Fund HoldingsBIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

Total Portfolio Value
$274.90M
Total Bought
$33.20M
Total Sold
$35.87M
Net Transaction
-$2.67M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
EXXON MOBIL CORP COM053,604+53,60406,2832.29%+6,283
ABBVIE INC(ABBV)030,622+30,62206,0472.20%+6,047
3M COMPANY040,908+40,90805,5922.03%+5,592
MCDONALDS CORP COM(MCD)036,313+36,313011,0584.02%+11,058
INTL BUSINESS MACHINES CORP I(IBM)034,793+34,79307,6922.80%+7,692
APPLE INC(AAPL)19,78724,462+4,6754,1685,7002.07%+1,532
CATERPILLAR INC DEL(CAT)047,105+47,105018,4246.70%+18,424
KINDER MORGAN INCORPORATED DEL(KMI)063,538+63,53801,4040.51%+1,404
ALLSTATE CORP COM(ALL)053,889+53,889010,2203.72%+10,220
LOCKHEED MARTIN CORP(LMT)15,75514,755-1,0007,3598,6253.14%+1,266
RTX CORP(RTX)57,31457,309-55,7546,9442.53%+1,190
CISCO SYS INC COM(CSCO)022,320+22,32001,1880.43%+1,188
JOHNSON CONTROLS INTER F010,607+10,60708230.30%+823
COCA COLA COM(KO)87,93487,93405,5976,3192.30%+722
CUMMINS INC(CMI)018,760+18,76006,0742.21%+6,074
DEERE & CO(DE)036,388+36,388015,1865.52%+15,186
BRISTOL-MYERS SQUIBB CO(BMY)047,941+47,94102,4800.90%+2,480
JOHNSON AND JOHNSON COM(JNJ)43,07642,576-5006,2966,9002.51%+604
SOUTHERN CO(SO)51,40050,675-7253,9874,5701.66%+583
BAKER HUGHES CO. CLASS A016,000+16,00005780.21%+578
GE VERNOVA INC(GEV)02,232+2,23205690.21%+569
METLIFE INC COM32,76033,760+1,0002,2992,7851.01%+485
KRAFT (THE) HEINZ CO SHS(KHC)60,54269,327+8,7851,9512,4340.89%+483
ALTRIA GROUP INC(MO)08,363+8,36304270.16%+427
DUKE ENERGY CORP NEW(DUK)30,77730,427-3503,0853,5081.28%+423
WALMART INC(WMT)25,53725,437-1001,7292,0540.75%+325
ONEOK INC NEW(OKE)03,500+3,50003190.12%+319
PFIZER INC(PFE)181,763186,650+4,8875,0865,4021.96%+316
GE AEROSPACE(GE)10,50110,50101,6691,9800.72%+311
WEYERHAEUSER CO(WY)51,66351,66301,4671,7490.64%+283
AMER EXPRESS COMPANY(AXP)21,16019,075-2,0854,9005,1731.88%+274
DOLLAR GENERAL CORP(DG)03,115+3,11502630.10%+263
PROCTER AND GAMBLE COMPANY(PG)51,74750,747-1,0008,5348,7893.20%+255
ABBOTT LABS24,68024,68002,5642,8141.02%+249
GENERAL MLS INC(GIS)13,64014,907+1,2678631,1010.40%+238
DUPONT DE NEMOURS INC(DD)31,86831,405-4632,5652,7981.02%+233
NORTHROP GRUMMAN CORP(NOC)0425+42502240.08%+224
FISERV INC(FISV)01,212+1,21202180.08%+218
DOMINION ENERGY INC03,545+3,54502050.07%+205
SOLVENTUM CORP REG SHS WHEN I02,930+2,93002040.07%+204
W W GRAINGER INCORP(GWW)3,2172,990-2272,9033,1061.13%+204
FLUOR CORPORATION NEW(FLR)04,225+4,22502020.07%+202
LOWES COS INC(LOW)3,8153,81508411,0330.38%+192
HOME DEPOT INC(HD)2,6442,64409101,0710.39%+161
TEXAS INSTRUMENTS(TXN)11,77411,724-502,2902,4220.88%+131
VERIZON COMMUNICATIONS I20,94022,152+1,2128649950.36%+131
CLOROX CO(CLX)8,6028,002-6001,1741,3040.47%+130
PAYPAL HLDGS INC(PYPL)5,8505,85003394560.17%+117
ISHARES CORE S&P 500 ETF IV6,7536,593-1603,6953,8031.38%+108
GLOBE LIFE INC4,4004,40003624660.17%+104
ILLINOIS TOOL WKS INC(ITW)3,8073,80709029980.36%+96
CONSOLIDATED EDISON INC(ED)6,4206,42005746690.24%+94
ISHARES RUSSELL 2000 ETF2,7552,955+2005596530.24%+94
HERSHEY COMPANY(HSY)30,71129,911-8005,6465,7362.09%+91
MOTOROLA SOLUTIONS INC(MSI)1,3971,39705396280.23%+89
JPMORGAN CHASE & CO(JPM)13,77913,629-1502,7872,8741.05%+87
AGILENT TECHNOLOGIES INC(A)4,2304,23005486280.23%+80
PHILLIPS 66 SHS(PSX)5,6516,653+1,0027988750.32%+77
EBAY INC(EBAY)6,5006,50003494230.15%+74
COSTCO WHSL CORP NEW1,9501,95001,6571,7290.63%+71
BP P L C F SPONSORED ADR 1 ADR(BP)17,60522,163+4,5586366960.25%+60
AMERICAN ELEC PWR CO INC3,8203,82003353920.14%+57
BAXTER INTL INC13,58513,435-1504545100.19%+56
INVSC S P 500 EQUAL WEIGHT ETF3,4203,42005626130.22%+51
ENBRIDGE INC F(ENB)9,5589,55803403880.14%+48
EASTMAN CHEM CO(EMN)2,9502,95002893300.12%+41
COLGATE PALMOLIVE CO(CL)5,9255,92505756150.22%+40
PINNACLE WEST CAP CORP(PNW)3,2253,22502462860.10%+39
CORNING INC(GLW)6,0006,00002332710.10%+38
CORTEVA INC REG SHS(CTVA)9,9449,517-4275365600.20%+23
L3HARRIS TECHNOLOGIES IN(LHX)1,4931,49303353550.13%+20
PEPSICO INC(PEP)3,2003,20005285440.20%+16
LINCOLN NATL CORP IND(LNC)31,60031,60009839960.36%+13
KIMBERLY-CLARK CORP COM(KMB)2,1002,125+252903020.11%+12
SHELL PLC F SPONSORED ADR 1 AD(SHEL)9,96511,078+1,1137197310.27%+11
AT&T INC(T)29,21625,716-3,5005585660.21%+7
PARAMOUNT GLOBAL16,80016,80001751780.06%+4
FORD MTR CO DEL(F)11,70014,200+2,5001471500.05%+3
VULCAN MATERIALS CO(VMC)1,4241,42403543570.13%+2
TRUIST FINL CORP(TFC)8,6657,856-8093373360.12%-1
CARNIVAL CORP F19,10019,10003583530.13%-5
WASTE MGMT INC DEL(WM)1,0001,00002132080.08%-6
BANK OF AMERICA CORP83,70083,70003,3293,3211.21%-8
ROCKWELL AUTOMATION INC(ROK)2,1002,10005785640.21%-14
PACCAR INC(PCAR)4,1624,16204284110.15%-18
WHIRLPOOL CORP(WHR)6,6676,127-5406816560.24%-26
CARDINAL HEALTH INC(CAH)7,7006,500-1,2007577180.26%-39
CITIGROUP INC(C)28,46528,215-2501,8061,7660.64%-40
CONOCOPHILLIPS(COP)4,8094,80905505060.18%-44
DOW INC REG SHS(DOW)11,97510,688-1,2876355840.21%-51
MICROSOFT CORP COM(MSFT)2,9822,887-951,3331,2420.45%-91
DELTA AIR LINES INC DEL(DAL)13,10010,300-2,8006215230.19%-98
EMERSON ELEC CO(EMR)070,631+70,63107,7252.81%+7,725
HORMEL FOODS CORP(HRL)11,8008,000-3,8003602540.09%-106
Viatris(VTRS)36,73324,483-12,2503902840.10%-106
MERCK AND CO INC SHS(MRK)41,29643,971+2,6755,1124,9931.82%-119
CLEVELAND-CLIFFS INC NEW(CLF)26,87521,875-5,0004142790.10%-134
DISNEY (WALT) CO COM STK(DIS)10,3468,836-1,5101,0278500.31%-177
SCHLUMBERGER LTD(SLB)38,03538,03501,7941,5960.58%-199
BOEING CO(BA)06,747+6,74701,0260.37%+1,026
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