MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Nov 12, 2015

Total Value ($000): $169,455 (100.0% shares, 0.0% debt)

Holdings (80)

GIS General Mills Inc. 13.0%
Value ($000) $22,070 Shares 393,195 Est. Cost $32.92 Unrealized +21.5%
B B & T Corporation 11.4%
Value ($000) $19,325 Shares 542,847 Est. Cost $36.26 Unrealized
IBM International Business Machine 6.9%
Value ($000) $11,646 Shares 80,338 Est. Cost $111.72 Unrealized -14.7%
COP ConocoPhillips 4.0%
Value ($000) $6,851 Shares 142,849 Est. Cost $43.77 Unrealized -15.9%
Anadarko Petroleum 3.7%
Value ($000) $6,189 Shares 102,484 Est. Cost $86.08 Unrealized
NVR NVR Inc. 3.6%
Value ($000) $6,024 Shares 3,950 Est. Cost $1153.17 Unrealized +29.5%
PSX Phillips 66 3.2%
Value ($000) $5,426 Shares 70,612 Est. Cost $45.22 Unrealized +19.5%
CVX Chevron Corporation 3.1%
Value ($000) $5,313 Shares 67,356 Est. Cost $70.58 Unrealized -23.7%
Ryland Group Inc. 2.9%
Value ($000) $4,935 Shares 120,870 Est. Cost $43.86 Unrealized
VSEC VSE Corporation 2.8%
Value ($000) $4,732 Shares 118,100 Est. Cost $26.53 Unrealized -21.1%
HPQ HP Inc. 2.7%
Value ($000) $4,530 Shares 176,907 Est. Cost $9.19 Unrealized 0.0%
Apache Corporation 2.3%
Value ($000) $3,906 Shares 99,753 Est. Cost $76.14 Unrealized
CF CF Industries Holdings Inc. 2.3%
Value ($000) $3,897 Shares 86,785 Est. Cost $42.98 Unrealized +0.9%
MDU MDU Resources 1.9%
Value ($000) $3,168 Shares 184,188 Est. Cost $6.52 Unrealized -24.0%
JNJ Johnson & Johnson 1.8%
Value ($000) $2,993 Shares 32,060 Est. Cost $63.90 Unrealized +13.4%
VLO Valero Energy Corp. 1.7%
Value ($000) $2,860 Shares 47,600 Est. Cost $32.60 Unrealized +29.4%
DE John Deere & Co. 1.6%
Value ($000) $2,680 Shares 36,210 Est. Cost $69.59 Unrealized +5.4%
National Oil Well Varco Inc. 1.4%
Value ($000) $2,426 Shares 64,424 Est. Cost $64.08 Unrealized
FCX Freeport-McMoRan Inc. 1.4%
Value ($000) $2,303 Shares 237,622 Est. Cost $21.47 Unrealized -49.6%
MCD McDonalds Corporation 1.2%
Value ($000) $1,949 Shares 19,779 Est. Cost $71.82 Unrealized +4.9%
AAPL Apple Inc. 1.1%
Value ($000) $1,945 Shares 17,628 Est. Cost $20.01 Unrealized +31.4%
BAC Bank of America Corporation 1.1%
Value ($000) $1,913 Shares 122,780 Est. Cost $11.79 Unrealized +14.1%
RYN Rayonier Incorporated 1.1%
Value ($000) $1,842 Shares 83,464 Est. Cost $47.68 Unrealized
SU Suncor Energy Inc. New 1.0%
Value ($000) $1,708 Shares 63,900 Est. Cost $21.08 Unrealized -12.0%
XOM Exxon Mobil Corp. 1.0%
Value ($000) $1,693 Shares 22,782 Est. Cost $53.94 Unrealized -9.0%
MRK Merck & Company Inc. New 0.9%
Value ($000) $1,580 Shares 32,000 Est. Cost $31.29 Unrealized +22.7%
SLB Schlumberger Ltd. 0.9%
Value ($000) $1,483 Shares 21,503 Est. Cost $56.74 Unrealized +3.8%
NEE NextEra Energy Inc. 0.9%
Value ($000) $1,473 Shares 15,100 Est. Cost $14.15 Unrealized +37.4%
Federal Realty Trust 0.8%
Value ($000) $1,392 Shares 10,200 Est. Cost $111.96 Unrealized
PNC PNC Financial Services Group I 0.8%
Value ($000) $1,295 Shares 14,514 Est. Cost $58.47 Unrealized +15.7%
CAT Caterpillar Inc. 0.7%
Value ($000) $1,249 Shares 19,107 Est. Cost $63.10 Unrealized -6.3%
ABBV AbbVie Inc. 0.7%
Value ($000) $1,191 Shares 21,890 Est. Cost $28.48 Unrealized +49.3%
Raytheon Company 0.7%
Value ($000) $1,191 Shares 10,900 Est. Cost $91.02 Unrealized
WMT Wal-Mart Stores Inc. 0.7%
Value ($000) $1,187 Shares 18,309 Est. Cost $20.77 Unrealized -8.9%
ELME Washington REIT SBI 0.7%
Value ($000) $1,177 Shares 47,220 Est. Cost $26.24 Unrealized
General Electric Co. 0.7%
Value ($000) $1,177 Shares 46,680 Est. Cost $23.74 Unrealized
CVE Cenovus Energy Inc. 0.7%
Value ($000) $1,104 Shares 72,820 Est. Cost $19.12 Unrealized -39.0%
Ensco PLC 0.6%
Value ($000) $1,083 Shares 76,937 Est. Cost $38.10 Unrealized
BP BP PLC 0.6%
Value ($000) $1,068 Shares 34,950 Est. Cost $41.00 Unrealized
Plum Creek Timber Co. Inc. 0.6%
Value ($000) $1,039 Shares 26,305 Est. Cost $45.42 Unrealized
BHP Billiton PLC ADR 0.6%
Value ($000) $1,014 Shares 33,076 Est. Cost $48.93 Unrealized
WY Weyerhaeuser Company 0.6%
Value ($000) $1,013 Shares 37,051 Est. Cost $19.62 Unrealized -0.2%
ABT Abbott Laboratories Co. 0.6%
Value ($000) $938 Shares 23,310 Est. Cost $30.10 Unrealized +28.9%
DGX Quest Diagnostics 0.6%
Value ($000) $934 Shares 15,195 Est. Cost $49.72 Unrealized +14.3%
MSFT Microsoft Corp. 0.5%
Value ($000) $902 Shares 20,387 Est. Cost $32.06 Unrealized +21.4%
RF Regions Financial Corp. New 0.5%
Value ($000) $868 Shares 96,305 Est. Cost $6.33 Unrealized +8.0%
Laboratory Corp. of America Ho 0.5%
Value ($000) $787 Shares 7,260 Est. Cost $117.90 Unrealized
Computer Sciences Corp. 0.5%
Value ($000) $783 Shares 12,756 Est. Cost $54.82 Unrealized
DRI Darden Restaurants Inc. 0.4%
Value ($000) $754 Shares 11,000 Est. Cost $31.32 Unrealized +50.7%
Central Europe, Russia & Turke 0.4%
Value ($000) $745 Shares 41,684 Est. Cost $25.82 Unrealized
Chesapeake Energy Corp. 0.4%
Value ($000) $733 Shares 99,970 Est. Cost $18.10 Unrealized
PFE Pfizer Inc. 0.4%
Value ($000) $658 Shares 20,962 Est. Cost $18.09 Unrealized +13.9%
Burke and Herbert Bank & Trust 0.4%
Value ($000) $657 Shares 300 Est. Cost $2067.78 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.3%
Value ($000) $586 Shares 3 Est. Cost $165023.42 Unrealized +24.8%
Spectra Energy Corp. 0.3%
Value ($000) $579 Shares 22,010 Est. Cost $35.17 Unrealized
DUK Duke Energy Corp. 0.3%
Value ($000) $522 Shares 7,261 Est. Cost $43.89 Unrealized +7.5%
Potash Corp. of Saskatchewan I 0.3%
Value ($000) $475 Shares 23,150 Est. Cost $35.58 Unrealized
Encana Corporation 0.3%
Value ($000) $461 Shares 71,520 Est. Cost $14.65 Unrealized
Nabors Industries Ltd. 0.3%
Value ($000) $459 Shares 48,608 Est. Cost $14.89 Unrealized
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $404 Shares 12,200 Est. Cost $33.11 Unrealized
CMCSA Comcast Corporation Cl A New 0.2%
Value ($000) $403 Shares 7,082 Est. Cost $21.80 Unrealized +7.1%
RIG Transocean Ltd. 0.2%
Value ($000) $351 Shares 27,220 Est. Cost $33.39 Unrealized -58.4%
SYY Sysco Corporation 0.2%
Value ($000) $337 Shares 8,650 Est. Cost $27.91 Unrealized +4.2%
DNOW Now Inc. 0.2%
Value ($000) $272 Shares 18,394 Est. Cost $28.18 Unrealized -38.2%
ODFL Old Dominion Freight Line Inc. 0.2%
Value ($000) $268 Shares 4,400 Est. Cost $21.84 Unrealized 0.0%
A Agilent Technologies Inc. 0.1%
Value ($000) $241 Shares 7,014 Est. Cost $37.04 Unrealized -6.0%
AFL AFLAC Inc. 0.1%
Value ($000) $235 Shares 4,050 Est. Cost $22.70 Unrealized +4.4%
URI United Rentals Inc. 0.1%
Value ($000) $228 Shares 3,800 Est. Cost $67.22 Unrealized 0.0%
HAL Halliburton Company 0.1%
Value ($000) $218 Shares 6,169 Est. Cost $47.46 Unrealized -32.2%
India Fund Inc. 0.1%
Value ($000) $217 Shares 8,900 Est. Cost $24.38 Unrealized
BHP BHP Billiton Ltd. Sponsr ADR 0.1%
Value ($000) $216 Shares 6,840 Est. Cost $56.39 Unrealized
VWENX Vanguard Wellington Admiral Sh 0.1%
Value ($000) $204 Shares 3,190 Est. Cost $67.59 Unrealized
Noble Energy Inc. 0.1%
Value ($000) $204 Shares 6,739 Est. Cost $30.27 Unrealized
Carter Bank & Trust 0.1%
Value ($000) $189 Shares 15,000 Est. Cost $12.68 Unrealized
Noble Corp. PLC 0.1%
Value ($000) $176 Shares 16,100 Est. Cost $10.93 Unrealized
RYAM Rayonier Advanced Materials In 0.1%
Value ($000) $169 Shares 27,635 Est. Cost $31.44 Unrealized -67.8%
Weatherford International PLC 0.1%
Value ($000) $106 Shares 12,480 Est. Cost $12.26 Unrealized
SOUHY South32 Limited 0.0%
Value ($000) $84 Shares 17,566 Est. Cost $6.72 Unrealized
Cliffs Natural Resources Inc. 0.0%
Value ($000) $51 Shares 21,000 Est. Cost $8.20 Unrealized
Walter Energy Inc. 0.0%
Value ($000) $1 Shares 15,005 Est. Cost $1.40 Unrealized