MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 1, 2016

Total Value ($000): $213,091 (100.0% shares, 0.0% debt)

Holdings (95)

B B & T Corporation 10.7%
Value ($000) $22,821 Shares 605,009 Est. Cost $36.18 Unrealized
GIS General Mills Inc. 8.4%
Value ($000) $17,866 Shares 279,695 Est. Cost $32.92 Unrealized +51.9%
IBM International Business Machine 5.9%
Value ($000) $12,485 Shares 78,593 Est. Cost $111.59 Unrealized -8.8%
CVX Chevron Corporation 4.1%
Value ($000) $8,685 Shares 84,389 Est. Cost $69.76 Unrealized -1.8%
VSEC VSE Corporation 3.8%
Value ($000) $8,020 Shares 235,946 Est. Cost $29.10 Unrealized +8.8%
Anadarko Petroleum 3.7%
Value ($000) $7,821 Shares 123,439 Est. Cost $80.16 Unrealized
Apache Corporation 3.5%
Value ($000) $7,423 Shares 116,214 Est. Cost $74.23 Unrealized
NVR NVR Inc. 3.0%
Value ($000) $6,314 Shares 3,850 Est. Cost $1153.17 Unrealized +47.8%
CalAtlantic Group Inc. 2.8%
Value ($000) $5,984 Shares 178,947 Est. Cost $37.15 Unrealized
PSX Phillips 66 2.6%
Value ($000) $5,585 Shares 69,339 Est. Cost $45.22 Unrealized +20.3%
MDU MDU Resources 2.6%
Value ($000) $5,465 Shares 214,810 Est. Cost $6.44 Unrealized +7.3%
COP ConocoPhillips 2.5%
Value ($000) $5,420 Shares 124,680 Est. Cost $43.77 Unrealized -28.9%
BAC Bank of America Corporation 2.4%
Value ($000) $5,183 Shares 331,160 Est. Cost $11.67 Unrealized +3.4%
JNJ Johnson & Johnson 1.7%
Value ($000) $3,550 Shares 30,052 Est. Cost $63.90 Unrealized +46.5%
FCX Freeport-McMoRan Inc. 1.7%
Value ($000) $3,519 Shares 324,010 Est. Cost $18.12 Unrealized -42.4%
HPE Hewlett Packard Enterprise Co. 1.6%
Value ($000) $3,452 Shares 151,757 Est. Cost $6.50 Unrealized +45.2%
Torchmark Corporation 1.6%
Value ($000) $3,423 Shares 53,572 Est. Cost $61.82 Unrealized
RYN Rayonier Incorporated 1.6%
Value ($000) $3,403 Shares 128,228 Est. Cost $40.05 Unrealized
PNC PNC Financial Services Group I 1.6%
Value ($000) $3,376 Shares 37,474 Est. Cost $61.23 Unrealized +3.4%
CF CF Industries Holdings Inc. 1.5%
Value ($000) $3,113 Shares 127,855 Est. Cost $35.24 Unrealized -46.4%
MRK Merck & Company Inc. New 1.4%
Value ($000) $3,071 Shares 49,218 Est. Cost $34.21 Unrealized +27.8%
DE John Deere & Co. 1.4%
Value ($000) $3,055 Shares 35,800 Est. Cost $69.59 Unrealized +1.1%
WY Weyerhaeuser Company 1.2%
Value ($000) $2,562 Shares 80,210 Est. Cost $18.88 Unrealized +16.1%
VLO Valero Energy Corp. 1.2%
Value ($000) $2,489 Shares 46,960 Est. Cost $32.60 Unrealized +12.7%
National Oil Well Varco Inc. 1.1%
Value ($000) $2,445 Shares 66,563 Est. Cost $57.11 Unrealized
AAPL Apple Inc. 1.1%
Value ($000) $2,274 Shares 20,110 Est. Cost $20.50 Unrealized +18.2%
HPQ HP Inc. 1.0%
Value ($000) $2,164 Shares 139,357 Est. Cost $9.19 Unrealized +13.9%
CAT Caterpillar Inc. 1.0%
Value ($000) $2,154 Shares 24,263 Est. Cost $62.30 Unrealized +6.0%
SU Suncor Energy Inc. New 1.0%
Value ($000) $2,139 Shares 77,000 Est. Cost $20.82 Unrealized -6.3%
ELME Washington REIT SBI 1.0%
Value ($000) $2,047 Shares 65,775 Est. Cost $28.53 Unrealized
XOM Exxon Mobil Corp. 0.9%
Value ($000) $1,971 Shares 22,582 Est. Cost $53.94 Unrealized +8.5%
SLB Schlumberger Ltd. 0.9%
Value ($000) $1,944 Shares 24,714 Est. Cost $57.36 Unrealized +5.8%
MCD McDonalds Corporation 0.9%
Value ($000) $1,862 Shares 16,139 Est. Cost $71.82 Unrealized +31.6%
NEE NextEra Energy Inc. 0.8%
Value ($000) $1,810 Shares 14,800 Est. Cost $14.15 Unrealized +75.4%
DAL Delta Air Lines Inc. 0.7%
Value ($000) $1,581 Shares 40,200 Est. Cost $37.97 Unrealized -11.0%
CVE Cenovus Energy Inc. 0.7%
Value ($000) $1,450 Shares 100,900 Est. Cost $16.84 Unrealized -28.3%
Federal Realty Trust 0.7%
Value ($000) $1,401 Shares 9,100 Est. Cost $111.96 Unrealized
Raytheon Company 0.6%
Value ($000) $1,362 Shares 10,000 Est. Cost $91.02 Unrealized
General Electric Co. 0.6%
Value ($000) $1,329 Shares 44,845 Est. Cost $23.90 Unrealized
WMT Wal-Mart Stores Inc. 0.6%
Value ($000) $1,266 Shares 17,554 Est. Cost $20.77 Unrealized -0.8%
ABBV AbbVie Inc. 0.6%
Value ($000) $1,254 Shares 19,890 Est. Cost $28.48 Unrealized +54.2%
Encana Corporation 0.6%
Value ($000) $1,200 Shares 114,679 Est. Cost $12.10 Unrealized
Nabors Industries Ltd. 0.6%
Value ($000) $1,177 Shares 96,765 Est. Cost $12.18 Unrealized
MSFT Microsoft Corp. 0.6%
Value ($000) $1,174 Shares 20,387 Est. Cost $32.06 Unrealized +56.9%
Laboratory Corp. of America Ho 0.5%
Value ($000) $1,170 Shares 8,510 Est. Cost $121.01 Unrealized
DGX Quest Diagnostics 0.5%
Value ($000) $1,112 Shares 13,135 Est. Cost $49.72 Unrealized +40.4%
Chesapeake Energy Corp. 0.5%
Value ($000) $1,057 Shares 168,470 Est. Cost $13.12 Unrealized
Middleburg Financial Corporati 0.5%
Value ($000) $986 Shares 34,879 Est. Cost $27.21 Unrealized
RYAM Rayonier Advanced Materials In 0.4%
Value ($000) $901 Shares 67,424 Est. Cost $19.87 Unrealized -34.9%
ABT Abbott Laboratories Co. 0.4%
Value ($000) $889 Shares 21,010 Est. Cost $30.10 Unrealized +20.0%
Spectra Energy Corp. 0.4%
Value ($000) $876 Shares 20,510 Est. Cost $35.17 Unrealized
LGIH LGI Homes Inc 0.4%
Value ($000) $810 Shares 22,000 Est. Cost $35.27 Unrealized 0.0%
Ensco PLC 0.4%
Value ($000) $804 Shares 94,547 Est. Cost $31.97 Unrealized
URI United Rentals Inc. 0.4%
Value ($000) $782 Shares 9,975 Est. Cost $66.68 Unrealized +11.3%
BP BP PLC 0.4%
Value ($000) $776 Shares 22,052 Est. Cost $41.00 Unrealized
RF Regions Financial Corp. New 0.3%
Value ($000) $727 Shares 73,646 Est. Cost $6.33 Unrealized +5.1%
BHP Billiton PLC ADR 0.3%
Value ($000) $722 Shares 23,781 Est. Cost $48.11 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.3%
Value ($000) $649 Shares 3 Est. Cost $165023.42 Unrealized +32.9%
PFE Pfizer Inc. 0.3%
Value ($000) $642 Shares 18,962 Est. Cost $18.27 Unrealized +21.8%
Computer Sciences Corp. 0.3%
Value ($000) $629 Shares 12,050 Est. Cost $54.82 Unrealized
Burke and Herbert Bank & Trust 0.3%
Value ($000) $579 Shares 300 Est. Cost $2067.78 Unrealized
CMCSA Comcast Corporation Cl A New 0.2%
Value ($000) $530 Shares 7,983 Est. Cost $22.14 Unrealized +20.2%
Central Europe, Russia & Turke 0.2%
Value ($000) $498 Shares 25,920 Est. Cost $25.82 Unrealized
AXP American Express Co. 0.2%
Value ($000) $495 Shares 7,727 Est. Cost $55.25 Unrealized +1.9%
AFL AFLAC Inc. 0.2%
Value ($000) $446 Shares 6,200 Est. Cost $24.00 Unrealized +21.8%
HD Home Depot Inc. 0.2%
Value ($000) $439 Shares 3,413 Est. Cost $104.97 Unrealized +1.3%
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $429 Shares 11,390 Est. Cost $33.11 Unrealized
HON Honeywell International Inc. 0.2%
Value ($000) $420 Shares 3,600 Est. Cost $86.03 Unrealized 0.0%
Umpqua Holdings Corporation 0.2%
Value ($000) $408 Shares 27,139 Est. Cost $15.43 Unrealized
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $387 Shares 1,790 Est. Cost $209.38 Unrealized
PM Philip Morris Intl Inc. 0.2%
Value ($000) $385 Shares 3,955 Est. Cost $61.40 Unrealized +1.4%
EGBN Eagle Bancorp Inc. MD 0.2%
Value ($000) $384 Shares 7,788 Est. Cost $38.38 Unrealized +2.1%
SYY Sysco Corporation 0.2%
Value ($000) $382 Shares 7,800 Est. Cost $27.91 Unrealized +44.2%
DNOW Now Inc. 0.2%
Value ($000) $375 Shares 17,479 Est. Cost $27.05 Unrealized -26.1%
ODFL Old Dominion Freight Line Inc. 0.2%
Value ($000) $354 Shares 5,160 Est. Cost $21.56 Unrealized +0.7%
Stonegate Bank 0.2%
Value ($000) $348 Shares 10,303 Est. Cost $32.31 Unrealized
Noble Energy Inc. 0.2%
Value ($000) $343 Shares 9,591 Est. Cost $32.13 Unrealized
DUK Duke Energy Corp. 0.2%
Value ($000) $338 Shares 4,227 Est. Cost $43.89 Unrealized +28.5%
A Agilent Technologies Inc. 0.2%
Value ($000) $330 Shares 7,014 Est. Cost $37.04 Unrealized +17.2%
CSRA Inc. 0.2%
Value ($000) $325 Shares 12,050 Est. Cost $30.03 Unrealized
DRI Darden Restaurants Inc. 0.1%
Value ($000) $307 Shares 5,000 Est. Cost $31.32 Unrealized +52.2%
Cliffs Natural Resources Inc. 0.1%
Value ($000) $298 Shares 51,100 Est. Cost $4.36 Unrealized
Carter Bank & Trust 0.1%
Value ($000) $291 Shares 22,100 Est. Cost $12.71 Unrealized
CSX CSX Corporation 0.1%
Value ($000) $290 Shares 9,500 Est. Cost $7.58 Unrealized +9.3%
HAL Halliburton Company 0.1%
Value ($000) $231 Shares 5,150 Est. Cost $47.46 Unrealized -23.4%
COST Costco Wholesale Corporation 0.1%
Value ($000) $229 Shares 1,500 Est. Cost $128.04 Unrealized +7.0%
T AT&T Inc. 0.1%
Value ($000) $228 Shares 5,606 Est. Cost $13.84 Unrealized +17.7%
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $227 Shares 1,572 Est. Cost $142.96 Unrealized +2.3%
India Fund Inc. 0.1%
Value ($000) $221 Shares 8,900 Est. Cost $24.38 Unrealized
Potash Corp. of Saskatchewan I 0.1%
Value ($000) $211 Shares 12,900 Est. Cost $35.58 Unrealized
RIG Transocean Ltd. 0.1%
Value ($000) $205 Shares 19,284 Est. Cost $33.39 Unrealized -68.3%
HP Helmerich & Payne Inc. 0.1%
Value ($000) $202 Shares 3,000 Est. Cost $55.31 Unrealized +13.5%
Munivest 0.1%
Value ($000) $187 Shares 17,685 Est. Cost $11.08 Unrealized
SOUHY South32 Limited 0.1%
Value ($000) $147 Shares 15,688 Est. Cost $6.72 Unrealized
GULTU Gulf Coast Ultra Deep Royalty 0.0%
Value ($000) $1 Shares 13,000 Est. Cost $0.08 Unrealized