account_balance
Investment manager · 13F filer · SEC CIK 918504
Birmingham Capital Management Co Inc
Reported value$248Mas of Sep 30, 2026
Positions91 1 new, 0 sold out
Top 10 weight48.8%CAT alone is 13%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CATCaterpillar Inc
12.6%
DEDeere & Co
8.5%
LLYELI Lilly & Co
4.6%
ALLAllstate Corp
4.1%
RTXRTX Corp
3.9%
EMREmerson Electric Co
3.3%
JNJJohnson & Johnson
3.1%
LMTLockheed Martin Corp
3.0%
CVXChevron Corp
2.9%
CMICummins Inc
2.9%
MCDMcDonald's Corp
2.8%
ABBVAbbVie Inc.
2.5%
CATCaterpillar Inc
12.6%
DEDeere & Co
8.5%
LLYELI Lilly & Co
4.6%
ALLAllstate Corp
4.1%
RTXRTX Corp
3.9%
EMREmerson Electric Co
3.3%
JNJJohnson & Johnson
3.1%
LMTLockheed Martin Corp
3.0%
CVXChevron Corp
2.9%
CMI2.9%MCD2.8%ABBV2.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CAT Caterpillar Inc 12.6% HeldDE Deere & Co 8.5% HeldLLY ELI Lilly & Co 4.6% HeldALL Allstate Corp 4.1% HeldRTX RTX Corp 3.9% HeldEMR Emerson Electric Co 3.3% HeldJNJ Johnson & Johnson 3.1% HeldLMT Lockheed Martin Corp 3.0% HeldCVX Chevron Corp 2.9% HeldCMI Cummins Inc 2.9% HeldMCD McDonald's Corp 2.8% HeldABBV AbbVie Inc. 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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