BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL
BIRMINGHAM AL · SEC CIK 0000918504
$2.37亿2026Q1 申报市值
89持仓数
48.5%前十大占比 · 第一大 11.7%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
CCL 新建仓+$43.00万
DOW 新建仓+$26.90万
MSFT 加仓+$3.70万
NVDA 加仓+$3.49万
WHR 加仓+$8,080
2026Q1 卖出最多 按季末市值估算
LNC 清仓-$140.71万
LLY 减仓-$137.96万
SCHO 减仓-$53.40万
CCL 清仓-$50.70万
CAT 减仓-$50.09万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC DEL | $2,771.70万 | 11.69% | 39,123 | -707 | -1.8% | -$50.09万 | 减仓 |
| DE | DEERE & CO | $1,773.60万 | 7.48% | 31,485 | -600 | -1.9% | -$33.80万 | 减仓 |
| RTX | RTX CORP | $996.20万 | 4.20% | 51,644 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $959.30万 | 4.05% | 10,430 | -1,500 | -12.6% | -$137.96万 | 减仓 |
| ALL | ALLSTATE CORP DEL COM | $940.80万 | 3.97% | 45,375 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $936.60万 | 3.95% | 30,135 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $892.40万 | 3.76% | 14,765 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $761.30万 | 3.21% | 14,150 | -450 | -3.1% | -$24.21万 | 减仓 |
| CVX | CHEVRON CORP | $749.60万 | 3.16% | 36,229 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON AND JOHNSON COM | $712.20万 | 3.00% | 29,134 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $696.00万 | 2.94% | 53,125 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $618.60万 | 2.61% | 36,460 | 2 | 0.0% | $339 | 加仓 |
| ABBV | ABBVIE INC | $505.40万 | 2.13% | 23,240 | -875 | -3.6% | -$19.03万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $484.00万 | 2.04% | 33,510 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY COMPANY | $465.20万 | 1.96% | 22,375 | -400 | -1.8% | -$8.32万 | 减仓 |
| IBM | INTL BUSINESS MACHINES CORP I | $449.00万 | 1.89% | 18,525 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COM | $433.60万 | 1.83% | 57,009 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $412.00万 | 1.74% | 28,366 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $397.00万 | 1.67% | 15,642 | 0 | 0.0% | — | 不变 |
| AXP | AMER EXPRESS COMPANY | $382.60万 | 1.61% | 12,650 | -625 | -4.7% | -$18.90万 | 减仓 |
| FDX | FEDEX CORP DELAWARE COM | $357.10万 | 1.51% | 10,025 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $333.50万 | 1.41% | 34,550 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $317.40万 | 1.34% | 113,046 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE S&P 500 ETF | $311.50万 | 1.31% | 4,768 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA | $303.90万 | 1.28% | 17,425 | 200 | 1.2% | $3.49万 | 加仓 |
| GE | GE AEROSPACE | $283.30万 | 1.19% | 9,983 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $280.40万 | 1.18% | 21,413 | 0 | 0.0% | — | 不变 |
| MRK | MERCK AND CO INC SHS | $276.40万 | 1.17% | 22,978 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $253.40万 | 1.07% | 12,731 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $241.90万 | 1.02% | 54,815 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $207.40万 | 0.87% | 20,200 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMERICA CORP | $194.60万 | 0.82% | 39,925 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $190.30万 | 0.80% | 1,910 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFEN | $189.20万 | 0.80% | 8,650 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $186.70万 | 0.79% | 2,139 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $177.50万 | 0.75% | 6,035 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL CORP | $165.00万 | 0.70% | 13,895 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $144.40万 | 0.61% | 28,100 | -300 | -1.1% | -$1.54万 | 减仓 |
| C | CITIGROUP INC | $141.80万 | 0.60% | 12,500 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $137.40万 | 0.58% | 6,500 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INT F | $131.00万 | 0.55% | 10,005 | 0 | 0.0% | — | 不变 |
| GWW | W W GRAINGER INCORP | $106.90万 | 0.45% | 980 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES CO CL A | $106.80万 | 0.45% | 17,500 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $105.70万 | 0.45% | 5,445 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP | $104.80万 | 0.44% | 11,150 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $96.70万 | 0.41% | 15,941 | -200 | -1.2% | -$1.21万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $91.10万 | 0.38% | 3,500 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $81.40万 | 0.34% | 11,508 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON COMPANY | $80.90万 | 0.34% | 20,760 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $76.80万 | 0.32% | 5,650 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $75.40万 | 0.32% | 2,100 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC REG SH | $70.90万 | 0.30% | 6,146 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $65.80万 | 0.28% | 2,000 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $65.20万 | 0.28% | 9,800 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO | $63.50万 | 0.27% | 6,125 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $60.60万 | 0.26% | 1,397 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT E | $57.60万 | 0.24% | 3,000 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $53.20万 | 0.22% | 2,250 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $52.80万 | 0.22% | 5,800 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $52.20万 | 0.22% | 4,200 | -3,300 | -44.0% | -$41.01万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $50.10万 | 0.21% | 10,945 | -600 | -5.2% | -$2.75万 | 减仓 |
| SCHO | SCHWAB SHORT-TERM U.S. TREASUR | $50.00万 | 0.21% | 20,600 | -22,000 | -51.6% | -$53.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $49.60万 | 0.21% | 1,339 | 100 | 8.1% | $3.70万 | 加仓 |
| DIS | DISNEY (WALT) CO COM STK | $48.50万 | 0.20% | 5,030 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $48.10万 | 0.20% | 4,162 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS INC COM | $46.60万 | 0.20% | 6,000 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $45.50万 | 0.19% | 6,900 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $43.80万 | 0.18% | 3,150 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC F | $43.70万 | 0.18% | 8,071 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $43.00万 | 0.18% | 3,800 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD F | $43.00万 | 0.18% | 16,600 | 16,600 | — | $43.00万 | 新建仓 |
| COP | CONOCOPHILLIPS | $41.30万 | 0.17% | 3,132 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATERIALS CO | $38.80万 | 0.16% | 1,424 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $37.90万 | 0.16% | 44,875 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE RUBBER | $35.90万 | 0.15% | 54,100 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $35.80万 | 0.15% | 10,678 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC REG SHS | $35.70万 | 0.15% | 4,266 | 0 | 0.0% | — | 不变 |
| BP | BP P L C F SPONSORED ADR 1 ADR | $33.60万 | 0.14% | 7,150 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $31.10万 | 0.13% | 2,000 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES IN | $31.10万 | 0.13% | 900 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $29.00万 | 0.12% | 425 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $28.70万 | 0.12% | 9,901 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 SHS | $28.70万 | 0.12% | 1,573 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $27.40万 | 0.12% | 11,200 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS I | $27.30万 | 0.12% | 5,442 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $27.00万 | 0.11% | 1,090 | -150 | -12.1% | -$3.72万 | 减仓 |
| DOW | DOW INC REG SHS | $26.90万 | 0.11% | 6,451 | 6,451 | — | $26.90万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $26.80万 | 0.11% | 4,975 | 150 | 3.1% | $8,080 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $23.30万 | 0.10% | 5,150 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -31,600 | -100.0% | -$140.71万 | 清仓 |
| CCL | CARNIVAL CORP F | $0 | 0.00% | 0 | -16,600 | -100.0% | -$50.70万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |