MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: May 8, 2017

Total Value ($000): $232,452 (100.0% shares, 0.0% debt)

Holdings (99)

B B & T Corporation 11.5%
Value ($000) $26,848 Shares 600,627 Est. Cost $36.18 Unrealized
GIS General Mills Inc. 7.1%
Value ($000) $16,448 Shares 278,740 Est. Cost $32.92 Unrealized +35.6%
IBM International Business Machine 5.8%
Value ($000) $13,530 Shares 77,693 Est. Cost $111.59 Unrealized +2.5%
VSEC VSE Corporation 4.1%
Value ($000) $9,627 Shares 235,946 Est. Cost $29.10 Unrealized +24.0%
CVX Chevron Corporation 4.0%
Value ($000) $9,296 Shares 86,582 Est. Cost $69.87 Unrealized +9.9%
NVR NVR Inc. 3.5%
Value ($000) $8,112 Shares 3,850 Est. Cost $1153.17 Unrealized +64.3%
Anadarko Petroleum 3.3%
Value ($000) $7,567 Shares 122,041 Est. Cost $80.16 Unrealized
BAC Bank of America Corporation 3.0%
Value ($000) $7,067 Shares 299,576 Est. Cost $11.67 Unrealized +66.0%
CalAtlantic Group Inc. 3.0%
Value ($000) $7,019 Shares 187,443 Est. Cost $37.17 Unrealized
COP ConocoPhillips 3.0%
Value ($000) $6,918 Shares 138,721 Est. Cost $42.86 Unrealized -14.7%
MDU MDU Resources 2.5%
Value ($000) $5,707 Shares 208,546 Est. Cost $6.44 Unrealized +24.6%
PSX Phillips 66 2.4%
Value ($000) $5,492 Shares 69,329 Est. Cost $45.22 Unrealized +26.6%
Apache Corporation 2.3%
Value ($000) $5,234 Shares 101,859 Est. Cost $74.23 Unrealized
PNC PNC Financial Services Group I 1.9%
Value ($000) $4,326 Shares 35,976 Est. Cost $61.23 Unrealized +49.1%
HPE Hewlett Packard Enterprise Co. 1.7%
Value ($000) $4,037 Shares 170,357 Est. Cost $6.91 Unrealized +49.5%
Torchmark Corporation 1.7%
Value ($000) $3,992 Shares 51,822 Est. Cost $61.82 Unrealized
DE John Deere & Co. 1.7%
Value ($000) $3,897 Shares 35,800 Est. Cost $69.59 Unrealized +35.6%
JNJ Johnson & Johnson 1.6%
Value ($000) $3,743 Shares 30,051 Est. Cost $63.90 Unrealized +46.2%
RYN Rayonier Incorporated 1.5%
Value ($000) $3,560 Shares 125,628 Est. Cost $40.05 Unrealized
VLO Valero Energy Corp. 1.3%
Value ($000) $3,113 Shares 46,960 Est. Cost $32.60 Unrealized +44.2%
National Oil Well Varco Inc. 1.3%
Value ($000) $3,061 Shares 76,358 Est. Cost $54.32 Unrealized
FCX Freeport-McMoRan Inc. 1.3%
Value ($000) $3,042 Shares 227,706 Est. Cost $18.12 Unrealized -28.1%
HPQ HP Inc. 1.3%
Value ($000) $3,012 Shares 168,457 Est. Cost $9.54 Unrealized +26.8%
MRK Merck & Company Inc. New 1.3%
Value ($000) $2,992 Shares 47,081 Est. Cost $34.21 Unrealized +34.6%
AAPL Apple Inc. 1.2%
Value ($000) $2,889 Shares 20,110 Est. Cost $20.50 Unrealized +48.5%
DAL Delta Air Lines Inc. 1.2%
Value ($000) $2,814 Shares 61,220 Est. Cost $39.81 Unrealized +10.4%
WY Weyerhaeuser Company 1.2%
Value ($000) $2,717 Shares 79,960 Est. Cost $18.88 Unrealized +22.0%
CF CF Industries Holdings Inc. 1.1%
Value ($000) $2,632 Shares 89,655 Est. Cost $34.77 Unrealized -25.8%
LGIH LGI Homes Inc 1.0%
Value ($000) $2,397 Shares 70,700 Est. Cost $32.50 Unrealized -6.2%
CAT Caterpillar Inc. 0.9%
Value ($000) $2,191 Shares 23,613 Est. Cost $62.30 Unrealized +24.7%
MCD McDonalds Corporation 0.9%
Value ($000) $2,033 Shares 15,689 Est. Cost $71.82 Unrealized +41.6%
SU Suncor Energy Inc. New 0.9%
Value ($000) $2,020 Shares 65,700 Est. Cost $20.82 Unrealized +9.0%
NEE NextEra Energy Inc. 0.8%
Value ($000) $1,900 Shares 14,800 Est. Cost $14.15 Unrealized +77.8%
XOM Exxon Mobil Corp. 0.8%
Value ($000) $1,848 Shares 22,532 Est. Cost $53.94 Unrealized +4.0%
SLB Schlumberger Ltd. 0.7%
Value ($000) $1,618 Shares 20,714 Est. Cost $57.36 Unrealized +10.4%
Raytheon Company 0.7%
Value ($000) $1,525 Shares 10,000 Est. Cost $91.02 Unrealized
General Electric Co. 0.6%
Value ($000) $1,396 Shares 46,845 Est. Cost $24.23 Unrealized
Middleburg Financial Corporati 0.6%
Value ($000) $1,360 Shares 33,978 Est. Cost $27.21 Unrealized
MSFT Microsoft Corp. 0.6%
Value ($000) $1,333 Shares 20,237 Est. Cost $32.06 Unrealized +80.4%
Encana Corporation 0.6%
Value ($000) $1,314 Shares 112,184 Est. Cost $12.10 Unrealized
ABBV AbbVie Inc. 0.6%
Value ($000) $1,309 Shares 20,090 Est. Cost $28.61 Unrealized +52.0%
Laboratory Corp. of America Ho 0.6%
Value ($000) $1,307 Shares 9,110 Est. Cost $122.15 Unrealized
URI United Rentals Inc. 0.5%
Value ($000) $1,247 Shares 9,975 Est. Cost $66.68 Unrealized +76.7%
RF Regions Financial Corp. New 0.5%
Value ($000) $1,242 Shares 85,457 Est. Cost $6.68 Unrealized +58.7%
DGX Quest Diagnostics 0.5%
Value ($000) $1,231 Shares 12,535 Est. Cost $49.72 Unrealized +60.9%
Federal Realty Trust 0.5%
Value ($000) $1,215 Shares 9,100 Est. Cost $111.96 Unrealized
CVE Cenovus Energy Inc. 0.5%
Value ($000) $1,197 Shares 105,946 Est. Cost $16.65 Unrealized -31.4%
WMT Wal-Mart Stores Inc. 0.5%
Value ($000) $1,161 Shares 16,109 Est. Cost $20.77 Unrealized -4.8%
Nabors Industries Ltd. 0.5%
Value ($000) $1,065 Shares 81,484 Est. Cost $12.18 Unrealized
BHP Billiton PLC ADR 0.4%
Value ($000) $1,045 Shares 33,531 Est. Cost $43.26 Unrealized
ABT Abbott Laboratories Co. 0.4%
Value ($000) $933 Shares 21,010 Est. Cost $30.10 Unrealized +22.7%
BP BP PLC 0.4%
Value ($000) $904 Shares 26,178 Est. Cost $40.43 Unrealized
ENB Enbridge Inc 0.4%
Value ($000) $844 Shares 20,173 Est. Cost $24.73 Unrealized 0.0%
Computer Sciences Corp. 0.4%
Value ($000) $832 Shares 12,050 Est. Cost $54.82 Unrealized
ELME Washington REIT SBI 0.3%
Value ($000) $757 Shares 24,190 Est. Cost $28.53 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.3%
Value ($000) $750 Shares 3 Est. Cost $165023.42 Unrealized +52.0%
Carter Bank & Trust 0.3%
Value ($000) $696 Shares 41,208 Est. Cost $12.98 Unrealized
PFE Pfizer Inc. 0.3%
Value ($000) $649 Shares 18,962 Est. Cost $18.27 Unrealized +17.2%
Burke and Herbert Bank & Trust 0.3%
Value ($000) $630 Shares 300 Est. Cost $2067.78 Unrealized
Chesapeake Energy Corp. 0.3%
Value ($000) $619 Shares 104,170 Est. Cost $12.78 Unrealized
CMCSA Comcast Corporation Cl A New 0.3%
Value ($000) $600 Shares 15,966 Est. Cost $26.03 Unrealized +14.9%
Ensco PLC 0.2%
Value ($000) $562 Shares 62,797 Est. Cost $31.97 Unrealized
AXP American Express Co. 0.2%
Value ($000) $558 Shares 7,057 Est. Cost $55.25 Unrealized +25.2%
HD Home Depot Inc. 0.2%
Value ($000) $501 Shares 3,413 Est. Cost $104.97 Unrealized +9.0%
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $477 Shares 2,009 Est. Cost $237.43 Unrealized
EGBN Eagle Bancorp Inc. MD 0.2%
Value ($000) $465 Shares 7,788 Est. Cost $38.38 Unrealized +23.4%
Umpqua Holdings Corporation 0.2%
Value ($000) $456 Shares 25,687 Est. Cost $15.43 Unrealized
HON Honeywell International Inc. 0.2%
Value ($000) $450 Shares 3,600 Est. Cost $86.03 Unrealized +6.8%
AFL AFLAC Inc. 0.2%
Value ($000) $449 Shares 6,200 Est. Cost $24.00 Unrealized +20.1%
CSX CSX Corporation 0.2%
Value ($000) $442 Shares 9,500 Est. Cost $7.58 Unrealized +78.1%
ODFL Old Dominion Freight Line Inc. 0.2%
Value ($000) $441 Shares 5,160 Est. Cost $21.56 Unrealized +32.0%
Central Europe, Russia & Turke 0.2%
Value ($000) $429 Shares 20,507 Est. Cost $25.82 Unrealized
PM Philip Morris Intl Inc. 0.2%
Value ($000) $424 Shares 3,755 Est. Cost $61.40 Unrealized +6.8%
DRI Darden Restaurants Inc. 0.2%
Value ($000) $418 Shares 5,000 Est. Cost $31.32 Unrealized +86.9%
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $413 Shares 10,390 Est. Cost $33.11 Unrealized
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $406 Shares 1,723 Est. Cost $209.38 Unrealized
SYY Sysco Corporation 0.2%
Value ($000) $405 Shares 7,800 Est. Cost $27.91 Unrealized +50.6%
Cliffs Natural Resources Inc. 0.2%
Value ($000) $400 Shares 48,800 Est. Cost $4.47 Unrealized
HP Helmerich & Payne Inc. 0.2%
Value ($000) $366 Shares 5,500 Est. Cost $62.45 Unrealized +14.0%
Potash Corp. of Saskatchewan I 0.2%
Value ($000) $359 Shares 21,000 Est. Cost $28.76 Unrealized
CSRA Inc. 0.2%
Value ($000) $353 Shares 12,050 Est. Cost $30.03 Unrealized
A Agilent Technologies Inc. 0.1%
Value ($000) $339 Shares 6,404 Est. Cost $37.04 Unrealized +27.4%
C Citigroup Inc. 0.1%
Value ($000) $328 Shares 5,480 Est. Cost $40.63 Unrealized +10.0%
DNOW Now Inc. 0.1%
Value ($000) $317 Shares 18,678 Est. Cost $26.52 Unrealized -25.8%
HAL Halliburton Company 0.1%
Value ($000) $285 Shares 5,800 Est. Cost $46.65 Unrealized -3.2%
JBLU JetBlue Airways Corporation 0.1%
Value ($000) $265 Shares 12,900 Est. Cost $19.80 Unrealized +3.0%
UNP Union Pacific Corp. 0.1%
Value ($000) $265 Shares 2,500 Est. Cost $80.32 Unrealized +9.1%
COST Costco Wholesale Corporation 0.1%
Value ($000) $252 Shares 1,500 Est. Cost $128.04 Unrealized +11.6%
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $236 Shares 1,417 Est. Cost $143.99 Unrealized +16.2%
Dell Technologies In Class V 0.1%
Value ($000) $234 Shares 3,659 Est. Cost $54.93 Unrealized
DUK Duke Energy Corp. 0.1%
Value ($000) $232 Shares 2,829 Est. Cost $43.89 Unrealized +26.0%
India Fund Inc. 0.1%
Value ($000) $226 Shares 8,900 Est. Cost $25.39 Unrealized
Noble Energy Inc. 0.1%
Value ($000) $217 Shares 6,339 Est. Cost $32.13 Unrealized
SOUHY South32 Limited 0.1%
Value ($000) $163 Shares 15,628 Est. Cost $6.72 Unrealized
Munivest 0.1%
Value ($000) $152 Shares 15,785 Est. Cost $11.08 Unrealized
RIG Transocean Ltd. 0.1%
Value ($000) $136 Shares 10,884 Est. Cost $33.39 Unrealized -58.9%
Noble Corp. PLC 0.0%
Value ($000) $95 Shares 15,400 Est. Cost $5.91 Unrealized
Weatherford International PLC 0.0%
Value ($000) $74 Shares 11,080 Est. Cost $4.96 Unrealized
GULTU Gulf Coast Ultra Deep Royalty 0.0%
Value ($000) $2 Shares 22,700 Est. Cost $0.08 Unrealized