MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q4 2014 (← Previous) (Next →)

Filing Date: Feb 13, 2015

Total Value ($000): $157,383

Holdings (79)

GIS General Mills Inc. 11.8%
Value ($000) $18,533 Shares 347,517 Est. Cost $32.43 Unrealized +8.7%
VSEC VSE Corporation 10.0%
Value ($000) $15,790 Shares 239,600 Est. Cost $26.53 Unrealized -3.4%
B B & T Corporation 9.0%
Value ($000) $14,208 Shares 365,342 Est. Cost $34.95 Unrealized
IBM International Business Machine 6.1%
Value ($000) $9,625 Shares 59,990 Est. Cost $116.77 Unrealized -14.0%
COP ConocoPhillips 4.3%
Value ($000) $6,733 Shares 97,493 Est. Cost $42.95 Unrealized +13.8%
Hewlett Packard Co. 3.4%
Value ($000) $5,393 Shares 134,391 Est. Cost $27.79 Unrealized
CVX Chevron Corporation 3.3%
Value ($000) $5,262 Shares 46,910 Est. Cost $72.20 Unrealized -2.3%
Anadarko Petroleum 3.1%
Value ($000) $4,957 Shares 60,080 Est. Cost $88.34 Unrealized
Apache Corporation 2.8%
Value ($000) $4,353 Shares 69,460 Est. Cost $83.00 Unrealized
PSX Phillips 66 2.2%
Value ($000) $3,402 Shares 47,448 Est. Cost $43.31 Unrealized +13.5%
CF CF Industries Holdings Inc. 2.2%
Value ($000) $3,399 Shares 12,470 Est. Cost $30.45 Unrealized +27.1%
FCX Freeport-McMoRan Inc. 2.1%
Value ($000) $3,235 Shares 138,502 Est. Cost $25.57 Unrealized -5.1%
National Oil Well Varco Inc. 1.9%
Value ($000) $2,965 Shares 45,244 Est. Cost $70.20 Unrealized
MDU MDU Resources 1.7%
Value ($000) $2,689 Shares 114,420 Est. Cost $6.81 Unrealized +0.5%
JNJ Johnson & Johnson 1.6%
Value ($000) $2,535 Shares 24,240 Est. Cost $60.43 Unrealized +27.9%
DE John Deere & Co. 1.6%
Value ($000) $2,532 Shares 28,618 Est. Cost $68.59 Unrealized +3.0%
NVR NVR Inc. 1.6%
Value ($000) $2,487 Shares 1,950 Est. Cost $993.91 Unrealized +22.0%
RYN Rayonier Incorporated 1.2%
Value ($000) $1,839 Shares 65,814 Est. Cost $53.36 Unrealized
MCD McDonalds Corporation 1.2%
Value ($000) $1,818 Shares 19,405 Est. Cost $71.73 Unrealized -1.6%
Ryland Group Inc. 1.1%
Value ($000) $1,778 Shares 46,112 Est. Cost $38.57 Unrealized
XOM Exxon Mobil Corp. 1.1%
Value ($000) $1,772 Shares 19,164 Est. Cost $53.69 Unrealized +8.0%
NEE NextEra Energy Inc. 1.1%
Value ($000) $1,733 Shares 16,300 Est. Cost $14.15 Unrealized +33.5%
AAPL Apple Inc. 1.1%
Value ($000) $1,720 Shares 15,583 Est. Cost $19.18 Unrealized +25.6%
MRK Merck & Company Inc. New 1.1%
Value ($000) $1,683 Shares 29,630 Est. Cost $30.38 Unrealized +29.5%
ELME Washington REIT SBI 1.0%
Value ($000) $1,644 Shares 59,420 Est. Cost $26.24 Unrealized
CAT Caterpillar Inc. 1.0%
Value ($000) $1,579 Shares 17,250 Est. Cost $63.05 Unrealized +16.3%
BAC Bank of America Corporation 0.9%
Value ($000) $1,483 Shares 82,868 Est. Cost $11.27 Unrealized +20.2%
VLO Valero Energy Corp. 0.9%
Value ($000) $1,475 Shares 29,800 Est. Cost $29.95 Unrealized +5.2%
Federal Realty Trust 0.9%
Value ($000) $1,361 Shares 10,200 Est. Cost $111.96 Unrealized
ABBV AbbVie Inc. 0.8%
Value ($000) $1,275 Shares 19,490 Est. Cost $26.88 Unrealized +49.7%
WMT Wal-Mart Stores Inc. 0.8%
Value ($000) $1,264 Shares 14,719 Est. Cost $20.18 Unrealized +8.1%
WY Weyerhaeuser Company 0.8%
Value ($000) $1,193 Shares 33,240 Est. Cost $19.23 Unrealized +15.9%
Ensco PLC 0.7%
Value ($000) $1,176 Shares 39,255 Est. Cost $54.41 Unrealized
SLB Schlumberger Ltd. 0.7%
Value ($000) $1,146 Shares 13,420 Est. Cost $53.97 Unrealized +24.8%
Chesapeake Energy Corp. 0.7%
Value ($000) $1,107 Shares 56,570 Est. Cost $21.16 Unrealized
PNC PNC Financial Services Group I 0.7%
Value ($000) $1,050 Shares 11,514 Est. Cost $56.96 Unrealized +7.7%
BHP Billiton PLC ADR 0.7%
Value ($000) $1,050 Shares 24,430 Est. Cost $51.49 Unrealized
BP BP PLC 0.6%
Value ($000) $966 Shares 25,350 Est. Cost $41.75 Unrealized
ABT Abbott Laboratories Co. 0.6%
Value ($000) $928 Shares 20,610 Est. Cost $29.04 Unrealized +21.6%
DRI Darden Restaurants Inc. 0.6%
Value ($000) $879 Shares 15,000 Est. Cost $31.32 Unrealized +12.1%
CVE Cenovus Energy Inc. 0.6%
Value ($000) $872 Shares 42,310 Est. Cost $22.19 Unrealized -17.3%
General Electric Co. 0.5%
Value ($000) $863 Shares 34,151 Est. Cost $23.22 Unrealized
DUK Duke Energy Corp. 0.5%
Value ($000) $835 Shares 9,993 Est. Cost $42.91 Unrealized +18.8%
MSFT Microsoft Corp. 0.5%
Value ($000) $757 Shares 16,287 Est. Cost $30.46 Unrealized +30.9%
SU Suncor Energy Inc. New 0.5%
Value ($000) $753 Shares 23,700 Est. Cost $22.50 Unrealized -0.6%
DGX Quest Diagnostics 0.5%
Value ($000) $750 Shares 11,190 Est. Cost $46.65 Unrealized +8.3%
Raytheon Company 0.5%
Value ($000) $746 Shares 6,900 Est. Cost $80.44 Unrealized
Plum Creek Timber Co. Inc. 0.5%
Value ($000) $736 Shares 17,190 Est. Cost $46.68 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.4%
Value ($000) $678 Shares 3 Est. Cost $165023.42 Unrealized +31.2%
Spectra Energy Corp. 0.4%
Value ($000) $675 Shares 18,600 Est. Cost $34.69 Unrealized
TEDMX Templeton Developing Markets T 0.4%
Value ($000) $627 Shares 36,690 Est. Cost $19.08 Unrealized
Central Europe, Russia & Turke 0.4%
Value ($000) $597 Shares 30,198 Est. Cost $29.82 Unrealized
Encana Corporation 0.4%
Value ($000) $569 Shares 41,010 Est. Cost $17.27 Unrealized
Computer Sciences Corp. 0.4%
Value ($000) $552 Shares 8,756 Est. Cost $50.03 Unrealized
Potash Corp. of Saskatchewan I 0.3%
Value ($000) $535 Shares 15,150 Est. Cost $37.32 Unrealized
RYAM Rayonier Advanced Materials In 0.3%
Value ($000) $485 Shares 21,751 Est. Cost $35.09 Unrealized -24.6%
RIG Transocean Ltd. 0.3%
Value ($000) $420 Shares 22,887 Est. Cost $45.96 Unrealized -45.6%
SYY Sysco Corporation 0.3%
Value ($000) $415 Shares 10,450 Est. Cost $27.91 Unrealized +3.4%
Burke and Herbert Bank & Trust 0.3%
Value ($000) $400 Shares 200 Est. Cost $2100.00 Unrealized
RF Regions Financial Corp. New 0.3%
Value ($000) $396 Shares 37,485 Est. Cost $6.07 Unrealized +12.0%
YUM YUM! Brands Inc. 0.3%
Value ($000) $394 Shares 5,400 Est. Cost $40.48 Unrealized +4.3%
PFE Pfizer Inc. 0.2%
Value ($000) $391 Shares 12,562 Est. Cost $16.49 Unrealized +9.0%
Nabors Industries Ltd. 0.2%
Value ($000) $371 Shares 28,610 Est. Cost $15.99 Unrealized
BHP BHP Billiton Ltd. Sponsr ADR 0.2%
Value ($000) $341 Shares 7,200 Est. Cost $56.39 Unrealized
Noble Corp. PLC 0.2%
Value ($000) $311 Shares 18,760 Est. Cost $16.58 Unrealized
A Agilent Technologies Inc. 0.2%
Value ($000) $287 Shares 7,014 Est. Cost $37.04 Unrealized -0.6%
DNOW Now Inc. 0.2%
Value ($000) $276 Shares 10,723 Est. Cost $33.25 Unrealized -17.7%
ARLP Alliance Resource Partners LP 0.2%
Value ($000) $258 Shares 6,000 Est. Cost $43.00 Unrealized
AFL AFLAC Inc. 0.2%
Value ($000) $247 Shares 4,050 Est. Cost $22.70 Unrealized 0.0%
GLD SPDR Gold Shares 0.2%
Value ($000) $244 Shares 2,150 Est. Cost $113.49 Unrealized
HAL Halliburton Company 0.2%
Value ($000) $243 Shares 6,169 Est. Cost $47.46 Unrealized -17.2%
SSL Sasol Limited Sponsored ADR 0.1%
Value ($000) $228 Shares 6,000 Est. Cost $38.00 Unrealized
CMCSA Comcast Corporation Cl A New 0.1%
Value ($000) $216 Shares 3,730 Est. Cost $21.26 Unrealized 0.0%
VWENX Vanguard Wellington Admiral Sh 0.1%
Value ($000) $214 Shares 3,166 Est. Cost $67.59 Unrealized
Laboratory Corp. of America Ho 0.1%
Value ($000) $204 Shares 1,890 Est. Cost $100.17 Unrealized
Carter Bank & Trust 0.1%
Value ($000) $165 Shares 13,000 Est. Cost $12.69 Unrealized
Cliffs Natural Resources Inc. 0.1%
Value ($000) $151 Shares 21,100 Est. Cost $12.79 Unrealized
Weatherford International PLC 0.1%
Value ($000) $143 Shares 12,480 Est. Cost $11.46 Unrealized
Walter Energy Inc. 0.0%
Value ($000) $21 Shares 15,005 Est. Cost $1.40 Unrealized