Birmingham Capital Management Q2 2026 Portfolio Review: Significant Increases in Top Holdings

As of June 30, 2026, Birmingham Capital Management Co Inc/Al has finalized its investment strategy for Q2, maintaining all existing holdings while increasing their stakes by 100% compared to the previous quarter. This comprehensive update reveals a clear pattern: every single stock in the portfolio experienced either an increase or unchanged position from prior periods.

The investor's actions this quarter were characterized by substantial buying activity across various sectors, with no evidence of selling any existing positions based on the available data. The most significant purchase appears to be CATERPILLAR INC DEL (CAT), where Birmingham Capital Management increased their stake substantially during Q2 2026.

Among the notable buys this quarter are several large-cap industrial companies, including DEERE & CO (DE) and CUMMINS INC (CMI). The investor also showed strong conviction in healthcare stocks by increasing positions in ELI LILLY & CO (LLY), JOHNSON AND JOHNSON COM (JNJ), and PFIZER INC (PFE).

Furthermore, the portfolio indicates significant additions to financial services holdings with increases in ALLSTATE CORP DEL COM (ALL) and BANK OF AMERICA CORP (BAC). Energy companies like CHEVRON CORP (CVX) also received increased allocations from this institutional investor.

The data shows that Birmingham Capital Management's portfolio remains heavily concentrated, particularly favoring the Industrials sector which accounts for 47.05% of the total value as of June 30, 2026. Healthcare and Financial Services follow closely behind at approximately 11.91% and 9.62%, respectively.

For detailed analysis on Birmingham Capital Management's investment activities or to explore individual holdings like CATERPILLAR (CAT) or DEERE & CO (DE), investors can refer directly to the sources linked below.