Filed: 11/5/2025ACC: 0000918504-25-000005
📋 What this filing means
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $217.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$217.67M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
COM$217.67M100.0%
Portfolio Concentration
Top 3$43.57M20.0%
4–10$53.28M24.5%
11–25$62.88M28.9%
Rest$57.94M26.6%
Top 3 weight
20.0%
Top 10 weight
44.5%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
1.60M
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)
Sole91
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings91
Rows:
CATERPILLAR INC DEL
SOLEShares39.98K
TypeSH
Market value$19.08M
8.76%
Sole
39.98K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares32.09K
TypeSH
Market value$14.67M
6.74%
Sole
32.09K
Shared
0.00
None
0.00
ALLSTATE CORP DEL COM
SOLEShares45.77K
TypeSH
Market value$9.83M
4.51%
Sole
45.77K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares30.46K
TypeSH
Market value$9.26M
4.25%
Sole
30.46K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares11.93K
TypeSH
Market value$9.10M
4.18%
Sole
11.93K
Shared
0.00
None
0.00
RTX CORP
SOLEShares51.64K
TypeSH
Market value$8.64M
3.97%
Sole
51.64K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares14.77K
TypeSH
Market value$7.37M
3.39%
Sole
14.77K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares53.69K
TypeSH
Market value$7.04M
3.24%
Sole
53.69K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares14.60K
TypeSH
Market value$6.17M
2.83%
Sole
14.60K
Shared
0.00
None
0.00
CHEVRON CORP
SOLEShares36.68K
TypeSH
Market value$5.70M
2.62%
Sole
36.68K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares24.19K
TypeSH
Market value$5.60M
2.57%
Sole
24.19K
Shared
0.00
None
0.00
JOHNSON AND JOHNSON COM
SOLEShares29.49K
TypeSH
Market value$5.47M
2.51%
Sole
29.49K
Shared
0.00
None
0.00
INTL BUSINESS MACHINES CORP I
SOLEShares18.93K
TypeSH
Market value$5.34M
2.45%
Sole
18.93K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares33.91K
TypeSH
Market value$5.21M
2.39%
Sole
33.91K
Shared
0.00
None
0.00
AMER EXPRESS COMPANY
SOLEShares13.50K
TypeSH
Market value$4.48M
2.06%
Sole
13.50K
Shared
0.00
None
0.00
3M COMPANY
SOLEShares28.77K
TypeSH
Market value$4.46M
2.05%
Sole
28.77K
Shared
0.00
None
0.00
HERSHEY COMPANY
SOLEShares23.07K
TypeSH
Market value$4.32M
1.98%
Sole
23.07K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares37.55K
TypeSH
Market value$4.23M
1.95%
Sole
37.55K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares15.84K
TypeSH
Market value$4.03M
1.85%
Sole
15.84K
Shared
0.00
None
0.00
COCA COLA COM
SOLEShares57.61K
TypeSH
Market value$3.82M
1.76%
Sole
57.61K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares35.30K
TypeSH
Market value$3.35M
1.54%
Sole
35.30K
Shared
0.00
None
0.00
NVIDIA
SOLEShares17.75K
TypeSH
Market value$3.31M
1.52%
Sole
17.75K
Shared
0.00
None
0.00
ISHARES CORE S&P 500 ETF
SOLEShares4.77K
TypeSH
Market value$3.19M
1.47%
Sole
4.77K
Shared
0.00
None
0.00
PFIZER INC
SOLEShares119.85K
TypeSH
Market value$3.05M
1.40%
Sole
119.85K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares9.98K
TypeSH
Market value$3.00M
1.38%
Sole
9.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CATERPILLAR INC DELSOLE | COM | 39.98K | SH | $19.08M 8.76% | 39.98K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 32.09K | SH | $14.67M 6.74% | 32.09K | 0.00 | 0.00 |
ALLSTATE CORP DEL COMSOLE | COM | 45.77K | SH | $9.83M 4.51% | 45.77K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | COM | 30.46K | SH | $9.26M 4.25% | 30.46K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 11.93K | SH | $9.10M 4.18% | 11.93K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 51.64K | SH | $8.64M 3.97% | 51.64K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 14.77K | SH | $7.37M 3.39% | 14.77K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 53.69K | SH | $7.04M 3.24% | 53.69K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 14.60K | SH | $6.17M 2.83% | 14.60K | 0.00 | 0.00 |
CHEVRON CORPSOLE | COM | 36.68K | SH | $5.70M 2.62% | 36.68K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 24.19K | SH | $5.60M 2.57% | 24.19K | 0.00 | 0.00 |
JOHNSON AND JOHNSON COMSOLE | COM | 29.49K | SH | $5.47M 2.51% | 29.49K | 0.00 | 0.00 |
INTL BUSINESS MACHINES CORP ISOLE | COM | 18.93K | SH | $5.34M 2.45% | 18.93K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 33.91K | SH | $5.21M 2.39% | 33.91K | 0.00 | 0.00 |
AMER EXPRESS COMPANYSOLE | COM | 13.50K | SH | $4.48M 2.06% | 13.50K | 0.00 | 0.00 |
3M COMPANYSOLE | COM | 28.77K | SH | $4.46M 2.05% | 28.77K | 0.00 | 0.00 |
HERSHEY COMPANYSOLE | COM | 23.07K | SH | $4.32M 1.98% | 23.07K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 37.55K | SH | $4.23M 1.95% | 37.55K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 15.84K | SH | $4.03M 1.85% | 15.84K | 0.00 | 0.00 |
COCA COLA COMSOLE | COM | 57.61K | SH | $3.82M 1.76% | 57.61K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 35.30K | SH | $3.35M 1.54% | 35.30K | 0.00 | 0.00 |
NVIDIASOLE | COM | 17.75K | SH | $3.31M 1.52% | 17.75K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | COM | 4.77K | SH | $3.19M 1.47% | 4.77K | 0.00 | 0.00 |
PFIZER INCSOLE | COM | 119.85K | SH | $3.05M 1.40% | 119.85K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM | 9.98K | SH | $3.00M 1.38% | 9.98K | 0.00 | 0.00 |
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