MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Jan 25, 2017

Total Value ($000): $232,614 (100.0% shares, 0.0% debt)

Holdings (99)

B B & T Corporation 12.2%
Value ($000) $28,347 Shares 602,891 Est. Cost $36.18 Unrealized
GIS General Mills Inc. 7.4%
Value ($000) $17,264 Shares 279,495 Est. Cost $32.92 Unrealized +36.3%
IBM International Business Machine 5.5%
Value ($000) $12,896 Shares 77,693 Est. Cost $111.59 Unrealized -7.7%
CVX Chevron Corporation 4.4%
Value ($000) $10,229 Shares 86,904 Est. Cost $69.87 Unrealized +5.6%
VSEC VSE Corporation 3.9%
Value ($000) $9,164 Shares 235,946 Est. Cost $29.10 Unrealized +14.5%
Anadarko Petroleum 3.7%
Value ($000) $8,550 Shares 122,613 Est. Cost $80.16 Unrealized
COP ConocoPhillips 3.0%
Value ($000) $6,958 Shares 138,781 Est. Cost $42.86 Unrealized -18.9%
BAC Bank of America Corporation 2.9%
Value ($000) $6,692 Shares 302,831 Est. Cost $11.67 Unrealized +34.3%
Apache Corporation 2.8%
Value ($000) $6,554 Shares 103,259 Est. Cost $74.23 Unrealized
NVR NVR Inc. 2.8%
Value ($000) $6,426 Shares 3,850 Est. Cost $1153.17 Unrealized +38.5%
MDU MDU Resources 2.6%
Value ($000) $6,048 Shares 210,203 Est. Cost $6.44 Unrealized +22.4%
PSX Phillips 66 2.6%
Value ($000) $5,991 Shares 69,339 Est. Cost $45.22 Unrealized +29.7%
CalAtlantic Group Inc. 2.5%
Value ($000) $5,920 Shares 174,059 Est. Cost $37.15 Unrealized
PNC PNC Financial Services Group I 1.8%
Value ($000) $4,296 Shares 36,729 Est. Cost $61.23 Unrealized +26.0%
HPE Hewlett Packard Enterprise Co. 1.7%
Value ($000) $3,942 Shares 170,357 Est. Cost $6.91 Unrealized +48.2%
Torchmark Corporation 1.7%
Value ($000) $3,922 Shares 53,172 Est. Cost $61.82 Unrealized
DE John Deere & Co. 1.6%
Value ($000) $3,689 Shares 35,800 Est. Cost $69.59 Unrealized +17.0%
JNJ Johnson & Johnson 1.5%
Value ($000) $3,462 Shares 30,051 Est. Cost $63.90 Unrealized +40.4%
RYN Rayonier Incorporated 1.4%
Value ($000) $3,370 Shares 126,690 Est. Cost $40.05 Unrealized
VLO Valero Energy Corp. 1.4%
Value ($000) $3,209 Shares 46,960 Est. Cost $32.60 Unrealized +31.2%
FCX Freeport-McMoRan Inc. 1.3%
Value ($000) $3,013 Shares 228,456 Est. Cost $18.12 Unrealized -36.0%
National Oil Well Varco Inc. 1.2%
Value ($000) $2,905 Shares 77,578 Est. Cost $54.32 Unrealized
MRK Merck & Company Inc. New 1.2%
Value ($000) $2,857 Shares 48,528 Est. Cost $34.21 Unrealized +28.9%
CF CF Industries Holdings Inc. 1.2%
Value ($000) $2,682 Shares 85,215 Est. Cost $35.24 Unrealized -40.2%
HPQ HP Inc. 1.1%
Value ($000) $2,500 Shares 168,457 Est. Cost $9.54 Unrealized +17.6%
WY Weyerhaeuser Company 1.0%
Value ($000) $2,406 Shares 79,960 Est. Cost $18.88 Unrealized +14.8%
AAPL Apple Inc. 1.0%
Value ($000) $2,329 Shares 20,110 Est. Cost $20.50 Unrealized +27.2%
CAT Caterpillar Inc. 1.0%
Value ($000) $2,216 Shares 23,901 Est. Cost $62.30 Unrealized +18.4%
DAL Delta Air Lines Inc. 0.9%
Value ($000) $2,192 Shares 44,570 Est. Cost $38.26 Unrealized +6.9%
SU Suncor Energy Inc. New 0.9%
Value ($000) $2,174 Shares 66,500 Est. Cost $20.82 Unrealized +5.8%
XOM Exxon Mobil Corp. 0.9%
Value ($000) $2,034 Shares 22,532 Est. Cost $53.94 Unrealized +7.8%
MCD McDonalds Corporation 0.8%
Value ($000) $1,964 Shares 16,139 Est. Cost $71.82 Unrealized +31.3%
ELME Washington REIT SBI 0.8%
Value ($000) $1,796 Shares 54,931 Est. Cost $28.53 Unrealized
NEE NextEra Energy Inc. 0.8%
Value ($000) $1,768 Shares 14,800 Est. Cost $14.15 Unrealized +67.6%
SLB Schlumberger Ltd. 0.7%
Value ($000) $1,739 Shares 20,714 Est. Cost $57.36 Unrealized +9.9%
LGIH LGI Homes Inc 0.7%
Value ($000) $1,698 Shares 59,100 Est. Cost $32.90 Unrealized -4.3%
CVE Cenovus Energy Inc. 0.7%
Value ($000) $1,601 Shares 105,795 Est. Cost $16.65 Unrealized -23.4%
General Electric Co. 0.6%
Value ($000) $1,480 Shares 46,845 Est. Cost $24.23 Unrealized
Raytheon Company 0.6%
Value ($000) $1,420 Shares 10,000 Est. Cost $91.02 Unrealized
Nabors Industries Ltd. 0.6%
Value ($000) $1,354 Shares 82,541 Est. Cost $12.18 Unrealized
Encana Corporation 0.6%
Value ($000) $1,331 Shares 113,373 Est. Cost $12.10 Unrealized
Federal Realty Trust 0.6%
Value ($000) $1,293 Shares 9,100 Est. Cost $111.96 Unrealized
MSFT Microsoft Corp. 0.5%
Value ($000) $1,258 Shares 20,237 Est. Cost $32.06 Unrealized +68.3%
ABBV AbbVie Inc. 0.5%
Value ($000) $1,258 Shares 20,090 Est. Cost $28.61 Unrealized +46.1%
RF Regions Financial Corp. New 0.5%
Value ($000) $1,227 Shares 85,457 Est. Cost $6.68 Unrealized +32.3%
DGX Quest Diagnostics 0.5%
Value ($000) $1,207 Shares 13,135 Est. Cost $49.72 Unrealized +44.8%
Middleburg Financial Corporati 0.5%
Value ($000) $1,181 Shares 33,978 Est. Cost $27.21 Unrealized
WMT Wal-Mart Stores Inc. 0.5%
Value ($000) $1,144 Shares 16,554 Est. Cost $20.77 Unrealized -4.1%
Laboratory Corp. of America Ho 0.5%
Value ($000) $1,118 Shares 8,710 Est. Cost $121.18 Unrealized
URI United Rentals Inc. 0.5%
Value ($000) $1,054 Shares 9,975 Est. Cost $66.68 Unrealized +32.2%
BHP Billiton PLC ADR 0.4%
Value ($000) $1,030 Shares 32,731 Est. Cost $43.56 Unrealized
RYAM Rayonier Advanced Materials In 0.4%
Value ($000) $1,019 Shares 65,885 Est. Cost $19.87 Unrealized -29.8%
BP BP PLC 0.4%
Value ($000) $979 Shares 26,178 Est. Cost $40.43 Unrealized
Spectra Energy Corp. 0.4%
Value ($000) $843 Shares 20,510 Est. Cost $35.17 Unrealized
ABT Abbott Laboratories Co. 0.3%
Value ($000) $807 Shares 21,010 Est. Cost $30.10 Unrealized +11.8%
BRK/A Berkshire Hathaway Inc. Class 0.3%
Value ($000) $732 Shares 3 Est. Cost $165023.42 Unrealized +39.9%
Computer Sciences Corp. 0.3%
Value ($000) $716 Shares 12,050 Est. Cost $54.82 Unrealized
Chesapeake Energy Corp. 0.3%
Value ($000) $698 Shares 99,370 Est. Cost $13.12 Unrealized
Ensco PLC 0.3%
Value ($000) $641 Shares 65,947 Est. Cost $31.97 Unrealized
PFE Pfizer Inc. 0.3%
Value ($000) $616 Shares 18,962 Est. Cost $18.27 Unrealized +12.2%
Burke and Herbert Bank & Trust 0.3%
Value ($000) $603 Shares 300 Est. Cost $2067.78 Unrealized
CMCSA Comcast Corporation Cl A New 0.2%
Value ($000) $551 Shares 7,983 Est. Cost $22.14 Unrealized +21.1%
Carter Bank & Trust 0.2%
Value ($000) $548 Shares 41,208 Est. Cost $12.98 Unrealized
AXP American Express Co. 0.2%
Value ($000) $540 Shares 7,292 Est. Cost $55.25 Unrealized +10.4%
Umpqua Holdings Corporation 0.2%
Value ($000) $495 Shares 26,374 Est. Cost $15.43 Unrealized
EGBN Eagle Bancorp Inc. MD 0.2%
Value ($000) $475 Shares 7,788 Est. Cost $38.38 Unrealized +11.4%
HD Home Depot Inc. 0.2%
Value ($000) $458 Shares 3,413 Est. Cost $104.97 Unrealized -1.5%
ODFL Old Dominion Freight Line Inc. 0.2%
Value ($000) $443 Shares 5,160 Est. Cost $21.56 Unrealized +19.6%
AFL AFLAC Inc. 0.2%
Value ($000) $432 Shares 6,200 Est. Cost $24.00 Unrealized +18.6%
SYY Sysco Corporation 0.2%
Value ($000) $432 Shares 7,800 Est. Cost $27.91 Unrealized +46.8%
Central Europe, Russia & Turke 0.2%
Value ($000) $431 Shares 20,920 Est. Cost $25.82 Unrealized
Stonegate Bank 0.2%
Value ($000) $430 Shares 10,303 Est. Cost $32.31 Unrealized
HP Helmerich & Payne Inc. 0.2%
Value ($000) $426 Shares 5,500 Est. Cost $62.45 Unrealized +13.7%
HON Honeywell International Inc. 0.2%
Value ($000) $417 Shares 3,600 Est. Cost $86.03 Unrealized -2.1%
Cliffs Natural Resources Inc. 0.2%
Value ($000) $397 Shares 47,300 Est. Cost $4.36 Unrealized
DNOW Now Inc. 0.2%
Value ($000) $393 Shares 19,225 Est. Cost $26.52 Unrealized -20.1%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $391 Shares 1,748 Est. Cost $209.38 Unrealized
CSRA Inc. 0.2%
Value ($000) $383 Shares 12,050 Est. Cost $30.03 Unrealized
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $372 Shares 10,390 Est. Cost $33.11 Unrealized
DRI Darden Restaurants Inc. 0.2%
Value ($000) $364 Shares 5,000 Est. Cost $31.32 Unrealized +72.1%
PM Philip Morris Intl Inc. 0.2%
Value ($000) $362 Shares 3,955 Est. Cost $61.40 Unrealized -5.2%
Potash Corp. of Saskatchewan I 0.2%
Value ($000) $351 Shares 19,400 Est. Cost $29.72 Unrealized
CSX CSX Corporation 0.1%
Value ($000) $341 Shares 9,500 Est. Cost $7.58 Unrealized +30.4%
C Citigroup Inc. 0.1%
Value ($000) $326 Shares 5,484 Est. Cost $40.63 Unrealized 0.0%
HAL Halliburton Company 0.1%
Value ($000) $324 Shares 6,000 Est. Cost $46.65 Unrealized -10.6%
A Agilent Technologies Inc. 0.1%
Value ($000) $292 Shares 6,404 Est. Cost $37.04 Unrealized +14.2%
RIG Transocean Ltd. 0.1%
Value ($000) $278 Shares 18,884 Est. Cost $33.39 Unrealized -64.5%
JBLU JetBlue Airways Corporation 0.1%
Value ($000) $267 Shares 11,900 Est. Cost $19.75 Unrealized 0.0%
DUK Duke Energy Corp. 0.1%
Value ($000) $266 Shares 3,428 Est. Cost $43.89 Unrealized +20.0%
UNP Union Pacific Corp. 0.1%
Value ($000) $259 Shares 2,500 Est. Cost $80.32 Unrealized 0.0%
Noble Energy Inc. 0.1%
Value ($000) $241 Shares 6,339 Est. Cost $32.13 Unrealized
COST Costco Wholesale Corporation 0.1%
Value ($000) $240 Shares 1,500 Est. Cost $128.04 Unrealized +1.4%
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $221 Shares 1,357 Est. Cost $142.96 Unrealized +7.7%
Dell Technologies In Class V 0.1%
Value ($000) $201 Shares 3,659 Est. Cost $54.93 Unrealized
SOUHY South32 Limited 0.1%
Value ($000) $155 Shares 15,628 Est. Cost $6.72 Unrealized
Munivest 0.1%
Value ($000) $152 Shares 15,785 Est. Cost $11.08 Unrealized
Noble Corp. PLC 0.0%
Value ($000) $91 Shares 15,400 Est. Cost $5.91 Unrealized
Weatherford International PLC 0.0%
Value ($000) $55 Shares 11,080 Est. Cost $4.96 Unrealized
GULTU Gulf Coast Ultra Deep Royalty 0.0%
Value ($000) $2 Shares 13,000 Est. Cost $0.08 Unrealized