MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 28, 2014

Total Value ($000): $123,161 (100.0% shares, 0.0% debt)

Holdings (64)

GIS General Mills Inc. 12.8%
Value ($000) $15,784 Shares 304,585 Est. Cost $31.98 Unrealized +3.1%
B B & T Corporation 9.0%
Value ($000) $11,076 Shares 275,718 Est. Cost $33.88 Unrealized
IBM International Business Machine 7.8%
Value ($000) $9,580 Shares 49,768 Est. Cost $118.94 Unrealized -8.2%
COP ConocoPhillips 4.6%
Value ($000) $5,607 Shares 79,708 Est. Cost $39.96 Unrealized +13.7%
CVX Chevron Corporation 3.7%
Value ($000) $4,606 Shares 38,738 Est. Cost $71.30 Unrealized -1.3%
Apache Corporation 3.5%
Value ($000) $4,296 Shares 51,787 Est. Cost $83.90 Unrealized
Anadarko Petroleum 3.0%
Value ($000) $3,756 Shares 44,317 Est. Cost $85.94 Unrealized
FCX Freeport-McMoRan Copper & Gold 3.0%
Value ($000) $3,671 Shares 110,994 Est. Cost $24.47 Unrealized +16.3%
MDU MDU Resources 2.9%
Value ($000) $3,534 Shares 102,992 Est. Cost $6.58 Unrealized +31.6%
Hewlett Packard Co. 2.7%
Value ($000) $3,380 Shares 104,460 Est. Cost $24.80 Unrealized
RYN Rayonier Incorporated 2.4%
Value ($000) $3,004 Shares 65,423 Est. Cost $55.40 Unrealized
PSX Phillips 66 2.4%
Value ($000) $2,910 Shares 37,762 Est. Cost $40.44 Unrealized +23.2%
National Oil Well Varco Inc. 2.2%
Value ($000) $2,769 Shares 35,559 Est. Cost $69.12 Unrealized
JNJ Johnson & Johnson 2.0%
Value ($000) $2,442 Shares 24,855 Est. Cost $59.66 Unrealized +11.7%
NVR NVR Inc. 1.8%
Value ($000) $2,260 Shares 1,970 Est. Cost $993.91 Unrealized +13.3%
CF CF Industries Holdings Inc. 1.8%
Value ($000) $2,243 Shares 8,605 Est. Cost $26.84 Unrealized +31.2%
XOM Exxon Mobil Corp. 1.6%
Value ($000) $1,998 Shares 20,450 Est. Cost $53.69 Unrealized +8.2%
DE John Deere & Co. 1.6%
Value ($000) $1,936 Shares 21,320 Est. Cost $67.62 Unrealized +3.7%
NEE NextEra Energy Inc. 1.5%
Value ($000) $1,852 Shares 19,367 Est. Cost $14.15 Unrealized +17.1%
Ensco PLC 1.5%
Value ($000) $1,787 Shares 33,855 Est. Cost $58.13 Unrealized
MCD McDonalds Corporation 1.4%
Value ($000) $1,782 Shares 18,175 Est. Cost $71.80 Unrealized -2.1%
MRK Merck & Company Inc. New 1.4%
Value ($000) $1,731 Shares 30,483 Est. Cost $30.02 Unrealized +19.1%
CAT Caterpillar Inc. 1.3%
Value ($000) $1,594 Shares 16,040 Est. Cost $61.55 Unrealized +13.2%
BHP Billiton PLC ADR 1.1%
Value ($000) $1,354 Shares 21,930 Est. Cost $51.28 Unrealized
Bolt Technology 1.0%
Value ($000) $1,281 Shares 64,800 Est. Cost $17.09 Unrealized
SLB Schlumberger Ltd. 1.0%
Value ($000) $1,230 Shares 12,620 Est. Cost $53.13 Unrealized +23.3%
ABBV AbbVie Inc. 0.9%
Value ($000) $1,062 Shares 20,657 Est. Cost $26.55 Unrealized +18.6%
VSEC VSE Corporation 0.8%
Value ($000) $1,032 Shares 19,581 Est. Cost $14.60 Unrealized +48.5%
DRI Darden Restaurants Inc. 0.8%
Value ($000) $978 Shares 19,261 Est. Cost $31.32 Unrealized +0.0%
General Electric Co. 0.8%
Value ($000) $970 Shares 37,451 Est. Cost $23.19 Unrealized
AAPL Apple Inc. 0.8%
Value ($000) $958 Shares 1,784 Est. Cost $13.16 Unrealized +26.0%
BAC Bank of America Corporation 0.8%
Value ($000) $937 Shares 54,496 Est. Cost $10.03 Unrealized +32.2%
WMT Wal-Mart Stores Inc. 0.8%
Value ($000) $935 Shares 12,238 Est. Cost $19.97 Unrealized -0.3%
Central Europe, Russia & Turke 0.8%
Value ($000) $934 Shares 35,560 Est. Cost $29.82 Unrealized
BP BP PLC 0.8%
Value ($000) $933 Shares 19,397 Est. Cost $41.76 Unrealized
Plum Creek Timber Co. Inc. 0.8%
Value ($000) $932 Shares 22,165 Est. Cost $46.68 Unrealized
CVE Cenovus Energy Inc. 0.7%
Value ($000) $895 Shares 30,910 Est. Cost $22.39 Unrealized -7.4%
ELME Washington REIT SBI 0.7%
Value ($000) $860 Shares 36,005 Est. Cost $26.91 Unrealized
Ryland Group Inc. 0.7%
Value ($000) $857 Shares 21,470 Est. Cost $40.09 Unrealized
ABT Abbott Laboratories Co. 0.7%
Value ($000) $839 Shares 21,777 Est. Cost $28.85 Unrealized +6.5%
Spectra Energy Corp. 0.7%
Value ($000) $822 Shares 22,254 Est. Cost $34.47 Unrealized
WY Weyerhaeuser Company 0.7%
Value ($000) $817 Shares 27,837 Est. Cost $18.73 Unrealized +1.6%
Chesapeake Energy Corp. 0.7%
Value ($000) $811 Shares 31,670 Est. Cost $20.38 Unrealized
DGX Quest Diagnostics 0.6%
Value ($000) $733 Shares 12,650 Est. Cost $46.22 Unrealized -8.7%
MSFT Microsoft Corp. 0.6%
Value ($000) $711 Shares 17,337 Est. Cost $26.70 Unrealized +17.1%
Nabors Industries Ltd. 0.5%
Value ($000) $671 Shares 27,225 Est. Cost $15.31 Unrealized
DUK Duke Energy Corp. 0.5%
Value ($000) $667 Shares 9,362 Est. Cost $41.83 Unrealized +2.0%
RIG Transocean Ltd. 0.5%
Value ($000) $666 Shares 16,105 Est. Cost $50.97 Unrealized -14.7%
Encana Corporation 0.5%
Value ($000) $633 Shares 29,610 Est. Cost $16.95 Unrealized
PFE Pfizer Inc. 0.5%
Value ($000) $611 Shares 19,021 Est. Cost $16.46 Unrealized +10.6%
VLO Valero Energy Corp. 0.5%
Value ($000) $605 Shares 11,400 Est. Cost $27.06 Unrealized +21.3%
Federal Realty Trust 0.5%
Value ($000) $585 Shares 5,100 Est. Cost $103.73 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.5%
Value ($000) $562 Shares 3 Est. Cost $165023.42 Unrealized +6.4%
SU Suncor Energy Inc. New 0.4%
Value ($000) $552 Shares 15,800 Est. Cost $20.68 Unrealized +6.9%
BHP BHP Billiton Ltd. Sponsr ADR 0.4%
Value ($000) $441 Shares 6,500 Est. Cost $57.68 Unrealized
Potash Corp. of Saskatchewan I 0.3%
Value ($000) $420 Shares 11,590 Est. Cost $38.13 Unrealized
Raytheon Company 0.3%
Value ($000) $405 Shares 4,100 Est. Cost $65.64 Unrealized
Computer Sciences Corp. 0.3%
Value ($000) $374 Shares 6,156 Est. Cost $43.80 Unrealized
RF Regions Financial Corp. New 0.2%
Value ($000) $306 Shares 27,540 Est. Cost $5.80 Unrealized +22.1%
PNC PNC Financial Services Group I 0.2%
Value ($000) $285 Shares 3,273 Est. Cost $47.34 Unrealized +20.0%
Noble Corp. PLC 0.2%
Value ($000) $255 Shares 7,800 Est. Cost $37.44 Unrealized
YUM YUM! Brands Inc. 0.2%
Value ($000) $222 Shares 2,945 Est. Cost $38.97 Unrealized +7.9%
Laboratory Corp. of America Ho 0.2%
Value ($000) $215 Shares 2,190 Est. Cost $100.17 Unrealized
Cliffs Natural Resources Inc. 0.2%
Value ($000) $207 Shares 10,100 Est. Cost $16.61 Unrealized