MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q4 2013 (← Previous) (Next →)

Filing Date: Jan 23, 2014

Total Value ($000): $122,726 (100.0% shares, 0.0% debt)

Holdings (64)

GIS General Mills Inc. 12.5%
Value ($000) $15,299 Shares 306,525 Est. Cost $31.98 Unrealized +2.8%
B B & T Corporation 8.5%
Value ($000) $10,432 Shares 279,518 Est. Cost $33.88 Unrealized
IBM International Business Machine 7.7%
Value ($000) $9,413 Shares 50,183 Est. Cost $118.94 Unrealized -10.5%
COP ConocoPhillips 4.7%
Value ($000) $5,782 Shares 81,840 Est. Cost $39.96 Unrealized +21.1%
CVX Chevron Corporation 4.1%
Value ($000) $5,002 Shares 40,043 Est. Cost $71.30 Unrealized +1.7%
Apache Corporation 3.6%
Value ($000) $4,467 Shares 51,982 Est. Cost $83.90 Unrealized
FCX Freeport-McMoRan Copper & Gold 3.5%
Value ($000) $4,255 Shares 112,740 Est. Cost $24.47 Unrealized +22.8%
Anadarko Petroleum 2.9%
Value ($000) $3,513 Shares 44,292 Est. Cost $85.94 Unrealized
MDU MDU Resources 2.7%
Value ($000) $3,264 Shares 106,847 Est. Cost $6.58 Unrealized +18.6%
PSX Phillips 66 2.4%
Value ($000) $2,986 Shares 38,712 Est. Cost $40.44 Unrealized +7.4%
Hewlett Packard Co. 2.4%
Value ($000) $2,954 Shares 105,565 Est. Cost $24.80 Unrealized
National Oil Well Varco Inc. 2.4%
Value ($000) $2,904 Shares 36,509 Est. Cost $69.12 Unrealized
RYN Rayonier Incorporated 2.3%
Value ($000) $2,813 Shares 66,813 Est. Cost $55.40 Unrealized
JNJ Johnson & Johnson 1.9%
Value ($000) $2,320 Shares 25,325 Est. Cost $59.66 Unrealized +10.2%
XOM Exxon Mobil Corp. 1.8%
Value ($000) $2,166 Shares 21,400 Est. Cost $53.69 Unrealized +4.2%
CF CF Industries Holdings Inc. 1.6%
Value ($000) $2,022 Shares 8,675 Est. Cost $26.84 Unrealized +17.3%
NVR NVR Inc. 1.6%
Value ($000) $2,021 Shares 1,970 Est. Cost $993.91 Unrealized -4.5%
DE John Deere & Co. 1.6%
Value ($000) $1,965 Shares 21,520 Est. Cost $67.62 Unrealized -0.2%
Ensco PLC 1.6%
Value ($000) $1,959 Shares 34,255 Est. Cost $58.13 Unrealized
MCD McDonalds Corporation 1.5%
Value ($000) $1,844 Shares 19,000 Est. Cost $71.80 Unrealized -2.5%
NEE NextEra Energy Inc. 1.3%
Value ($000) $1,650 Shares 19,267 Est. Cost $14.15 Unrealized +8.1%
MRK Merck & Company Inc. New 1.3%
Value ($000) $1,549 Shares 30,955 Est. Cost $30.02 Unrealized +4.2%
CAT Caterpillar Inc. 1.2%
Value ($000) $1,502 Shares 16,540 Est. Cost $61.55 Unrealized +1.8%
Bolt Technology 1.2%
Value ($000) $1,426 Shares 64,800 Est. Cost $17.09 Unrealized
BHP Billiton PLC ADR 1.1%
Value ($000) $1,362 Shares 21,930 Est. Cost $51.28 Unrealized
Central Europe, Russia & Turke 1.0%
Value ($000) $1,175 Shares 38,466 Est. Cost $29.82 Unrealized
SLB Schlumberger Ltd. 0.9%
Value ($000) $1,155 Shares 12,820 Est. Cost $53.13 Unrealized +22.4%
Plum Creek Timber Co. Inc. 0.9%
Value ($000) $1,145 Shares 24,625 Est. Cost $46.68 Unrealized
ABBV AbbVie Inc. 0.9%
Value ($000) $1,112 Shares 21,057 Est. Cost $26.55 Unrealized +14.5%
General Electric Co. 0.9%
Value ($000) $1,109 Shares 39,551 Est. Cost $23.19 Unrealized
DRI Darden Restaurants Inc. 0.9%
Value ($000) $1,087 Shares 20,000 Est. Cost $31.32 Unrealized +2.4%
AAPL Apple Inc. 0.8%
Value ($000) $1,034 Shares 1,843 Est. Cost $13.16 Unrealized +24.4%
VSEC VSE Corporation 0.8%
Value ($000) $1,018 Shares 21,200 Est. Cost $14.60 Unrealized +47.3%
WY Weyerhaeuser Company 0.8%
Value ($000) $963 Shares 30,505 Est. Cost $18.73 Unrealized +0.5%
WMT Wal-Mart Stores Inc. 0.8%
Value ($000) $963 Shares 12,238 Est. Cost $19.97 Unrealized +1.9%
ELME Washington REIT SBI 0.8%
Value ($000) $954 Shares 40,855 Est. Cost $26.91 Unrealized
Ryland Group Inc. 0.8%
Value ($000) $947 Shares 21,820 Est. Cost $40.09 Unrealized
BP BP PLC 0.8%
Value ($000) $943 Shares 19,397 Est. Cost $41.76 Unrealized
CVE Cenovus Energy Inc. 0.7%
Value ($000) $900 Shares 31,415 Est. Cost $22.39 Unrealized +0.2%
Spectra Energy Corp. 0.7%
Value ($000) $872 Shares 24,479 Est. Cost $34.47 Unrealized
Chesapeake Energy Corp. 0.7%
Value ($000) $868 Shares 31,970 Est. Cost $20.38 Unrealized
BAC Bank of America Corporation 0.7%
Value ($000) $862 Shares 55,346 Est. Cost $10.03 Unrealized +16.5%
ABT Abbott Laboratories Co. 0.7%
Value ($000) $850 Shares 22,177 Est. Cost $28.85 Unrealized +1.3%
RIG Transocean Ltd. 0.7%
Value ($000) $812 Shares 16,422 Est. Cost $50.97 Unrealized -4.0%
DUK Duke Energy Corp. 0.6%
Value ($000) $771 Shares 11,177 Est. Cost $41.83 Unrealized +1.2%
MSFT Microsoft Corp. 0.6%
Value ($000) $731 Shares 19,537 Est. Cost $26.70 Unrealized +12.4%
DGX Quest Diagnostics 0.6%
Value ($000) $719 Shares 13,420 Est. Cost $46.22 Unrealized +0.5%
PFE Pfizer Inc. 0.5%
Value ($000) $633 Shares 20,671 Est. Cost $16.46 Unrealized +7.1%
VLO Valero Energy Corp. 0.5%
Value ($000) $554 Shares 11,000 Est. Cost $26.85 Unrealized 0.0%
Encana Corporation 0.4%
Value ($000) $547 Shares 30,315 Est. Cost $16.95 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.4%
Value ($000) $534 Shares 3 Est. Cost $165023.42 Unrealized +5.1%
SU Suncor Energy Inc. New 0.4%
Value ($000) $533 Shares 15,200 Est. Cost $20.62 Unrealized +12.4%
Federal Realty Trust 0.4%
Value ($000) $517 Shares 5,100 Est. Cost $103.73 Unrealized
Nabors Industries Ltd. 0.4%
Value ($000) $473 Shares 27,825 Est. Cost $15.31 Unrealized
BHP BHP Billiton Ltd. Sponsr ADR 0.4%
Value ($000) $471 Shares 6,900 Est. Cost $57.68 Unrealized
Potash Corp. of Saskatchewan I 0.3%
Value ($000) $382 Shares 11,590 Est. Cost $38.13 Unrealized
Raytheon Company 0.3%
Value ($000) $372 Shares 4,100 Est. Cost $65.64 Unrealized
Computer Sciences Corp. 0.3%
Value ($000) $344 Shares 6,156 Est. Cost $43.80 Unrealized
Noble Corp. PLC 0.2%
Value ($000) $292 Shares 7,800 Est. Cost $37.44 Unrealized
RF Regions Financial Corp. New 0.2%
Value ($000) $272 Shares 27,540 Est. Cost $5.80 Unrealized +11.3%
Cliffs Natural Resources Inc. 0.2%
Value ($000) $265 Shares 10,100 Est. Cost $16.61 Unrealized
PNC PNC Financial Services Group I 0.2%
Value ($000) $254 Shares 3,273 Est. Cost $47.34 Unrealized +9.6%
YUM YUM! Brands Inc. 0.2%
Value ($000) $223 Shares 2,945 Est. Cost $38.97 Unrealized +4.9%
Laboratory Corp. of America Ho 0.2%
Value ($000) $200 Shares 2,190 Est. Cost $100.17 Unrealized