Fund HoldingsBIRMINGHAM CAPITAL MANAGEMENT CO INC/AL

Total Portfolio Value
$269.91M
Total Bought
$29.92M
Total Sold
$38.88M
Net Transaction
-$8.95M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
VANGUARD EXTENDED DURATION ETF080,000+80,00005,4182.01%+5,418
SPDR PORTFOLIO CORPORATE BOND0188,000+188,00005,3841.99%+5,384
SCHWAB LONG TERM US TREASURY E0148,000+148,00004,6521.72%+4,652
FEDEX CORP DELAWARE COM012,230+12,23003,4411.27%+3,441
SCHWAB SHORT TERM US TREASURY0103,000+103,00002,4780.92%+2,478
DOLLAR GENERAL CORP(DG)3,11525,370+22,2552631,9240.71%+1,660
KINDER MORGAN INC DEL059,313+59,31301,6250.60%+1,625
CISCO SYSTEMS INC COM(CSCO)022,320+22,32001,3210.49%+1,321
VERIZON COMMUNICATIONS INCORPO(VZ)024,252+24,25209700.36%+970
EMERSON ELEC CO(EMR)70,63169,161-1,4707,7258,5713.18%+846
GE VERNOVA INC(GEV)02,232+2,23207340.27%+734
BAKER HUGHES CO. CLASS A(BKR)016,000+16,00006560.24%+656
ISHARES US AEROSPACE DEFENSE E05,675+5,67508250.31%+825
FLUOR CORPORATION NEW(FLR)4,2254,22502027050.26%+503
ALTRIA GROUP INC COM(MO)08,363+8,36304370.16%+437
APPLE INC(AAPL)24,46224,062-4005,7006,0262.23%+326
BOEING CO(BA)6,7477,347+6001,0261,3000.48%+275
NEWMONT CORP(NEM)06,550+6,55002440.09%+244
NVIDIA(NVDA)026,500+26,50003,5591.32%+3,559
JPMORGAN CHASE & CO(JPM)13,62912,602-1,0272,8743,0211.12%+147
WALMART INC(WMT)25,43724,287-1,1502,0542,1940.81%+140
SCHWAB CHARLES CORPORATION(SCHW)016,175+16,17501,1970.44%+1,197
DISNEY (WALT) CO COM STK(DIS)8,8368,386-4508509340.35%+84
DELTA AIR LINES INC DEL(DAL)10,3009,800-5005235930.22%+70
CARNIVAL CORP F19,10016,600-2,5003534140.15%+61
COSTCO WHSL CORP NEW1,9501,95001,7291,7870.66%+58
CARDINAL HEALTH INC(CAH)6,5006,50007187690.28%+50
PAYPAL HLDGS INC(PYPL)5,8505,85004564990.18%+43
ROCKWELL AUTOMATION INC(ROK)2,1002,10005646000.22%+36
ONEOK INC NEW(OKE)3,5003,50003193510.13%+32
FISERV INC(FISV)1,2121,21202182490.09%+31
GLOBE LIFE INC COM4,4004,40004664910.18%+25
PACCAR INC(PCAR)4,1624,16204114330.16%+22
MOTOROLA SOLUTIONS INC(MSI)1,3971,39706286460.24%+18
ENBRIDGE INC F(ENB)9,5589,55803884060.15%+17
JOHNSON CONTROLS INTER F10,60710,60708238370.31%+14
VULCAN MATERIALS CO(VMC)1,4241,42403573660.14%+10
GOODYEAR TIRE RUBBER(GT)077,375+77,37506960.26%+696
CORNING INC(GLW)6,0005,850-1502712780.10%+7
LINCOLN NATL CORP IND(LNC)31,60031,60009961,0020.37%+6
TRUIST FINL CORP(TFC)7,8567,85603363410.13%+5
WHIRLPOOL CORP(WHR)6,1275,765-3626566600.24%+4
BRISTOL-MYERS SQUIBB CO(BMY)47,94143,891-4,0502,4802,4820.92%+2
HORMEL FOODS CORP(HRL)8,0008,00002542510.09%-3
PARAMOUNT GLOBAL16,80016,80001781760.07%-3
CLOROX CO COM(CLX)8,0028,00201,3041,3000.48%-4
WASTE MGMT INC DEL(WM)1,0001,00002082020.07%-6
AT&T INC(T)25,71624,555-1,1615665590.21%-7
EBAY INC(EBAY)6,5006,50004234030.15%-21
KIMBERLY CLARK CORP(KMB)2,1252,12503022780.10%-24
MICROSOFT CORP(MSFT)2,8872,880-71,2421,2140.45%-28
CONOCOPHILLIPS(COP)4,8094,80905064770.18%-29
ILLINOIS TOOL WKS INC(ITW)3,8073,80709989650.36%-32
AMERICAN ELEC PWR CO INC3,8203,82003923520.13%-40
HOME DEPOT INC(HD)2,6442,64401,0711,0280.38%-43
ABBOTT LABS24,68024,480-2002,8142,7691.03%-45
Viatris(VTRS)24,48318,713-5,7702842330.09%-51
SHELL PLC F SPONSORED ADR 1 AD(SHEL)11,07810,778-3007316750.25%-55
CORTEVA INC REG SHS(CTVA)9,5178,817-7005605020.19%-57
PEPSICO INC(PEP)3,2003,20005444870.18%-58
EASTMAN CHEM CO(EMN)2,9502,95003302690.10%-61
L3HARRIS TECHNOLOGIES INC COM(LHX)1,4931,393-1003552930.11%-62
INVSC S P 500 EQUAL WEIGHT ETF3,4203,120-3006135470.20%-66
PINNACLE WEST CAP CORP(PNW)3,2252,550-6752862160.08%-70
CLEVELAND-CLIFFS INC NEW(CLF)21,87520,875-1,0002791960.07%-83
BP P L C F SPONSORED ADR 1 ADR(BP)22,16320,643-1,5206966100.23%-85
LOWES COS INC(LOW)3,8153,790-251,0339350.35%-98
PHILLIPS 66 SHS(PSX)6,6536,773+1208757720.29%-103
AGILENT TECHNOLOGIES INC(A)4,2303,830-4006285150.19%-114
CONSOLIDATED EDISON INC(ED)6,4206,120-3006695460.20%-122
ALLSTATE CORP DEL COM(ALL)53,88952,374-1,51510,22010,0973.74%-123
FORD MTR CO DEL(F)14,2000-14,2001500-150
DOW INC REG SHS(DOW)10,68810,68805844290.16%-155
METLIFE INC COM33,76032,110-1,6502,7852,6290.97%-155
HALLIBURTON COMPANY(HAL)069,560+69,56001,8910.70%+1,891
SOLVENTUM CORP REG SHS WHEN I2,9300-2,9302040-204
DOMINION ENERGY INC3,5450-3,5452050-205
BAXTER INTL INC13,43510,400-3,0355103030.11%-207
SCHLUMBERGER LTD(SLB)38,03536,035-2,0001,5961,3820.51%-214
NORTHROP GRUMMAN CORP(NOC)4250-4252240-224
GE AEROSPACE(GE)10,50110,50101,9801,7510.65%-229
GENERAL MLS INC(GIS)14,90713,427-1,4801,1018560.32%-245
CUMMINS INC(CMI)18,76016,660-2,1006,0745,8082.15%-267
ISHARES RUSSELL 2000 ETF2,9551,740-1,2156533840.14%-268
TEXAS INSTRUMENTS(TXN)11,72411,474-2502,4222,1510.80%-270
DUKE ENERGY CORP NEW(DUK)30,42729,594-8333,5083,1881.18%-320
CITIGROUP INC(C)28,21520,065-8,1501,7661,4120.52%-354
W W GRAINGER INCORP(GWW)2,9902,580-4103,1062,7201.01%-387
WEYERHAEUSER CO(WY)51,66348,383-3,2801,7491,3620.50%-387
COLGATE PALMOLIVE CO(CL)5,9252,425-3,5006152200.08%-395
DUPONT DE NEMOURS INC(DD)31,40531,325-802,7982,3890.88%-410
AMER EXPRESS COMPANY(AXP)19,07516,005-3,0705,1734,7501.76%-423
DEERE & CO COM(DE)36,38834,840-1,54815,18614,7625.47%-424
ALTRIA GROUP INC(MO)8,3630-8,3634270-427
KRAFT (THE) HEINZ CO SHS(KHC)69,32763,445-5,8822,4341,9480.72%-486
3M COMPANY40,90839,451-1,4575,5925,0931.89%-499
SOUTHERN CO(SO)50,67548,775-1,9004,5704,0151.49%-555
BANK OF AMERICA CORP83,70062,850-20,8503,3212,7621.02%-559
GE VERNOVA INC(GEV)2,2320-2,2325690-569
EXXON MOBIL CORP COM53,60453,069-5356,2835,7092.12%-575
Page 1 of 1