MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 5, 2016

Total Value ($000): $176,896 (100.0% shares, 0.0% debt)

Holdings (83)

GIS General Mills Inc. 12.7%
Value ($000) $22,542 Shares 390,945 Est. Cost $32.92 Unrealized +22.9%
B B & T Corporation 11.5%
Value ($000) $20,272 Shares 536,163 Est. Cost $36.26 Unrealized
IBM International Business Machine 6.2%
Value ($000) $11,043 Shares 80,238 Est. Cost $111.72 Unrealized -21.7%
VSEC VSE Corporation 4.2%
Value ($000) $7,343 Shares 118,100 Est. Cost $26.53 Unrealized -4.6%
COP ConocoPhillips 3.8%
Value ($000) $6,635 Shares 142,105 Est. Cost $43.77 Unrealized -12.3%
NVR NVR Inc. 3.7%
Value ($000) $6,490 Shares 3,950 Est. Cost $1153.17 Unrealized +41.9%
CVX Chevron Corporation 3.4%
Value ($000) $6,032 Shares 67,056 Est. Cost $70.58 Unrealized -17.2%
PSX Phillips 66 3.3%
Value ($000) $5,790 Shares 70,790 Est. Cost $45.22 Unrealized +30.6%
CalAtlantic Group Inc. 3.0%
Value ($000) $5,349 Shares 141,062 Est. Cost $37.92 Unrealized
Anadarko Petroleum 2.8%
Value ($000) $4,998 Shares 102,884 Est. Cost $86.08 Unrealized
Apache Corporation 2.5%
Value ($000) $4,429 Shares 99,603 Est. Cost $76.14 Unrealized
CF CF Industries Holdings Inc. 2.0%
Value ($000) $3,572 Shares 87,545 Est. Cost $42.98 Unrealized -17.8%
VLO Valero Energy Corp. 1.9%
Value ($000) $3,373 Shares 47,700 Est. Cost $32.60 Unrealized +39.6%
MDU MDU Resources 1.8%
Value ($000) $3,261 Shares 177,988 Est. Cost $6.52 Unrealized -21.8%
JNJ Johnson & Johnson 1.8%
Value ($000) $3,242 Shares 31,560 Est. Cost $63.90 Unrealized +18.8%
DE John Deere & Co. 1.6%
Value ($000) $2,770 Shares 36,310 Est. Cost $69.59 Unrealized -6.5%
HPE Hewlett Packard Enterprise Co. 1.5%
Value ($000) $2,677 Shares 176,107 Est. Cost $6.50 Unrealized 0.0%
BAC Bank of America Corporation 1.2%
Value ($000) $2,138 Shares 127,075 Est. Cost $11.85 Unrealized +14.5%
MCD McDonalds Corporation 1.2%
Value ($000) $2,136 Shares 18,079 Est. Cost $71.82 Unrealized +21.5%
National Oil Well Varco Inc. 1.2%
Value ($000) $2,131 Shares 63,624 Est. Cost $64.08 Unrealized
HPQ HP Inc. 1.2%
Value ($000) $2,086 Shares 176,107 Est. Cost $9.19 Unrealized -0.8%
AAPL Apple Inc. 1.1%
Value ($000) $1,892 Shares 17,978 Est. Cost $20.12 Unrealized +27.8%
RYN Rayonier Incorporated 1.1%
Value ($000) $1,880 Shares 84,664 Est. Cost $47.32 Unrealized
XOM Exxon Mobil Corp. 1.0%
Value ($000) $1,776 Shares 22,782 Est. Cost $53.94 Unrealized -4.7%
MRK Merck & Company Inc. New 1.0%
Value ($000) $1,690 Shares 32,000 Est. Cost $31.29 Unrealized +17.5%
SU Suncor Energy Inc. New 1.0%
Value ($000) $1,687 Shares 65,400 Est. Cost $21.04 Unrealized -8.5%
NEE NextEra Energy Inc. 0.9%
Value ($000) $1,579 Shares 15,200 Est. Cost $14.15 Unrealized +37.8%
FCX Freeport-McMoRan Inc. 0.9%
Value ($000) $1,558 Shares 230,002 Est. Cost $21.47 Unrealized -59.8%
SLB Schlumberger Ltd. 0.8%
Value ($000) $1,500 Shares 21,503 Est. Cost $56.74 Unrealized -1.1%
General Electric Co. 0.8%
Value ($000) $1,485 Shares 47,680 Est. Cost $23.90 Unrealized
Federal Realty Trust 0.8%
Value ($000) $1,476 Shares 10,100 Est. Cost $111.96 Unrealized
PNC PNC Financial Services Group I 0.8%
Value ($000) $1,383 Shares 14,514 Est. Cost $58.47 Unrealized +14.9%
Raytheon Company 0.7%
Value ($000) $1,307 Shares 10,500 Est. Cost $91.02 Unrealized
CAT Caterpillar Inc. 0.7%
Value ($000) $1,299 Shares 19,107 Est. Cost $63.10 Unrealized -13.5%
ABBV AbbVie Inc. 0.7%
Value ($000) $1,279 Shares 21,590 Est. Cost $28.48 Unrealized +33.3%
Plum Creek Timber Co. Inc. 0.7%
Value ($000) $1,256 Shares 26,305 Est. Cost $45.42 Unrealized
Ensco PLC 0.7%
Value ($000) $1,233 Shares 80,137 Est. Cost $37.20 Unrealized
ELME Washington REIT SBI 0.7%
Value ($000) $1,170 Shares 43,220 Est. Cost $26.24 Unrealized
WY Weyerhaeuser Company 0.6%
Value ($000) $1,132 Shares 37,751 Est. Cost $19.64 Unrealized +3.7%
MSFT Microsoft Corp. 0.6%
Value ($000) $1,131 Shares 20,387 Est. Cost $32.06 Unrealized +43.3%
WMT Wal-Mart Stores Inc. 0.6%
Value ($000) $1,119 Shares 18,259 Est. Cost $20.77 Unrealized -19.9%
BP BP PLC 0.6%
Value ($000) $1,093 Shares 34,950 Est. Cost $41.00 Unrealized
DGX Quest Diagnostics 0.6%
Value ($000) $1,081 Shares 15,195 Est. Cost $49.72 Unrealized +10.6%
ABT Abbott Laboratories Co. 0.6%
Value ($000) $1,025 Shares 22,810 Est. Cost $30.10 Unrealized +21.4%
CVE Cenovus Energy Inc. 0.5%
Value ($000) $919 Shares 72,820 Est. Cost $19.12 Unrealized -35.6%
Laboratory Corp. of America Ho 0.5%
Value ($000) $897 Shares 7,260 Est. Cost $117.90 Unrealized
RF Regions Financial Corp. New 0.5%
Value ($000) $894 Shares 93,117 Est. Cost $6.33 Unrealized +5.5%
EMC Corporation 0.5%
Value ($000) $843 Shares 32,836 Est. Cost $25.67 Unrealized
BHP Billiton PLC ADR 0.4%
Value ($000) $774 Shares 34,151 Est. Cost $48.11 Unrealized
DAL Delta Air Lines Inc. 0.4%
Value ($000) $726 Shares 14,320 Est. Cost $43.67 Unrealized 0.0%
DRI Darden Restaurants Inc. 0.4%
Value ($000) $700 Shares 11,000 Est. Cost $31.32 Unrealized +39.1%
PFE Pfizer Inc. 0.4%
Value ($000) $677 Shares 20,962 Est. Cost $18.09 Unrealized +12.6%
Burke and Herbert Bank & Trust 0.3%
Value ($000) $609 Shares 300 Est. Cost $2067.78 Unrealized
Central Europe, Russia & Turke 0.3%
Value ($000) $596 Shares 35,850 Est. Cost $25.82 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.3%
Value ($000) $593 Shares 3 Est. Cost $165023.42 Unrealized +22.0%
URI United Rentals Inc. 0.3%
Value ($000) $566 Shares 7,800 Est. Cost $68.64 Unrealized +2.0%
Spectra Energy Corp. 0.3%
Value ($000) $527 Shares 22,010 Est. Cost $35.17 Unrealized
CMCSA Comcast Corporation Cl A New 0.3%
Value ($000) $484 Shares 8,582 Est. Cost $22.14 Unrealized +7.3%
Chesapeake Energy Corp. 0.3%
Value ($000) $448 Shares 99,470 Est. Cost $18.10 Unrealized
DUK Duke Energy Corp. 0.2%
Value ($000) $423 Shares 5,928 Est. Cost $43.89 Unrealized +5.6%
Computer Sciences Corp. 0.2%
Value ($000) $407 Shares 12,456 Est. Cost $54.82 Unrealized
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $399 Shares 12,200 Est. Cost $33.11 Unrealized
Potash Corp. of Saskatchewan I 0.2%
Value ($000) $391 Shares 22,850 Est. Cost $35.58 Unrealized
CSRA Inc. 0.2%
Value ($000) $374 Shares 12,456 Est. Cost $30.03 Unrealized
Encana Corporation 0.2%
Value ($000) $364 Shares 71,520 Est. Cost $14.65 Unrealized
SYY Sysco Corporation 0.2%
Value ($000) $355 Shares 8,650 Est. Cost $27.91 Unrealized +12.8%
ODFL Old Dominion Freight Line Inc. 0.2%
Value ($000) $305 Shares 5,160 Est. Cost $21.56 Unrealized -7.5%
Nabors Industries Ltd. 0.2%
Value ($000) $303 Shares 35,608 Est. Cost $14.89 Unrealized
A Agilent Technologies Inc. 0.2%
Value ($000) $293 Shares 7,014 Est. Cost $37.04 Unrealized -3.7%
DNOW Now Inc. 0.2%
Value ($000) $290 Shares 18,319 Est. Cost $28.18 Unrealized -39.4%
RIG Transocean Ltd. 0.2%
Value ($000) $285 Shares 23,020 Est. Cost $33.39 Unrealized -56.8%
AFL AFLAC Inc. 0.2%
Value ($000) $282 Shares 4,700 Est. Cost $22.95 Unrealized +6.9%
HP Helmerich & Payne Inc. 0.2%
Value ($000) $273 Shares 5,108 Est. Cost $55.31 Unrealized 0.0%
RYAM Rayonier Advanced Materials In 0.2%
Value ($000) $271 Shares 27,635 Est. Cost $31.44 Unrealized -70.3%
Noble Energy Inc. 0.1%
Value ($000) $222 Shares 6,739 Est. Cost $30.27 Unrealized
HAL Halliburton Company 0.1%
Value ($000) $210 Shares 6,169 Est. Cost $47.46 Unrealized -34.7%
India Fund Inc. 0.1%
Value ($000) $202 Shares 8,900 Est. Cost $24.38 Unrealized
Carter Bank & Trust 0.1%
Value ($000) $202 Shares 15,000 Est. Cost $12.68 Unrealized
Noble Corp. PLC 0.1%
Value ($000) $201 Shares 19,100 Est. Cost $10.87 Unrealized
Weatherford International PLC 0.1%
Value ($000) $105 Shares 12,480 Est. Cost $12.26 Unrealized
Cliffs Natural Resources Inc. 0.0%
Value ($000) $80 Shares 50,600 Est. Cost $4.33 Unrealized
SOUHY South32 Limited 0.0%
Value ($000) $66 Shares 17,276 Est. Cost $6.72 Unrealized
Walter Energy Inc. 0.0%
Value ($000) $0 Shares 15,005 Est. Cost $1.40 Unrealized