MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 29, 2014

Total Value ($000): $130,873 (100.0% shares, 0.0% debt)

Holdings (65)

GIS General Mills Inc. 12.1%
Value ($000) $15,796 Shares 300,638 Est. Cost $31.98 Unrealized +11.9%
B B & T Corporation 8.2%
Value ($000) $10,674 Shares 270,698 Est. Cost $33.88 Unrealized
IBM International Business Machine 6.7%
Value ($000) $8,735 Shares 48,187 Est. Cost $118.94 Unrealized -5.6%
VSEC VSE Corporation 5.6%
Value ($000) $7,384 Shares 105,000 Est. Cost $25.83 Unrealized +10.0%
COP ConocoPhillips 5.0%
Value ($000) $6,548 Shares 76,379 Est. Cost $39.96 Unrealized +33.5%
Apache Corporation 3.9%
Value ($000) $5,070 Shares 50,387 Est. Cost $83.90 Unrealized
CVX Chevron Corporation 3.6%
Value ($000) $4,706 Shares 36,045 Est. Cost $71.30 Unrealized +6.5%
Anadarko Petroleum 3.5%
Value ($000) $4,545 Shares 41,517 Est. Cost $85.94 Unrealized
FCX Freeport-McMoRan Inc. 2.9%
Value ($000) $3,847 Shares 105,401 Est. Cost $24.47 Unrealized +20.8%
Hewlett Packard Co. 2.6%
Value ($000) $3,407 Shares 101,160 Est. Cost $24.80 Unrealized
MDU MDU Resources 2.6%
Value ($000) $3,378 Shares 96,252 Est. Cost $6.58 Unrealized +39.1%
PSX Phillips 66 2.2%
Value ($000) $2,944 Shares 36,607 Est. Cost $40.44 Unrealized +34.0%
RYN Rayonier Incorporated 2.2%
Value ($000) $2,895 Shares 60,781 Est. Cost $55.40 Unrealized
National Oil Well Varco Inc. 2.2%
Value ($000) $2,834 Shares 34,420 Est. Cost $69.12 Unrealized
JNJ Johnson & Johnson 1.8%
Value ($000) $2,420 Shares 23,130 Est. Cost $59.66 Unrealized +22.6%
NVR NVR Inc. 1.7%
Value ($000) $2,267 Shares 1,970 Est. Cost $993.91 Unrealized +12.3%
DE John Deere & Co. 1.7%
Value ($000) $2,174 Shares 24,010 Est. Cost $68.35 Unrealized +8.4%
CF CF Industries Holdings Inc. 1.5%
Value ($000) $1,986 Shares 8,255 Est. Cost $26.84 Unrealized +32.4%
XOM Exxon Mobil Corp. 1.5%
Value ($000) $1,955 Shares 19,417 Est. Cost $53.69 Unrealized +15.2%
Ensco PLC 1.4%
Value ($000) $1,826 Shares 32,855 Est. Cost $58.13 Unrealized
NEE NextEra Energy Inc. 1.4%
Value ($000) $1,809 Shares 17,650 Est. Cost $14.15 Unrealized +26.6%
MCD McDonalds Corporation 1.3%
Value ($000) $1,765 Shares 17,525 Est. Cost $71.80 Unrealized +4.2%
CAT Caterpillar Inc. 1.3%
Value ($000) $1,692 Shares 15,570 Est. Cost $61.55 Unrealized +26.8%
MRK Merck & Company Inc. New 1.3%
Value ($000) $1,665 Shares 28,780 Est. Cost $30.02 Unrealized +26.5%
SLB Schlumberger Ltd. 1.1%
Value ($000) $1,477 Shares 12,520 Est. Cost $53.13 Unrealized +40.9%
BHP Billiton PLC ADR 1.1%
Value ($000) $1,398 Shares 21,430 Est. Cost $51.28 Unrealized
Bolt Technology 0.9%
Value ($000) $1,189 Shares 64,800 Est. Cost $17.09 Unrealized
ABBV AbbVie Inc. 0.9%
Value ($000) $1,134 Shares 20,090 Est. Cost $26.55 Unrealized +24.2%
Central Europe, Russia & Turke 0.8%
Value ($000) $1,034 Shares 35,302 Est. Cost $29.82 Unrealized
BP BP PLC 0.8%
Value ($000) $1,018 Shares 19,297 Est. Cost $41.76 Unrealized
AAPL Apple Inc. 0.8%
Value ($000) $1,014 Shares 10,913 Est. Cost $17.76 Unrealized +5.1%
CVE Cenovus Energy Inc. 0.7%
Value ($000) $968 Shares 29,910 Est. Cost $22.39 Unrealized +4.1%
WY Weyerhaeuser Company 0.7%
Value ($000) $915 Shares 27,637 Est. Cost $18.73 Unrealized +3.0%
General Electric Co. 0.7%
Value ($000) $897 Shares 34,151 Est. Cost $23.19 Unrealized
DRI Darden Restaurants Inc. 0.7%
Value ($000) $891 Shares 19,261 Est. Cost $31.32 Unrealized +0.1%
WMT Wal-Mart Stores Inc. 0.7%
Value ($000) $886 Shares 11,804 Est. Cost $19.97 Unrealized +2.8%
Chesapeake Energy Corp. 0.7%
Value ($000) $884 Shares 30,070 Est. Cost $20.38 Unrealized
ABT Abbott Laboratories Co. 0.7%
Value ($000) $867 Shares 21,210 Est. Cost $28.85 Unrealized +9.2%
Plum Creek Timber Co. Inc. 0.7%
Value ($000) $864 Shares 19,165 Est. Cost $46.68 Unrealized
Ryland Group Inc. 0.6%
Value ($000) $839 Shares 21,270 Est. Cost $40.09 Unrealized
ELME Washington REIT SBI 0.6%
Value ($000) $786 Shares 30,255 Est. Cost $26.91 Unrealized
Nabors Industries Ltd. 0.6%
Value ($000) $763 Shares 25,975 Est. Cost $15.31 Unrealized
Spectra Energy Corp. 0.6%
Value ($000) $728 Shares 17,137 Est. Cost $34.47 Unrealized
BAC Bank of America Corporation 0.5%
Value ($000) $714 Shares 46,442 Est. Cost $10.03 Unrealized +22.1%
RIG Transocean Ltd. 0.5%
Value ($000) $677 Shares 15,030 Est. Cost $50.97 Unrealized -16.5%
SU Suncor Energy Inc. New 0.5%
Value ($000) $674 Shares 15,800 Est. Cost $20.68 Unrealized +25.7%
Encana Corporation 0.5%
Value ($000) $666 Shares 28,110 Est. Cost $16.95 Unrealized
DUK Duke Energy Corp. 0.5%
Value ($000) $635 Shares 8,562 Est. Cost $41.83 Unrealized +6.4%
DGX Quest Diagnostics 0.5%
Value ($000) $631 Shares 10,750 Est. Cost $46.22 Unrealized +0.3%
Federal Realty Trust 0.5%
Value ($000) $617 Shares 5,100 Est. Cost $103.73 Unrealized
VLO Valero Energy Corp. 0.4%
Value ($000) $571 Shares 11,400 Est. Cost $27.06 Unrealized +31.1%
BRK/A Berkshire Hathaway Inc. Class 0.4%
Value ($000) $570 Shares 3 Est. Cost $165023.42 Unrealized +15.0%
MSFT Microsoft Corp. 0.4%
Value ($000) $473 Shares 11,337 Est. Cost $26.70 Unrealized +27.2%
PFE Pfizer Inc. 0.3%
Value ($000) $454 Shares 15,312 Est. Cost $16.46 Unrealized +6.6%
Potash Corp. of Saskatchewan I 0.3%
Value ($000) $440 Shares 11,590 Est. Cost $38.13 Unrealized
Computer Sciences Corp. 0.3%
Value ($000) $383 Shares 6,056 Est. Cost $43.80 Unrealized
Raytheon Company 0.3%
Value ($000) $378 Shares 4,100 Est. Cost $65.64 Unrealized
BHP BHP Billiton Ltd. Sponsr ADR 0.3%
Value ($000) $363 Shares 5,300 Est. Cost $57.68 Unrealized
DNOW Now Inc. 0.2%
Value ($000) $311 Shares 8,601 Est. Cost $33.70 Unrealized 0.0%
RF Regions Financial Corp. New 0.2%
Value ($000) $292 Shares 27,501 Est. Cost $5.80 Unrealized +21.2%
PNC PNC Financial Services Group I 0.2%
Value ($000) $277 Shares 3,106 Est. Cost $47.34 Unrealized +26.3%
Noble Corp. PLC 0.2%
Value ($000) $262 Shares 7,800 Est. Cost $37.44 Unrealized
YUM YUM! Brands Inc. 0.2%
Value ($000) $235 Shares 2,900 Est. Cost $38.97 Unrealized +14.6%
Laboratory Corp. of America Ho 0.2%
Value ($000) $224 Shares 2,190 Est. Cost $100.17 Unrealized
Cliffs Natural Resources Inc. 0.1%
Value ($000) $152 Shares 10,100 Est. Cost $16.61 Unrealized