MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q1 2015 (← Previous) (Next →)

Filing Date: May 14, 2015

Total Value ($000): $198,964 (100.0% shares, 0.0% debt)

Holdings (79)

GIS General Mills Inc. 11.2%
Value ($000) $22,234 Shares 392,817 Est. Cost $32.92 Unrealized +11.3%
B B & T Corporation 10.6%
Value ($000) $21,050 Shares 539,892 Est. Cost $36.26 Unrealized
IBM International Business Machine 6.4%
Value ($000) $12,700 Shares 79,130 Est. Cost $111.86 Unrealized -13.8%
VSEC VSE Corporation 4.9%
Value ($000) $9,670 Shares 118,100 Est. Cost $26.53 Unrealized +32.2%
COP ConocoPhillips 4.4%
Value ($000) $8,844 Shares 142,052 Est. Cost $43.77 Unrealized +4.1%
Anadarko Petroleum 4.2%
Value ($000) $8,404 Shares 101,480 Est. Cost $86.08 Unrealized
CVX Chevron Corporation 3.5%
Value ($000) $6,970 Shares 66,390 Est. Cost $70.65 Unrealized -5.3%
Apache Corporation 3.0%
Value ($000) $6,007 Shares 99,570 Est. Cost $76.14 Unrealized
PSX Phillips 66 2.8%
Value ($000) $5,497 Shares 69,943 Est. Cost $45.22 Unrealized +8.9%
Hewlett Packard Co. 2.7%
Value ($000) $5,427 Shares 174,191 Est. Cost $28.56 Unrealized
NVR NVR Inc. 2.6%
Value ($000) $5,248 Shares 3,950 Est. Cost $1153.17 Unrealized +13.5%
Ryland Group Inc. 2.5%
Value ($000) $4,904 Shares 100,612 Est. Cost $44.08 Unrealized
CF CF Industries Holdings Inc. 2.3%
Value ($000) $4,615 Shares 16,270 Est. Cost $33.61 Unrealized +30.9%
FCX Freeport-McMoRan Inc. 2.0%
Value ($000) $3,913 Shares 206,482 Est. Cost $22.95 Unrealized -23.2%
MDU MDU Resources 1.9%
Value ($000) $3,866 Shares 181,170 Est. Cost $6.53 Unrealized -7.2%
National Oil Well Varco Inc. 1.6%
Value ($000) $3,243 Shares 64,874 Est. Cost $64.08 Unrealized
JNJ Johnson & Johnson 1.5%
Value ($000) $3,017 Shares 29,990 Est. Cost $63.24 Unrealized +18.8%
DE John Deere & Co. 1.5%
Value ($000) $3,010 Shares 34,330 Est. Cost $69.32 Unrealized +5.3%
VLO Valero Energy Corp. 1.4%
Value ($000) $2,875 Shares 45,200 Est. Cost $32.20 Unrealized +13.5%
MCD McDonalds Corporation 1.2%
Value ($000) $2,434 Shares 24,980 Est. Cost $71.82 Unrealized +0.5%
RYN Rayonier Incorporated 1.1%
Value ($000) $2,259 Shares 83,814 Est. Cost $47.68 Unrealized
AAPL Apple Inc. 1.0%
Value ($000) $2,038 Shares 16,383 Est. Cost $19.55 Unrealized +37.3%
MRK Merck & Company Inc. New 0.9%
Value ($000) $1,875 Shares 32,630 Est. Cost $31.29 Unrealized +28.8%
SU Suncor Energy Inc. New 0.9%
Value ($000) $1,863 Shares 63,700 Est. Cost $21.08 Unrealized -4.0%
XOM Exxon Mobil Corp. 0.9%
Value ($000) $1,859 Shares 21,873 Est. Cost $53.92 Unrealized +3.1%
SLB Schlumberger Ltd. 0.9%
Value ($000) $1,794 Shares 21,503 Est. Cost $56.74 Unrealized +8.1%
BAC Bank of America Corporation 0.9%
Value ($000) $1,767 Shares 114,868 Est. Cost $11.69 Unrealized +9.2%
NEE NextEra Energy Inc. 0.9%
Value ($000) $1,706 Shares 16,400 Est. Cost $14.15 Unrealized +40.4%
ELME Washington REIT SBI 0.8%
Value ($000) $1,635 Shares 59,170 Est. Cost $26.24 Unrealized
BHP Billiton PLC ADR 0.8%
Value ($000) $1,609 Shares 36,345 Est. Cost $49.12 Unrealized
WMT Wal-Mart Stores Inc. 0.8%
Value ($000) $1,522 Shares 18,509 Est. Cost $20.77 Unrealized +10.9%
CAT Caterpillar Inc. 0.8%
Value ($000) $1,505 Shares 18,800 Est. Cost $63.05 Unrealized +0.1%
Federal Realty Trust 0.8%
Value ($000) $1,502 Shares 10,200 Est. Cost $111.96 Unrealized
Chesapeake Energy Corp. 0.7%
Value ($000) $1,424 Shares 100,570 Est. Cost $18.10 Unrealized
BP BP PLC 0.7%
Value ($000) $1,382 Shares 35,350 Est. Cost $41.00 Unrealized
PNC PNC Financial Services Group I 0.7%
Value ($000) $1,354 Shares 14,514 Est. Cost $58.47 Unrealized +9.9%
ABBV AbbVie Inc. 0.7%
Value ($000) $1,317 Shares 22,490 Est. Cost $28.48 Unrealized +36.4%
Ensco PLC 0.7%
Value ($000) $1,305 Shares 61,935 Est. Cost $42.20 Unrealized
WY Weyerhaeuser Company 0.6%
Value ($000) $1,235 Shares 37,240 Est. Cost $19.62 Unrealized +16.5%
CVE Cenovus Energy Inc. 0.6%
Value ($000) $1,232 Shares 73,020 Est. Cost $19.12 Unrealized -22.1%
Raytheon Company 0.6%
Value ($000) $1,191 Shares 10,900 Est. Cost $91.02 Unrealized
General Electric Co. 0.6%
Value ($000) $1,095 Shares 44,151 Est. Cost $23.58 Unrealized
ABT Abbott Laboratories Co. 0.5%
Value ($000) $1,094 Shares 23,610 Est. Cost $30.10 Unrealized +24.3%
Plum Creek Timber Co. Inc. 0.5%
Value ($000) $1,086 Shares 24,990 Est. Cost $45.67 Unrealized
Central Europe, Russia & Turke 0.5%
Value ($000) $1,085 Shares 52,920 Est. Cost $25.82 Unrealized
DGX Quest Diagnostics 0.5%
Value ($000) $1,068 Shares 13,890 Est. Cost $48.78 Unrealized +18.1%
Spectra Energy Corp. 0.5%
Value ($000) $995 Shares 27,500 Est. Cost $35.17 Unrealized
DRI Darden Restaurants Inc. 0.5%
Value ($000) $983 Shares 14,180 Est. Cost $31.32 Unrealized +30.8%
RF Regions Financial Corp. New 0.4%
Value ($000) $874 Shares 92,485 Est. Cost $6.31 Unrealized +2.5%
MSFT Microsoft Corp. 0.4%
Value ($000) $865 Shares 21,287 Est. Cost $32.06 Unrealized +16.2%
Laboratory Corp. of America Ho 0.4%
Value ($000) $844 Shares 6,700 Est. Cost $118.69 Unrealized
Computer Sciences Corp. 0.4%
Value ($000) $833 Shares 12,756 Est. Cost $54.82 Unrealized
Encana Corporation 0.4%
Value ($000) $800 Shares 71,720 Est. Cost $14.65 Unrealized
PFE Pfizer Inc. 0.4%
Value ($000) $785 Shares 22,562 Est. Cost $18.09 Unrealized +11.1%
DUK Duke Energy Corp. 0.4%
Value ($000) $762 Shares 9,927 Est. Cost $42.91 Unrealized +20.7%
Potash Corp. of Saskatchewan I 0.4%
Value ($000) $747 Shares 23,150 Est. Cost $35.58 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.3%
Value ($000) $652 Shares 3 Est. Cost $165023.42 Unrealized +33.9%
TEDMX Templeton Developing Markets T 0.3%
Value ($000) $637 Shares 36,690 Est. Cost $19.08 Unrealized
Nabors Industries Ltd. 0.3%
Value ($000) $609 Shares 44,600 Est. Cost $15.16 Unrealized
Burke and Herbert Bank & Trust 0.3%
Value ($000) $601 Shares 300 Est. Cost $2067.78 Unrealized
RIG Transocean Ltd. 0.2%
Value ($000) $463 Shares 31,549 Est. Cost $37.79 Unrealized -57.1%
YUM YUM! Brands Inc. 0.2%
Value ($000) $425 Shares 5,400 Est. Cost $40.48 Unrealized +10.0%
RYAM Rayonier Advanced Materials In 0.2%
Value ($000) $413 Shares 27,751 Est. Cost $31.44 Unrealized -42.1%
CMCSA Comcast Corporation Cl A New 0.2%
Value ($000) $400 Shares 7,082 Est. Cost $21.80 Unrealized +2.8%
SYY Sysco Corporation 0.2%
Value ($000) $357 Shares 9,450 Est. Cost $27.91 Unrealized +5.8%
DNOW Now Inc. 0.2%
Value ($000) $338 Shares 15,631 Est. Cost $30.11 Unrealized -22.8%
BHP BHP Billiton Ltd. Sponsr ADR 0.2%
Value ($000) $327 Shares 7,040 Est. Cost $56.39 Unrealized
A Agilent Technologies Inc. 0.1%
Value ($000) $291 Shares 7,014 Est. Cost $37.04 Unrealized -0.0%
HAL Halliburton Company 0.1%
Value ($000) $271 Shares 6,169 Est. Cost $47.46 Unrealized -28.8%
Noble Corp. PLC 0.1%
Value ($000) $268 Shares 18,760 Est. Cost $16.58 Unrealized
AFL AFLAC Inc. 0.1%
Value ($000) $259 Shares 4,050 Est. Cost $22.70 Unrealized +4.0%
GLD SPDR Gold Shares 0.1%
Value ($000) $244 Shares 2,150 Est. Cost $113.49 Unrealized
Cliffs Natural Resources Inc. 0.1%
Value ($000) $238 Shares 49,600 Est. Cost $8.20 Unrealized
VWENX Vanguard Wellington Admiral Sh 0.1%
Value ($000) $215 Shares 3,173 Est. Cost $67.59 Unrealized
SSL Sasol Limited Sponsored ADR 0.1%
Value ($000) $204 Shares 6,000 Est. Cost $38.00 Unrealized
ARLP Alliance Resource Partners LP 0.1%
Value ($000) $201 Shares 6,000 Est. Cost $43.00 Unrealized
Carter Bank & Trust 0.1%
Value ($000) $171 Shares 13,000 Est. Cost $12.69 Unrealized
Weatherford International PLC 0.1%
Value ($000) $153 Shares 12,480 Est. Cost $12.26 Unrealized
Walter Energy Inc. 0.0%
Value ($000) $9 Shares 15,005 Est. Cost $1.40 Unrealized