MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Aug 13, 2015

Total Value ($000): $195,508 (100.0% shares, 0.0% debt)

Holdings (79)

GIS General Mills Inc. 11.2%
Value ($000) $21,859 Shares 392,295 Est. Cost $32.92 Unrealized +17.9%
B B & T Corporation 11.2%
Value ($000) $21,818 Shares 541,247 Est. Cost $36.26 Unrealized
IBM International Business Machine 6.7%
Value ($000) $13,075 Shares 80,378 Est. Cost $111.72 Unrealized -7.8%
COP ConocoPhillips 4.5%
Value ($000) $8,778 Shares 142,949 Est. Cost $43.77 Unrealized +6.0%
Anadarko Petroleum 4.1%
Value ($000) $8,000 Shares 102,484 Est. Cost $86.08 Unrealized
CVX Chevron Corporation 3.3%
Value ($000) $6,506 Shares 67,436 Est. Cost $70.58 Unrealized -5.9%
VSEC VSE Corporation 3.2%
Value ($000) $6,320 Shares 118,100 Est. Cost $26.53 Unrealized +15.3%
Apache Corporation 2.9%
Value ($000) $5,755 Shares 99,853 Est. Cost $76.14 Unrealized
PSX Phillips 66 2.9%
Value ($000) $5,689 Shares 70,612 Est. Cost $45.22 Unrealized +18.7%
CF CF Industries Holdings Inc. 2.8%
Value ($000) $5,497 Shares 85,525 Est. Cost $42.97 Unrealized +5.1%
Hewlett Packard Co. 2.7%
Value ($000) $5,312 Shares 177,007 Est. Cost $28.59 Unrealized
NVR NVR Inc. 2.7%
Value ($000) $5,293 Shares 3,950 Est. Cost $1153.17 Unrealized +17.0%
Ryland Group Inc. 2.6%
Value ($000) $4,994 Shares 107,702 Est. Cost $44.23 Unrealized
FCX Freeport-McMoRan Inc. 2.0%
Value ($000) $3,907 Shares 209,822 Est. Cost $22.88 Unrealized -19.3%
MDU MDU Resources 1.8%
Value ($000) $3,612 Shares 184,938 Est. Cost $6.52 Unrealized -11.2%
DE John Deere & Co. 1.8%
Value ($000) $3,436 Shares 35,410 Est. Cost $69.51 Unrealized +8.4%
National Oil Well Varco Inc. 1.6%
Value ($000) $3,125 Shares 64,724 Est. Cost $64.08 Unrealized
JNJ Johnson & Johnson 1.5%
Value ($000) $3,012 Shares 30,900 Est. Cost $63.58 Unrealized +17.2%
VLO Valero Energy Corp. 1.5%
Value ($000) $2,930 Shares 46,800 Est. Cost $32.43 Unrealized +20.1%
MCD McDonalds Corporation 1.2%
Value ($000) $2,289 Shares 24,079 Est. Cost $71.82 Unrealized +3.3%
RYN Rayonier Incorporated 1.1%
Value ($000) $2,133 Shares 83,464 Est. Cost $47.68 Unrealized
AAPL Apple Inc. 1.1%
Value ($000) $2,060 Shares 16,428 Est. Cost $19.55 Unrealized +46.0%
BAC Bank of America Corporation 1.1%
Value ($000) $2,056 Shares 120,780 Est. Cost $11.76 Unrealized +11.7%
XOM Exxon Mobil Corp. 1.0%
Value ($000) $1,895 Shares 22,782 Est. Cost $53.94 Unrealized +0.7%
SLB Schlumberger Ltd. 0.9%
Value ($000) $1,854 Shares 21,503 Est. Cost $56.74 Unrealized +17.7%
MRK Merck & Company Inc. New 0.9%
Value ($000) $1,822 Shares 32,000 Est. Cost $31.29 Unrealized +28.6%
SU Suncor Energy Inc. New 0.9%
Value ($000) $1,753 Shares 63,700 Est. Cost $21.08 Unrealized -1.7%
Ensco PLC 0.9%
Value ($000) $1,736 Shares 77,967 Est. Cost $38.10 Unrealized
CAT Caterpillar Inc. 0.8%
Value ($000) $1,621 Shares 19,107 Est. Cost $63.10 Unrealized +4.4%
NEE NextEra Energy Inc. 0.8%
Value ($000) $1,578 Shares 16,100 Est. Cost $14.15 Unrealized +36.3%
ELME Washington REIT SBI 0.8%
Value ($000) $1,511 Shares 58,220 Est. Cost $26.24 Unrealized
ABBV AbbVie Inc. 0.8%
Value ($000) $1,471 Shares 21,890 Est. Cost $28.48 Unrealized +48.7%
BHP Billiton PLC ADR 0.8%
Value ($000) $1,467 Shares 37,076 Est. Cost $48.93 Unrealized
BP BP PLC 0.7%
Value ($000) $1,397 Shares 34,950 Est. Cost $41.00 Unrealized
PNC PNC Financial Services Group I 0.7%
Value ($000) $1,388 Shares 14,514 Est. Cost $58.47 Unrealized +15.8%
Federal Realty Trust 0.7%
Value ($000) $1,307 Shares 10,200 Est. Cost $111.96 Unrealized
WMT Wal-Mart Stores Inc. 0.7%
Value ($000) $1,299 Shares 18,309 Est. Cost $20.77 Unrealized +0.5%
General Electric Co. 0.6%
Value ($000) $1,241 Shares 46,680 Est. Cost $23.74 Unrealized
WY Weyerhaeuser Company 0.6%
Value ($000) $1,167 Shares 37,051 Est. Cost $19.62 Unrealized +7.8%
CVE Cenovus Energy Inc. 0.6%
Value ($000) $1,166 Shares 72,820 Est. Cost $19.12 Unrealized -25.6%
ABT Abbott Laboratories Co. 0.6%
Value ($000) $1,149 Shares 23,410 Est. Cost $30.10 Unrealized +30.7%
Chesapeake Energy Corp. 0.6%
Value ($000) $1,120 Shares 100,270 Est. Cost $18.10 Unrealized
Central Europe, Russia & Turke 0.6%
Value ($000) $1,104 Shares 52,920 Est. Cost $25.82 Unrealized
DGX Quest Diagnostics 0.6%
Value ($000) $1,102 Shares 15,195 Est. Cost $49.72 Unrealized +20.1%
Plum Creek Timber Co. Inc. 0.5%
Value ($000) $1,068 Shares 26,305 Est. Cost $45.42 Unrealized
Raytheon Company 0.5%
Value ($000) $1,043 Shares 10,900 Est. Cost $91.02 Unrealized
RF Regions Financial Corp. New 0.5%
Value ($000) $998 Shares 96,305 Est. Cost $6.33 Unrealized +9.4%
MSFT Microsoft Corp. 0.5%
Value ($000) $931 Shares 21,087 Est. Cost $32.06 Unrealized +22.6%
Spectra Energy Corp. 0.5%
Value ($000) $880 Shares 27,010 Est. Cost $35.17 Unrealized
DUK Duke Energy Corp. 0.4%
Value ($000) $844 Shares 11,948 Est. Cost $43.89 Unrealized +11.0%
Computer Sciences Corp. 0.4%
Value ($000) $838 Shares 12,756 Est. Cost $54.82 Unrealized
Laboratory Corp. of America Ho 0.4%
Value ($000) $812 Shares 6,700 Est. Cost $118.69 Unrealized
Encana Corporation 0.4%
Value ($000) $789 Shares 71,520 Est. Cost $14.65 Unrealized
DRI Darden Restaurants Inc. 0.4%
Value ($000) $782 Shares 11,000 Est. Cost $31.32 Unrealized +39.4%
Potash Corp. of Saskatchewan I 0.4%
Value ($000) $717 Shares 23,150 Est. Cost $35.58 Unrealized
PFE Pfizer Inc. 0.4%
Value ($000) $703 Shares 20,962 Est. Cost $18.09 Unrealized +14.8%
Nabors Industries Ltd. 0.3%
Value ($000) $672 Shares 46,608 Est. Cost $15.12 Unrealized
Burke and Herbert Bank & Trust 0.3%
Value ($000) $660 Shares 300 Est. Cost $2067.78 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.3%
Value ($000) $615 Shares 3 Est. Cost $165023.42 Unrealized +30.0%
TEDMX Templeton Developing Markets T 0.3%
Value ($000) $614 Shares 36,690 Est. Cost $19.08 Unrealized
YUM YUM! Brands Inc. 0.2%
Value ($000) $486 Shares 5,400 Est. Cost $40.48 Unrealized +28.4%
RYAM Rayonier Advanced Materials In 0.2%
Value ($000) $450 Shares 27,635 Est. Cost $31.44 Unrealized -47.6%
CMCSA Comcast Corporation Cl A New 0.2%
Value ($000) $426 Shares 7,082 Est. Cost $21.80 Unrealized +5.4%
RIG Transocean Ltd. 0.2%
Value ($000) $358 Shares 22,212 Est. Cost $37.79 Unrealized -52.3%
SYY Sysco Corporation 0.2%
Value ($000) $312 Shares 8,650 Est. Cost $27.91 Unrealized +1.3%
DNOW Now Inc. 0.2%
Value ($000) $311 Shares 15,594 Est. Cost $30.11 Unrealized -24.1%
BHP BHP Billiton Ltd. Sponsr ADR 0.1%
Value ($000) $278 Shares 6,840 Est. Cost $56.39 Unrealized
A Agilent Technologies Inc. 0.1%
Value ($000) $270 Shares 7,014 Est. Cost $37.04 Unrealized +2.8%
HAL Halliburton Company 0.1%
Value ($000) $266 Shares 6,169 Est. Cost $47.46 Unrealized -21.0%
AFL AFLAC Inc. 0.1%
Value ($000) $252 Shares 4,050 Est. Cost $22.70 Unrealized +8.5%
GLD SPDR Gold Shares 0.1%
Value ($000) $242 Shares 2,150 Est. Cost $113.49 Unrealized
SSL Sasol Limited Sponsored ADR 0.1%
Value ($000) $222 Shares 6,000 Est. Cost $38.00 Unrealized
VWENX Vanguard Wellington Admiral Sh 0.1%
Value ($000) $213 Shares 3,181 Est. Cost $67.59 Unrealized
Cliffs Natural Resources Inc. 0.1%
Value ($000) $213 Shares 49,200 Est. Cost $8.20 Unrealized
T AT&T Inc. 0.1%
Value ($000) $201 Shares 5,666 Est. Cost $12.21 Unrealized 0.0%
Carter Bank & Trust 0.1%
Value ($000) $164 Shares 13,000 Est. Cost $12.69 Unrealized
Weatherford International PLC 0.1%
Value ($000) $153 Shares 12,480 Est. Cost $12.26 Unrealized
SOUHY South32 Limited 0.1%
Value ($000) $118 Shares 17,566 Est. Cost $6.72 Unrealized
Walter Energy Inc. 0.0%
Value ($000) $3 Shares 15,005 Est. Cost $1.40 Unrealized