Birmingham Capital Management Co. Inc/al
Birmingham Capital Management Co., Inc. is a registered investment adviser founded in 1983 and headquartered in Birmingham, Alabama. The firm specializes in managing stock and bond portfolios for high-net-worth individuals, foundations, and endowments. As of 2025, it manages approximately $297 million in assets for 159 high-net-worth clients, offering tailored financial planning and investment advisory services. The firm operates with a team of experienced professionals and has over four decades in business, maintaining a strong local and regional reputation.
Investment Strategy
Birmingham Capital Management focuses on personalized investment management, primarily constructing portfolios of equities and fixed income securities tailored to each client's long-term objectives and risk tolerance. Their approach emphasizes diversification across sectors and asset classes, seeking stable, long-term capital appreciation and income generation for high-net-worth individuals, foundations, and endowments. Investment decisions are based on fundamental analysis and a disciplined, client-centric review process.
Top Holdings
Equity Positions (99)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DE | DEERE & CO | 7.26% | $16.4M | 32,310 | $80.94 | $508.49 | +$929.0K |
C CAT | CATERPILLAR INC DEL | 6.86% | $15.5M | 39,980 | $87.75 | $388.21 | +$1.8M |
A ALL | ALLSTATE CORP DEL COM | 4.19% | $9.5M | 47,055 | $36.98 | $201.31 | -$1.1M |
M MCD | MCDONALDS CORP COM | 4.12% | $9.3M | 31,868 | $103.20 | $292.17 | -$1.8M |
L LLY | ELI LILLY & CO | 3.56% | $8.1M | 10,330 | $54.76 | $779.53 | -$1.1M |