MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 1, 2017

Total Value ($000): $218,541 (100.0% shares, 0.0% debt)

Holdings (94)

B B & T Corporation 11.8%
Value ($000) $25,789 Shares 567,921 Est. Cost $36.18 Unrealized
GIS General Mills Inc. 7.1%
Value ($000) $15,450 Shares 278,890 Est. Cost $32.92 Unrealized +27.6%
IBM International Business Machine 5.4%
Value ($000) $11,899 Shares 77,353 Est. Cost $111.59 Unrealized -7.0%
VSEC VSE Corporation 4.8%
Value ($000) $10,549 Shares 234,520 Est. Cost $29.10 Unrealized +37.3%
NVR NVR Inc. 4.2%
Value ($000) $9,281 Shares 3,850 Est. Cost $1153.17 Unrealized +95.5%
CVX Chevron Corporation 3.6%
Value ($000) $7,906 Shares 75,776 Est. Cost $69.87 Unrealized +4.8%
CalAtlantic Group Inc. 3.0%
Value ($000) $6,618 Shares 187,229 Est. Cost $37.17 Unrealized
Torchmark Corporation 2.9%
Value ($000) $6,241 Shares 81,579 Est. Cost $67.18 Unrealized
COP ConocoPhillips 2.8%
Value ($000) $6,080 Shares 138,303 Est. Cost $42.86 Unrealized -17.2%
PSX Phillips 66 2.6%
Value ($000) $5,733 Shares 69,329 Est. Cost $45.22 Unrealized +24.5%
BAC Bank of America Corporation 2.6%
Value ($000) $5,597 Shares 230,700 Est. Cost $11.67 Unrealized +63.6%
MDU MDU Resources 2.3%
Value ($000) $5,101 Shares 194,706 Est. Cost $6.44 Unrealized +22.9%
Anadarko Petroleum 2.3%
Value ($000) $4,983 Shares 109,917 Est. Cost $80.16 Unrealized
Apache Corporation 2.2%
Value ($000) $4,772 Shares 99,566 Est. Cost $74.23 Unrealized
DE John Deere & Co. 2.0%
Value ($000) $4,413 Shares 35,700 Est. Cost $69.59 Unrealized +47.7%
JNJ Johnson & Johnson 1.8%
Value ($000) $3,903 Shares 29,501 Est. Cost $63.90 Unrealized +57.1%
DAL Delta Air Lines Inc. 1.5%
Value ($000) $3,308 Shares 61,550 Est. Cost $39.81 Unrealized +11.3%
VLO Valero Energy Corp. 1.4%
Value ($000) $3,168 Shares 46,960 Est. Cost $32.60 Unrealized +41.2%
PNC PNC Financial Services Group I 1.4%
Value ($000) $3,086 Shares 24,711 Est. Cost $61.23 Unrealized +47.5%
RYN Rayonier Incorporated 1.4%
Value ($000) $3,055 Shares 106,189 Est. Cost $40.05 Unrealized
LGIH LGI Homes Inc 1.4%
Value ($000) $2,960 Shares 73,680 Est. Cost $32.54 Unrealized +3.1%
HPQ HP Inc. 1.3%
Value ($000) $2,944 Shares 168,457 Est. Cost $9.54 Unrealized +44.9%
AAPL Apple Inc. 1.3%
Value ($000) $2,854 Shares 19,820 Est. Cost $20.50 Unrealized +67.3%
HPE Hewlett Packard Enterprise Co. 1.3%
Value ($000) $2,827 Shares 170,357 Est. Cost $6.91 Unrealized +55.4%
FCX Freeport-McMoRan Inc. 1.2%
Value ($000) $2,731 Shares 227,406 Est. Cost $18.12 Unrealized -39.3%
WY Weyerhaeuser Company 1.2%
Value ($000) $2,640 Shares 78,800 Est. Cost $18.88 Unrealized +27.3%
CF CF Industries Holdings Inc. 1.1%
Value ($000) $2,500 Shares 89,405 Est. Cost $34.77 Unrealized -36.7%
MRK Merck & Company Inc. New 1.1%
Value ($000) $2,433 Shares 37,961 Est. Cost $34.21 Unrealized +36.1%
MCD McDonalds Corporation 1.1%
Value ($000) $2,387 Shares 15,589 Est. Cost $71.82 Unrealized +64.2%
CAT Caterpillar Inc. 1.1%
Value ($000) $2,322 Shares 21,608 Est. Cost $62.30 Unrealized +34.9%
National Oil Well Varco Inc. 1.0%
Value ($000) $2,199 Shares 66,751 Est. Cost $54.32 Unrealized
NEE NextEra Energy Inc. 1.0%
Value ($000) $2,187 Shares 15,610 Est. Cost $14.85 Unrealized +85.5%
DXC DXC Technology Company 0.9%
Value ($000) $2,045 Shares 26,656 Est. Cost $62.87 Unrealized 0.0%
SU Suncor Energy Inc. New 0.9%
Value ($000) $1,918 Shares 65,700 Est. Cost $20.82 Unrealized +7.2%
XOM Exxon Mobil Corp. 0.8%
Value ($000) $1,819 Shares 22,532 Est. Cost $53.94 Unrealized +2.8%
Raytheon Company 0.7%
Value ($000) $1,615 Shares 10,000 Est. Cost $91.02 Unrealized
ABBV AbbVie Inc. 0.7%
Value ($000) $1,457 Shares 20,090 Est. Cost $28.61 Unrealized +64.1%
Laboratory Corp. of America Ho 0.6%
Value ($000) $1,420 Shares 9,210 Est. Cost $122.50 Unrealized
DGX Quest Diagnostics 0.6%
Value ($000) $1,393 Shares 12,535 Est. Cost $49.72 Unrealized +79.3%
MSFT Microsoft Corp. 0.6%
Value ($000) $1,388 Shares 20,137 Est. Cost $32.06 Unrealized +94.4%
SLB Schlumberger Ltd. 0.6%
Value ($000) $1,354 Shares 20,566 Est. Cost $57.36 Unrealized -2.7%
General Electric Co. 0.6%
Value ($000) $1,272 Shares 47,103 Est. Cost $24.23 Unrealized
RF Regions Financial Corp. New 0.6%
Value ($000) $1,251 Shares 85,457 Est. Cost $6.68 Unrealized +52.1%
Federal Realty Trust 0.5%
Value ($000) $1,150 Shares 9,100 Est. Cost $111.96 Unrealized
URI United Rentals Inc. 0.5%
Value ($000) $1,125 Shares 9,975 Est. Cost $66.68 Unrealized +62.2%
ABT Abbott Laboratories Co. 0.5%
Value ($000) $1,094 Shares 22,510 Est. Cost $30.69 Unrealized +26.8%
BHP Billiton PLC ADR 0.5%
Value ($000) $1,031 Shares 33,531 Est. Cost $43.26 Unrealized
WMT Wal-Mart Stores Inc. 0.4%
Value ($000) $924 Shares 12,204 Est. Cost $20.77 Unrealized +6.0%
BP BP PLC 0.4%
Value ($000) $908 Shares 26,178 Est. Cost $40.43 Unrealized
ENB Enbridge Inc 0.4%
Value ($000) $803 Shares 20,173 Est. Cost $24.73 Unrealized -3.7%
Encana Corporation 0.4%
Value ($000) $794 Shares 90,167 Est. Cost $12.10 Unrealized
ELME Washington REIT SBI 0.4%
Value ($000) $772 Shares 24,190 Est. Cost $28.53 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.3%
Value ($000) $764 Shares 3 Est. Cost $165023.42 Unrealized +51.3%
CVE Cenovus Energy Inc. 0.3%
Value ($000) $665 Shares 90,279 Est. Cost $16.65 Unrealized -52.5%
Burke and Herbert Bank & Trust 0.3%
Value ($000) $639 Shares 300 Est. Cost $2067.78 Unrealized
PFE Pfizer Inc. 0.3%
Value ($000) $637 Shares 18,962 Est. Cost $18.27 Unrealized +18.2%
CMCSA Comcast Corporation Cl A New 0.3%
Value ($000) $622 Shares 15,966 Est. Cost $26.03 Unrealized +22.6%
JBLU JetBlue Airways Corporation 0.3%
Value ($000) $591 Shares 25,900 Est. Cost $20.90 Unrealized +5.2%
HON Honeywell International Inc. 0.3%
Value ($000) $573 Shares 4,300 Est. Cost $88.11 Unrealized +12.1%
AFL AFLAC Inc. 0.2%
Value ($000) $521 Shares 6,700 Est. Cost $24.50 Unrealized +25.4%
Chesapeake Energy Corp. 0.2%
Value ($000) $501 Shares 100,870 Est. Cost $12.78 Unrealized
ODFL Old Dominion Freight Line Inc. 0.2%
Value ($000) $491 Shares 5,160 Est. Cost $21.56 Unrealized +31.4%
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $489 Shares 2,009 Est. Cost $237.43 Unrealized
Access National Corporation 0.2%
Value ($000) $486 Shares 18,339 Est. Cost $26.50 Unrealized
Nabors Industries Ltd. 0.2%
Value ($000) $482 Shares 59,139 Est. Cost $12.18 Unrealized
DRI Darden Restaurants Inc. 0.2%
Value ($000) $452 Shares 5,000 Est. Cost $31.32 Unrealized +119.6%
Central Europe, Russia & Turke 0.2%
Value ($000) $449 Shares 20,507 Est. Cost $25.82 Unrealized
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $424 Shares 10,390 Est. Cost $33.11 Unrealized
SYY Sysco Corporation 0.2%
Value ($000) $393 Shares 7,800 Est. Cost $27.91 Unrealized +52.8%
CSRA Inc. 0.2%
Value ($000) $383 Shares 12,050 Est. Cost $30.03 Unrealized
A Agilent Technologies Inc. 0.2%
Value ($000) $380 Shares 6,404 Est. Cost $37.04 Unrealized +44.2%
C Citigroup Inc. 0.2%
Value ($000) $366 Shares 5,480 Est. Cost $40.63 Unrealized +14.3%
Cliffs Natural Resources Inc. 0.2%
Value ($000) $364 Shares 52,700 Est. Cost $4.65 Unrealized
AXP American Express Co. 0.2%
Value ($000) $357 Shares 4,233 Est. Cost $55.25 Unrealized +27.2%
Potash Corp. of Saskatchewan I 0.2%
Value ($000) $342 Shares 21,000 Est. Cost $28.76 Unrealized
LOW Lowes Companies Inc. 0.1%
Value ($000) $300 Shares 3,875 Est. Cost $69.71 Unrealized 0.0%
HP Helmerich & Payne Inc. 0.1%
Value ($000) $299 Shares 5,500 Est. Cost $62.45 Unrealized -6.1%
Ensco PLC 0.1%
Value ($000) $295 Shares 57,197 Est. Cost $31.97 Unrealized
DNOW Now Inc. 0.1%
Value ($000) $285 Shares 17,770 Est. Cost $26.52 Unrealized -35.8%
UNP Union Pacific Corp. 0.1%
Value ($000) $272 Shares 2,500 Est. Cost $80.32 Unrealized +12.2%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $265 Shares 2,180 Est. Cost $98.76 Unrealized 0.0%
HAL Halliburton Company 0.1%
Value ($000) $247 Shares 5,800 Est. Cost $46.65 Unrealized -17.1%
India Fund Inc. 0.1%
Value ($000) $240 Shares 8,900 Est. Cost $25.39 Unrealized
Dell Technologies In Class V 0.1%
Value ($000) $224 Shares 3,659 Est. Cost $54.93 Unrealized
DUK Duke Energy Corp. 0.1%
Value ($000) $220 Shares 2,629 Est. Cost $43.89 Unrealized +34.7%
COST Costco Wholesale Corporation 0.1%
Value ($000) $208 Shares 1,300 Est. Cost $128.04 Unrealized +17.9%
AAL American Airlines Group Inc. 0.1%
Value ($000) $207 Shares 4,100 Est. Cost $45.08 Unrealized 0.0%
LUV Southwest Airlines Co. 0.1%
Value ($000) $205 Shares 3,300 Est. Cost $52.33 Unrealized 0.0%
SOUHY South32 Limited 0.1%
Value ($000) $152 Shares 14,776 Est. Cost $6.72 Unrealized
BlackRock MuniVest Fund Inc. 0.1%
Value ($000) $119 Shares 12,285 Est. Cost $11.08 Unrealized
RIG Transocean Ltd. 0.0%
Value ($000) $87 Shares 10,620 Est. Cost $33.39 Unrealized -69.4%
Noble Corp. PLC 0.0%
Value ($000) $52 Shares 14,400 Est. Cost $5.91 Unrealized
Weatherford International PLC 0.0%
Value ($000) $43 Shares 11,080 Est. Cost $4.96 Unrealized
GULTU Gulf Coast Ultra Deep Royalty 0.0%
Value ($000) $1 Shares 12,000 Est. Cost $0.08 Unrealized