MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 7, 2014

Total Value ($000): $144,958 (100.0% shares, 0.0% debt)

Holdings (70)

GIS General Mills Inc. 11.1%
Value ($000) $16,140 Shares 319,915 Est. Cost $32.19 Unrealized +10.2%
B B & T Corporation 8.2%
Value ($000) $11,893 Shares 319,630 Est. Cost $34.39 Unrealized
IBM International Business Machine 7.1%
Value ($000) $10,350 Shares 54,520 Est. Cost $118.40 Unrealized -3.4%
VSEC VSE Corporation 6.1%
Value ($000) $8,902 Shares 181,600 Est. Cost $26.82 Unrealized +5.0%
COP ConocoPhillips 4.7%
Value ($000) $6,861 Shares 89,659 Est. Cost $42.44 Unrealized +33.6%
Apache Corporation 4.0%
Value ($000) $5,760 Shares 61,360 Est. Cost $85.68 Unrealized
Anadarko Petroleum 3.7%
Value ($000) $5,325 Shares 52,497 Est. Cost $89.18 Unrealized
CVX Chevron Corporation 3.5%
Value ($000) $5,059 Shares 42,395 Est. Cost $72.38 Unrealized +8.5%
Hewlett Packard Co. 3.0%
Value ($000) $4,400 Shares 124,060 Est. Cost $26.77 Unrealized
FCX Freeport-McMoRan Inc. 2.9%
Value ($000) $4,146 Shares 126,976 Est. Cost $25.69 Unrealized +23.1%
PSX Phillips 66 2.4%
Value ($000) $3,544 Shares 43,591 Est. Cost $42.79 Unrealized +28.8%
National Oil Well Varco Inc. 2.2%
Value ($000) $3,250 Shares 42,705 Est. Cost $70.48 Unrealized
CF CF Industries Holdings Inc. 2.2%
Value ($000) $3,147 Shares 11,270 Est. Cost $29.57 Unrealized +25.3%
MDU MDU Resources 2.1%
Value ($000) $3,066 Shares 110,265 Est. Cost $6.81 Unrealized +23.1%
JNJ Johnson & Johnson 1.7%
Value ($000) $2,471 Shares 23,180 Est. Cost $59.66 Unrealized +26.7%
NVR NVR Inc. 1.5%
Value ($000) $2,226 Shares 1,970 Est. Cost $993.91 Unrealized +15.2%
DE John Deere & Co. 1.5%
Value ($000) $2,208 Shares 26,930 Est. Cost $68.46 Unrealized +1.3%
RYN Rayonier Incorporated 1.4%
Value ($000) $2,067 Shares 66,364 Est. Cost $53.36 Unrealized
MCD McDonalds Corporation 1.3%
Value ($000) $1,899 Shares 20,025 Est. Cost $71.73 Unrealized -0.7%
XOM Exxon Mobil Corp. 1.3%
Value ($000) $1,826 Shares 19,417 Est. Cost $53.69 Unrealized +14.6%
MRK Merck & Company Inc. New 1.2%
Value ($000) $1,688 Shares 28,480 Est. Cost $30.02 Unrealized +31.2%
CAT Caterpillar Inc. 1.1%
Value ($000) $1,641 Shares 16,570 Est. Cost $62.62 Unrealized +26.6%
Bolt Technology 1.1%
Value ($000) $1,586 Shares 72,300 Est. Cost $17.59 Unrealized
NEE NextEra Energy Inc. 1.1%
Value ($000) $1,558 Shares 16,600 Est. Cost $14.15 Unrealized +26.7%
Ensco PLC 1.0%
Value ($000) $1,483 Shares 35,905 Est. Cost $56.70 Unrealized
ELME Washington REIT SBI 1.0%
Value ($000) $1,454 Shares 57,280 Est. Cost $26.19 Unrealized
AAPL Apple Inc. 1.0%
Value ($000) $1,402 Shares 13,913 Est. Cost $18.59 Unrealized +16.3%
BHP Billiton PLC ADR 0.9%
Value ($000) $1,323 Shares 23,830 Est. Cost $51.70 Unrealized
SLB Schlumberger Ltd. 0.9%
Value ($000) $1,283 Shares 12,620 Est. Cost $53.13 Unrealized +49.6%
BAC Bank of America Corporation 0.8%
Value ($000) $1,227 Shares 71,938 Est. Cost $10.93 Unrealized +15.0%
ABBV AbbVie Inc. 0.8%
Value ($000) $1,207 Shares 20,890 Est. Cost $26.88 Unrealized +30.9%
Federal Realty Trust 0.8%
Value ($000) $1,137 Shares 9,600 Est. Cost $110.62 Unrealized
Chesapeake Energy Corp. 0.8%
Value ($000) $1,133 Shares 49,270 Est. Cost $21.40 Unrealized
WMT Wal-Mart Stores Inc. 0.7%
Value ($000) $1,017 Shares 13,304 Est. Cost $20.01 Unrealized +1.5%
BP BP PLC 0.7%
Value ($000) $1,012 Shares 23,022 Est. Cost $42.12 Unrealized
CVE Cenovus Energy Inc. 0.7%
Value ($000) $998 Shares 37,110 Est. Cost $22.73 Unrealized +6.1%
DRI Darden Restaurants Inc. 0.7%
Value ($000) $991 Shares 19,261 Est. Cost $31.32 Unrealized -3.3%
WY Weyerhaeuser Company 0.7%
Value ($000) $962 Shares 30,198 Est. Cost $18.92 Unrealized +11.2%
ABT Abbott Laboratories Co. 0.6%
Value ($000) $915 Shares 22,010 Est. Cost $29.04 Unrealized +17.5%
Ryland Group Inc. 0.6%
Value ($000) $908 Shares 27,320 Est. Cost $38.57 Unrealized
General Electric Co. 0.6%
Value ($000) $862 Shares 33,651 Est. Cost $23.19 Unrealized
SU Suncor Energy Inc. New 0.6%
Value ($000) $806 Shares 22,300 Est. Cost $22.50 Unrealized +19.7%
Central Europe, Russia & Turke 0.5%
Value ($000) $790 Shares 31,823 Est. Cost $29.82 Unrealized
Encana Corporation 0.5%
Value ($000) $749 Shares 35,310 Est. Cost $17.82 Unrealized
RYAM Rayonier Advanced Materials In 0.5%
Value ($000) $727 Shares 22,099 Est. Cost $35.09 Unrealized 0.0%
VLO Valero Energy Corp. 0.5%
Value ($000) $713 Shares 15,400 Est. Cost $28.50 Unrealized +14.5%
Spectra Energy Corp. 0.5%
Value ($000) $693 Shares 17,650 Est. Cost $34.61 Unrealized
RIG Transocean Ltd. 0.5%
Value ($000) $683 Shares 21,357 Est. Cost $47.46 Unrealized -17.6%
Raytheon Company 0.5%
Value ($000) $681 Shares 6,700 Est. Cost $79.61 Unrealized
Plum Creek Timber Co. Inc. 0.5%
Value ($000) $676 Shares 17,340 Est. Cost $46.68 Unrealized
DUK Duke Energy Corp. 0.5%
Value ($000) $672 Shares 8,994 Est. Cost $42.01 Unrealized +8.6%
PNC PNC Financial Services Group I 0.5%
Value ($000) $663 Shares 7,749 Est. Cost $54.83 Unrealized +9.1%
Nabors Industries Ltd. 0.4%
Value ($000) $651 Shares 28,600 Est. Cost $15.99 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.4%
Value ($000) $621 Shares 3 Est. Cost $165023.42 Unrealized +21.1%
DGX Quest Diagnostics 0.4%
Value ($000) $611 Shares 10,070 Est. Cost $46.22 Unrealized +6.2%
MSFT Microsoft Corp. 0.4%
Value ($000) $609 Shares 13,137 Est. Cost $28.21 Unrealized +33.5%
Computer Sciences Corp. 0.4%
Value ($000) $578 Shares 9,456 Est. Cost $50.03 Unrealized
Potash Corp. of Saskatchewan I 0.3%
Value ($000) $503 Shares 14,550 Est. Cost $37.41 Unrealized
BHP BHP Billiton Ltd. Sponsr ADR 0.3%
Value ($000) $365 Shares 6,200 Est. Cost $57.85 Unrealized
PFE Pfizer Inc. 0.3%
Value ($000) $363 Shares 12,262 Est. Cost $16.46 Unrealized +6.0%
TEDMX Templeton Developing Markets T 0.2%
Value ($000) $332 Shares 15,153 Est. Cost $21.91 Unrealized
DNOW Now Inc. 0.2%
Value ($000) $311 Shares 10,214 Est. Cost $33.55 Unrealized -2.4%
RF Regions Financial Corp. New 0.2%
Value ($000) $304 Shares 30,313 Est. Cost $5.90 Unrealized +17.2%
SYY Sysco Corporation 0.2%
Value ($000) $288 Shares 7,650 Est. Cost $27.57 Unrealized 0.0%
A Agilent Technologies Inc. 0.2%
Value ($000) $227 Shares 3,983 Est. Cost $37.20 Unrealized 0.0%
Burke and Herbert Bank & Trust 0.2%
Value ($000) $220 Shares 100 Est. Cost $2200.00 Unrealized
YUM YUM! Brands Inc. 0.1%
Value ($000) $209 Shares 2,900 Est. Cost $38.97 Unrealized +10.1%
HAL Halliburton Company 0.1%
Value ($000) $204 Shares 3,169 Est. Cost $55.20 Unrealized 0.0%
Laboratory Corp. of America Ho 0.1%
Value ($000) $202 Shares 1,990 Est. Cost $100.17 Unrealized
Cliffs Natural Resources Inc. 0.1%
Value ($000) $180 Shares 17,300 Est. Cost $14.03 Unrealized