BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL: 13F holdings
CIK 9185042026Q2
| Positions | 90 |
|---|
| Reported value | $263.0m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 90 (+1 vs prior quarter) |
|---|
| Reported value | $263.0m (+10.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CAT CATERPILLAR INC DEL | 38,575 | $41.1m | 15.6% |
| DE DEERE & CO | 31,262 | $19.8m | 7.5% |
| LLY ELI LILLY & CO | 9,985 | $12.0m | 4.6% |
| ALL ALLSTATE CORP DEL COM | 45,375 | $10.8m | 4.1% |
| CMI CUMMINS INC | 13,820 | $9.9m | 3.7% |
| RTX RTX CORP | 51,644 | $9.8m | 3.7% |
| MCD MCDONALDS CORP COM | 29,935 | $8.1m | 3.1% |
| EMR EMERSON ELEC CO | 52,675 | $7.5m | 2.9% |
| LMT LOCKHEED MARTIN CORP | 14,765 | $7.5m | 2.9% |
| JNJ JOHNSON AND JOHNSON COM | 28,709 | $7.3m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="918504")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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