MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 29, 2016

Total Value ($000): $174,155 (100.0% shares, 0.0% debt)

Holdings (84)

GIS General Mills Inc. 11.9%
Value ($000) $20,657 Shares 326,075 Est. Cost $32.92 Unrealized +25.2%
B B & T Corporation 10.2%
Value ($000) $17,757 Shares 533,713 Est. Cost $36.26 Unrealized
IBM International Business Machine 6.9%
Value ($000) $12,025 Shares 79,393 Est. Cost $111.72 Unrealized -24.7%
VSEC VSE Corporation 4.6%
Value ($000) $8,018 Shares 118,100 Est. Cost $26.53 Unrealized +5.9%
NVR NVR Inc. 3.9%
Value ($000) $6,843 Shares 3,950 Est. Cost $1153.17 Unrealized +40.3%
CVX Chevron Corporation 3.6%
Value ($000) $6,312 Shares 66,156 Est. Cost $70.58 Unrealized -18.7%
PSX Phillips 66 3.5%
Value ($000) $6,077 Shares 70,190 Est. Cost $45.22 Unrealized +23.9%
COP ConocoPhillips 3.3%
Value ($000) $5,678 Shares 141,005 Est. Cost $43.77 Unrealized -35.8%
Apache Corporation 2.8%
Value ($000) $4,833 Shares 99,003 Est. Cost $76.14 Unrealized
Anadarko Petroleum 2.7%
Value ($000) $4,717 Shares 101,284 Est. Cost $86.08 Unrealized
CalAtlantic Group Inc. 2.7%
Value ($000) $4,714 Shares 141,062 Est. Cost $37.92 Unrealized
MDU MDU Resources 2.0%
Value ($000) $3,418 Shares 175,600 Est. Cost $6.52 Unrealized -23.1%
JNJ Johnson & Johnson 1.9%
Value ($000) $3,333 Shares 30,810 Est. Cost $63.90 Unrealized +23.3%
HPE Hewlett Packard Enterprise Co. 1.8%
Value ($000) $3,081 Shares 173,757 Est. Cost $6.50 Unrealized -2.0%
VLO Valero Energy Corp. 1.8%
Value ($000) $3,059 Shares 47,700 Est. Cost $32.60 Unrealized +31.6%
DE John Deere & Co. 1.6%
Value ($000) $2,789 Shares 36,220 Est. Cost $69.59 Unrealized -4.7%
CF CF Industries Holdings Inc. 1.6%
Value ($000) $2,754 Shares 87,895 Est. Cost $42.98 Unrealized -42.5%
WY Weyerhaeuser Company 1.4%
Value ($000) $2,473 Shares 79,839 Est. Cost $18.85 Unrealized -3.7%
FCX Freeport-McMoRan Inc. 1.4%
Value ($000) $2,353 Shares 227,534 Est. Cost $21.47 Unrealized -70.3%
MCD McDonalds Corporation 1.3%
Value ($000) $2,191 Shares 17,434 Est. Cost $71.82 Unrealized +30.8%
HPQ HP Inc. 1.2%
Value ($000) $2,143 Shares 173,957 Est. Cost $9.19 Unrealized -16.1%
RYN Rayonier Incorporated 1.2%
Value ($000) $2,074 Shares 84,064 Est. Cost $47.32 Unrealized
AAPL Apple Inc. 1.2%
Value ($000) $2,013 Shares 18,468 Est. Cost $20.19 Unrealized +11.7%
National Oil Well Varco Inc. 1.1%
Value ($000) $1,948 Shares 62,624 Est. Cost $64.08 Unrealized
XOM Exxon Mobil Corp. 1.1%
Value ($000) $1,887 Shares 22,582 Est. Cost $53.94 Unrealized -3.7%
SU Suncor Energy Inc. New 1.0%
Value ($000) $1,818 Shares 65,400 Est. Cost $21.04 Unrealized -19.2%
NEE NextEra Energy Inc. 1.0%
Value ($000) $1,787 Shares 15,100 Est. Cost $14.15 Unrealized +54.1%
BAC Bank of America Corporation 1.0%
Value ($000) $1,747 Shares 129,175 Est. Cost $11.83 Unrealized -8.2%
MRK Merck & Company Inc. New 1.0%
Value ($000) $1,678 Shares 31,700 Est. Cost $31.29 Unrealized +15.1%
SLB Schlumberger Ltd. 0.9%
Value ($000) $1,578 Shares 21,403 Est. Cost $56.74 Unrealized -6.4%
Federal Realty Trust 0.9%
Value ($000) $1,576 Shares 10,100 Est. Cost $111.96 Unrealized
General Electric Co. 0.9%
Value ($000) $1,485 Shares 46,699 Est. Cost $23.90 Unrealized
CAT Caterpillar Inc. 0.8%
Value ($000) $1,420 Shares 18,557 Est. Cost $63.10 Unrealized -15.9%
Raytheon Company 0.7%
Value ($000) $1,276 Shares 10,400 Est. Cost $91.02 Unrealized
ELME Washington REIT SBI 0.7%
Value ($000) $1,227 Shares 42,020 Est. Cost $26.24 Unrealized
PNC PNC Financial Services Group I 0.7%
Value ($000) $1,227 Shares 14,501 Est. Cost $58.47 Unrealized +6.0%
WMT Wal-Mart Stores Inc. 0.7%
Value ($000) $1,220 Shares 17,809 Est. Cost $20.77 Unrealized -11.8%
ABBV AbbVie Inc. 0.7%
Value ($000) $1,199 Shares 20,990 Est. Cost $28.48 Unrealized +30.3%
MSFT Microsoft Corp. 0.6%
Value ($000) $1,126 Shares 20,387 Est. Cost $32.06 Unrealized +43.7%
DGX Quest Diagnostics 0.6%
Value ($000) $1,071 Shares 14,995 Est. Cost $49.72 Unrealized +10.9%
BP BP PLC 0.6%
Value ($000) $1,034 Shares 34,250 Est. Cost $41.00 Unrealized
CVE Cenovus Energy Inc. 0.5%
Value ($000) $940 Shares 72,320 Est. Cost $19.12 Unrealized -47.4%
ABT Abbott Laboratories Co. 0.5%
Value ($000) $924 Shares 22,110 Est. Cost $30.10 Unrealized +9.6%
EMC Corporation 0.5%
Value ($000) $875 Shares 32,836 Est. Cost $25.67 Unrealized
Laboratory Corp. of America Ho 0.5%
Value ($000) $839 Shares 7,160 Est. Cost $117.90 Unrealized
Ensco PLC 0.5%
Value ($000) $823 Shares 79,337 Est. Cost $37.20 Unrealized
BHP Billiton PLC ADR 0.4%
Value ($000) $755 Shares 33,201 Est. Cost $48.11 Unrealized
RF Regions Financial Corp. New 0.4%
Value ($000) $731 Shares 93,117 Est. Cost $6.33 Unrealized -11.0%
DAL Delta Air Lines Inc. 0.4%
Value ($000) $714 Shares 14,680 Est. Cost $43.62 Unrealized -5.2%
Central Europe, Russia & Turke 0.4%
Value ($000) $671 Shares 35,850 Est. Cost $25.82 Unrealized
Spectra Energy Corp. 0.4%
Value ($000) $667 Shares 21,810 Est. Cost $35.17 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.4%
Value ($000) $640 Shares 3 Est. Cost $165023.42 Unrealized +20.9%
PFE Pfizer Inc. 0.3%
Value ($000) $588 Shares 19,862 Est. Cost $18.09 Unrealized +3.2%
Burke and Herbert Bank & Trust 0.3%
Value ($000) $585 Shares 300 Est. Cost $2067.78 Unrealized
URI United Rentals Inc. 0.3%
Value ($000) $537 Shares 8,635 Est. Cost $67.21 Unrealized -19.9%
CMCSA Comcast Corporation Cl A New 0.3%
Value ($000) $517 Shares 8,467 Est. Cost $22.14 Unrealized +2.8%
DUK Duke Energy Corp. 0.3%
Value ($000) $478 Shares 5,928 Est. Cost $43.89 Unrealized +15.0%
Encana Corporation 0.3%
Value ($000) $436 Shares 71,520 Est. Cost $14.65 Unrealized
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $422 Shares 12,200 Est. Cost $33.11 Unrealized
Computer Sciences Corp. 0.2%
Value ($000) $418 Shares 12,150 Est. Cost $54.82 Unrealized
Chesapeake Energy Corp. 0.2%
Value ($000) $407 Shares 98,970 Est. Cost $18.10 Unrealized
Potash Corp. of Saskatchewan I 0.2%
Value ($000) $389 Shares 22,850 Est. Cost $35.58 Unrealized
SYY Sysco Corporation 0.2%
Value ($000) $381 Shares 8,150 Est. Cost $27.91 Unrealized +19.6%
ODFL Old Dominion Freight Line Inc. 0.2%
Value ($000) $359 Shares 5,160 Est. Cost $21.56 Unrealized -8.7%
DRI Darden Restaurants Inc. 0.2%
Value ($000) $331 Shares 5,000 Est. Cost $31.32 Unrealized +52.7%
CSRA Inc. 0.2%
Value ($000) $327 Shares 12,150 Est. Cost $30.03 Unrealized
Nabors Industries Ltd. 0.2%
Value ($000) $326 Shares 35,408 Est. Cost $14.89 Unrealized
DNOW Now Inc. 0.2%
Value ($000) $319 Shares 17,995 Est. Cost $28.18 Unrealized -45.4%
HP Helmerich & Payne Inc. 0.2%
Value ($000) $299 Shares 5,100 Est. Cost $55.31 Unrealized -4.4%
AFL AFLAC Inc. 0.2%
Value ($000) $297 Shares 4,700 Est. Cost $22.95 Unrealized +2.8%
A Agilent Technologies Inc. 0.2%
Value ($000) $279 Shares 7,014 Est. Cost $37.04 Unrealized -4.9%
RYAM Rayonier Advanced Materials In 0.1%
Value ($000) $261 Shares 27,436 Est. Cost $31.44 Unrealized -74.9%
T AT&T Inc. 0.1%
Value ($000) $220 Shares 5,606 Est. Cost $13.84 Unrealized 0.0%
HAL Halliburton Company 0.1%
Value ($000) $219 Shares 6,150 Est. Cost $47.46 Unrealized -43.2%
Noble Energy Inc. 0.1%
Value ($000) $212 Shares 6,739 Est. Cost $30.27 Unrealized
RIG Transocean Ltd. 0.1%
Value ($000) $205 Shares 22,480 Est. Cost $33.39 Unrealized -70.2%
Carter Bank & Trust 0.1%
Value ($000) $205 Shares 15,000 Est. Cost $12.68 Unrealized
India Fund Inc. 0.1%
Value ($000) $204 Shares 8,900 Est. Cost $24.38 Unrealized
VWENX Vanguard Wellington Admiral Sh 0.1%
Value ($000) $201 Shares 3,127 Est. Cost $64.28 Unrealized
Noble Corp. PLC 0.1%
Value ($000) $197 Shares 19,100 Est. Cost $10.87 Unrealized
Cliffs Natural Resources Inc. 0.1%
Value ($000) $152 Shares 50,600 Est. Cost $4.33 Unrealized
Weatherford International PLC 0.1%
Value ($000) $97 Shares 12,480 Est. Cost $12.26 Unrealized
SOUHY South32 Limited 0.1%
Value ($000) $92 Shares 16,896 Est. Cost $6.72 Unrealized
Walter Energy Inc. 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $1.40 Unrealized