MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 5, 2013

Total Value ($000): $182,727 (100.0% shares, 0.0% debt)

Holdings (79)

GIS General Mills Inc. 9.2%
Value ($000) $16,785 Shares 345,878 Est. Cost $31.98 Unrealized 0.0%
IBM International Business Machine 8.4%
Value ($000) $15,438 Shares 80,779 Est. Cost $118.94 Unrealized 0.0%
B B & T Corporation 6.7%
Value ($000) $12,316 Shares 363,511 Est. Cost $33.88 Unrealized
CVX Chevron Corporation 4.8%
Value ($000) $8,824 Shares 74,568 Est. Cost $71.30 Unrealized 0.0%
COP ConocoPhillips 4.3%
Value ($000) $7,860 Shares 129,914 Est. Cost $39.96 Unrealized 0.0%
Anadarko Petroleum 3.0%
Value ($000) $5,417 Shares 63,035 Est. Cost $85.94 Unrealized
RYN Rayonier Incorporated 2.8%
Value ($000) $5,047 Shares 91,109 Est. Cost $55.40 Unrealized
Apache Corporation 2.8%
Value ($000) $5,044 Shares 60,172 Est. Cost $83.83 Unrealized
MDU MDU Resources 2.6%
Value ($000) $4,688 Shares 180,916 Est. Cost $6.58 Unrealized 0.0%
FCX Freeport-McMoRan Copper & Gold 2.5%
Value ($000) $4,612 Shares 167,044 Est. Cost $24.45 Unrealized 0.0%
JNJ Johnson & Johnson 2.4%
Value ($000) $4,369 Shares 50,889 Est. Cost $59.66 Unrealized 0.0%
MCD McDonalds Corporation 2.2%
Value ($000) $4,006 Shares 40,463 Est. Cost $71.80 Unrealized 0.0%
PSX Phillips 66 2.1%
Value ($000) $3,918 Shares 66,512 Est. Cost $40.44 Unrealized 0.0%
DRI Darden Restaurants Inc. 2.1%
Value ($000) $3,766 Shares 74,600 Est. Cost $31.32 Unrealized 0.0%
XOM Exxon Mobil Corp. 2.0%
Value ($000) $3,660 Shares 40,512 Est. Cost $53.69 Unrealized 0.0%
Hewlett Packard Co. 2.0%
Value ($000) $3,649 Shares 147,148 Est. Cost $24.80 Unrealized
National Oil Well Varco Inc. 2.0%
Value ($000) $3,588 Shares 52,077 Est. Cost $68.90 Unrealized
Ensco PLC 1.7%
Value ($000) $3,126 Shares 53,780 Est. Cost $58.13 Unrealized
AAPL Apple Inc. 1.6%
Value ($000) $2,836 Shares 7,151 Est. Cost $13.16 Unrealized 0.0%
CAT Caterpillar Inc. 1.5%
Value ($000) $2,754 Shares 33,391 Est. Cost $61.55 Unrealized 0.0%
NEE NextEra Energy Inc. 1.5%
Value ($000) $2,707 Shares 33,226 Est. Cost $14.15 Unrealized 0.0%
Spectra Energy Corp. 1.4%
Value ($000) $2,537 Shares 73,608 Est. Cost $34.47 Unrealized
DE John Deere & Co. 1.4%
Value ($000) $2,494 Shares 30,695 Est. Cost $68.04 Unrealized 0.0%
Plum Creek Timber Co. Inc. 1.3%
Value ($000) $2,382 Shares 51,030 Est. Cost $46.68 Unrealized
WY Weyerhaeuser Company 1.3%
Value ($000) $2,363 Shares 82,947 Est. Cost $18.73 Unrealized 0.0%
MSFT Microsoft Corp. 1.3%
Value ($000) $2,331 Shares 67,486 Est. Cost $26.70 Unrealized 0.0%
General Electric Co. 1.3%
Value ($000) $2,296 Shares 99,004 Est. Cost $23.19 Unrealized
ELME Washington REIT SBI 1.2%
Value ($000) $2,277 Shares 84,613 Est. Cost $26.91 Unrealized
MRK Merck & Company Inc. New 1.2%
Value ($000) $2,119 Shares 45,612 Est. Cost $30.02 Unrealized 0.0%
NVR NVR Inc. 1.0%
Value ($000) $1,816 Shares 1,970 Est. Cost $993.91 Unrealized 0.0%
BHP Billiton PLC ADR 1.0%
Value ($000) $1,738 Shares 33,895 Est. Cost $51.28 Unrealized
CF CF Industries Holdings Inc. 0.9%
Value ($000) $1,658 Shares 9,665 Est. Cost $26.73 Unrealized 0.0%
DGX Quest Diagnostics 0.9%
Value ($000) $1,636 Shares 26,990 Est. Cost $46.22 Unrealized 0.0%
SLB Schlumberger Ltd. 0.8%
Value ($000) $1,491 Shares 20,811 Est. Cost $52.90 Unrealized 0.0%
BAC Bank of America Corporation 0.8%
Value ($000) $1,472 Shares 114,450 Est. Cost $10.03 Unrealized 0.0%
CVE Cenovus Energy Inc. 0.8%
Value ($000) $1,440 Shares 50,474 Est. Cost $22.39 Unrealized 0.0%
PM Philip Morris Intl Inc. 0.8%
Value ($000) $1,437 Shares 16,591 Est. Cost $49.85 Unrealized 0.0%
ABBV AbbVie Inc. 0.8%
Value ($000) $1,431 Shares 34,624 Est. Cost $26.55 Unrealized 0.0%
VSEC VSE Corporation 0.7%
Value ($000) $1,350 Shares 32,880 Est. Cost $14.60 Unrealized 0.0%
PFE Pfizer Inc. 0.7%
Value ($000) $1,335 Shares 47,672 Est. Cost $16.46 Unrealized 0.0%
ABT Abbott Laboratories Co. 0.7%
Value ($000) $1,318 Shares 37,774 Est. Cost $28.85 Unrealized 0.0%
RIG Transocean Ltd. 0.7%
Value ($000) $1,280 Shares 26,699 Est. Cost $50.97 Unrealized 0.0%
Bolt Technology 0.7%
Value ($000) $1,278 Shares 74,800 Est. Cost $17.09 Unrealized
Central Europe, Russia & Turke 0.7%
Value ($000) $1,243 Shares 41,680 Est. Cost $29.82 Unrealized
WMT Wal-Mart Stores Inc. 0.6%
Value ($000) $1,009 Shares 13,545 Est. Cost $19.98 Unrealized 0.0%
Ryland Group Inc. 0.5%
Value ($000) $977 Shares 24,370 Est. Cost $40.09 Unrealized
VZ Verizon Communications Inc. 0.5%
Value ($000) $931 Shares 18,492 Est. Cost $27.04 Unrealized 0.0%
DUK Duke Energy Corp. 0.5%
Value ($000) $924 Shares 13,692 Est. Cost $41.83 Unrealized 0.0%
KO Coca Cola Company 0.5%
Value ($000) $906 Shares 22,585 Est. Cost $27.85 Unrealized 0.0%
BRK/A Berkshire Hathaway Inc. Class 0.5%
Value ($000) $843 Shares 5 Est. Cost $165023.42 Unrealized 0.0%
BP BP PLC 0.5%
Value ($000) $824 Shares 19,731 Est. Cost $41.76 Unrealized
Chesapeake Energy Corp. 0.5%
Value ($000) $824 Shares 40,437 Est. Cost $20.38 Unrealized
BHP BHP Billiton Ltd. Sponsr ADR 0.4%
Value ($000) $815 Shares 14,130 Est. Cost $57.68 Unrealized
Encana Corporation 0.4%
Value ($000) $756 Shares 44,606 Est. Cost $16.95 Unrealized
CSCO Cisco Systems Inc. 0.3%
Value ($000) $619 Shares 25,611 Est. Cost $15.24 Unrealized 0.0%
Nabors Industries Ltd. 0.3%
Value ($000) $586 Shares 38,275 Est. Cost $15.31 Unrealized
Potash Corp. of Saskatchewan I 0.3%
Value ($000) $583 Shares 15,290 Est. Cost $38.13 Unrealized
Laboratory Corp. of America Ho 0.3%
Value ($000) $575 Shares 5,740 Est. Cost $100.17 Unrealized
MO Altria Group Inc. 0.3%
Value ($000) $559 Shares 15,987 Est. Cost $16.28 Unrealized 0.0%
Federal Realty Trust 0.3%
Value ($000) $529 Shares 5,100 Est. Cost $103.73 Unrealized
Computer Sciences Corp. 0.2%
Value ($000) $413 Shares 9,429 Est. Cost $43.80 Unrealized
Raytheon Company 0.2%
Value ($000) $396 Shares 6,033 Est. Cost $65.64 Unrealized
RF Regions Financial Corp. New 0.2%
Value ($000) $380 Shares 39,878 Est. Cost $5.80 Unrealized 0.0%
MMM 3M Company 0.2%
Value ($000) $367 Shares 3,360 Est. Cost $61.26 Unrealized 0.0%
SU Suncor Energy Inc. New 0.2%
Value ($000) $344 Shares 11,650 Est. Cost $19.64 Unrealized 0.0%
Noble Corp. Switzerland 0.2%
Value ($000) $343 Shares 9,128 Est. Cost $37.58 Unrealized
AMWD American Woodmark Corporation 0.2%
Value ($000) $312 Shares 9,000 Est. Cost $34.15 Unrealized 0.0%
IGSB iShares Barclays 1-3 Year Cred 0.2%
Value ($000) $287 Shares 2,734 Est. Cost $104.97 Unrealized
Cliffs Natural Resources Inc. 0.2%
Value ($000) $280 Shares 17,225 Est. Cost $16.26 Unrealized
BMY Bristol Myers Squibb Co. 0.2%
Value ($000) $280 Shares 6,260 Est. Cost $28.67 Unrealized 0.0%
Magellan Midstream Partners LP 0.1%
Value ($000) $262 Shares 4,800 Est. Cost $54.58 Unrealized
PNC PNC Financial Services Group I 0.1%
Value ($000) $258 Shares 3,539 Est. Cost $47.34 Unrealized 0.0%
T AT&T Inc. 0.1%
Value ($000) $254 Shares 7,165 Est. Cost $11.40 Unrealized 0.0%
BIV Vanguard Intermediate Bond Fun 0.1%
Value ($000) $244 Shares 2,925 Est. Cost $83.42 Unrealized
TJX TJX Companies Inc. 0.1%
Value ($000) $215 Shares 4,300 Est. Cost $20.82 Unrealized 0.0%
QCOM Qualcomm Inc. 0.1%
Value ($000) $215 Shares 3,516 Est. Cost $45.06 Unrealized 0.0%
YUM YUM! Brands Inc. 0.1%
Value ($000) $207 Shares 2,991 Est. Cost $38.97 Unrealized 0.0%
BTI British American Tobacco PLC S 0.1%
Value ($000) $201 Shares 1,950 Est. Cost $103.08 Unrealized
ZELTIQ Aesthetics Inc. 0.0%
Value ($000) $77 Shares 12,000 Est. Cost $6.42 Unrealized