MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

Location: Rockville, MD

CIK: 0001272544 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 1, 2016

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

Holdings (95)

B B & T Corporation 10.7%
Value $22.82M Shares 605,009 Est. Cost $36.18 Unrealized
GIS General Mills Inc. 8.4%
Value $17.87M Shares 279,695 Est. Cost $32.92 Unrealized +51.9%
IBM International Business Machine 5.9%
Value $12.48M Shares 78,593 Est. Cost $111.59 Unrealized -8.8%
CVX Chevron Corporation 4.1%
Value $8.685M Shares 84,389 Est. Cost $69.76 Unrealized -1.8%
VSEC VSE Corporation 3.8%
Value $8.02M Shares 235,946 Est. Cost $29.10 Unrealized +8.8%
Anadarko Petroleum 3.7%
Value $7.821M Shares 123,439 Est. Cost $80.16 Unrealized
Apache Corporation 3.5%
Value $7.423M Shares 116,214 Est. Cost $74.23 Unrealized
NVR NVR Inc. 3.0%
Value $6.314M Shares 3,850 Est. Cost $1153.17 Unrealized +47.8%
CalAtlantic Group Inc. 2.8%
Value $5.984M Shares 178,947 Est. Cost $37.15 Unrealized
PSX Phillips 66 2.6%
Value $5.585M Shares 69,339 Est. Cost $45.22 Unrealized +20.3%
MDU MDU Resources 2.6%
Value $5.465M Shares 214,810 Est. Cost $6.44 Unrealized +7.3%
COP ConocoPhillips 2.5%
Value $5.42M Shares 124,680 Est. Cost $43.77 Unrealized -28.9%
BAC Bank of America Corporation 2.4%
Value $5.183M Shares 331,160 Est. Cost $11.67 Unrealized +3.4%
JNJ Johnson & Johnson 1.7%
Value $3.55M Shares 30,052 Est. Cost $63.90 Unrealized +46.5%
FCX Freeport-McMoRan Inc. 1.7%
Value $3.519M Shares 324,010 Est. Cost $18.12 Unrealized -42.4%
HPE Hewlett Packard Enterprise Co. 1.6%
Value $3.452M Shares 151,757 Est. Cost $6.50 Unrealized +45.2%
Torchmark Corporation 1.6%
Value $3.423M Shares 53,572 Est. Cost $61.82 Unrealized
RYN Rayonier Incorporated 1.6%
Value $3.403M Shares 128,228 Est. Cost $40.05 Unrealized
PNC PNC Financial Services Group I 1.6%
Value $3.376M Shares 37,474 Est. Cost $61.23 Unrealized +3.4%
CF CF Industries Holdings Inc. 1.5%
Value $3.113M Shares 127,855 Est. Cost $35.24 Unrealized -46.4%
MRK Merck & Company Inc. New 1.4%
Value $3.071M Shares 49,218 Est. Cost $34.21 Unrealized +27.8%
DE John Deere & Co. 1.4%
Value $3.055M Shares 35,800 Est. Cost $69.59 Unrealized +1.1%
WY Weyerhaeuser Company 1.2%
Value $2.562M Shares 80,210 Est. Cost $18.88 Unrealized +16.1%
VLO Valero Energy Corp. 1.2%
Value $2.489M Shares 46,960 Est. Cost $32.60 Unrealized +12.7%
National Oil Well Varco Inc. 1.1%
Value $2.445M Shares 66,563 Est. Cost $57.11 Unrealized
AAPL Apple Inc. 1.1%
Value $2.274M Shares 20,110 Est. Cost $20.50 Unrealized +18.2%
HPQ HP Inc. 1.0%
Value $2.164M Shares 139,357 Est. Cost $9.19 Unrealized +13.9%
CAT Caterpillar Inc. 1.0%
Value $2.154M Shares 24,263 Est. Cost $62.30 Unrealized +6.0%
SU Suncor Energy Inc. New 1.0%
Value $2.139M Shares 77,000 Est. Cost $20.82 Unrealized -6.3%
ELME Washington REIT SBI 1.0%
Value $2.047M Shares 65,775 Est. Cost $28.53 Unrealized
XOM Exxon Mobil Corp. 0.9%
Value $1.971M Shares 22,582 Est. Cost $53.94 Unrealized +8.5%
SLB Schlumberger Ltd. 0.9%
Value $1.944M Shares 24,714 Est. Cost $57.36 Unrealized +5.8%
MCD McDonalds Corporation 0.9%
Value $1.862M Shares 16,139 Est. Cost $71.82 Unrealized +31.6%
NEE NextEra Energy Inc. 0.8%
Value $1.81M Shares 14,800 Est. Cost $14.15 Unrealized +75.4%
DAL Delta Air Lines Inc. 0.7%
Value $1.581M Shares 40,200 Est. Cost $37.97 Unrealized -11.0%
CVE Cenovus Energy Inc. 0.7%
Value $1.45M Shares 100,900 Est. Cost $16.84 Unrealized -28.3%
Federal Realty Trust 0.7%
Value $1.401M Shares 9,100 Est. Cost $111.96 Unrealized
Raytheon Company 0.6%
Value $1.362M Shares 10,000 Est. Cost $91.02 Unrealized
General Electric Co. 0.6%
Value $1.329M Shares 44,845 Est. Cost $23.90 Unrealized
WMT Wal-Mart Stores Inc. 0.6%
Value $1.266M Shares 17,554 Est. Cost $20.77 Unrealized -0.8%
ABBV AbbVie Inc. 0.6%
Value $1.254M Shares 19,890 Est. Cost $28.48 Unrealized +54.2%
Encana Corporation 0.6%
Value $1.2M Shares 114,679 Est. Cost $12.10 Unrealized
Nabors Industries Ltd. 0.6%
Value $1.177M Shares 96,765 Est. Cost $12.18 Unrealized
MSFT Microsoft Corp. 0.6%
Value $1.174M Shares 20,387 Est. Cost $32.06 Unrealized +56.9%
Laboratory Corp. of America Ho 0.5%
Value $1.17M Shares 8,510 Est. Cost $121.01 Unrealized
DGX Quest Diagnostics 0.5%
Value $1.112M Shares 13,135 Est. Cost $49.72 Unrealized +40.4%
Chesapeake Energy Corp. 0.5%
Value $1.057M Shares 168,470 Est. Cost $13.12 Unrealized
Middleburg Financial Corporati 0.5%
Value $986K Shares 34,879 Est. Cost $27.21 Unrealized
RYAM Rayonier Advanced Materials In 0.4%
Value $901K Shares 67,424 Est. Cost $19.87 Unrealized -34.9%
ABT Abbott Laboratories Co. 0.4%
Value $889K Shares 21,010 Est. Cost $30.10 Unrealized +20.0%
Spectra Energy Corp. 0.4%
Value $876K Shares 20,510 Est. Cost $35.17 Unrealized
LGIH LGI Homes Inc 0.4%
Value $810K Shares 22,000 Est. Cost $35.27 Unrealized 0.0%
Ensco PLC 0.4%
Value $804K Shares 94,547 Est. Cost $31.97 Unrealized
URI United Rentals Inc. 0.4%
Value $782K Shares 9,975 Est. Cost $66.68 Unrealized +11.3%
BP BP PLC 0.4%
Value $776K Shares 22,052 Est. Cost $41.00 Unrealized
RF Regions Financial Corp. New 0.3%
Value $727K Shares 73,646 Est. Cost $6.33 Unrealized +5.1%
BHP Billiton PLC ADR 0.3%
Value $722K Shares 23,781 Est. Cost $48.11 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.3%
Value $649K Shares 3 Est. Cost $165023.42 Unrealized +32.9%
PFE Pfizer Inc. 0.3%
Value $642K Shares 18,962 Est. Cost $18.27 Unrealized +21.8%
Computer Sciences Corp. 0.3%
Value $629K Shares 12,050 Est. Cost $54.82 Unrealized
Burke and Herbert Bank & Trust 0.3%
Value $579K Shares 300 Est. Cost $2067.78 Unrealized
CMCSA Comcast Corporation Cl A New 0.2%
Value $530K Shares 7,983 Est. Cost $22.14 Unrealized +20.2%
Central Europe, Russia & Turke 0.2%
Value $498K Shares 25,920 Est. Cost $25.82 Unrealized
AXP American Express Co. 0.2%
Value $495K Shares 7,727 Est. Cost $55.25 Unrealized +1.9%
AFL AFLAC Inc. 0.2%
Value $446K Shares 6,200 Est. Cost $24.00 Unrealized +21.8%
HD Home Depot Inc. 0.2%
Value $439K Shares 3,413 Est. Cost $104.97 Unrealized +1.3%
VWO Vanguard FTSE Emerging Markets 0.2%
Value $429K Shares 11,390 Est. Cost $33.11 Unrealized
HON Honeywell International Inc. 0.2%
Value $420K Shares 3,600 Est. Cost $86.03 Unrealized 0.0%
Umpqua Holdings Corporation 0.2%
Value $408K Shares 27,139 Est. Cost $15.43 Unrealized
SPY SPDR S&P 500 ETF Trust 0.2%
Value $387K Shares 1,790 Est. Cost $209.38 Unrealized
PM Philip Morris Intl Inc. 0.2%
Value $385K Shares 3,955 Est. Cost $61.40 Unrealized +1.4%
EGBN Eagle Bancorp Inc. MD 0.2%
Value $384K Shares 7,788 Est. Cost $38.38 Unrealized +2.1%
SYY Sysco Corporation 0.2%
Value $382K Shares 7,800 Est. Cost $27.91 Unrealized +44.2%
DNOW Now Inc. 0.2%
Value $375K Shares 17,479 Est. Cost $27.05 Unrealized -26.1%
ODFL Old Dominion Freight Line Inc. 0.2%
Value $354K Shares 5,160 Est. Cost $21.56 Unrealized +0.7%
Stonegate Bank 0.2%
Value $348K Shares 10,303 Est. Cost $32.31 Unrealized
Noble Energy Inc. 0.2%
Value $343K Shares 9,591 Est. Cost $32.13 Unrealized
DUK Duke Energy Corp. 0.2%
Value $338K Shares 4,227 Est. Cost $43.89 Unrealized +28.5%
A Agilent Technologies Inc. 0.2%
Value $330K Shares 7,014 Est. Cost $37.04 Unrealized +17.2%
CSRA Inc. 0.2%
Value $325K Shares 12,050 Est. Cost $30.03 Unrealized
DRI Darden Restaurants Inc. 0.1%
Value $307K Shares 5,000 Est. Cost $31.32 Unrealized +52.2%
Cliffs Natural Resources Inc. 0.1%
Value $298K Shares 51,100 Est. Cost $4.36 Unrealized
Carter Bank & Trust 0.1%
Value $291K Shares 22,100 Est. Cost $12.71 Unrealized
CSX CSX Corporation 0.1%
Value $290K Shares 9,500 Est. Cost $7.58 Unrealized +9.3%
HAL Halliburton Company 0.1%
Value $231K Shares 5,150 Est. Cost $47.46 Unrealized -23.4%
COST Costco Wholesale Corporation 0.1%
Value $229K Shares 1,500 Est. Cost $128.04 Unrealized +7.0%
T AT&T Inc. 0.1%
Value $228K Shares 5,606 Est. Cost $13.84 Unrealized +17.7%
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value $227K Shares 1,572 Est. Cost $142.96 Unrealized +2.3%
India Fund Inc. 0.1%
Value $221K Shares 8,900 Est. Cost $24.38 Unrealized
Potash Corp. of Saskatchewan I 0.1%
Value $211K Shares 12,900 Est. Cost $35.58 Unrealized
RIG Transocean Ltd. 0.1%
Value $205K Shares 19,284 Est. Cost $33.39 Unrealized -68.3%
HP Helmerich & Payne Inc. 0.1%
Value $202K Shares 3,000 Est. Cost $55.31 Unrealized +13.5%
Munivest 0.1%
Value $187K Shares 17,685 Est. Cost $11.08 Unrealized
SOUHY South32 Limited 0.1%
Value $147K Shares 15,688 Est. Cost $6.72 Unrealized
GULTU Gulf Coast Ultra Deep Royalty 0.0%
Value $1,000 Shares 13,000 Est. Cost $0.08 Unrealized