MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 7, 2018

Total Value ($000): $243,090 (100.0% shares, 0.0% debt)

Holdings (94)

BB&T CORP 11.1%
Value ($000) $26,967 Shares 555,566 Est. Cost $36.18 Unrealized
GIS GENERAL MLS INC 4.9%
Value ($000) $11,853 Shares 276,180 Est. Cost $32.92 Unrealized +6.2%
IBM INTERNATIONAL BUSINESS MACHS 4.8%
Value ($000) $11,757 Shares 77,753 Est. Cost $111.59 Unrealized -9.3%
COP CONOCOPHILLIPS 4.4%
Value ($000) $10,798 Shares 139,513 Est. Cost $42.86 Unrealized +31.5%
NVR NVR INC 3.9%
Value ($000) $9,488 Shares 3,840 Est. Cost $1153.17 Unrealized +139.4%
CVX CHEVRON CORP NEW 3.7%
Value ($000) $9,097 Shares 74,391 Est. Cost $69.87 Unrealized +25.8%
PSX PHILLIPS 66 3.2%
Value ($000) $7,779 Shares 69,014 Est. Cost $45.22 Unrealized +90.3%
VSEC VSE CORP 3.2%
Value ($000) $7,763 Shares 234,320 Est. Cost $29.10 Unrealized +32.3%
ANADARKO PETE CORP 2.9%
Value ($000) $7,147 Shares 106,027 Est. Cost $80.06 Unrealized
LEN LENNAR CORP 2.6%
Value ($000) $6,417 Shares 137,440 Est. Cost $55.25 Unrealized -16.4%
BAC BANK AMER CORP 2.6%
Value ($000) $6,358 Shares 215,815 Est. Cost $11.93 Unrealized +113.4%
DE DEERE & CO 2.3%
Value ($000) $5,517 Shares 36,700 Est. Cost $71.13 Unrealized +80.8%
VLO VALERO ENERGY CORP NEW 2.3%
Value ($000) $5,506 Shares 48,410 Est. Cost $33.38 Unrealized +152.3%
CF CF INDS HLDGS INC 2.0%
Value ($000) $4,867 Shares 89,405 Est. Cost $34.77 Unrealized +15.5%
APACHE CORP 2.0%
Value ($000) $4,769 Shares 100,046 Est. Cost $73.73 Unrealized
MDU MDU RES GROUP INC 1.8%
Value ($000) $4,448 Shares 173,134 Est. Cost $6.44 Unrealized +33.1%
AAPL APPLE INC 1.8%
Value ($000) $4,312 Shares 19,100 Est. Cost $20.50 Unrealized +140.3%
HPQ HP INC 1.8%
Value ($000) $4,310 Shares 167,226 Est. Cost $9.54 Unrealized +96.9%
LGIH LGI HOMES INC 1.7%
Value ($000) $4,205 Shares 88,640 Est. Cost $36.31 Unrealized +51.4%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $4,062 Shares 29,401 Est. Cost $64.35 Unrealized +67.9%
DAL DELTA AIR LINES INC DEL 1.6%
Value ($000) $3,977 Shares 68,770 Est. Cost $40.59 Unrealized +26.6%
CAT CATERPILLAR INC DEL 1.4%
Value ($000) $3,395 Shares 22,262 Est. Cost $65.92 Unrealized +82.8%
RYN RAYONIER INC 1.3%
Value ($000) $3,145 Shares 93,004 Est. Cost $40.05 Unrealized
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $2,995 Shares 21,987 Est. Cost $61.23 Unrealized +78.8%
FCX FREEPORT-MCMORAN INC 1.2%
Value ($000) $2,961 Shares 212,670 Est. Cost $18.12 Unrealized -24.0%
HPE HEWLETT PACKARD ENTERPRISE C 1.1%
Value ($000) $2,758 Shares 169,126 Est. Cost $6.91 Unrealized +83.4%
SU SUNCOR ENERGY INC NEW 1.1%
Value ($000) $2,747 Shares 71,000 Est. Cost $21.10 Unrealized +44.3%
MRK MERCK & CO INC 1.1%
Value ($000) $2,729 Shares 38,461 Est. Cost $35.37 Unrealized +43.2%
NATIONAL OILWELL VARCO INC 1.1%
Value ($000) $2,657 Shares 61,661 Est. Cost $54.32 Unrealized
DXC DXC TECHNOLOGY CO 1.0%
Value ($000) $2,459 Shares 26,302 Est. Cost $62.87 Unrealized +34.7%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,415 Shares 14,410 Est. Cost $14.85 Unrealized +138.9%
MCD MCDONALDS CORP 1.0%
Value ($000) $2,322 Shares 13,880 Est. Cost $71.82 Unrealized +87.7%
WY WEYERHAEUSER CO 0.9%
Value ($000) $2,266 Shares 70,220 Est. Cost $18.88 Unrealized +37.2%
MSFT MICROSOFT CORP 0.9%
Value ($000) $2,234 Shares 19,536 Est. Cost $32.06 Unrealized +214.5%
LEN/B LENNAR CORP 0.9%
Value ($000) $2,164 Shares 56,195 Est. Cost $41.02 Unrealized -11.2%
RAYTHEON CO 0.8%
Value ($000) $2,026 Shares 9,800 Est. Cost $91.02 Unrealized
URI UNITED RENTALS INC 0.8%
Value ($000) $1,944 Shares 11,885 Est. Cost $80.13 Unrealized +88.1%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,915 Shares 22,532 Est. Cost $53.94 Unrealized +7.9%
ABBV ABBVIE INC 0.8%
Value ($000) $1,895 Shares 20,036 Est. Cost $29.07 Unrealized +137.9%
ENCANA CORP 0.7%
Value ($000) $1,732 Shares 132,122 Est. Cost $12.40 Unrealized
LABORATORY CORP AMER HLDGS 0.7%
Value ($000) $1,669 Shares 9,610 Est. Cost $124.16 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $1,651 Shares 22,510 Est. Cost $30.96 Unrealized +86.8%
RF REGIONS FINL CORP NEW 0.6%
Value ($000) $1,568 Shares 85,457 Est. Cost $6.68 Unrealized +108.9%
BHP BILLITON PLC 0.6%
Value ($000) $1,475 Shares 33,531 Est. Cost $43.26 Unrealized
DGX QUEST DIAGNOSTICS INC 0.6%
Value ($000) $1,353 Shares 12,535 Est. Cost $49.72 Unrealized +90.3%
ENERGEN CORP 0.5%
Value ($000) $1,313 Shares 15,240 Est. Cost $75.01 Unrealized
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $1,271 Shares 20,866 Est. Cost $57.33 Unrealized -9.2%
BP BP PLC 0.5%
Value ($000) $1,207 Shares 26,178 Est. Cost $40.43 Unrealized
FEDERAL REALTY INVT TR 0.5%
Value ($000) $1,113 Shares 8,800 Est. Cost $111.96 Unrealized
CHESAPEAKE ENERGY CORP 0.4%
Value ($000) $1,015 Shares 226,170 Est. Cost $8.13 Unrealized
IWM ISHARES TR 0.4%
Value ($000) $976 Shares 5,792 Est. Cost $168.51 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $960 Shares 3 Est. Cost $165023.42 Unrealized +87.7%
TORCHMARK CORP 0.4%
Value ($000) $954 Shares 11,000 Est. Cost $67.18 Unrealized
CVE CENOVUS ENERGY INC 0.4%
Value ($000) $863 Shares 86,029 Est. Cost $16.65 Unrealized -48.9%
CLF CLEVELAND CLIFFS INC 0.4%
Value ($000) $851 Shares 67,200 Est. Cost $7.49 Unrealized +30.1%
PFE PFIZER INC 0.3%
Value ($000) $836 Shares 18,962 Est. Cost $18.27 Unrealized +51.4%
ODFL OLD DOMINION FGHT LINES INC 0.3%
Value ($000) $833 Shares 5,160 Est. Cost $21.56 Unrealized +127.0%
IVV ISHARES TR 0.3%
Value ($000) $787 Shares 2,689 Est. Cost $251.40 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $716 Shares 4,300 Est. Cost $88.11 Unrealized +38.0%
ELME WASHINGTON REAL ESTATE INVT 0.3%
Value ($000) $662 Shares 21,600 Est. Cost $28.53 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $631 Shares 13,400 Est. Cost $30.64 Unrealized +25.6%
SYY SYSCO CORP 0.2%
Value ($000) $571 Shares 7,800 Est. Cost $27.91 Unrealized +112.3%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $566 Shares 15,966 Est. Cost $26.03 Unrealized +12.7%
LOW LOWES COS INC 0.2%
Value ($000) $547 Shares 4,760 Est. Cost $71.17 Unrealized +27.9%
GENERAL ELECTRIC CO 0.2%
Value ($000) $525 Shares 46,533 Est. Cost $24.00 Unrealized
WMT WALMART INC 0.2%
Value ($000) $498 Shares 5,304 Est. Cost $20.77 Unrealized +31.6%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $493 Shares 7,900 Est. Cost $51.96 Unrealized +2.5%
ENB ENBRIDGE INC 0.2%
Value ($000) $491 Shares 15,203 Est. Cost $24.73 Unrealized -11.2%
NTR NUTRIEN LTD 0.2%
Value ($000) $485 Shares 8,400 Est. Cost $38.37 Unrealized +12.3%
JBLU JETBLUE AIRWAYS CORP 0.2%
Value ($000) $482 Shares 24,900 Est. Cost $20.90 Unrealized -9.3%
ENSCO PLC 0.2%
Value ($000) $462 Shares 54,797 Est. Cost $31.18 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $452 Shares 6,404 Est. Cost $37.04 Unrealized +69.4%
UNP UNION PAC CORP 0.2%
Value ($000) $423 Shares 2,600 Est. Cost $80.66 Unrealized +58.4%
HAL HALLIBURTON CO 0.2%
Value ($000) $422 Shares 10,400 Est. Cost $42.72 Unrealized -16.7%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $393 Shares 2,180 Est. Cost $99.13 Unrealized +48.5%
C CITIGROUP INC 0.2%
Value ($000) $392 Shares 5,464 Est. Cost $40.63 Unrealized +34.8%
HP HELMERICH & PAYNE INC 0.2%
Value ($000) $392 Shares 5,700 Est. Cost $62.23 Unrealized +2.6%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $383 Shares 9,345 Est. Cost $33.11 Unrealized
ACCESS NATL CORP 0.1%
Value ($000) $363 Shares 13,392 Est. Cost $26.64 Unrealized
THE CENTRAL AND EASTERN EU I 0.1%
Value ($000) $356 Shares 14,808 Est. Cost $25.82 Unrealized
DELL TECHNOLOGIES INC 0.1%
Value ($000) $355 Shares 3,659 Est. Cost $73.24 Unrealized
MICRO FOCUS INTERNATIONAL PL 0.1%
Value ($000) $343 Shares 18,527 Est. Cost $31.89 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $334 Shares 3,000 Est. Cost $31.32 Unrealized +193.3%
PERSPECTA INC 0.1%
Value ($000) $326 Shares 12,677 Est. Cost $20.55 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $305 Shares 1,300 Est. Cost $128.04 Unrealized +58.7%
DNOW NOW INC 0.1%
Value ($000) $281 Shares 16,973 Est. Cost $26.52 Unrealized -40.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $270 Shares 2,538 Est. Cost $55.25 Unrealized +70.3%
NABORS INDUSTRIES LTD 0.1%
Value ($000) $251 Shares 40,649 Est. Cost $12.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $247 Shares 1,154 Est. Cost $176.72 Unrealized +16.1%
AMZN AMAZON COM INC 0.1%
Value ($000) $210 Shares 105 Est. Cost $94.03 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $202 Shares 3,780 Est. Cost $35.64 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $202 Shares 3,048 Est. Cost $62.05 Unrealized 0.0%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $107 Shares 12,285 Est. Cost $8.87 Unrealized
NOBLE CORP PLC 0.0%
Value ($000) $101 Shares 14,400 Est. Cost $5.91 Unrealized