BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 13F Portfolio
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL runs BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL and currently holds 90 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $263.00M. Their top holdings are CAT, DE, LLY, ALL, CMI. The top five represent 35.6% of reported portfolio weight. BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL ranks #446 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL initiated 2 new positions. They added to 2 existing positions. They trimmed 22 positions. Their current best-performing preview position is INTC with returns of +216.40%.
Portfolio Value
$263.00M
Alpha Score
60.8
#446 of 1000
Holdings
90
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL Current 13F Holdings
Reported holdings from BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL's latest SEC 13F filing, ranked by portfolio weight.
90 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 CAT CATERPILLAR INC DEL | 15.62% | $87.75 | $800.60 | +812.36% | Trimmed -1.40% |
 DE DEERE & CO | 7.54% | $80.94 | $620.85 | +667.05% | Trimmed -0.71% |
 LLY ELI LILLY & CO | 4.55% | $149.74 | $1,178.52 | +687.04% | Trimmed -4.27% |
 ALL ALLSTATE CORP DEL COM | 4.11% | $36.98 | $229.50 | +520.61% | Held |
 CMI CUMMINS INC | 3.75% | $99.93 | $523.48 | +423.85% | Trimmed -2.33% |
 RTX RTX CORP | 3.73% | $69.62 | $185.96 | +167.10% | Held |
 MCD MCDONALDS CORP COM | 3.08% | $103.20 | $235.27 | +127.97% | Trimmed -0.66% |
 EMR EMERSON ELEC CO | 2.87% | $45.90 | $161.82 | +252.55% | Trimmed -0.85% |
 LMT LOCKHEED MARTIN CORP | 2.86% | $179.22 | $509.69 | +184.39% | Held |
 JNJ JOHNSON AND JOHNSON COM | 2.77% | $81.14 | $261.49 | +222.27% | Trimmed -1.46% |
Showing 1-10 of 90