MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 29, 2019

Total Value ($000): $224,177 (100.0% shares, 0.0% debt)

Holdings (90)

BB&T CORP 11.3%
Value ($000) $25,337 Shares 544,543 Est. Cost $36.18 Unrealized
GIS GENERAL MLS INC 6.4%
Value ($000) $14,255 Shares 275,440 Est. Cost $32.92 Unrealized +8.7%
IBM INTERNATIONAL BUSINESS MACHS 4.8%
Value ($000) $10,837 Shares 76,803 Est. Cost $111.59 Unrealized -15.2%
NVR NVR INC 4.7%
Value ($000) $10,625 Shares 3,840 Est. Cost $1153.17 Unrealized +128.2%
COP CONOCOPHILLIPS 4.1%
Value ($000) $9,230 Shares 138,303 Est. Cost $42.86 Unrealized +23.6%
CVX CHEVRON CORP NEW 4.0%
Value ($000) $8,968 Shares 72,804 Est. Cost $69.87 Unrealized +25.2%
VSEC VSE CORP 3.3%
Value ($000) $7,400 Shares 234,320 Est. Cost $29.10 Unrealized +5.7%
LEN LENNAR CORP 3.0%
Value ($000) $6,722 Shares 136,932 Est. Cost $55.25 Unrealized -24.7%
PSX PHILLIPS 66 2.9%
Value ($000) $6,468 Shares 67,964 Est. Cost $45.22 Unrealized +59.1%
DE DEERE & CO 2.6%
Value ($000) $5,802 Shares 36,300 Est. Cost $71.13 Unrealized +103.2%
BAC BANK AMER CORP 2.5%
Value ($000) $5,710 Shares 206,985 Est. Cost $11.93 Unrealized +100.2%
LGIH LGI HOMES INC 2.5%
Value ($000) $5,659 Shares 93,940 Est. Cost $36.64 Unrealized +58.1%
ANADARKO PETE CORP 2.1%
Value ($000) $4,648 Shares 102,204 Est. Cost $80.06 Unrealized
URI UNITED RENTALS INC 1.8%
Value ($000) $4,117 Shares 36,035 Est. Cost $106.06 Unrealized +12.8%
VLO VALERO ENERGY CORP NEW 1.8%
Value ($000) $4,115 Shares 48,510 Est. Cost $33.38 Unrealized +86.9%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $4,085 Shares 29,220 Est. Cost $64.35 Unrealized +71.5%
CF CF INDS HLDGS INC 1.6%
Value ($000) $3,635 Shares 88,905 Est. Cost $34.77 Unrealized +2.8%
DAL DELTA AIR LINES INC DEL 1.6%
Value ($000) $3,531 Shares 68,345 Est. Cost $40.59 Unrealized +15.2%
AAPL APPLE INC 1.6%
Value ($000) $3,495 Shares 18,400 Est. Cost $20.50 Unrealized +97.2%
MDU MDU RES GROUP INC 1.5%
Value ($000) $3,460 Shares 133,946 Est. Cost $6.44 Unrealized +22.7%
APACHE CORP 1.5%
Value ($000) $3,383 Shares 97,631 Est. Cost $73.73 Unrealized
MRK MERCK & CO INC 1.4%
Value ($000) $3,240 Shares 38,957 Est. Cost $35.70 Unrealized +68.9%
HPQ HP INC 1.4%
Value ($000) $3,230 Shares 166,236 Est. Cost $9.54 Unrealized +75.0%
CAT CATERPILLAR INC DEL 1.3%
Value ($000) $2,927 Shares 21,603 Est. Cost $65.92 Unrealized +73.9%
LEN/B LENNAR CORP 1.2%
Value ($000) $2,721 Shares 69,563 Est. Cost $38.95 Unrealized -17.2%
FCX FREEPORT-MCMORAN INC 1.2%
Value ($000) $2,695 Shares 209,130 Est. Cost $18.12 Unrealized -38.6%
HPE HEWLETT PACKARD ENTERPRISE C 1.2%
Value ($000) $2,586 Shares 167,636 Est. Cost $6.91 Unrealized +79.0%
PNC PNC FINL SVCS GROUP INC 1.1%
Value ($000) $2,543 Shares 20,732 Est. Cost $61.23 Unrealized +58.1%
RYN RAYONIER INC 1.1%
Value ($000) $2,424 Shares 76,926 Est. Cost $40.05 Unrealized
MCD MCDONALDS CORP 1.1%
Value ($000) $2,404 Shares 12,658 Est. Cost $71.82 Unrealized +115.2%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $2,360 Shares 12,210 Est. Cost $14.85 Unrealized +160.0%
SU SUNCOR ENERGY INC NEW 1.0%
Value ($000) $2,293 Shares 70,700 Est. Cost $21.10 Unrealized +17.5%
MSFT MICROSOFT CORP 1.0%
Value ($000) $2,180 Shares 18,478 Est. Cost $32.06 Unrealized +219.1%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,821 Shares 22,532 Est. Cost $53.94 Unrealized +2.8%
RAYTHEON CO 0.8%
Value ($000) $1,748 Shares 9,600 Est. Cost $91.02 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $1,733 Shares 21,680 Est. Cost $30.96 Unrealized +113.5%
BHP GROUP PLC 0.7%
Value ($000) $1,611 Shares 33,381 Est. Cost $43.26 Unrealized
DXC DXC TECHNOLOGY CO 0.7%
Value ($000) $1,609 Shares 25,032 Est. Cost $62.87 Unrealized -2.2%
WY WEYERHAEUSER CO 0.7%
Value ($000) $1,608 Shares 61,046 Est. Cost $18.88 Unrealized +2.2%
NATIONAL OILWELL VARCO INC 0.7%
Value ($000) $1,586 Shares 59,544 Est. Cost $54.32 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $1,542 Shares 19,136 Est. Cost $29.07 Unrealized +109.9%
LABORATORY CORP AMER HLDGS 0.6%
Value ($000) $1,440 Shares 9,410 Est. Cost $124.16 Unrealized
FANG DIAMONDBACK ENERGY INC 0.5%
Value ($000) $1,154 Shares 11,365 Est. Cost $86.54 Unrealized -8.1%
RF REGIONS FINL CORP NEW 0.5%
Value ($000) $1,152 Shares 81,457 Est. Cost $6.68 Unrealized +72.8%
BP BP PLC 0.5%
Value ($000) $1,133 Shares 25,914 Est. Cost $40.43 Unrealized
ENCANA CORP 0.5%
Value ($000) $1,102 Shares 152,345 Est. Cost $11.73 Unrealized
DGX QUEST DIAGNOSTICS INC 0.5%
Value ($000) $1,087 Shares 12,085 Est. Cost $49.72 Unrealized +51.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $904 Shares 3 Est. Cost $165023.42 Unrealized +83.5%
IWM ISHARES TR 0.4%
Value ($000) $887 Shares 5,792 Est. Cost $168.51 Unrealized
FEDERAL REALTY INVT TR 0.4%
Value ($000) $862 Shares 6,250 Est. Cost $111.96 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $857 Shares 19,666 Est. Cost $57.33 Unrealized -37.7%
TORCHMARK CORP 0.4%
Value ($000) $820 Shares 10,000 Est. Cost $67.18 Unrealized
CHESAPEAKE ENERGY CORP 0.4%
Value ($000) $813 Shares 262,270 Est. Cost $7.32 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $806 Shares 18,962 Est. Cost $18.27 Unrealized +60.1%
IVV ISHARES TR 0.3%
Value ($000) $765 Shares 2,689 Est. Cost $251.40 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value ($000) $745 Shares 5,160 Est. Cost $21.56 Unrealized +110.1%
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $738 Shares 85,022 Est. Cost $16.65 Unrealized -56.4%
CLF CLEVELAND CLIFFS INC 0.3%
Value ($000) $721 Shares 72,100 Est. Cost $7.63 Unrealized +25.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $683 Shares 4,300 Est. Cost $88.11 Unrealized +37.5%
AFL AFLAC INC 0.3%
Value ($000) $670 Shares 13,400 Est. Cost $30.64 Unrealized +33.8%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $638 Shares 15,966 Est. Cost $26.03 Unrealized +21.1%
ENB ENBRIDGE INC 0.2%
Value ($000) $547 Shares 15,105 Est. Cost $24.73 Unrealized -7.4%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $515 Shares 6,404 Est. Cost $37.04 Unrealized +95.2%
LOW LOWES COS INC 0.2%
Value ($000) $488 Shares 4,460 Est. Cost $71.17 Unrealized +23.7%
WMT WALMART INC 0.2%
Value ($000) $488 Shares 5,004 Est. Cost $20.77 Unrealized +40.8%
SYY SYSCO CORP 0.2%
Value ($000) $441 Shares 6,600 Est. Cost $27.91 Unrealized +93.9%
NTR NUTRIEN LTD 0.2%
Value ($000) $440 Shares 8,340 Est. Cost $38.37 Unrealized +7.4%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $435 Shares 2,600 Est. Cost $80.66 Unrealized +71.2%
GENERAL ELECTRIC CO 0.2%
Value ($000) $428 Shares 42,829 Est. Cost $24.00 Unrealized
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $410 Shares 7,900 Est. Cost $51.96 Unrealized -7.1%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $407 Shares 2,180 Est. Cost $99.13 Unrealized +51.8%
JBLU JETBLUE AWYS CORP 0.2%
Value ($000) $407 Shares 24,900 Est. Cost $20.90 Unrealized -18.1%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $397 Shares 9,345 Est. Cost $33.11 Unrealized
MICRO FOCUS INTERNATIONAL PL 0.2%
Value ($000) $364 Shares 14,109 Est. Cost $31.89 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $364 Shares 3,000 Est. Cost $31.32 Unrealized +189.4%
ELME WASHINGTON REAL ESTATE INVT 0.2%
Value ($000) $358 Shares 12,600 Est. Cost $28.53 Unrealized
THE CENTRAL AND EASTERN EU I 0.2%
Value ($000) $348 Shares 14,498 Est. Cost $25.82 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $339 Shares 5,442 Est. Cost $40.63 Unrealized +20.1%
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $317 Shares 5,700 Est. Cost $62.23 Unrealized -12.5%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $315 Shares 1,300 Est. Cost $128.04 Unrealized +54.9%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $305 Shares 3,498 Est. Cost $61.81 Unrealized +25.6%
HAL HALLIBURTON CO 0.1%
Value ($000) $302 Shares 10,300 Est. Cost $42.72 Unrealized -38.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $265 Shares 2,421 Est. Cost $55.25 Unrealized +73.4%
PERSPECTA INC 0.1%
Value ($000) $236 Shares 11,684 Est. Cost $20.55 Unrealized
UNION BANKSHARES CORP NEW 0.1%
Value ($000) $230 Shares 7,126 Est. Cost $32.28 Unrealized
DNOW NOW INC 0.1%
Value ($000) $220 Shares 15,736 Est. Cost $26.52 Unrealized -47.6%
ENSCO PLC 0.1%
Value ($000) $213 Shares 54,197 Est. Cost $31.18 Unrealized
NABORS INDUSTRIES LTD 0.1%
Value ($000) $125 Shares 36,239 Est. Cost $12.11 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $111 Shares 12,285 Est. Cost $8.87 Unrealized
NOBLE CORP PLC 0.0%
Value ($000) $42 Shares 14,400 Est. Cost $5.91 Unrealized