BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL
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 230 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 #439 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%.
90 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
CAT CATERPILLAR INC DEL | 15.62% | $87.75 | $827.65 | +843.19% | Trimmed -1.40% |
DE DEERE & CO | 7.54% | $80.94 | $647.73 | +700.26% | Trimmed -0.71% |
LLY ELI LILLY & CO | 4.55% | $149.74 | $1,254.77 | +737.97% | Trimmed -4.27% |
ALL ALLSTATE CORP DEL COM | 4.11% | $36.98 | $253.81 | +586.34% | Held |
CMI CUMMINS INC | 3.75% | $99.93 | $587.51 | +487.92% | Trimmed -2.33% |
RTX RTX CORP | 3.73% | $69.62 | $209.91 | +201.51% | Held |
MCD MCDONALDS CORP COM | 3.08% | $103.20 | $270.94 | +162.54% | Trimmed -0.66% |
EMR EMERSON ELEC CO | 2.87% | $45.90 | $157.25 | +242.59% | Trimmed -0.85% |
LMT LOCKHEED MARTIN CORP | 2.86% | $179.22 | $563.68 | +214.52% | Held |
JNJ JOHNSON AND JOHNSON COM | 2.77% | $81.14 | $270.30 | +233.12% | Trimmed -1.46% |
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