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Birmingham Capital Management Co. Inc/al

CIK:0000918504
Investment Adviser
$297M AUM
99 holdings
Birmingham, AL, US
Founded:1983
10 employees
Latest filing:Jun 30, 2025

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 Buys
C
CATCATERPILLAR INC DEL
+$1.8M
D
DEDEERE & CO
+$929.0K
G
GEGE AEROSPACE
+$515.3K
N
NVDANVIDIA
+$499.0K
G
GEVGE VERNOVA INC
+$446.1K
Top Sells
C
CVXCHEVRON CORP
-$2.4M
E
EDVVANGUARD EXTENDED DURATION ETF
-$2.0M
M
MCDMCDONALDS CORP COM
-$1.8M
X
XOMEXXON MOBIL CORP COM
-$1.7M
A
ABBVABBVIE INC
-$1.6M

Top Holdings

D
DEDEERE & CO
+7.3%$16.4M
C
CATCATERPILLAR INC DEL
+6.9%$15.5M
A
ALLALLSTATE CORP DEL COM
+4.2%$9.5M
M
MCDMCDONALDS CORP COM
+4.1%$9.3M
L
LLYELI LILLY & CO
+3.6%$8.1M

Equity Positions (99)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
D
DE
DEERE & CO7.26%$16.4M32,310$80.94$508.49+$929.0K
C
CAT
CATERPILLAR INC DEL6.86%$15.5M39,980$87.75$388.21+$1.8M
A
ALL
ALLSTATE CORP DEL COM4.19%$9.5M47,055$36.98$201.31-$1.1M
M
MCD
MCDONALDS CORP COM4.12%$9.3M31,868$103.20$292.17-$1.8M
L
LLY
ELI LILLY & CO3.56%$8.1M10,330$54.76$779.53-$1.1M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+12.3%
FARM MACHINERY & EQUIPMENT
+7.3%
CONSTRUCTION MACHINERY & EQUIP
+6.9%
ELECTRONIC & OTHER ELECTRICAL EQUIPMENT (NO COMPUTER EQUIP)
+4.9%
PETROLEUM REFINING
+4.9%