MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 8, 2018

Total Value ($000): $242,639 (100.0% shares, 0.0% debt)

Holdings (93)

BB&T CORP 11.6%
Value ($000) $28,091 Shares 556,916 Est. Cost $36.18 Unrealized
GIS GENERAL MLS INC 5.1%
Value ($000) $12,255 Shares 276,880 Est. Cost $32.92 Unrealized +1.5%
NVR NVR INC 4.7%
Value ($000) $11,406 Shares 3,840 Est. Cost $1153.17 Unrealized +165.4%
VSEC VSE CORP 4.6%
Value ($000) $11,196 Shares 234,320 Est. Cost $29.10 Unrealized +62.1%
IBM INTERNATIONAL BUSINESS MACHS 4.5%
Value ($000) $10,876 Shares 77,853 Est. Cost $111.59 Unrealized -10.4%
COP CONOCOPHILLIPS 4.0%
Value ($000) $9,730 Shares 139,763 Est. Cost $42.86 Unrealized +20.9%
CVX CHEVRON CORP NEW 3.9%
Value ($000) $9,425 Shares 74,541 Est. Cost $69.87 Unrealized +27.6%
ANADARKO PETE CORP 3.2%
Value ($000) $7,774 Shares 106,127 Est. Cost $80.06 Unrealized
PSX PHILLIPS 66 3.2%
Value ($000) $7,768 Shares 69,164 Est. Cost $45.22 Unrealized +83.9%
LEN LENNAR CORP 3.0%
Value ($000) $7,216 Shares 137,442 Est. Cost $55.25 Unrealized -13.1%
BAC BANK AMER CORP 2.5%
Value ($000) $6,064 Shares 215,115 Est. Cost $11.93 Unrealized +108.2%
VLO VALERO ENERGY CORP NEW 2.2%
Value ($000) $5,359 Shares 48,360 Est. Cost $33.38 Unrealized +147.3%
MDU MDU RES GROUP INC 2.1%
Value ($000) $5,196 Shares 181,184 Est. Cost $6.44 Unrealized +31.8%
DE DEERE & CO 2.1%
Value ($000) $5,061 Shares 36,200 Est. Cost $70.34 Unrealized +86.7%
LGIH LGI HOMES INC 2.1%
Value ($000) $4,987 Shares 86,380 Est. Cost $35.82 Unrealized +80.0%
APACHE CORP 1.9%
Value ($000) $4,684 Shares 100,206 Est. Cost $73.73 Unrealized
CF CF INDS HLDGS INC 1.6%
Value ($000) $3,970 Shares 89,405 Est. Cost $34.77 Unrealized -3.0%
HPQ HP INC 1.6%
Value ($000) $3,795 Shares 167,226 Est. Cost $9.54 Unrealized +80.6%
FCX FREEPORT-MCMORAN INC 1.5%
Value ($000) $3,757 Shares 217,670 Est. Cost $18.12 Unrealized -14.9%
RYN RAYONIER INC 1.5%
Value ($000) $3,698 Shares 95,604 Est. Cost $40.05 Unrealized
AAPL APPLE INC 1.5%
Value ($000) $3,564 Shares 19,250 Est. Cost $20.50 Unrealized +108.5%
JNJ JOHNSON & JOHNSON 1.5%
Value ($000) $3,549 Shares 29,251 Est. Cost $64.35 Unrealized +56.5%
DAL DELTA AIR LINES INC DEL 1.4%
Value ($000) $3,377 Shares 68,170 Est. Cost $40.59 Unrealized +21.7%
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $2,974 Shares 22,012 Est. Cost $61.23 Unrealized +82.3%
SU SUNCOR ENERGY INC NEW 1.2%
Value ($000) $2,888 Shares 71,000 Est. Cost $21.10 Unrealized +38.3%
CAT CATERPILLAR INC DEL 1.2%
Value ($000) $2,832 Shares 20,878 Est. Cost $62.30 Unrealized +103.1%
NATIONAL OILWELL VARCO INC 1.1%
Value ($000) $2,676 Shares 61,661 Est. Cost $54.32 Unrealized
WY WEYERHAEUSER CO 1.1%
Value ($000) $2,623 Shares 71,941 Est. Cost $18.88 Unrealized +43.4%
HPE HEWLETT PACKARD ENTERPRISE C 1.0%
Value ($000) $2,475 Shares 169,426 Est. Cost $6.91 Unrealized +88.5%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,407 Shares 14,410 Est. Cost $14.85 Unrealized +125.0%
MRK MERCK & CO INC 0.9%
Value ($000) $2,246 Shares 36,986 Est. Cost $34.76 Unrealized +28.1%
MCD MCDONALDS CORP 0.9%
Value ($000) $2,221 Shares 14,180 Est. Cost $71.82 Unrealized +88.7%
DXC DXC TECHNOLOGY CO 0.9%
Value ($000) $2,128 Shares 26,402 Est. Cost $62.87 Unrealized +30.6%
LEN/B LENNAR CORP 0.8%
Value ($000) $2,054 Shares 48,115 Est. Cost $41.79 Unrealized -11.0%
MSFT MICROSOFT CORP 0.8%
Value ($000) $1,926 Shares 19,537 Est. Cost $32.06 Unrealized +180.0%
RAYTHEON CO 0.8%
Value ($000) $1,913 Shares 9,900 Est. Cost $91.02 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,864 Shares 22,532 Est. Cost $53.94 Unrealized +4.1%
ABBV ABBVIE INC 0.8%
Value ($000) $1,856 Shares 20,036 Est. Cost $29.07 Unrealized +142.5%
LABORATORY CORP AMER HLDGS 0.7%
Value ($000) $1,690 Shares 9,410 Est. Cost $123.11 Unrealized
RF REGIONS FINL CORP NEW 0.6%
Value ($000) $1,520 Shares 85,457 Est. Cost $6.68 Unrealized +106.7%
BHP BILLITON PLC 0.6%
Value ($000) $1,507 Shares 33,531 Est. Cost $43.26 Unrealized
URI UNITED RENTALS INC 0.6%
Value ($000) $1,502 Shares 10,175 Est. Cost $68.26 Unrealized +131.8%
ENCANA CORP 0.6%
Value ($000) $1,460 Shares 111,922 Est. Cost $12.27 Unrealized
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $1,399 Shares 20,866 Est. Cost $57.33 Unrealized -3.9%
DGX QUEST DIAGNOSTICS INC 0.6%
Value ($000) $1,378 Shares 12,535 Est. Cost $49.72 Unrealized +80.0%
ABT ABBOTT LABS 0.6%
Value ($000) $1,373 Shares 22,510 Est. Cost $30.96 Unrealized +71.7%
BP BP PLC 0.5%
Value ($000) $1,196 Shares 26,178 Est. Cost $40.43 Unrealized
CHESAPEAKE ENERGY CORP 0.5%
Value ($000) $1,146 Shares 218,670 Est. Cost $8.26 Unrealized
FEDERAL REALTY INVT TR 0.5%
Value ($000) $1,114 Shares 8,800 Est. Cost $111.96 Unrealized
TORCHMARK CORP 0.4%
Value ($000) $1,058 Shares 13,000 Est. Cost $67.18 Unrealized
CVE CENOVUS ENERGY INC 0.4%
Value ($000) $893 Shares 86,029 Est. Cost $16.65 Unrealized -47.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value ($000) $846 Shares 3 Est. Cost $165023.42 Unrealized +77.5%
ODFL OLD DOMINION FGHT LINES INC 0.3%
Value ($000) $769 Shares 5,160 Est. Cost $21.56 Unrealized +122.5%
ENERGEN CORP 0.3%
Value ($000) $699 Shares 9,600 Est. Cost $68.46 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $688 Shares 18,962 Est. Cost $18.27 Unrealized +33.0%
ELME WASHINGTON REAL ESTATE INVT 0.3%
Value ($000) $685 Shares 22,600 Est. Cost $28.53 Unrealized
GENERAL ELECTRIC CO 0.3%
Value ($000) $637 Shares 46,833 Est. Cost $24.00 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $619 Shares 4,300 Est. Cost $88.11 Unrealized +28.9%
AFL AFLAC INC 0.2%
Value ($000) $576 Shares 13,400 Est. Cost $30.64 Unrealized +22.6%
IVV ISHARES TR 0.2%
Value ($000) $549 Shares 2,009 Est. Cost $237.43 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $542 Shares 15,203 Est. Cost $24.73 Unrealized -20.0%
SYY SYSCO CORP 0.2%
Value ($000) $533 Shares 7,800 Est. Cost $27.91 Unrealized +87.3%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $523 Shares 15,966 Est. Cost $26.03 Unrealized +3.2%
WMT WALMART INC 0.2%
Value ($000) $506 Shares 5,904 Est. Cost $20.77 Unrealized +21.6%
CLF CLEVELAND CLIFFS INC 0.2%
Value ($000) $474 Shares 56,200 Est. Cost $7.05 Unrealized +7.0%
JBLU JETBLUE AIRWAYS CORP 0.2%
Value ($000) $473 Shares 24,900 Est. Cost $20.90 Unrealized -7.9%
HAL HALLIBURTON CO 0.2%
Value ($000) $469 Shares 10,400 Est. Cost $42.72 Unrealized -0.2%
NTR NUTRIEN LTD 0.2%
Value ($000) $457 Shares 8,400 Est. Cost $38.37 Unrealized -0.1%
LOW LOWES COS INC 0.2%
Value ($000) $452 Shares 4,730 Est. Cost $71.17 Unrealized +10.6%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $402 Shares 7,900 Est. Cost $51.96 Unrealized -8.1%
ENSCO PLC 0.2%
Value ($000) $398 Shares 54,797 Est. Cost $31.18 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $396 Shares 6,404 Est. Cost $37.04 Unrealized +66.6%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $394 Shares 9,345 Est. Cost $33.11 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $368 Shares 2,600 Est. Cost $80.66 Unrealized +46.0%
C CITIGROUP INC 0.2%
Value ($000) $366 Shares 5,480 Est. Cost $40.63 Unrealized +30.5%
ACCESS NATL CORP 0.2%
Value ($000) $366 Shares 12,792 Est. Cost $26.62 Unrealized
HP HELMERICH & PAYNE INC 0.2%
Value ($000) $364 Shares 5,700 Est. Cost $62.23 Unrealized +9.3%
THE CENTRAL AND EASTERN EU I 0.1%
Value ($000) $343 Shares 14,808 Est. Cost $25.82 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $329 Shares 2,180 Est. Cost $99.13 Unrealized +26.4%
MICRO FOCUS INTERNATIONAL PL 0.1%
Value ($000) $325 Shares 18,819 Est. Cost $31.89 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $321 Shares 3,000 Est. Cost $31.32 Unrealized +136.7%
DELL TECHNOLOGIES INC 0.1%
Value ($000) $309 Shares 3,659 Est. Cost $73.24 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $272 Shares 1,300 Est. Cost $128.04 Unrealized +38.8%
PERSPECTA INC 0.1%
Value ($000) $271 Shares 13,190 Est. Cost $20.55 Unrealized
NABORS INDUSTRIES LTD 0.1%
Value ($000) $261 Shares 40,649 Est. Cost $12.11 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $251 Shares 2,563 Est. Cost $55.25 Unrealized +60.4%
DNOW NOW INC 0.1%
Value ($000) $228 Shares 17,099 Est. Cost $26.52 Unrealized -50.3%
NOBLE ENERGY INC 0.1%
Value ($000) $223 Shares 6,339 Est. Cost $35.18 Unrealized
INDIA FD INC 0.1%
Value ($000) $216 Shares 8,900 Est. Cost $25.39 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $215 Shares 1,154 Est. Cost $176.72 Unrealized +10.3%
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $208 Shares 2,629 Est. Cost $43.89 Unrealized +28.6%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $108 Shares 12,285 Est. Cost $8.87 Unrealized
NOBLE CORP PLC 0.0%
Value ($000) $91 Shares 14,400 Est. Cost $5.91 Unrealized