Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 13F Holdings (2026-03-31)
Creator: ko.io

BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL (CIK 918504) reported $237.1M across 87 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CAT ($27.7M, 11.69%), DE ($17.7M, 7.48%), RTX ($10.0M, 4.20%), LLY ($9.6M, 4.05%), ALL ($9.4M, 3.97%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	CAT	CATERPILLAR INC DEL	$27.7M	11.69%	39,123	Trimmed
2	DE	DEERE & CO	$17.7M	7.48%	31,485	Trimmed
3	RTX	RTX CORP	$10.0M	4.20%	51,644	Hold
4	LLY	ELI LILLY & CO	$9.6M	4.05%	10,430	Trimmed
5	ALL	ALLSTATE CORP DEL COM	$9.4M	3.97%	45,375	Hold
6	MCD	MCDONALDS CORP COM	$9.4M	3.95%	30,135	Hold
7	LMT	LOCKHEED MARTIN CORP	$8.9M	3.76%	14,765	Hold
8	CMI	CUMMINS INC	$7.6M	3.21%	14,150	Trimmed
9	CVX	CHEVRON CORP	$7.5M	3.16%	36,229	Hold
10	JNJ	JOHNSON AND JOHNSON COM	$7.1M	3.00%	29,134	Hold
11	EMR	EMERSON ELEC CO	$7.0M	2.94%	53,125	Hold
12	XOM	EXXON MOBIL CORP COM	$6.2M	2.61%	36,460	Added
13	ABBV	ABBVIE INC	$5.1M	2.13%	23,240	Trimmed
14	PG	PROCTER & GAMBLE CO	$4.8M	2.04%	33,510	Hold
15	HSY	HERSHEY COMPANY	$4.7M	1.96%	22,375	Trimmed
16	IBM	INTL BUSINESS MACHINES CORP I	$4.5M	1.89%	18,525	Hold
17	KO	COCA COLA COM	$4.3M	1.83%	57,009	Hold
18	MMM	3M COMPANY	$4.1M	1.74%	28,366	Hold
19	AAPL	APPLE INC	$4.0M	1.67%	15,642	Hold
20	AXP	AMER EXPRESS COMPANY	$3.8M	1.61%	12,650	Trimmed
21	FDX	FEDEX CORP DELAWARE COM	$3.6M	1.51%	10,025	Hold
22	SO	SOUTHERN CO	$3.3M	1.41%	34,550	Hold
23	PFE	PFIZER INC	$3.2M	1.34%	113,046	Hold
24	IVV	ISHARES CORE S&P 500 ETF	$3.1M	1.31%	4,768	Hold
25	NVDA	NVIDIA	$3.0M	1.28%	17,425	Added

Source: SEC Form 13F filings · as of 2026-03-31