Long-term investor
Birmingham Capital Management Co. Inc. @birminghamcapitalmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000918504).
Record
- Tracked since 2025-06-30 (472 days), 51 trades recorded
- Returns: week n/a · month n/a · 90 days -15.3% · 6 months +3.5% · 1 year +24.2% · all +24.2%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CAT · 15.6% · long · since 2025-06-30
- DE · 7.5% · long · since 2025-06-30
- LLY · 4.6% · long · since 2025-06-30
- ALL · 4.1% · long · since 2025-06-30
- CMI · 3.7% · long · since 2025-06-30
- RTX · 3.7% · long · since 2025-06-30
- MCD · 3.1% · long · since 2025-06-30
- EMR · 2.9% · long · since 2025-06-30
- LMT · 2.9% · long · since 2025-06-30
- JNJ · 2.8% · long · since 2025-06-30
- CVX · 2.2% · long · since 2025-06-30
- ABBV · 2.2% · long · since 2025-06-30