MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 10, 2016

Total Value ($000): $206,223 (100.0% shares, 0.0% debt)

Holdings (98)

GIS General Mills Inc. 11.1%
Value ($000) $22,828 Shares 320,075 Est. Cost $32.92 Unrealized +38.1%
B B & T Corporation 10.4%
Value ($000) $21,520 Shares 604,340 Est. Cost $36.18 Unrealized
IBM International Business Machine 5.7%
Value ($000) $11,777 Shares 77,593 Est. Cost $111.72 Unrealized -14.8%
CVX Chevron Corporation 4.3%
Value ($000) $8,839 Shares 84,320 Est. Cost $69.76 Unrealized -4.3%
VSEC VSE Corporation 3.8%
Value ($000) $7,881 Shares 117,973 Est. Cost $26.53 Unrealized +17.5%
NVR NVR Inc. 3.3%
Value ($000) $6,855 Shares 3,850 Est. Cost $1153.17 Unrealized +48.2%
Anadarko Petroleum 3.2%
Value ($000) $6,580 Shares 123,569 Est. Cost $80.16 Unrealized
COP ConocoPhillips 3.0%
Value ($000) $6,105 Shares 140,023 Est. Cost $43.77 Unrealized -25.1%
Apache Corporation 2.7%
Value ($000) $5,586 Shares 100,344 Est. Cost $75.87 Unrealized
CalAtlantic Group Inc. 2.7%
Value ($000) $5,539 Shares 150,882 Est. Cost $37.84 Unrealized
PSX Phillips 66 2.7%
Value ($000) $5,517 Shares 69,535 Est. Cost $45.22 Unrealized +25.4%
MDU MDU Resources 2.5%
Value ($000) $5,196 Shares 216,515 Est. Cost $6.44 Unrealized -5.0%
JNJ Johnson & Johnson 1.8%
Value ($000) $3,610 Shares 29,762 Est. Cost $63.90 Unrealized +36.2%
BAC Bank of America Corporation 1.7%
Value ($000) $3,534 Shares 266,346 Est. Cost $11.58 Unrealized -2.1%
RYN Rayonier Incorporated 1.6%
Value ($000) $3,369 Shares 128,385 Est. Cost $40.05 Unrealized
Torchmark Corporation 1.6%
Value ($000) $3,312 Shares 53,572 Est. Cost $61.82 Unrealized
HPE Hewlett Packard Enterprise Co. 1.5%
Value ($000) $3,118 Shares 170,657 Est. Cost $6.50 Unrealized +19.4%
PNC PNC Financial Services Group I 1.5%
Value ($000) $3,058 Shares 37,569 Est. Cost $61.23 Unrealized +2.8%
DE John Deere & Co. 1.4%
Value ($000) $2,917 Shares 36,000 Est. Cost $69.59 Unrealized +0.5%
MRK Merck & Company Inc. New 1.4%
Value ($000) $2,835 Shares 49,210 Est. Cost $34.21 Unrealized +15.4%
National Oil Well Varco Inc. 1.3%
Value ($000) $2,734 Shares 81,251 Est. Cost $57.11 Unrealized
FCX Freeport-McMoRan Inc. 1.2%
Value ($000) $2,515 Shares 225,786 Est. Cost $21.47 Unrealized -53.2%
WY Weyerhaeuser Company 1.2%
Value ($000) $2,406 Shares 80,815 Est. Cost $18.88 Unrealized +11.8%
VLO Valero Energy Corp. 1.2%
Value ($000) $2,395 Shares 46,960 Est. Cost $32.60 Unrealized +18.0%
ELME Washington REIT SBI 1.1%
Value ($000) $2,349 Shares 74,660 Est. Cost $28.53 Unrealized
HPQ HP Inc. 1.0%
Value ($000) $2,144 Shares 170,857 Est. Cost $9.19 Unrealized -1.4%
XOM Exxon Mobil Corp. 1.0%
Value ($000) $2,117 Shares 22,582 Est. Cost $53.94 Unrealized +7.3%
CF CF Industries Holdings Inc. 1.0%
Value ($000) $2,092 Shares 86,805 Est. Cost $42.98 Unrealized -47.2%
MCD McDonalds Corporation 1.0%
Value ($000) $2,021 Shares 16,789 Est. Cost $71.82 Unrealized +38.1%
NEE NextEra Energy Inc. 1.0%
Value ($000) $1,969 Shares 15,100 Est. Cost $14.15 Unrealized +66.0%
CAT Caterpillar Inc. 0.9%
Value ($000) $1,864 Shares 24,578 Est. Cost $62.30 Unrealized -4.0%
SU Suncor Energy Inc. New 0.9%
Value ($000) $1,822 Shares 65,700 Est. Cost $21.04 Unrealized -7.6%
AAPL Apple Inc. 0.9%
Value ($000) $1,773 Shares 18,540 Est. Cost $20.19 Unrealized +12.0%
SLB Schlumberger Ltd. 0.8%
Value ($000) $1,644 Shares 20,794 Est. Cost $56.74 Unrealized +2.6%
Federal Realty Trust 0.7%
Value ($000) $1,507 Shares 9,100 Est. Cost $111.96 Unrealized
CVE Cenovus Energy Inc. 0.7%
Value ($000) $1,491 Shares 107,906 Est. Cost $16.84 Unrealized -27.5%
General Electric Co. 0.7%
Value ($000) $1,443 Shares 45,845 Est. Cost $23.90 Unrealized
Raytheon Company 0.7%
Value ($000) $1,387 Shares 10,200 Est. Cost $91.02 Unrealized
WMT Wal-Mart Stores Inc. 0.6%
Value ($000) $1,282 Shares 17,554 Est. Cost $20.77 Unrealized -6.0%
ABBV AbbVie Inc. 0.6%
Value ($000) $1,238 Shares 19,990 Est. Cost $28.48 Unrealized +43.9%
BP BP PLC 0.6%
Value ($000) $1,191 Shares 33,550 Est. Cost $41.00 Unrealized
DGX Quest Diagnostics 0.5%
Value ($000) $1,090 Shares 13,395 Est. Cost $49.72 Unrealized +26.7%
MSFT Microsoft Corp. 0.5%
Value ($000) $1,043 Shares 20,387 Est. Cost $32.06 Unrealized +43.5%
Middleburg Financial Corporati 0.5%
Value ($000) $949 Shares 34,875 Est. Cost $27.21 Unrealized
RYAM Rayonier Advanced Materials In 0.5%
Value ($000) $940 Shares 69,105 Est. Cost $19.87 Unrealized -38.4%
Laboratory Corp. of America Ho 0.5%
Value ($000) $932 Shares 7,160 Est. Cost $117.90 Unrealized
EMC Corporation 0.4%
Value ($000) $892 Shares 32,836 Est. Cost $25.67 Unrealized
Encana Corporation 0.4%
Value ($000) $885 Shares 113,686 Est. Cost $12.10 Unrealized
BHP Billiton PLC ADR 0.4%
Value ($000) $837 Shares 32,951 Est. Cost $48.11 Unrealized
ABT Abbott Laboratories Co. 0.4%
Value ($000) $830 Shares 21,110 Est. Cost $30.10 Unrealized +10.8%
Nabors Industries Ltd. 0.4%
Value ($000) $810 Shares 80,565 Est. Cost $12.18 Unrealized
RF Regions Financial Corp. New 0.4%
Value ($000) $757 Shares 88,917 Est. Cost $6.33 Unrealized +1.0%
DAL Delta Air Lines Inc. 0.4%
Value ($000) $753 Shares 20,680 Est. Cost $41.92 Unrealized -9.9%
Spectra Energy Corp. 0.4%
Value ($000) $751 Shares 20,510 Est. Cost $35.17 Unrealized
Ensco PLC 0.4%
Value ($000) $750 Shares 77,337 Est. Cost $37.20 Unrealized
URI United Rentals Inc. 0.3%
Value ($000) $669 Shares 9,975 Est. Cost $66.68 Unrealized -5.1%
BRK/A Berkshire Hathaway Inc. Class 0.3%
Value ($000) $651 Shares 3 Est. Cost $165023.42 Unrealized +30.0%
PFE Pfizer Inc. 0.3%
Value ($000) $639 Shares 18,162 Est. Cost $18.09 Unrealized +16.4%
Computer Sciences Corp. 0.3%
Value ($000) $604 Shares 12,150 Est. Cost $54.82 Unrealized
Central Europe, Russia & Turke 0.3%
Value ($000) $578 Shares 31,519 Est. Cost $25.82 Unrealized
Burke and Herbert Bank & Trust 0.3%
Value ($000) $576 Shares 300 Est. Cost $2067.78 Unrealized
CMCSA Comcast Corporation Cl A New 0.3%
Value ($000) $520 Shares 7,983 Est. Cost $22.14 Unrealized +11.6%
DUK Duke Energy Corp. 0.2%
Value ($000) $477 Shares 5,559 Est. Cost $43.89 Unrealized +22.6%
AXP American Express Co. 0.2%
Value ($000) $473 Shares 7,787 Est. Cost $55.25 Unrealized 0.0%
AFL AFLAC Inc. 0.2%
Value ($000) $447 Shares 6,200 Est. Cost $24.00 Unrealized +13.7%
HD Home Depot Inc. 0.2%
Value ($000) $436 Shares 3,414 Est. Cost $104.97 Unrealized 0.0%
Chesapeake Energy Corp. 0.2%
Value ($000) $417 Shares 97,470 Est. Cost $18.10 Unrealized
SYY Sysco Corporation 0.2%
Value ($000) $411 Shares 8,100 Est. Cost $27.91 Unrealized +35.0%
PM Philip Morris Intl Inc. 0.2%
Value ($000) $402 Shares 3,955 Est. Cost $61.40 Unrealized 0.0%
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $401 Shares 11,391 Est. Cost $33.11 Unrealized
Umpqua Holdings Corporation 0.2%
Value ($000) $396 Shares 25,619 Est. Cost $15.46 Unrealized
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $375 Shares 1,791 Est. Cost $209.38 Unrealized
EGBN Eagle Bancorp Inc. MD 0.2%
Value ($000) $375 Shares 7,788 Est. Cost $38.38 Unrealized 0.0%
Potash Corp. of Saskatchewan I 0.2%
Value ($000) $371 Shares 22,850 Est. Cost $35.58 Unrealized
DNOW Now Inc. 0.2%
Value ($000) $366 Shares 20,140 Est. Cost $27.05 Unrealized -35.1%
HP Helmerich & Payne Inc. 0.2%
Value ($000) $335 Shares 5,000 Est. Cost $55.31 Unrealized +11.7%
Stonegate Bank 0.2%
Value ($000) $333 Shares 10,305 Est. Cost $32.31 Unrealized
DRI Darden Restaurants Inc. 0.2%
Value ($000) $317 Shares 5,000 Est. Cost $31.32 Unrealized +59.1%
ODFL Old Dominion Freight Line Inc. 0.2%
Value ($000) $312 Shares 5,160 Est. Cost $21.56 Unrealized -4.6%
A Agilent Technologies Inc. 0.2%
Value ($000) $311 Shares 7,014 Est. Cost $37.04 Unrealized +8.0%
CSRA Inc. 0.1%
Value ($000) $285 Shares 12,150 Est. Cost $30.03 Unrealized
Cliffs Natural Resources Inc. 0.1%
Value ($000) $284 Shares 50,100 Est. Cost $4.33 Unrealized
RIG Transocean Ltd. 0.1%
Value ($000) $266 Shares 22,345 Est. Cost $33.39 Unrealized -69.4%
Carter Bank & Trust 0.1%
Value ($000) $261 Shares 20,600 Est. Cost $12.68 Unrealized
CSX CSX Corporation 0.1%
Value ($000) $248 Shares 9,500 Est. Cost $7.58 Unrealized 0.0%
T AT&T Inc. 0.1%
Value ($000) $242 Shares 5,606 Est. Cost $13.84 Unrealized +9.2%
COST Costco Wholesale Corporation 0.1%
Value ($000) $236 Shares 1,500 Est. Cost $128.04 Unrealized 0.0%
HAL Halliburton Company 0.1%
Value ($000) $234 Shares 5,150 Est. Cost $47.46 Unrealized -28.1%
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $228 Shares 1,572 Est. Cost $142.96 Unrealized 0.0%
Noble Energy Inc. 0.1%
Value ($000) $227 Shares 6,339 Est. Cost $30.27 Unrealized
India Fund Inc. 0.1%
Value ($000) $216 Shares 8,900 Est. Cost $24.38 Unrealized
VZ Verizon Communications Inc. 0.1%
Value ($000) $204 Shares 3,650 Est. Cost $31.47 Unrealized 0.0%
Munivest 0.1%
Value ($000) $196 Shares 17,685 Est. Cost $11.08 Unrealized
Noble Corp. PLC 0.1%
Value ($000) $157 Shares 19,100 Est. Cost $10.87 Unrealized
SOUHY South32 Limited 0.0%
Value ($000) $97 Shares 16,476 Est. Cost $6.72 Unrealized
Weatherford International PLC 0.0%
Value ($000) $69 Shares 12,480 Est. Cost $12.26 Unrealized
Walter Energy Inc. 0.0%
Value ($000) $1 Shares 15,000 Est. Cost $1.40 Unrealized
GULTU Gulf Coast Ultra Deep Royalty 0.0%
Value ($000) $1 Shares 13,000 Est. Cost $0.08 Unrealized