MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 26, 2017

Total Value ($000): $225,095 (100.0% shares, 0.0% debt)

Holdings (95)

B B & T Corporation 11.7%
Value ($000) $26,293 Shares 560,121 Est. Cost $36.18 Unrealized
GIS General Mills Inc. 6.4%
Value ($000) $14,430 Shares 278,790 Est. Cost $32.92 Unrealized +23.7%
VSEC VSE Corporation 5.9%
Value ($000) $13,335 Shares 234,520 Est. Cost $29.10 Unrealized +60.4%
IBM International Business Machine 5.0%
Value ($000) $11,223 Shares 77,353 Est. Cost $111.59 Unrealized -13.2%
NVR NVR Inc. 4.9%
Value ($000) $11,020 Shares 3,860 Est. Cost $1153.17 Unrealized +132.4%
CVX Chevron Corporation 3.9%
Value ($000) $8,751 Shares 74,476 Est. Cost $69.87 Unrealized +9.1%
COP ConocoPhillips 3.1%
Value ($000) $6,922 Shares 138,303 Est. Cost $42.86 Unrealized -19.6%
CalAtlantic Group Inc. 3.1%
Value ($000) $6,875 Shares 187,679 Est. Cost $37.17 Unrealized
PSX Phillips 66 2.8%
Value ($000) $6,351 Shares 69,329 Est. Cost $45.22 Unrealized +35.5%
BAC Bank of America Corporation 2.4%
Value ($000) $5,438 Shares 214,600 Est. Cost $11.67 Unrealized +71.0%
Anadarko Petroleum 2.3%
Value ($000) $5,223 Shares 106,917 Est. Cost $80.16 Unrealized
MDU MDU Resources 2.2%
Value ($000) $4,967 Shares 191,406 Est. Cost $6.44 Unrealized +20.6%
Apache Corporation 2.0%
Value ($000) $4,583 Shares 100,066 Est. Cost $74.23 Unrealized
DE John Deere & Co. 2.0%
Value ($000) $4,484 Shares 35,700 Est. Cost $69.59 Unrealized +56.0%
LGIH LGI Homes Inc 1.7%
Value ($000) $3,880 Shares 79,880 Est. Cost $33.47 Unrealized +32.8%
JNJ Johnson & Johnson 1.7%
Value ($000) $3,829 Shares 29,451 Est. Cost $63.90 Unrealized +64.3%
VLO Valero Energy Corp. 1.6%
Value ($000) $3,613 Shares 46,960 Est. Cost $32.60 Unrealized +51.6%
HPQ HP Inc. 1.5%
Value ($000) $3,352 Shares 167,941 Est. Cost $9.54 Unrealized +51.3%
FCX Freeport-McMoRan Inc. 1.4%
Value ($000) $3,185 Shares 226,870 Est. Cost $18.12 Unrealized -29.7%
CF CF Industries Holdings Inc. 1.4%
Value ($000) $3,143 Shares 89,405 Est. Cost $34.77 Unrealized -28.3%
AAPL Apple Inc. 1.4%
Value ($000) $3,055 Shares 19,820 Est. Cost $20.50 Unrealized +76.3%
DAL Delta Air Lines Inc. 1.3%
Value ($000) $2,996 Shares 62,120 Est. Cost $39.81 Unrealized +13.8%
PNC PNC Financial Services Group I 1.3%
Value ($000) $2,986 Shares 22,161 Est. Cost $61.23 Unrealized +57.9%
RYN Rayonier Incorporated 1.3%
Value ($000) $2,867 Shares 99,224 Est. Cost $40.05 Unrealized
CAT Caterpillar Inc. 1.2%
Value ($000) $2,634 Shares 21,123 Est. Cost $62.30 Unrealized +54.1%
HPE Hewlett Packard Enterprise Co. 1.1%
Value ($000) $2,506 Shares 170,357 Est. Cost $6.91 Unrealized +52.9%
WY Weyerhaeuser Company 1.1%
Value ($000) $2,492 Shares 73,216 Est. Cost $18.88 Unrealized +25.3%
MCD McDonalds Corporation 1.1%
Value ($000) $2,434 Shares 15,539 Est. Cost $71.82 Unrealized +79.1%
SU Suncor Energy Inc. New 1.1%
Value ($000) $2,382 Shares 68,000 Est. Cost $20.90 Unrealized +11.7%
National Oil Well Varco Inc. 1.0%
Value ($000) $2,347 Shares 65,681 Est. Cost $54.32 Unrealized
NEE NextEra Energy Inc. 1.0%
Value ($000) $2,288 Shares 15,610 Est. Cost $14.85 Unrealized +100.2%
DXC DXC Technology Company 1.0%
Value ($000) $2,283 Shares 26,581 Est. Cost $62.87 Unrealized +7.2%
MRK Merck & Company Inc. New 1.0%
Value ($000) $2,276 Shares 35,551 Est. Cost $34.21 Unrealized +36.5%
XOM Exxon Mobil Corp. 0.8%
Value ($000) $1,847 Shares 22,532 Est. Cost $53.94 Unrealized +0.7%
Raytheon Company 0.8%
Value ($000) $1,847 Shares 9,900 Est. Cost $91.02 Unrealized
ABBV AbbVie Inc. 0.8%
Value ($000) $1,786 Shares 20,090 Est. Cost $28.61 Unrealized +87.5%
Torchmark Corporation 0.7%
Value ($000) $1,564 Shares 19,522 Est. Cost $67.18 Unrealized
MSFT Microsoft Corp. 0.7%
Value ($000) $1,500 Shares 20,137 Est. Cost $32.06 Unrealized +108.0%
SLB Schlumberger Ltd. 0.6%
Value ($000) $1,435 Shares 20,566 Est. Cost $57.36 Unrealized -9.6%
Laboratory Corp. of America Ho 0.6%
Value ($000) $1,421 Shares 9,410 Est. Cost $123.11 Unrealized
URI United Rentals Inc. 0.6%
Value ($000) $1,384 Shares 9,975 Est. Cost $66.68 Unrealized +73.5%
RF Regions Financial Corp. New 0.6%
Value ($000) $1,302 Shares 85,457 Est. Cost $6.68 Unrealized +56.2%
ABT Abbott Laboratories Co. 0.5%
Value ($000) $1,201 Shares 22,510 Est. Cost $30.69 Unrealized +41.3%
BHP Billiton PLC ADR 0.5%
Value ($000) $1,188 Shares 33,531 Est. Cost $43.26 Unrealized
DGX Quest Diagnostics 0.5%
Value ($000) $1,174 Shares 12,535 Est. Cost $49.72 Unrealized +80.8%
General Electric Co. 0.5%
Value ($000) $1,139 Shares 47,103 Est. Cost $24.23 Unrealized
Federal Realty Trust 0.5%
Value ($000) $1,130 Shares 9,100 Est. Cost $111.96 Unrealized
Encana Corporation 0.5%
Value ($000) $1,086 Shares 92,167 Est. Cost $12.10 Unrealized
BP BP PLC 0.4%
Value ($000) $1,006 Shares 26,178 Est. Cost $40.43 Unrealized
CVE Cenovus Energy Inc. 0.4%
Value ($000) $886 Shares 88,414 Est. Cost $16.65 Unrealized -57.9%
ENB Enbridge Inc 0.4%
Value ($000) $844 Shares 20,173 Est. Cost $24.73 Unrealized -1.6%
BRK/A Berkshire Hathaway Inc. Class 0.4%
Value ($000) $824 Shares 3 Est. Cost $165023.42 Unrealized +60.8%
ELME Washington REIT SBI 0.3%
Value ($000) $783 Shares 23,890 Est. Cost $28.53 Unrealized
Micro Focus Intl PLC ADR 0.3%
Value ($000) $745 Shares 23,362 Est. Cost $31.89 Unrealized
Burke and Herbert Bank & Trust 0.3%
Value ($000) $711 Shares 312 Est. Cost $2075.90 Unrealized
PFE Pfizer Inc. 0.3%
Value ($000) $677 Shares 18,962 Est. Cost $18.27 Unrealized +21.8%
CMCSA Comcast Corporation Cl A New 0.3%
Value ($000) $614 Shares 15,966 Est. Cost $26.03 Unrealized +23.0%
HON Honeywell International Inc. 0.3%
Value ($000) $609 Shares 4,300 Est. Cost $88.11 Unrealized +18.4%
ODFL Old Dominion Freight Line Inc. 0.3%
Value ($000) $568 Shares 5,160 Est. Cost $21.56 Unrealized +47.6%
WMT Wal-Mart Stores Inc. 0.3%
Value ($000) $563 Shares 7,204 Est. Cost $20.77 Unrealized +10.3%
AFL AFLAC Inc. 0.2%
Value ($000) $545 Shares 6,700 Est. Cost $24.50 Unrealized +35.2%
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $508 Shares 2,009 Est. Cost $237.43 Unrealized
JBLU JetBlue Airways Corporation 0.2%
Value ($000) $498 Shares 26,900 Est. Cost $20.90 Unrealized +0.3%
Central Europe, Russia & Turke 0.2%
Value ($000) $455 Shares 18,407 Est. Cost $25.82 Unrealized
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $453 Shares 10,390 Est. Cost $33.11 Unrealized
Chesapeake Energy Corp. 0.2%
Value ($000) $434 Shares 100,870 Est. Cost $12.78 Unrealized
Nabors Industries Ltd. 0.2%
Value ($000) $433 Shares 53,639 Est. Cost $12.18 Unrealized
SYY Sysco Corporation 0.2%
Value ($000) $421 Shares 7,800 Est. Cost $27.91 Unrealized +49.8%
A Agilent Technologies Inc. 0.2%
Value ($000) $411 Shares 6,404 Est. Cost $37.04 Unrealized +58.0%
Potash Corp. of Saskatchewan I 0.2%
Value ($000) $404 Shares 21,000 Est. Cost $28.76 Unrealized
C Citigroup Inc. 0.2%
Value ($000) $399 Shares 5,480 Est. Cost $40.63 Unrealized +27.8%
DRI Darden Restaurants Inc. 0.2%
Value ($000) $394 Shares 5,000 Est. Cost $31.32 Unrealized +113.2%
CSRA Inc. 0.2%
Value ($000) $389 Shares 12,050 Est. Cost $30.03 Unrealized
CLF Cleveland-Cliffs Inc. 0.2%
Value ($000) $377 Shares 52,700 Est. Cost $7.07 Unrealized 0.0%
Access National Corporation 0.1%
Value ($000) $335 Shares 11,683 Est. Cost $26.50 Unrealized
LUV Southwest Airlines Co. 0.1%
Value ($000) $330 Shares 5,900 Est. Cost $51.56 Unrealized -1.9%
Ensco PLC 0.1%
Value ($000) $323 Shares 54,197 Est. Cost $31.97 Unrealized
LOW Lowes Companies Inc. 0.1%
Value ($000) $310 Shares 3,875 Est. Cost $69.71 Unrealized -5.8%
UNP Union Pacific Corp. 0.1%
Value ($000) $302 Shares 2,600 Est. Cost $80.66 Unrealized +10.5%
NSC Norfolk Southern Corporation 0.1%
Value ($000) $288 Shares 2,180 Est. Cost $98.76 Unrealized +4.0%
HP Helmerich & Payne Inc. 0.1%
Value ($000) $286 Shares 5,500 Est. Cost $62.45 Unrealized -20.8%
HAL Halliburton Company 0.1%
Value ($000) $285 Shares 6,200 Est. Cost $45.92 Unrealized -22.8%
AXP American Express Co. 0.1%
Value ($000) $283 Shares 3,133 Est. Cost $55.25 Unrealized +38.7%
Dell Technologies In Class V 0.1%
Value ($000) $283 Shares 3,659 Est. Cost $54.93 Unrealized
DNOW Now Inc. 0.1%
Value ($000) $245 Shares 17,770 Est. Cost $26.52 Unrealized -48.6%
India Fund Inc. 0.1%
Value ($000) $238 Shares 8,900 Est. Cost $25.39 Unrealized
DUK Duke Energy Corp. 0.1%
Value ($000) $221 Shares 2,629 Est. Cost $43.89 Unrealized +38.6%
COST Costco Wholesale Corporation 0.1%
Value ($000) $214 Shares 1,300 Est. Cost $128.04 Unrealized +9.4%
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $212 Shares 1,154 Est. Cost $176.72 Unrealized 0.0%
SOUHY South32 Limited 0.1%
Value ($000) $191 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. 0.1%
Value ($000) $114 Shares 10,620 Est. Cost $33.39 Unrealized -74.2%
Noble Corp. PLC 0.0%
Value ($000) $66 Shares 14,400 Est. Cost $5.91 Unrealized
Weatherford International PLC 0.0%
Value ($000) $51 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