§ 13F · FUND PROFILE
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $218M (13F)Positions · 91Turnover · — · Q1Filed · May 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CAT | CATERPILLAR INC DEL | 39K | $28K | 5.8% | +96% |
| 2 | CAT | CATERPILLAR INC DEL | 39K | $28K | 5.8% | — |
| 3 | DE | DEERE & CO | 31K | $18K | 3.7% | +96% |
| 4 | DE | DEERE & CO | 31K | $18K | 3.7% | — |
| 5 | RTX | RTX CORP | 52K | $10K | 2.1% | +100% |
| 6 | RTX | RTX CORP | 52K | $10K | 2.1% | — |
| 7 | LLY | ELI LILLY & CO | 10K | $10K | 2.0% | — |
| 8 | LLY | ELI LILLY & CO | 10K | $10K | 2.0% | +75% |
| 9 | ALL | ALLSTATE CORP DEL COM | 45K | $9K | 2.0% | — |
| 10 | ALL | ALLSTATE CORP DEL COM | 45K | $9K | 2.0% | +100% |
§ 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 $218 million in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed