MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 14, 2018

Total Value ($000): $246,322 (100.0% shares, 0.0% debt)

Holdings (92)

B B & T Corporation 11.3%
Value ($000) $27,717 Shares 557,466 Est. Cost $36.18 Unrealized
GIS General Mills Inc. 6.6%
Value ($000) $16,374 Shares 276,170 Est. Cost $32.92 Unrealized +23.2%
NVR NVR Inc. 5.5%
Value ($000) $13,471 Shares 3,840 Est. Cost $1153.17 Unrealized +182.2%
IBM International Business Machine 4.8%
Value ($000) $11,933 Shares 77,778 Est. Cost $111.59 Unrealized -8.5%
VSEC VSE Corporation 4.6%
Value ($000) $11,348 Shares 234,320 Est. Cost $29.10 Unrealized +65.0%
CalAtlantic Group Inc. 4.3%
Value ($000) $10,552 Shares 187,139 Est. Cost $37.17 Unrealized
CVX Chevron Corporation 3.8%
Value ($000) $9,278 Shares 74,111 Est. Cost $69.87 Unrealized +19.6%
COP ConocoPhillips 3.1%
Value ($000) $7,656 Shares 139,473 Est. Cost $42.86 Unrealized -7.5%
PSX Phillips 66 2.8%
Value ($000) $6,998 Shares 69,179 Est. Cost $45.22 Unrealized +53.2%
LGIH LGI Homes Inc 2.5%
Value ($000) $6,248 Shares 83,280 Est. Cost $34.69 Unrealized +83.1%
BAC Bank of America Corporation 2.5%
Value ($000) $6,234 Shares 211,155 Est. Cost $11.67 Unrealized +95.2%
DE John Deere & Co. 2.3%
Value ($000) $5,666 Shares 36,200 Est. Cost $70.34 Unrealized +75.9%
Anadarko Petroleum 2.3%
Value ($000) $5,607 Shares 104,527 Est. Cost $80.16 Unrealized
MDU MDU Resources 2.0%
Value ($000) $5,012 Shares 186,484 Est. Cost $6.44 Unrealized +24.7%
VLO Valero Energy Corp. 1.8%
Value ($000) $4,445 Shares 48,360 Est. Cost $33.38 Unrealized +78.8%
Apache Corporation 1.7%
Value ($000) $4,172 Shares 98,816 Est. Cost $74.23 Unrealized
FCX Freeport-McMoRan Inc. 1.7%
Value ($000) $4,123 Shares 217,470 Est. Cost $18.12 Unrealized -24.5%
JNJ Johnson & Johnson 1.6%
Value ($000) $4,056 Shares 29,030 Est. Cost $63.90 Unrealized +73.7%
CF CF Industries Holdings Inc. 1.5%
Value ($000) $3,803 Shares 89,405 Est. Cost $34.77 Unrealized -11.6%
DAL Delta Air Lines Inc. 1.5%
Value ($000) $3,633 Shares 64,870 Est. Cost $40.14 Unrealized +19.0%
HPQ HP Inc. 1.4%
Value ($000) $3,519 Shares 167,526 Est. Cost $9.54 Unrealized +70.2%
AAPL Apple Inc. 1.4%
Value ($000) $3,354 Shares 19,820 Est. Cost $20.50 Unrealized +90.6%
CAT Caterpillar Inc. 1.3%
Value ($000) $3,302 Shares 20,953 Est. Cost $62.30 Unrealized +86.7%
PNC PNC Financial Services Group I 1.3%
Value ($000) $3,176 Shares 22,012 Est. Cost $61.23 Unrealized +70.9%
RYN Rayonier Incorporated 1.2%
Value ($000) $3,057 Shares 96,654 Est. Cost $40.05 Unrealized
SU Suncor Energy Inc. New 1.1%
Value ($000) $2,608 Shares 71,000 Est. Cost $21.10 Unrealized +21.4%
WY Weyerhaeuser Company 1.0%
Value ($000) $2,581 Shares 73,216 Est. Cost $18.88 Unrealized +36.4%
DXC DXC Technology Company 1.0%
Value ($000) $2,515 Shares 26,502 Est. Cost $62.87 Unrealized +22.2%
MCD McDonalds Corporation 1.0%
Value ($000) $2,475 Shares 14,380 Est. Cost $71.82 Unrealized +93.1%
NEE NextEra Energy Inc. 1.0%
Value ($000) $2,438 Shares 15,610 Est. Cost $14.85 Unrealized +112.4%
HPE Hewlett Packard Enterprise Co. 1.0%
Value ($000) $2,433 Shares 169,426 Est. Cost $6.91 Unrealized +60.0%
National Oil Well Varco Inc. 0.9%
Value ($000) $2,239 Shares 62,176 Est. Cost $54.32 Unrealized
MRK Merck & Company Inc. New 0.8%
Value ($000) $1,969 Shares 34,986 Est. Cost $34.21 Unrealized +25.7%
ABBV AbbVie Inc. 0.8%
Value ($000) $1,916 Shares 19,815 Est. Cost $28.61 Unrealized +133.8%
XOM Exxon Mobil Corp. 0.8%
Value ($000) $1,885 Shares 22,532 Est. Cost $53.94 Unrealized +5.9%
Raytheon Company 0.8%
Value ($000) $1,859 Shares 9,900 Est. Cost $91.02 Unrealized
URI United Rentals Inc. 0.7%
Value ($000) $1,749 Shares 10,175 Est. Cost $68.26 Unrealized +115.9%
MSFT Microsoft Corp. 0.7%
Value ($000) $1,671 Shares 19,537 Est. Cost $32.06 Unrealized +134.8%
Laboratory Corp. of America Ho 0.6%
Value ($000) $1,501 Shares 9,410 Est. Cost $123.11 Unrealized
RF Regions Financial Corp. New 0.6%
Value ($000) $1,476 Shares 85,457 Est. Cost $6.68 Unrealized +74.8%
SLB Schlumberger Ltd. 0.6%
Value ($000) $1,386 Shares 20,566 Est. Cost $57.36 Unrealized -10.7%
BHP Billiton PLC ADR 0.5%
Value ($000) $1,352 Shares 33,531 Est. Cost $43.26 Unrealized
Torchmark Corporation 0.5%
Value ($000) $1,270 Shares 14,000 Est. Cost $67.18 Unrealized
ABT Abbott Laboratories Co. 0.5%
Value ($000) $1,269 Shares 22,235 Est. Cost $30.69 Unrealized +56.8%
Encana Corporation 0.5%
Value ($000) $1,262 Shares 94,622 Est. Cost $12.13 Unrealized
DGX Quest Diagnostics 0.5%
Value ($000) $1,234 Shares 12,535 Est. Cost $49.72 Unrealized +62.2%
Federal Realty Trust 0.5%
Value ($000) $1,195 Shares 9,000 Est. Cost $111.96 Unrealized
BP BP PLC 0.4%
Value ($000) $1,100 Shares 26,178 Est. Cost $40.43 Unrealized
BRK/A Berkshire Hathaway Inc. Class 0.4%
Value ($000) $893 Shares 3 Est. Cost $165023.42 Unrealized +72.6%
Burke and Herbert Bank & Trust 0.3%
Value ($000) $846 Shares 322 Est. Cost $2093.02 Unrealized
General Electric Co. 0.3%
Value ($000) $813 Shares 46,533 Est. Cost $24.23 Unrealized
CVE Cenovus Energy Inc. 0.3%
Value ($000) $782 Shares 85,629 Est. Cost $16.65 Unrealized -49.8%
Micro Focus Intl PLC ADR 0.3%
Value ($000) $780 Shares 23,210 Est. Cost $31.89 Unrealized
ELME Washington REIT SBI 0.3%
Value ($000) $734 Shares 23,600 Est. Cost $28.53 Unrealized
PFE Pfizer Inc. 0.3%
Value ($000) $687 Shares 18,962 Est. Cost $18.27 Unrealized +30.3%
ODFL Old Dominion Freight Line Inc. 0.3%
Value ($000) $679 Shares 5,160 Est. Cost $21.56 Unrealized +79.9%
HON Honeywell International Inc. 0.3%
Value ($000) $659 Shares 4,300 Est. Cost $88.11 Unrealized +28.7%
CMCSA Comcast Corporation Cl A New 0.3%
Value ($000) $640 Shares 15,966 Est. Cost $26.03 Unrealized +17.9%
WMT Wal-Mart Stores Inc. 0.3%
Value ($000) $623 Shares 6,304 Est. Cost $20.77 Unrealized +29.1%
ENB Enbridge Inc 0.2%
Value ($000) $606 Shares 15,498 Est. Cost $24.73 Unrealized -5.8%
JBLU JetBlue Airways Corporation 0.2%
Value ($000) $601 Shares 26,900 Est. Cost $20.90 Unrealized -2.2%
AFL AFLAC Inc. 0.2%
Value ($000) $588 Shares 6,700 Est. Cost $24.50 Unrealized +44.1%
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $540 Shares 2,009 Est. Cost $237.43 Unrealized
LUV Southwest Airlines Co. 0.2%
Value ($000) $517 Shares 7,900 Est. Cost $51.96 Unrealized +2.2%
HAL Halliburton Company 0.2%
Value ($000) $484 Shares 9,900 Est. Cost $42.75 Unrealized -12.4%
DRI Darden Restaurants Inc. 0.2%
Value ($000) $480 Shares 5,000 Est. Cost $31.32 Unrealized +115.4%
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $477 Shares 10,390 Est. Cost $33.11 Unrealized
SYY Sysco Corporation 0.2%
Value ($000) $474 Shares 7,800 Est. Cost $27.91 Unrealized +64.1%
Chesapeake Energy Corp. 0.2%
Value ($000) $439 Shares 110,870 Est. Cost $11.99 Unrealized
Potash Corp. of Saskatchewan I 0.2%
Value ($000) $433 Shares 21,000 Est. Cost $28.76 Unrealized
A Agilent Technologies Inc. 0.2%
Value ($000) $428 Shares 6,404 Est. Cost $37.04 Unrealized +71.5%
C Citigroup Inc. 0.2%
Value ($000) $408 Shares 5,480 Est. Cost $40.63 Unrealized +39.0%
Central Europe, Russia & Turke 0.2%
Value ($000) $400 Shares 16,407 Est. Cost $25.82 Unrealized
CLF Cleveland-Cliffs Inc. 0.2%
Value ($000) $394 Shares 54,700 Est. Cost $7.04 Unrealized -10.6%
LOW Lowes Companies Inc. 0.2%
Value ($000) $370 Shares 3,980 Est. Cost $69.75 Unrealized +2.1%
HP Helmerich & Payne Inc. 0.1%
Value ($000) $368 Shares 5,700 Est. Cost $62.23 Unrealized -9.9%
CSRA Inc. 0.1%
Value ($000) $358 Shares 11,950 Est. Cost $30.03 Unrealized
Access National Corporation 0.1%
Value ($000) $356 Shares 12,792 Est. Cost $26.62 Unrealized
UNP Union Pacific Corp. 0.1%
Value ($000) $349 Shares 2,600 Est. Cost $80.66 Unrealized +25.0%
Ensco PLC 0.1%
Value ($000) $331 Shares 55,897 Est. Cost $31.18 Unrealized
NSC Norfolk Southern Corporation 0.1%
Value ($000) $312 Shares 2,150 Est. Cost $98.76 Unrealized +15.4%
Dell Technologies In Class V 0.1%
Value ($000) $297 Shares 3,659 Est. Cost $54.93 Unrealized
AXP American Express Co. 0.1%
Value ($000) $289 Shares 2,913 Est. Cost $55.25 Unrealized +54.3%
Nabors Industries Ltd. 0.1%
Value ($000) $274 Shares 40,149 Est. Cost $12.18 Unrealized
COST Costco Wholesale Corporation 0.1%
Value ($000) $242 Shares 1,300 Est. Cost $128.04 Unrealized +20.6%
India Fund Inc. 0.1%
Value ($000) $232 Shares 8,900 Est. Cost $25.39 Unrealized
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $229 Shares 1,154 Est. Cost $176.72 Unrealized +7.4%
DUK Duke Energy Corp. 0.1%
Value ($000) $221 Shares 2,629 Est. Cost $43.89 Unrealized +42.8%
SOUHY South32 Limited 0.1%
Value ($000) $199 Shares 14,736 Est. Cost $6.72 Unrealized
DNOW Now Inc. 0.1%
Value ($000) $190 Shares 17,265 Est. Cost $26.52 Unrealized -56.9%
BlackRock MuniVest Fund Inc. 0.0%
Value ($000) $118 Shares 12,285 Est. Cost $11.08 Unrealized
Noble Corp. PLC 0.0%
Value ($000) $65 Shares 14,400 Est. Cost $5.91 Unrealized