Birmingham Capital Management Co. INC
Annual return '25
+15.4%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$3.6B
Holdings
663
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Increased +1621.9% (15.6k → 269.3k shares)
6.2%
02
$MSFT
MICROSOFT
Q1 2026: Increased +17129.7% (1.2k → 213.5k shares)
4.3%
03
$AGG
ISHARES
Held since at least Q1 2024
4.1%
04
$AVGO
BROADCOM INC
Q1 2026: New position (31.5k shares)
3.3%
05
$GOOGL
ALPHABET INC
Q1 2026: New position (217.1k shares)
3.0%
06
$JPM
JP MORGAN CHASE
Q1 2026: Increased +1802.3% (6.0k → 114.8k shares)
2.6%
07
$AMZN
AMAZON.COM
Q1 2026: New position (248.2k shares)
2.5%
08
$NVDA
NVIDIA CORP
Q1 2026: Increased +1351.2% (17.2k → 250.0k shares)
2.4%
09
$META
META PLATFORMS INC
Q1 2026: New position (65.0k shares)
1.5%
10
$WSBC
WESBANCO INC
Held since at least Q1 2024
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:55 UTC.