BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

data from 30/09/2025

Capitalization

$ 217.667 M -3.77 %

Average holding period

39 ans

Performance

$ 324.756 M 16 273.51 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 CAT CATERPILLAR INC DEL 8.76% 19.076 M $ 39980 2012/06/30 3.556 M $ 22.91 %
2025/09/30 DE DEERE & CO 6.74% 14.671 M $ 32085 2012/06/30 -1.655 M $ -10.07 %
2025/09/30 ALL ALLSTATE CORP DEL COM 4.51% 9.826 M $ 45775 2011/06/30 627.713 K $ 6.63 %
2025/09/30 MCD MCDONALDS CORP COM 4.25% 9.256 M $ 30460 2012/06/30 373.492 K $ 4.01 %
2025/09/30 LLY ELI LILLY & CO 4.18% 9.103 M $ 11930 2012/06/30 -170.754 K $ -2.12 %
2025/09/30 RTX RTX CORP 3.97% 8.642 M $ 51644 2020/06/30 1.050 M $ 14.59 %
2025/09/30 LMT LOCKHEED MARTIN CORP 3.39% 7.371 M $ 14765 2012/06/30 473.058 K $ 7.79 %
2025/09/30 EMR EMERSON ELEC CO 3.24% 7.042 M $ 53685 2012/06/30 -121.421 K $ -1.61 %
2025/09/30 CMI CUMMINS INC 2.83% 6.167 M $ 14600 2012/06/30 1.395 M $ 28.97 %
2025/09/30 CVX CHEVRON CORP 2.62% 5.696 M $ 36679 2012/06/30 475.699 K $ 8.45 %
2025/09/30 ABBV ABBVIE INC 2.57% 5.601 M $ 24190 2013/03/31 1.184 M $ 24.74 %
2025/09/30 JNJ JOHNSON AND JOHNSON COM 2.51% 5.469 M $ 29494 2012/06/30 1.037 M $ 21.39 %
2025/09/30 IBM INTL BUSINESS MACHINES CORP I 2.45% 5.340 M $ 18925 2012/06/30 -265.196 K $ -4.28 %
2025/09/30 PG PROCTER & GAMBLE CO 2.39% 5.210 M $ 33910 2012/06/30 -208.604 K $ -3.56 %
2025/09/30 AXP AMER EXPRESS COMPANY 2.06% 4.484 M $ 13500 2011/06/30 180.566 K $ 4.13 %
2025/09/30 MMM 3M COMPANY 2.05% 4.464 M $ 28766 2012/06/30 91.578 K $ 1.93 %
2025/09/30 HSY HERSHEY COMPANY 1.98% 4.316 M $ 23075 2012/06/30 502.391 K $ 12.71 %
2025/09/30 XOM EXXON MOBIL CORP COM 1.95% 4.234 M $ 37550 2012/06/30 201.083 K $ 4.59 %
2025/09/30 AAPL APPLE INC COM 1.85% 4.034 M $ 15842 2013/03/31 842.155 K $ 24.11 %
2025/09/30 KO COCA COLA COM 1.76% 3.821 M $ 57609 2012/06/30 -275.718 K $ -6.26 %
2025/09/30 SO SOUTHERN CO 1.54% 3.345 M $ 35300 2012/06/30 112.381 K $ 3.20 %
2025/09/30 NVDA NVIDIA 1.52% 3.312 M $ 17750 2020/03/31 521.767 K $ 18.10 %
2025/09/30 IVV ISHARES CORE S&P 500 ETF 1.47% 3.191 M $ 4768 2020/03/31 230.771 K $ 7.80 %
2025/09/30 PFE PFIZER INC 1.40% 3.054 M $ 119846 2012/06/30 163.988 K $ 5.12 %
2025/09/30 GE GE AEROSPACE 1.38% 3.003 M $ 9983 2021/09/30 428.914 K $ 16.87 %
2025/09/30 BA BOEING COMPANY 1.33% 2.893 M $ 13406 2016/12/31 45.712 K $ 3.01 %
2025/09/30 ABT ABBOTT LABS 1.24% 2.706 M $ 20200 2012/06/30 -46.430 K $ -1.52 %
2025/09/30 DUK DUKE ENERGY CORP NEW 1.22% 2.650 M $ 21413 2012/09/30 127.149 K $ 4.87 %
2025/09/30 FDX FEDEX CORP DELAWARE COM 1.11% 2.411 M $ 10225 2012/06/30 87.975 K $ 3.74 %
2025/09/30 BAC BANK OF AMERICA CORP 0.96% 2.086 M $ 40425 2012/06/30 174.749 K $ 9.02 %
2025/09/30 JPM JPMORGAN CHASE & CO 0.93% 2.014 M $ 6385 2012/06/30 197.397 K $ 8.80 %
2025/09/30 MRK MERCK AND CO INC SHS 0.91% 1.971 M $ 23478 2011/06/30 133.693 K $ 6.03 %
2025/09/30 INTC INTEL CORP 0.86% 1.868 M $ 55690 2012/06/30 712.373 K $ 49.78 %
2025/09/30 ITA ISHARES US AEROSPACE DEFENSE E 0.83% 1.810 M $ 8650 2023/06/30 104.646 K $ 10.93 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.82% 1.786 M $ 1930 2012/06/30 -124.118 K $ -6.50 %
2025/09/30 SCHO SCHWAB SHORT TERM US TREASURY 0.82% 1.781 M $ 73000 2024/12/31 1.459 K $ 0.08 %
2025/09/30 DG DOLLAR GENERAL CORP 0.67% 1.452 M $ 14045 2024/09/30 -202.345 K $ -9.64 %
2025/09/30 GEV GE VERNOVA INC 0.60% 1.315 M $ 2139 2024/06/30 178.102 K $ 16.21 %
2025/09/30 LNC LINCOLN NATL CORP IND 0.59% 1.274 M $ 31600 2012/06/30 181.067 K $ 16.56 %
2025/09/30 C CITIGROUP INC 0.58% 1.269 M $ 12500 2012/06/30 242.423 K $ 19.24 %
2025/09/30 SLB SLB LIMITED 0.51% 1.102 M $ 32050 2012/06/30 18.411 K $ 1.69 %
2025/09/30 JCI JOHNSON CONTROLS INT F 0.51% 1.100 M $ 10005 2016/12/31 43.763 K $ 4.10 %
2025/09/30 SCHW CHARLES SCHWAB CORP 0.49% 1.064 M $ 11150 2012/06/30 48.116 K $ 4.64 %
2025/09/30 TXN TEXAS INSTRUMENTS 0.48% 1.046 M $ 5695 2012/06/30 -149.790 K $ -11.51 %
2025/09/30 CAH CARDINAL HEALTH INC 0.47% 1.020 M $ 6500 2012/06/30 -71.759 K $ -6.57 %
2025/09/30 DD DUPONT DE NEMOURS INC 0.46% 992.368 K $ 12739 2019/06/30 149.825 K $ 13.57 %
2025/09/30 MET METLIFE INC COM 0.45% 989.099 K $ 12008 2016/12/31 31.790 K $ 2.42 %
2025/09/30 GWW W W GRAINGER INCORP 0.43% 933.901 K $ 980 2017/06/30 -112.242 K $ -8.39 %
2025/09/30 ITW ILLINOIS TOOL WKS INC COM 0.42% 912.660 K $ 3500 2012/06/30 50.081 K $ 5.46 %
2025/09/30 BKR BAKER HUGHES CO CL A 0.39% 852.600 K $ 17500 2017/09/30 181.649 K $ 27.07 %
2025/09/30 SPBO STATE STRET SPDR PRTFL CRPRT E 0.37% 814.825 K $ 27500 2024/12/31 60.475 K $ 1.40 %
2025/09/30 HD HOME DEPOT INC 0.37% 810.380 K $ 2000 2014/09/30 80.376 K $ 10.51 %
2025/09/30 CLX CLOROX CO 0.36% 773.708 K $ 6275 2012/06/30 21.288 K $ 2.69 %
2025/09/30 ROK ROCKWELL AUTOMATION INC 0.34% 734.013 K $ 2100 2014/09/30 36.455 K $ 5.23 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.33% 727.959 K $ 16141 2012/06/30 -43.269 K $ -2.57 %
2025/09/30 MSFT MICROSOFT CORP 0.33% 711.663 K $ 1374 2020/03/31 37.464 K $ 4.13 %
2025/09/30 MSI MOTOROLA SOLUTIONS INC 0.29% 638.834 K $ 1397 2020/09/30 51.451 K $ 8.76 %
2025/09/30 EBAY EBAY INC 0.27% 582.080 K $ 6400 2016/12/31 107.185 K $ 22.15 %
2025/09/30 DIS DISNEY (WALT) CO COM STK 0.26% 575.935 K $ 5030 2012/06/30 -47.835 K $ -7.67 %
2025/09/30 RSP INVSC S P 500 EQUAL WEIGHT ETF 0.26% 569.100 K $ 3000 2024/03/31 23.879 K $ 4.38 %
2025/09/30 LOW LOWES COS INC 0.26% 565.448 K $ 2250 2014/12/31 78.457 K $ 13.27 %
2025/09/30 DAL DELTA AIR LINES INC DEL 0.26% 556.150 K $ 9800 2022/12/31 74.186 K $ 15.39 %
2025/09/30 CLF CLEVELAND-CLIFFS INC NEW 0.25% 547.475 K $ 44875 2022/03/31 68.425 K $ 60.53 %
2025/09/30 HAL HALLIBURTON COMPANY 0.24% 522.996 K $ 21260 2012/06/30 209.354 K $ 20.71 %
2025/09/30 CCL CARNIVAL CORP F 0.22% 479.906 K $ 16600 2022/03/31 13.113 K $ 2.81 %
2025/09/30 GLW CORNING INC 0.21% 463.470 K $ 5650 2024/06/30 166.336 K $ 55.98 %
2025/09/30 MO ALTRIA GROUP INC 0.21% 455.814 K $ 6900 2012/06/30 62.137 K $ 12.67 %
2025/09/30 GL GLOBE LIFE INC 0.21% 450.356 K $ 3150 2019/09/30 82.191 K $ 15.03 %
2025/09/30 GT GOODYEAR TIRE RUBBER 0.20% 438.328 K $ 58600 2012/06/30 -201.938 K $ -27.87 %
2025/09/30 VMC VULCAN MATERIALS CO 0.20% 438.051 K $ 1424 2016/06/30 66.643 K $ 17.94 %
2025/09/30 WMT WALMART INC 0.20% 432.852 K $ 4200 2012/06/30 34.636 K $ 5.40 %
2025/09/30 VZ VERIZON COMMUNICATIONS I 0.19% 414.976 K $ 9442 2012/06/30 9.922 K $ 1.57 %
2025/09/30 CSCO CISCO SYSTEMS INC COM 0.19% 410.520 K $ 6000 2017/03/31 -10.511 K $ -1.38 %
2025/09/30 PCAR PACCAR INC 0.19% 409.208 K $ 4162 2012/06/30 13.568 K $ 3.43 %
2025/09/30 ENB ENBRIDGE INC F 0.19% 407.263 K $ 8071 2017/03/31 41.484 K $ 11.34 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.18% 385.595 K $ 5750 2015/09/30 -42.470 K $ -9.77 %
2025/09/30 ED CONSOLIDATED EDISON INC 0.18% 381.976 K $ 3800 2012/06/30 697.000 $ 0.17 %
2025/09/30 WHR WHIRLPOOL CORP 0.17% 379.245 K $ 4825 2012/06/30 -110.106 K $ -22.50 %
2025/09/30 CTVA CORTEVA INC REG SHS 0.14% 302.847 K $ 4478 2019/06/30 -40.627 K $ -9.26 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.14% 302.294 K $ 10678 2014/12/31 -33.548 K $ -3.71 %
2025/09/30 IWM ISHARES RUSSELL 2000 ETF 0.14% 300.030 K $ 1240 2018/03/31 32.450 K $ 12.13 %
2025/09/30 WY WEYERHAEUSER CO 0.14% 299.959 K $ 12100 2016/03/31 -22.032 K $ -3.50 %
2025/09/30 COP CONOCOPHILLIPS 0.14% 296.256 K $ 3132 2021/03/31 18.827 K $ 5.40 %
2025/09/30 PEP PEPSICO INC 0.13% 280.880 K $ 2000 2012/06/30 26.670 K $ 6.36 %
2025/09/30 T AT&T INC 0.13% 279.604 K $ 9901 2012/06/30 -10.823 K $ -2.42 %
2025/09/30 LHX L3HARRIS TECHNOLOGIES IN 0.13% 274.869 K $ 900 2019/09/30 65.102 K $ 21.75 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.12% 258.961 K $ 425 2024/03/31 46.469 K $ 21.87 %
2025/09/30 BP BP P L C F SPONSORED ADR 1 ADR 0.12% 253.281 K $ 7350 2012/06/30 58.210 K $ 15.14 %
2025/09/30 A AGILENT TECHNOLOGIES INC 0.11% 247.074 K $ 1925 2012/06/30 23.006 K $ 8.76 %
2025/09/30 PSX PHILLIPS 66 SHS 0.11% 241.163 K $ 1773 2021/03/31 53.052 K $ 14.02 %
2025/09/30 KHC KRAFT HEINZ CO 0.10% 224.465 K $ 8620 2015/09/30 7.885 K $ 0.85 %
2025/09/30 TFC TRUIST FINL CORP 0.00% 0.000 $ 0 2019/12/31 0.000 $ 0.00 %
2025/09/30 EDV VANGUARD EXTENDED DURATION ETF 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 SCHQ SCHWAB LONG TERM US TREASURY E 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 FLR FLUOR CORPORATION NEW 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %
2025/09/30 BSX BOSTON SCIENTIFIC CORP 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 DOW DOW INC REG SHS 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2025/09/30 GIS GENERAL MILLS INC 0.00% 0.000 $ 0 2015/12/31 0.000 $ 0.00 %
2025/09/30 BAX BAXTER INTL INC 0.00% 0.000 $ 0 2012/06/30 0.000 $ 0.00 %