K
TypeSH
Market value$4.79M
2.12%
Sole
25.79K
Shared
0.00
None
0.00
3M COMPANY
SOLEShares31.15K
TypeSH
Market value$4.74M
2.10%
Sole
31.15K
Shared
0.00
None
0.00
COCA COLA COM
SOLEShares62.24K
TypeSH
Market value$4.40M
1.95%
Sole
62.24K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares40.62K
TypeSH
Market value$4.38M
1.94%
Sole
40.62K
Shared
0.00
None
0.00
AMER EXPRESS COMPANY
SOLEShares13.70K
TypeSH
Market value$4.37M
1.93%
Sole
13.70K
Shared
0.00
None
0.00
SPDR PORTFOLIO CORPORATE BOND
SOLEShares147.50K
TypeSH
Market value$4.31M
1.91%
Sole
147.50K
Shared
0.00
None
0.00
HERSHEY COMPANY
SOLEShares23.81K
TypeSH
Market value$3.95M
1.75%
Sole
23.81K
Shared
0.00
None
0.00
SCHWAB LONG TERM US TREASURY E
SOLEShares119.55K
TypeSH
Market value$3.81M
1.69%
Sole
119.55K
Shared
0.00
None
0.00
VANGUARD EXTENDED DURATION ETF
SOLEShares55.25K
TypeSH
Market value$3.72M
1.64%
Sole
55.25K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares38.23K
TypeSH
Market value$3.51M
1.55%
Sole
38.23K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.03K
TypeSH
Market value$3.49M
1.54%
Sole
17.03K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares132.25K
TypeSH
Market value$3.21M
1.42%
Sole
132.25K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DEERE & COSOLE | COM | 32.31K | SH | $16.43M 7.26% | 32.31K | 0.00 | 0.00 |
CATERPILLAR INC DELSOLE | COM | 39.98K | SH | $15.52M 6.86% | 39.98K | 0.00 | 0.00 |
ALLSTATE CORP DEL COMSOLE | COM | 47.05K | SH | $9.47M 4.19% | 47.05K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | COM | 31.87K | SH | $9.31M 4.12% | 31.87K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 10.33K | SH | $8.05M 3.56% | 10.33K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 56.48K | SH | $7.53M 3.33% | 56.48K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 49.28K | SH | $7.20M 3.18% | 49.28K | 0.00 | 0.00 |
INTL BUSINESS MACHINES CORP ISOLE | COM | 21.01K | SH | $6.19M 2.74% | 21.01K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 13.12K | SH | $6.07M 2.69% | 13.12K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 36.79K | SH | $5.86M 2.59% | 36.79K | 0.00 | 0.00 |
CHEVRON CORPSOLE | COM | 39.31K | SH | $5.63M 2.49% | 39.31K | 0.00 | 0.00 |
JOHNSON AND JOHNSON COMSOLE | COM | 31.75K | SH | $4.85M 2.14% | 31.75K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 14.70K | SH | $4.81M 2.13% | 14.70K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 25.79K | SH | $4.79M 2.12% | 25.79K | 0.00 | 0.00 |
3M COMPANYSOLE | COM | 31.15K | SH | $4.74M 2.10% | 31.15K | 0.00 | 0.00 |
COCA COLA COMSOLE | COM | 62.24K | SH | $4.40M 1.95% | 62.24K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 40.62K | SH | $4.38M 1.94% | 40.62K | 0.00 | 0.00 |
AMER EXPRESS COMPANYSOLE | COM | 13.70K | SH | $4.37M 1.93% | 13.70K | 0.00 | 0.00 |
SPDR PORTFOLIO CORPORATE BONDSOLE | COM | 147.50K | SH | $4.31M 1.91% | 147.50K | 0.00 | 0.00 |
HERSHEY COMPANYSOLE | COM | 23.81K | SH | $3.95M 1.75% | 23.81K | 0.00 | 0.00 |
SCHWAB LONG TERM US TREASURY ESOLE | COM | 119.55K | SH | $3.81M 1.69% | 119.55K | 0.00 | 0.00 |
VANGUARD EXTENDED DURATION ETFSOLE | COM | 55.25K | SH | $3.72M 1.64% | 55.25K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 38.23K | SH | $3.51M 1.55% | 38.23K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.03K | SH | $3.49M 1.54% | 17.03K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 132.25K | SH | $3.21M 1.42% | 132.25K | 0.00 | 0.00 |
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