MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 29, 2013

Total Value ($000): $183,797 (100.0% shares, 0.0% debt)

Holdings (76)

GIS General Mills Inc. 8.9%
Value ($000) $16,388 Shares 341,978 Est. Cost $31.98 Unrealized +2.9%
IBM International Business Machine 8.1%
Value ($000) $14,837 Shares 80,124 Est. Cost $118.94 Unrealized -6.2%
B B & T Corporation 6.6%
Value ($000) $12,191 Shares 361,211 Est. Cost $33.88 Unrealized
COP ConocoPhillips 4.8%
Value ($000) $8,911 Shares 128,202 Est. Cost $39.96 Unrealized +11.3%
CVX Chevron Corporation 4.8%
Value ($000) $8,866 Shares 72,973 Est. Cost $71.30 Unrealized +2.5%
Anadarko Petroleum 3.1%
Value ($000) $5,769 Shares 62,035 Est. Cost $85.94 Unrealized
FCX Freeport-McMoRan Copper & Gold 3.1%
Value ($000) $5,636 Shares 170,360 Est. Cost $24.47 Unrealized +4.9%
Apache Corporation 2.9%
Value ($000) $5,413 Shares 63,572 Est. Cost $83.90 Unrealized
RYN Rayonier Incorporated 2.7%
Value ($000) $4,977 Shares 89,429 Est. Cost $55.40 Unrealized
MDU MDU Resources 2.7%
Value ($000) $4,912 Shares 175,616 Est. Cost $6.58 Unrealized +10.3%
JNJ Johnson & Johnson 2.3%
Value ($000) $4,294 Shares 49,529 Est. Cost $59.66 Unrealized +6.5%
National Oil Well Varco Inc. 2.3%
Value ($000) $4,169 Shares 53,378 Est. Cost $69.12 Unrealized
MCD McDonalds Corporation 2.1%
Value ($000) $3,813 Shares 39,628 Est. Cost $71.80 Unrealized -1.7%
PSX Phillips 66 2.1%
Value ($000) $3,809 Shares 65,873 Est. Cost $40.44 Unrealized -7.3%
XOM Exxon Mobil Corp. 1.9%
Value ($000) $3,486 Shares 40,512 Est. Cost $53.69 Unrealized +0.9%
AAPL Apple Inc. 1.8%
Value ($000) $3,345 Shares 7,016 Est. Cost $13.16 Unrealized +8.5%
DE John Deere & Co. 1.7%
Value ($000) $3,138 Shares 38,550 Est. Cost $67.62 Unrealized -2.5%
Hewlett Packard Co. 1.7%
Value ($000) $3,034 Shares 144,548 Est. Cost $24.80 Unrealized
Ensco PLC 1.6%
Value ($000) $2,918 Shares 54,280 Est. Cost $58.13 Unrealized
CAT Caterpillar Inc. 1.5%
Value ($000) $2,686 Shares 32,211 Est. Cost $61.55 Unrealized +0.1%
NEE NextEra Energy Inc. 1.4%
Value ($000) $2,623 Shares 32,726 Est. Cost $14.15 Unrealized +4.9%
Spectra Energy Corp. 1.3%
Value ($000) $2,443 Shares 71,383 Est. Cost $34.47 Unrealized
CF CF Industries Holdings Inc. 1.3%
Value ($000) $2,378 Shares 11,280 Est. Cost $26.84 Unrealized +2.4%
WY Weyerhaeuser Company 1.3%
Value ($000) $2,348 Shares 82,001 Est. Cost $18.73 Unrealized -5.8%
Plum Creek Timber Co. Inc. 1.3%
Value ($000) $2,331 Shares 49,780 Est. Cost $46.68 Unrealized
General Electric Co. 1.3%
Value ($000) $2,314 Shares 96,854 Est. Cost $23.19 Unrealized
MSFT Microsoft Corp. 1.2%
Value ($000) $2,186 Shares 65,686 Est. Cost $26.70 Unrealized +1.1%
MRK Merck & Company Inc. New 1.2%
Value ($000) $2,162 Shares 45,412 Est. Cost $30.02 Unrealized +3.2%
ELME Washington REIT SBI 1.1%
Value ($000) $2,027 Shares 80,213 Est. Cost $26.91 Unrealized
BHP Billiton PLC ADR 1.1%
Value ($000) $1,972 Shares 33,495 Est. Cost $51.28 Unrealized
SLB Schlumberger Ltd. 1.0%
Value ($000) $1,909 Shares 21,610 Est. Cost $53.13 Unrealized +11.0%
DRI Darden Restaurants Inc. 1.0%
Value ($000) $1,875 Shares 40,500 Est. Cost $31.32 Unrealized -5.0%
NVR NVR Inc. 1.0%
Value ($000) $1,811 Shares 1,970 Est. Cost $993.91 Unrealized -9.0%
DGX Quest Diagnostics 0.9%
Value ($000) $1,587 Shares 25,690 Est. Cost $46.22 Unrealized +1.0%
BAC Bank of America Corporation 0.9%
Value ($000) $1,572 Shares 113,900 Est. Cost $10.03 Unrealized +12.0%
ABBV AbbVie Inc. 0.8%
Value ($000) $1,549 Shares 34,624 Est. Cost $26.55 Unrealized +2.3%
CVE Cenovus Energy Inc. 0.8%
Value ($000) $1,485 Shares 49,749 Est. Cost $22.39 Unrealized +0.9%
VSEC VSE Corporation 0.8%
Value ($000) $1,426 Shares 30,380 Est. Cost $14.60 Unrealized +42.2%
PFE Pfizer Inc. 0.8%
Value ($000) $1,388 Shares 48,322 Est. Cost $16.46 Unrealized -0.6%
Bolt Technology 0.7%
Value ($000) $1,350 Shares 74,800 Est. Cost $17.09 Unrealized
PM Philip Morris Intl Inc. 0.7%
Value ($000) $1,324 Shares 15,291 Est. Cost $49.85 Unrealized -5.0%
Central Europe, Russia & Turke 0.7%
Value ($000) $1,257 Shares 38,767 Est. Cost $29.82 Unrealized
ABT Abbott Laboratories Co. 0.7%
Value ($000) $1,254 Shares 37,774 Est. Cost $28.85 Unrealized -4.0%
RIG Transocean Ltd. 0.6%
Value ($000) $1,165 Shares 26,184 Est. Cost $50.97 Unrealized -7.2%
WMT Wal-Mart Stores Inc. 0.6%
Value ($000) $1,068 Shares 14,445 Est. Cost $19.97 Unrealized -1.0%
Chesapeake Energy Corp. 0.6%
Value ($000) $1,047 Shares 40,437 Est. Cost $20.38 Unrealized
Ryland Group Inc. 0.5%
Value ($000) $974 Shares 24,020 Est. Cost $40.09 Unrealized
DUK Duke Energy Corp. 0.5%
Value ($000) $914 Shares 13,692 Est. Cost $41.83 Unrealized -2.4%
BHP BHP Billiton Ltd. Sponsr ADR 0.5%
Value ($000) $913 Shares 13,730 Est. Cost $57.68 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.5%
Value ($000) $852 Shares 5 Est. Cost $165023.42 Unrealized +4.8%
KO Coca Cola Company 0.5%
Value ($000) $837 Shares 22,085 Est. Cost $27.85 Unrealized -3.9%
BP BP PLC 0.5%
Value ($000) $829 Shares 19,731 Est. Cost $41.76 Unrealized
VZ Verizon Communications Inc. 0.4%
Value ($000) $809 Shares 17,326 Est. Cost $27.04 Unrealized -3.4%
Encana Corporation 0.4%
Value ($000) $756 Shares 43,631 Est. Cost $16.95 Unrealized
CSCO Cisco Systems Inc. 0.3%
Value ($000) $574 Shares 24,511 Est. Cost $15.24 Unrealized +11.1%
Nabors Industries Ltd. 0.3%
Value ($000) $573 Shares 35,675 Est. Cost $15.31 Unrealized
MO Altria Group Inc. 0.3%
Value ($000) $549 Shares 15,987 Est. Cost $16.28 Unrealized -0.7%
Federal Realty Trust 0.3%
Value ($000) $517 Shares 5,100 Est. Cost $103.73 Unrealized
Laboratory Corp. of America Ho 0.3%
Value ($000) $510 Shares 5,140 Est. Cost $100.17 Unrealized
Computer Sciences Corp. 0.3%
Value ($000) $488 Shares 9,429 Est. Cost $43.80 Unrealized
Raytheon Company 0.3%
Value ($000) $465 Shares 6,033 Est. Cost $65.64 Unrealized
QCOM Qualcomm Inc. 0.2%
Value ($000) $439 Shares 6,516 Est. Cost $45.75 Unrealized +1.8%
Potash Corp. of Saskatchewan I 0.2%
Value ($000) $414 Shares 13,240 Est. Cost $38.13 Unrealized
MMM 3M Company 0.2%
Value ($000) $401 Shares 3,360 Est. Cost $61.26 Unrealized +7.7%
SU Suncor Energy Inc. New 0.2%
Value ($000) $394 Shares 11,000 Est. Cost $19.64 Unrealized +11.1%
Cliffs Natural Resources Inc. 0.2%
Value ($000) $385 Shares 18,775 Est. Cost $16.61 Unrealized
RF Regions Financial Corp. New 0.2%
Value ($000) $369 Shares 39,878 Est. Cost $5.80 Unrealized +12.8%
Noble Corp. Switzerland 0.2%
Value ($000) $337 Shares 8,928 Est. Cost $37.58 Unrealized
AMWD American Woodmark Corporation 0.2%
Value ($000) $312 Shares 9,000 Est. Cost $34.15 Unrealized +4.8%
BMY Bristol Myers Squibb Co. 0.2%
Value ($000) $290 Shares 6,260 Est. Cost $28.67 Unrealized +1.9%
Magellan Midstream Partners LP 0.1%
Value ($000) $271 Shares 4,800 Est. Cost $54.58 Unrealized
PNC PNC Financial Services Group I 0.1%
Value ($000) $256 Shares 3,539 Est. Cost $47.34 Unrealized +8.4%
IGSB iShares Barclays 1-3 Year Cred 0.1%
Value ($000) $248 Shares 2,359 Est. Cost $104.97 Unrealized
TJX TJX Companies Inc. 0.1%
Value ($000) $242 Shares 4,300 Est. Cost $20.82 Unrealized +8.2%
T AT&T Inc. 0.1%
Value ($000) $222 Shares 6,565 Est. Cost $11.40 Unrealized -3.9%
YUM YUM! Brands Inc. 0.1%
Value ($000) $214 Shares 2,991 Est. Cost $38.97 Unrealized +5.2%