§ 13F · FUND PROFILE
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL.
AUM · $263K (13F)Positions · 90Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC DEL | 39K | $41K | 15.6% | −51% |
| 2 | DE | DEERE & CO | 31K | $20K | 7.5% | −50% |
| 3 | LLY | ELI LILLY & CO | 10K | $12K | 4.6% | −52% |
| 4 | ALL | ALLSTATE CORP DEL COM | 45K | $11K | 4.1% | −50% |
| 5 | CMI | CUMMINS INC | 14K | $10K | 3.7% | −51% |
| 6 | RTX | RTX CORP | 52K | $10K | 3.7% | −50% |
| 7 | MCD | MCDONALDS CORP COM | 30K | $8K | 3.1% | −50% |
| 8 | EMR | EMERSON ELEC CO | 53K | $8K | 2.9% | −50% |
| 9 | LMT | LOCKHEED MARTIN CORP | 15K | $8K | 2.9% | −50% |
| 10 | JNJ | JOHNSON AND JOHNSON COM | 29K | $7K | 2.8% | −51% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIRMINGHAM SIGNAL
AC read
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL is a Other fund managing $263 thousand in assets. The fund runs a portfolio of 90 positions.
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