Filed: 2/12/2026ACC: 0000918504-26-000001
📋 What this filing means
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL filed this quarterly 13F‑HR report disclosing 90 equity positions with a total reported market value of $226.93M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
90
Positions
$226.93M
Total AUM (reported)
1.51M
Total Shares
Allocation by class
COM$226.93M100.0%
Portfolio Concentration
Top 3$50.58M22.3%
4–10$55.80M24.6%
11–25$63.01M27.8%
Rest$57.55M25.4%
Top 3 weight
22.3%
Top 10 weight
46.9%
Voting Authority Distribution
Total shares with voting rights: 1.51M
Sole
Full voting authority
1.51M
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)
Sole90
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings90
Rows:
CATERPILLAR INC DEL
SOLEShares39.83K
TypeSH
Market value$22.82M
10.05%
Sole
39.83K
Shared
0.00
None
0.00
DEERE & CO
SOLEShares32.09K
TypeSH
Market value$14.94M
6.58%
Sole
32.09K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares11.93K
TypeSH
Market value$12.82M
5.65%
Sole
11.93K
Shared
0.00
None
0.00
RTX CORP
SOLEShares51.64K
TypeSH
Market value$9.47M
4.17%
Sole
51.64K
Shared
0.00
None
0.00
ALLSTATE CORP DEL COM
SOLEShares45.38K
TypeSH
Market value$9.44M
4.16%
Sole
45.38K
Shared
0.00
None
0.00
MCDONALDS CORP COM
SOLEShares30.14K
TypeSH
Market value$9.21M
4.06%
Sole
30.14K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares14.60K
TypeSH
Market value$7.45M
3.28%
Sole
14.60K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares14.77K
TypeSH
Market value$7.14M
3.15%
Sole
14.77K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares53.13K
TypeSH
Market value$7.05M
3.11%
Sole
53.13K
Shared
0.00
None
0.00
JOHNSON AND JOHNSON COM
SOLEShares29.13K
TypeSH
Market value$6.03M
2.66%
Sole
29.13K
Shared
0.00
None
0.00
CHEVRON CORP
SOLEShares36.23K
TypeSH
Market value$5.52M
2.43%
Sole
36.23K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares24.11K
TypeSH
Market value$5.51M
2.43%
Sole
24.11K
Shared
0.00
None
0.00
INTL BUSINESS MACHINES CORP I
SOLEShares18.52K
TypeSH
Market value$5.49M
2.42%
Sole
18.52K
Shared
0.00
None
0.00
AMER EXPRESS COMPANY
SOLEShares13.28K
TypeSH
Market value$4.91M
2.16%
Sole
13.28K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares33.51K
TypeSH
Market value$4.80M
2.12%
Sole
33.51K
Shared
0.00
None
0.00
3M COMPANY
SOLEShares28.37K
TypeSH
Market value$4.54M
2.00%
Sole
28.37K
Shared
0.00
None
0.00
EXXON MOBIL CORP COM
SOLEShares36.46K
TypeSH
Market value$4.39M
1.93%
Sole
36.46K
Shared
0.00
None
0.00
APPLE INC
SOLEShares15.64K
TypeSH
Market value$4.25M
1.87%
Sole
15.64K
Shared
0.00
None
0.00
HERSHEY COMPANY
SOLEShares22.77K
TypeSH
Market value$4.14M
1.83%
Sole
22.77K
Shared
0.00
None
0.00
COCA COLA COM
SOLEShares57.01K
TypeSH
Market value$3.99M
1.76%
Sole
57.01K
Shared
0.00
None
0.00
ISHARES CORE S&P 500 ETF
SOLEShares4.77K
TypeSH
Market value$3.27M
1.44%
Sole
4.77K
Shared
0.00
None
0.00
NVIDIA
SOLEShares17.23K
TypeSH
Market value$3.21M
1.42%
Sole
17.23K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares9.98K
TypeSH
Market value$3.08M
1.36%
Sole
9.98K
Shared
0.00
None
0.00
SOUTHERN CO
SOLEShares34.55K
TypeSH
Market value$3.01M
1.33%
Sole
34.55K
Shared
0.00
None
0.00
FEDEX CORP DELAWARE COM
SOLEShares10.03K
TypeSH
Market value$2.90M
1.28%
Sole
10.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CATERPILLAR INC DELSOLE | COM | 39.83K | SH | $22.82M 10.05% | 39.83K | 0.00 | 0.00 |
DEERE & COSOLE | COM | 32.09K | SH | $14.94M 6.58% | 32.09K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 11.93K | SH | $12.82M 5.65% | 11.93K | 0.00 | 0.00 |
RTX CORPSOLE | COM | 51.64K | SH | $9.47M 4.17% | 51.64K | 0.00 | 0.00 |
ALLSTATE CORP DEL COMSOLE | COM | 45.38K | SH | $9.44M 4.16% | 45.38K | 0.00 | 0.00 |
MCDONALDS CORP COMSOLE | COM | 30.14K | SH | $9.21M 4.06% | 30.14K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 14.60K | SH | $7.45M 3.28% | 14.60K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 14.77K | SH | $7.14M 3.15% | 14.77K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 53.13K | SH | $7.05M 3.11% | 53.13K | 0.00 | 0.00 |
JOHNSON AND JOHNSON COMSOLE | COM | 29.13K | SH | $6.03M 2.66% | 29.13K | 0.00 | 0.00 |
CHEVRON CORPSOLE | COM | 36.23K | SH | $5.52M 2.43% | 36.23K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 24.11K | SH | $5.51M 2.43% | 24.11K | 0.00 | 0.00 |
INTL BUSINESS MACHINES CORP ISOLE | COM | 18.52K | SH | $5.49M 2.42% | 18.52K | 0.00 | 0.00 |
AMER EXPRESS COMPANYSOLE | COM | 13.28K | SH | $4.91M 2.16% | 13.28K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 33.51K | SH | $4.80M 2.12% | 33.51K | 0.00 | 0.00 |
3M COMPANYSOLE | COM | 28.37K | SH | $4.54M 2.00% | 28.37K | 0.00 | 0.00 |
EXXON MOBIL CORP COMSOLE | COM | 36.46K | SH | $4.39M 1.93% | 36.46K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 15.64K | SH | $4.25M 1.87% | 15.64K | 0.00 | 0.00 |
HERSHEY COMPANYSOLE | COM | 22.77K | SH | $4.14M 1.83% | 22.77K | 0.00 | 0.00 |
COCA COLA COMSOLE | COM | 57.01K | SH | $3.99M 1.76% | 57.01K | 0.00 | 0.00 |
ISHARES CORE S&P 500 ETFSOLE | COM | 4.77K | SH | $3.27M 1.44% | 4.77K | 0.00 | 0.00 |
NVIDIASOLE | COM | 17.23K | SH | $3.21M 1.42% | 17.23K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM | 9.98K | SH | $3.08M 1.36% | 9.98K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 34.55K | SH | $3.01M 1.33% | 34.55K | 0.00 | 0.00 |
FEDEX CORP DELAWARE COMSOLE | COM | 10.03K | SH | $2.90M 1.28% | 10.03K | 0.00 | 0.00 |
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