Fund HoldingsBIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

Total Portfolio Value
$265.82M
Total Bought
$9.53M
Total Sold
$30.17M
Net Transaction
-$20.64M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MERCK & COMPANY INCORPORATED(MRK)041,890+41,89003,7601.41%+3,760
DOLLAR GENERAL CORP(DG)25,37035,731+10,3611,9243,1421.18%+1,218
VERIZON COMMUNICATIONS I025,567+25,56701,1600.44%+1,160
ABBVIE INC(ABBV)030,547+30,54706,4002.41%+6,400
RTX CORP(RTX)051,131+51,13106,7732.55%+6,773
BAKER HUGHES CO CL A017,500+17,50007690.29%+769
DEERE & CO(DE)34,84033,025-1,81514,76215,5005.83%+739
MCDONALDS CORP COM(MCD)035,552+35,552011,1054.18%+11,105
CHEVRON CORP(CVX)047,850+47,85008,0053.01%+8,005
JOHNSON AND JOHNSON COM(JNJ)038,777+38,77706,4312.42%+6,431
ALTRIA GROUP INC(MO)08,363+8,36305020.19%+502
3M COMPANY39,45137,976-1,4755,0935,5772.10%+484
ALLSTATE CORP DEL COM(ALL)52,37451,044-1,33010,09710,5703.98%+472
ABBOTT LABS24,48024,280-2002,7693,2211.21%+452
EXXON MOBIL CORP COM53,06951,464-1,6055,7096,1212.30%+412
INTL BUSINESS MACHINES CORP I(IBM)028,918+28,91807,1912.71%+7,191
ELI LILLY & CO(LLY)011,125+11,12509,1883.46%+9,188
COCA COLA COM(KO)073,889+73,88905,2921.99%+5,292
WHEATON PRECIOUS METAL F(WPM)04,640+4,64003600.14%+360
SPDR GOLD SHARES ETF01,250+1,25003600.14%+360
BARRICK GOLD016,100+16,10003130.12%+313
GE AEROSPACE(GE)10,50110,126-3751,7512,0270.76%+275
VANGUARD EXTENDED DURATION ETF80,00080,00005,4185,6892.14%+271
SOUTHERN CO(SO)48,77546,425-2,3504,0154,2691.61%+254
NEWMONT CORP(NEM)6,55010,050+3,5002444850.18%+241
NORTHROP GRUMMAN CORP(NOC)0425+42502180.08%+218
BOSTON SCIENTIFIC CORP(BSX)02,000+2,00002020.08%+202
SCHWAB LONG TERM US TREASURY E148,000148,00004,6524,8481.82%+197
SCHLUMBERGER LTD(SLB)36,03537,025+9901,3821,5480.58%+166
DUKE ENERGY CORP NEW(DUK)29,59427,353-2,2413,1883,3361.26%+148
BRISTOL-MYERS SQUIBB CO(BMY)43,89142,891-1,0002,4822,6160.98%+133
LINCOLN NATL CORP IND(LNC)31,60031,60001,0021,1350.43%+133
CARDINAL HEALTH INC(CAH)6,5006,50007698960.34%+127
AT&T INC(T)24,55524,230-3255596850.26%+126
GLOBE LIFE INC4,4004,40004915800.22%+89
CONOCOPHILLIPS(COP)4,8095,309+5004775580.21%+81
SPDR PORTFOLIO CORPORATE BOND188,000188,00005,3845,4582.05%+73
INTEL CORP(INTC)065,970+65,97001,4980.56%+1,498
CHARLES SCHWAB CORP(SCHW)16,17516,075-1001,1971,2580.47%+61
SHELL PLC F TENDER OFFER EXP:(SHEL)10,77810,028-7506757350.28%+60
PHILLIPS 66 SHS(PSX)6,7736,723-507728300.31%+59
AMERICAN ELEC PWR CO INC3,8203,670-1503524010.15%+49
ENBRIDGE INC F(ENB)9,55810,058+5004064460.17%+40
COSTCO WHSL CORP NEW1,9501,930-201,7871,8250.69%+39
EBAY INC(EBAY)6,5006,50004034400.17%+38
SCHWAB SHORT TERM US TREASURY103,000103,00002,4782,5070.94%+29
MICROSOFT CORP(MSFT)2,8803,310+4301,2141,2430.47%+29
PINNACLE WEST CAP CORP(PNW)2,5502,55002162430.09%+27
PARAMOUNT GLOBAL16,80016,80001762010.08%+25
FISERV INC(FISV)1,2121,21202492680.10%+19
BP P L C F SPONSORED ADR 1 ADR(BP)20,64318,543-2,1006106270.24%+16
COLGATE PALMOLIVE CO(CL)2,4252,42502202270.09%+7
CISCO SYSTEMS INC COM(CSCO)22,32021,498-8221,3211,3270.50%+5
BAXTER INTL INC10,4008,900-1,5003033050.11%+1
CONSOLIDATED EDISON INC(ED)6,1204,920-1,2005465440.20%-2
JOHNSON CONTROLS INT F10,60710,407-2008378340.31%-4
ONEOK INC NEW(OKE)3,5003,50003513470.13%-4
PEPSICO INC(PEP)3,2003,175-254874760.18%-11
CORNING INC(GLW)5,8505,650-2002782590.10%-19
TRUIST FINL CORP(TFC)7,8567,735-1213413180.12%-22
CITIGROUP INC(C)20,06519,565-5001,4121,3890.52%-23
INVESCO S&P 500 EQUAL WEIGHT E3,1203,000-1205475200.20%-27
ILLINOIS TOOL WKS INC(ITW)3,8073,782-259659380.35%-27
L3HARRIS TECHNOLOGIES IN(LHX)1,3931,268-1252932650.10%-28
PACCAR INC(PCAR)4,1624,16204334050.15%-28
GENERAL MILLS INC(GIS)13,42713,832+4058568270.31%-29
VULCAN MATERIALS CO(VMC)1,4241,42403663320.12%-34
MOTOROLA SOLUTIONS INC(MSI)1,3971,39706466120.23%-34
GOODYEAR TIRE RUBBER(GT)77,37571,075-6,3006966570.25%-40
BOEING CO(BA)7,3477,34701,3001,2530.47%-47
ISHARES US AEROSPACE DEFENSE E5,6755,075-6008257770.29%-48
LOWES COS INC(LOW)3,7903,79009358840.33%-51
ROCKWELL AUTOMATION INC(ROK)2,1002,10006005430.20%-58
HOME DEPOT INC(HD)2,6442,625-191,0289620.36%-66
CLEVELAND-CLIFFS INC NEW(CLF)20,87514,875-6,0001961220.05%-74
HALLIBURTON COMPANY(HAL)69,56071,363+1,8031,8911,8100.68%-81
GE VERNOVA INC(GEV)2,2322,139-937346530.25%-81
CORTEVA INC REG SHS(CTVA)8,8176,629-2,1885024170.16%-85
CARNIVAL CORP F16,60016,60004143240.12%-89
DOW INC REG SHS(DOW)10,6889,000-1,6884293140.12%-115
PAYPAL HLDGS INC(PYPL)5,8505,85004993820.14%-118
AGILENT TECHNOLOGIES INC(A)3,8303,250-5805153800.14%-134
KINDER MORGAN INC DEL59,31352,163-7,1501,6251,4880.56%-137
ISHARES RUSSELL 2000 ETF1,7401,240-5003842470.09%-137
HERSHEY COMPANY(HSY)025,656+25,65604,3881.65%+4,388
KRAFT (THE) HEINZ CO SHS(KHC)63,44558,655-4,7901,9481,7850.67%-164
DELTA AIR LINES INC DEL(DAL)9,8009,80005934270.16%-166
DISNEY (WALT) CO COM STK(DIS)8,3867,636-7509347540.28%-180
WEYERHAEUSER CO(WY)48,38339,780-8,6031,3621,1650.44%-197
WASTE MGMT INC DEL(WM)1,0000-1,0002020-202
ISHARES CORE S&P 500 ETF04,768+4,76802,6791.01%+2,679
CLOROX CO(CLX)8,0027,391-6111,3001,0880.41%-211
WHIRLPOOL CORP(WHR)5,7654,825-9406604350.16%-225
Viatris(VTRS)18,7130-18,7132330-233
WALMART INC(WMT)24,28722,260-2,0272,1941,9540.74%-240
METLIFE INC COM32,11029,635-2,4752,6292,3790.90%-250
HORMEL FOODS CORP(HRL)8,0000-8,0002510-251
DUPONT DE NEMOURS INC(DD)31,32528,587-2,7382,3892,1350.80%-254
TEXAS INSTRUMENTS(TXN)11,47410,490-9842,1511,8850.71%-266
EASTMAN CHEM CO(EMN)2,9500-2,9502690-269
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