Fund HoldingsBIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

Total Portfolio Value
$271.77M
Total Bought
$25.19M
Total Sold
$41.71M
Net Transaction
-$16.52M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EXXON MOBIL CORP053,860+53,86006,2612.30%+6,261
ABBVIE INC(ABBV)029,722+29,72205,4121.99%+5,412
3M CO040,943+40,94304,3431.60%+4,343
FEDEX CORP013,940+13,94004,0391.49%+4,039
CATERPILLAR INC(CAT)53,42052,265-1,15515,79519,1517.05%+3,357
ELI LILLY AND CO(LLY)15,93015,905-259,28612,3734.55%+3,088
ALLSTATE CORP(ALL)59,93857,538-2,4008,3909,9553.66%+1,565
CUMMINS INC(CMI)20,71020,360-3504,9615,9992.21%+1,038
RTX CORP(RTX)54,27557,179+2,9044,5675,5772.05%+1,010
EMERSON ELECTRIC CO(EMR)77,37174,981-2,3907,5318,5043.13%+974
PFIZER INC(PFE)0180,204+180,20405,0011.84%+5,001
CISCO SYSTEMS INC(CSCO)018,106+18,10609040.33%+904
NVIDIA CORP(NVDA)3,5052,870-6351,7362,5930.95%+857
MERCK & CO. INC.(MRK)44,41342,238-2,1754,8425,5732.05%+731
AMERICAN EXPRESS CO(AXP)23,59922,491-1,1084,4215,1211.88%+700
IBM CORP(IBM)35,70734,137-1,5705,8406,5192.40%+679
PROCTER & GAMBLE(PG)53,60852,393-1,2157,8568,5013.13%+645
INVSC S P 500 EQUAL WEIGHT ETF03,420+3,42005790.21%+579
GE AEROSPACE(GE)10,88810,501-3871,3901,8430.68%+454
BAKER HUGHES CO. CLASS A013,500+13,50004520.17%+452
JPMORGAN CHASE & CO(JPM)15,15214,569-5832,5772,9181.07%+341
BANK OF AMERICA CORP83,90083,075-8252,8253,1501.16%+325
CITIGROUP INC(C)31,60530,465-1,1401,6261,9270.71%+301
ISHARES CORE S&P 500 ETF6,8956,828-673,2933,5901.32%+296
DEERE & CO(DE)40,46340,088-37516,18016,4666.06%+286
CHEVRON CORP(CVX)054,308+54,30808,5673.15%+8,567
WASTE MANAGEMENT INC(WM)01,000+1,00002130.08%+213
NORTHROP GRUMMAN CO(NOC)0425+42502030.07%+203
MARATHON PETE CORP(MPC)01,000+1,00002020.07%+202
WALMART INC(WMT)8,30524,597+16,2921,3091,4800.54%+171
HERSHEY CO(HSY)030,789+30,78905,9882.20%+5,988
LINCOLN NTNL CO(LNC)31,60031,60008521,0090.37%+157
COSTCO WHOLESALE CO1,9501,95001,2871,4290.53%+141
KINDER MORGAN INC60,04365,433+5,3901,0591,2000.44%+141
DELTA AIR LINES INC DEL(DAL)18,10018,10007288660.32%+138
METLIFE INC34,86032,860-2,0002,3052,4350.90%+130
HALLIBURTON CO HLDG(HAL)76,90073,625-3,2752,7802,9021.07%+122
LOWES COMPANIES INC(LOW)3,8403,815-258559720.36%+117
BRISTOL-MYERS SQUIBB(BMY)44,04043,725-3152,2602,3710.87%+112
PACCAR INC(PCAR)4,1624,16204065160.19%+109
PHILLIPS 66(PSX)6,3525,801-5518469480.35%+102
MICROSOFT CORP(MSFT)3,2013,102-991,2041,3050.48%+101
THE COCA-COLA CO(KO)90,60488,834-1,7705,3395,4352.00%+96
BAXTER INTERNTNL13,08513,885+8005065930.22%+88
CLEVELAND-CLIFFS INC(CLF)36,87536,87507538390.31%+86
HOME DEPOT INC(HD)2,6652,625-409241,0070.37%+83
GENERAL MILLS INC(GIS)13,19013,390+2008599370.34%+78
SCHLUMBERGER LTD F(SLB)40,11539,415-7002,0882,1600.79%+73
CLOROX CO(CLX)8,4168,291-1251,2001,2690.47%+69
ABBOTT LABORATORIES25,08024,880-2002,7612,8281.04%+67
COLGATE-PALMOLIVE CO(CL)5,9255,92504725340.20%+61
EBAY INC(EBAY)6,5006,50002843430.13%+60
MOTOROLA SOLUTIONS(MSI)1,3971,39704374960.18%+59
CONOCOPHILLIPS(COP)4,7684,782+145536090.22%+55
CARDINAL HEALTH INC(CAH)8,0507,700-3508118620.32%+50
STRYKER CORP(SYK)77577502322770.10%+45
ISHARES US AEROSPACE DEFENSE E4,3004,455+1555445880.22%+43
JOHNSON CTLS Intl
SHS
11,35810,607-7516556930.25%+38
HORMEL FOODS CORP(HRL)11,80011,80003794120.15%+33
PAYPAL HOLDINGS INCORPOR(PYPL)5,8505,85003593920.14%+33
EASTMAN CHEMICAL CO(EMN)2,9502,95002652960.11%+31
VIATRIS INC15,29216,292+1,0001661950.07%+29
WALT DISNEY CO(DIS)14,13610,656-3,4801,2761,3040.48%+28
ALTRIA GROUP INC(MO)8,3638,36303373650.13%+27
ISHARES RUSSELL 2000 ETF2,7552,75505535790.21%+26
ILLINOIS TOOL WORKS(ITW)3,8073,80709971,0220.38%+24
TRUIST FINL CORP(TFC)8,5448,54403153330.12%+18
PEPSICO INC(PEP)3,2003,20005445600.21%+17
KIMBERLY CLARK CORP(KMB)2,1002,10002552720.10%+16
VISA INC CLASS A(V)77577502022160.08%+15
FORD MOTOR CO(F)11,70011,70001431550.06%+13
GLOBAL PAYMENTS INC1,7691,76902252360.09%+12
L3HARRIS TECHNOLOGIES IN(LHX)1,4931,49303153180.12%+4
A T & T INC(T)30,98029,385-1,5955205170.19%-3
LOCKHEED MARTIN CORP(LMT)15,81915,755-647,1707,1662.64%-3
SOUTHERN CO(SO)61,25059,650-1,6004,2954,2791.57%-16
DOW INC(DOW)16,02614,850-1,1768798600.32%-19
GLOBE LIFE INC4,4004,40005365120.19%-24
VULCAN MATERIALS CO(VMC)1,8241,424-4004143890.14%-25
VERIZON COMMUNICATN23,72420,702-3,0228948690.32%-26
JOHNSON & JOHNSON(JNJ)42,01241,432-5806,5856,5542.41%-31
Viatris(VTRS)56,42548,453-7,9726115790.21%-33
ENBRIDGE INC F(ENB)10,8799,883-9963923580.13%-34
CHARLES SCHWAB CORP(SCHW)20,42518,925-1,5001,4051,3690.50%-36
ROCKWELL AUTOMATION(ROK)2,1002,10006526120.23%-40
WHIRLPOOL CORP(WHR)7,2827,052-2308878440.31%-43
KRAFT HEINZ CO(KHC)54,79253,737-1,0552,0261,9830.73%-43
AMER ELECTRIC PWR CO4,9204,120-8004003550.13%-45
CORTEVA INC(CTVA)12,9439,944-2,9996205730.21%-47
CONSOLIDATED EDISON(ED)6,9706,420-5506345830.21%-51
TEXAS INSTRUMENTS(TXN)12,43511,850-5852,1202,0640.76%-55
CARNIVAL CORP F34,10034,10006325570.21%-75
SHELL PLC F SPONSORED ADR 1 AD(SHEL)11,4159,965-1,4507516680.25%-83
BP PLC F SPONSORED ADR 1 ADR R(BP)23,29519,445-3,8508257330.27%-92
WEYERHAEUSER CO REIT(WY)56,91352,263-4,6501,9791,8770.69%-102
AGILENT TECHNOLOGIES(A)5,1704,230-9407196160.23%-103
WW GRAINGER INC(GWW)4,2373,339-8983,5113,3971.25%-114
DUKE ENERGY CORP(DUK)38,19136,909-1,2823,7063,5691.31%-137
PINNACLE WEST CAP(PNW)5,4753,225-2,2503932410.09%-152
PARAMOUNT GLOBAL CLASS B25,30018,600-6,7003742190.08%-155
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