MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 25, 2019

Total Value ($000): $197,050 (100.0% shares, 0.0% debt)

Holdings (90)

BB&T CORP 12.0%
Value ($000) $23,610 Shares 545,009 Est. Cost $36.18 Unrealized
GIS GENERAL MLS INC 5.4%
Value ($000) $10,725 Shares 275,440 Est. Cost $32.92 Unrealized +0.2%
NVR NVR INC 4.7%
Value ($000) $9,358 Shares 3,840 Est. Cost $1153.17 Unrealized +105.0%
IBM INTERNATIONAL BUSINESS MACHS 4.4%
Value ($000) $8,730 Shares 76,803 Est. Cost $111.59 Unrealized -21.2%
COP CONOCOPHILLIPS 4.4%
Value ($000) $8,624 Shares 138,308 Est. Cost $42.86 Unrealized +24.6%
CVX CHEVRON CORP NEW 4.0%
Value ($000) $7,941 Shares 72,996 Est. Cost $69.87 Unrealized +21.3%
VSEC VSE CORP 3.6%
Value ($000) $7,009 Shares 234,320 Est. Cost $29.10 Unrealized -2.6%
PSX PHILLIPS 66 3.0%
Value ($000) $5,855 Shares 67,964 Est. Cost $45.22 Unrealized +62.0%
DE DEERE & CO 2.7%
Value ($000) $5,415 Shares 36,300 Est. Cost $71.13 Unrealized +85.3%
LEN LENNAR CORP 2.7%
Value ($000) $5,368 Shares 137,113 Est. Cost $55.25 Unrealized -32.3%
BAC BANK AMER CORP 2.6%
Value ($000) $5,131 Shares 208,257 Est. Cost $11.93 Unrealized +91.0%
ANADARKO PETE CORP 2.3%
Value ($000) $4,489 Shares 102,407 Est. Cost $80.06 Unrealized
LGIH LGI HOMES INC 2.2%
Value ($000) $4,248 Shares 93,940 Est. Cost $36.64 Unrealized +15.3%
CF CF INDS HLDGS INC 2.0%
Value ($000) $3,869 Shares 88,905 Est. Cost $34.77 Unrealized +12.9%
MDU MDU RES GROUP INC 1.9%
Value ($000) $3,785 Shares 158,775 Est. Cost $6.44 Unrealized +22.3%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $3,777 Shares 29,271 Est. Cost $64.35 Unrealized +77.4%
VLO VALERO ENERGY CORP NEW 1.8%
Value ($000) $3,630 Shares 48,410 Est. Cost $33.38 Unrealized +96.4%
DAL DELTA AIR LINES INC DEL 1.7%
Value ($000) $3,414 Shares 68,410 Est. Cost $40.59 Unrealized +25.9%
HPQ HP INC 1.7%
Value ($000) $3,401 Shares 166,236 Est. Cost $9.54 Unrealized +91.2%
MRK MERCK & CO INC 1.5%
Value ($000) $2,985 Shares 39,061 Est. Cost $35.70 Unrealized +58.3%
AAPL APPLE INC 1.5%
Value ($000) $2,902 Shares 18,400 Est. Cost $20.50 Unrealized +124.4%
CAT CATERPILLAR INC DEL 1.4%
Value ($000) $2,759 Shares 21,710 Est. Cost $65.92 Unrealized +69.2%
APACHE CORP 1.3%
Value ($000) $2,569 Shares 97,846 Est. Cost $73.73 Unrealized
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $2,435 Shares 20,827 Est. Cost $61.23 Unrealized +61.7%
RYN RAYONIER INC 1.2%
Value ($000) $2,325 Shares 83,967 Est. Cost $40.05 Unrealized
MCD MCDONALDS CORP 1.2%
Value ($000) $2,278 Shares 12,830 Est. Cost $71.82 Unrealized +109.0%
HPE HEWLETT PACKARD ENTERPRISE C 1.1%
Value ($000) $2,221 Shares 168,136 Est. Cost $6.91 Unrealized +72.7%
FCX FREEPORT-MCMORAN INC 1.1%
Value ($000) $2,156 Shares 209,130 Est. Cost $18.12 Unrealized -41.1%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $2,122 Shares 12,210 Est. Cost $14.85 Unrealized +146.9%
LEN/B LENNAR CORP 1.1%
Value ($000) $2,088 Shares 66,638 Est. Cost $39.24 Unrealized -24.5%
SU SUNCOR ENERGY INC NEW 1.0%
Value ($000) $1,978 Shares 70,700 Est. Cost $21.10 Unrealized +18.8%
MSFT MICROSOFT CORP 1.0%
Value ($000) $1,877 Shares 18,478 Est. Cost $32.06 Unrealized +212.0%
URI UNITED RENTALS INC 0.9%
Value ($000) $1,869 Shares 18,235 Est. Cost $92.84 Unrealized +25.6%
ABBV ABBVIE INC 0.9%
Value ($000) $1,765 Shares 19,136 Est. Cost $29.07 Unrealized +122.9%
ABT ABBOTT LABS 0.8%
Value ($000) $1,568 Shares 21,680 Est. Cost $30.96 Unrealized +100.7%
NATIONAL OILWELL VARCO INC 0.8%
Value ($000) $1,540 Shares 59,911 Est. Cost $54.32 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,537 Shares 22,532 Est. Cost $53.94 Unrealized +4.6%
RAYTHEON CO 0.8%
Value ($000) $1,487 Shares 9,700 Est. Cost $91.02 Unrealized
BHP GROUP PLC 0.7%
Value ($000) $1,399 Shares 33,381 Est. Cost $43.26 Unrealized
WY WEYERHAEUSER CO 0.7%
Value ($000) $1,395 Shares 63,846 Est. Cost $18.88 Unrealized +6.5%
DXC DXC TECHNOLOGY CO 0.7%
Value ($000) $1,334 Shares 25,096 Est. Cost $62.87 Unrealized +5.4%
LABORATORY CORP AMER HLDGS 0.6%
Value ($000) $1,189 Shares 9,410 Est. Cost $124.16 Unrealized
RF REGIONS FINL CORP NEW 0.6%
Value ($000) $1,090 Shares 81,457 Est. Cost $6.68 Unrealized +79.6%
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $1,040 Shares 11,213 Est. Cost $86.64 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC 0.5%
Value ($000) $1,031 Shares 12,385 Est. Cost $49.72 Unrealized +63.5%
BP BP PLC 0.5%
Value ($000) $982 Shares 25,914 Est. Cost $40.43 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $918 Shares 3 Est. Cost $165023.42 Unrealized +89.7%
FEDERAL REALTY INVT TR 0.4%
Value ($000) $879 Shares 7,450 Est. Cost $111.96 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $828 Shares 18,962 Est. Cost $18.27 Unrealized +64.4%
IWM ISHARES TR 0.4%
Value ($000) $776 Shares 5,792 Est. Cost $168.51 Unrealized
ENCANA CORP 0.4%
Value ($000) $767 Shares 132,691 Est. Cost $12.40 Unrealized
TORCHMARK CORP 0.4%
Value ($000) $745 Shares 10,000 Est. Cost $67.18 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $710 Shares 19,666 Est. Cost $57.33 Unrealized -29.9%
IVV ISHARES TR 0.3%
Value ($000) $677 Shares 2,689 Est. Cost $251.40 Unrealized
ODFL OLD DOMINION FGHT LINES INC 0.3%
Value ($000) $637 Shares 5,160 Est. Cost $21.56 Unrealized +99.0%
AFL AFLAC INC 0.3%
Value ($000) $610 Shares 13,400 Est. Cost $30.64 Unrealized +22.7%
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $602 Shares 85,581 Est. Cost $16.65 Unrealized -56.8%
HON HONEYWELL INTL INC 0.3%
Value ($000) $568 Shares 4,300 Est. Cost $88.11 Unrealized +33.6%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $543 Shares 15,966 Est. Cost $26.03 Unrealized +16.9%
CHESAPEAKE ENERGY CORP 0.3%
Value ($000) $541 Shares 257,770 Est. Cost $7.39 Unrealized
CLF CLEVELAND CLIFFS INC 0.3%
Value ($000) $517 Shares 67,200 Est. Cost $7.49 Unrealized +26.5%
ENB ENBRIDGE INC 0.2%
Value ($000) $469 Shares 15,105 Est. Cost $24.73 Unrealized -18.1%
WMT WALMART INC 0.2%
Value ($000) $466 Shares 5,004 Est. Cost $20.77 Unrealized +38.5%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $432 Shares 6,404 Est. Cost $37.04 Unrealized +72.6%
SYY SYSCO CORP 0.2%
Value ($000) $414 Shares 6,600 Est. Cost $27.91 Unrealized +99.7%
LOW LOWES COS INC 0.2%
Value ($000) $412 Shares 4,460 Est. Cost $71.17 Unrealized +18.9%
JBLU JETBLUE AIRWAYS CORP 0.2%
Value ($000) $400 Shares 24,900 Est. Cost $20.90 Unrealized -16.6%
NTR NUTRIEN LTD 0.2%
Value ($000) $392 Shares 8,340 Est. Cost $38.37 Unrealized +6.5%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $367 Shares 7,900 Est. Cost $51.96 Unrealized -6.7%
UNP UNION PAC CORP 0.2%
Value ($000) $359 Shares 2,600 Est. Cost $80.66 Unrealized +56.7%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $356 Shares 9,345 Est. Cost $33.11 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $328 Shares 43,333 Est. Cost $24.00 Unrealized
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $326 Shares 2,180 Est. Cost $99.13 Unrealized +43.6%
THE CENTRAL AND EASTERN EU I 0.2%
Value ($000) $319 Shares 14,498 Est. Cost $25.82 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $300 Shares 3,000 Est. Cost $31.32 Unrealized +180.3%
ELME WASHINGTON REAL ESTATE INVT 0.1%
Value ($000) $290 Shares 12,600 Est. Cost $28.53 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $283 Shares 5,442 Est. Cost $40.63 Unrealized +21.5%
HAL HALLIBURTON CO 0.1%
Value ($000) $274 Shares 10,300 Est. Cost $42.72 Unrealized -31.8%
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $273 Shares 5,700 Est. Cost $62.23 Unrealized -1.3%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $265 Shares 1,300 Est. Cost $128.04 Unrealized +57.8%
MICRO FOCUS INTERNATIONAL PL 0.1%
Value ($000) $243 Shares 14,109 Est. Cost $31.89 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $242 Shares 2,538 Est. Cost $55.25 Unrealized +72.0%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $217 Shares 3,498 Est. Cost $61.81 Unrealized -2.6%
ACCESS NATL CORP 0.1%
Value ($000) $215 Shares 10,063 Est. Cost $26.64 Unrealized
PERSPECTA INC 0.1%
Value ($000) $201 Shares 11,684 Est. Cost $20.55 Unrealized
ENSCO PLC 0.1%
Value ($000) $193 Shares 54,197 Est. Cost $31.18 Unrealized
DNOW NOW INC 0.1%
Value ($000) $183 Shares 15,774 Est. Cost $26.52 Unrealized -47.3%
XMVFX BLACKROCK MUNIVEST FD INC 0.1%
Value ($000) $101 Shares 12,285 Est. Cost $8.87 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $74 Shares 36,582 Est. Cost $12.11 Unrealized
NOBLE CORP PLC 0.0%
Value ($000) $38 Shares 14,400 Est. Cost $5.91 Unrealized