MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 5, 2019

Total Value ($000): $228,591 (100.0% shares, 0.0% debt)

Holdings (90)

BB&T CORP 11.6%
Value ($000) $26,593 Shares 541,279 Est. Cost $36.18 Unrealized
GIS GENERAL MLS INC 6.3%
Value ($000) $14,466 Shares 275,440 Est. Cost $32.92 Unrealized +25.2%
NVR NVR INC 5.6%
Value ($000) $12,774 Shares 3,790 Est. Cost $1153.17 Unrealized +178.1%
IBM INTERNATIONAL BUSINESS MACHS 4.5%
Value ($000) $10,303 Shares 74,713 Est. Cost $111.59 Unrealized -11.6%
CVX CHEVRON CORP NEW 3.9%
Value ($000) $8,985 Shares 72,204 Est. Cost $69.87 Unrealized +29.1%
COP CONOCOPHILLIPS 3.7%
Value ($000) $8,375 Shares 137,293 Est. Cost $42.86 Unrealized +14.9%
ANADARKO PETE CORP 3.1%
Value ($000) $7,131 Shares 101,054 Est. Cost $80.06 Unrealized
LGIH LGI HOMES INC 3.0%
Value ($000) $6,846 Shares 95,840 Est. Cost $37.29 Unrealized +86.0%
VSEC VSE CORP 2.9%
Value ($000) $6,723 Shares 234,320 Est. Cost $29.10 Unrealized -6.5%
LEN LENNAR CORP 2.9%
Value ($000) $6,602 Shares 136,224 Est. Cost $55.25 Unrealized -17.0%
PSX PHILLIPS 66 2.8%
Value ($000) $6,358 Shares 67,964 Est. Cost $45.22 Unrealized +51.5%
BAC BANK AMER CORP 2.6%
Value ($000) $5,869 Shares 202,375 Est. Cost $11.93 Unrealized +105.3%
DE DEERE & CO 2.6%
Value ($000) $5,838 Shares 35,230 Est. Cost $71.13 Unrealized +98.8%
URI UNITED RENTALS INC 2.4%
Value ($000) $5,380 Shares 40,565 Est. Cost $107.94 Unrealized +13.9%
VLO VALERO ENERGY CORP NEW 1.8%
Value ($000) $4,153 Shares 48,510 Est. Cost $33.38 Unrealized +88.7%
CF CF INDS HLDGS INC 1.8%
Value ($000) $4,082 Shares 87,405 Est. Cost $34.77 Unrealized +6.0%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $4,070 Shares 29,220 Est. Cost $64.35 Unrealized +78.4%
DAL DELTA AIR LINES INC DEL 1.7%
Value ($000) $3,882 Shares 68,395 Est. Cost $40.59 Unrealized +31.3%
AAPL APPLE INC 1.5%
Value ($000) $3,504 Shares 17,700 Est. Cost $20.50 Unrealized +127.4%
HPQ HP INC 1.5%
Value ($000) $3,332 Shares 160,236 Est. Cost $9.54 Unrealized +64.7%
MRK MERCK & CO INC 1.4%
Value ($000) $3,223 Shares 38,447 Est. Cost $35.70 Unrealized +74.1%
MDU MDU RES GROUP INC 1.4%
Value ($000) $3,106 Shares 120,366 Est. Cost $6.44 Unrealized +24.0%
CAT CATERPILLAR INC DEL 1.2%
Value ($000) $2,780 Shares 20,398 Est. Cost $65.92 Unrealized +74.0%
APACHE CORP 1.2%
Value ($000) $2,741 Shares 94,631 Est. Cost $73.73 Unrealized
LEN/B LENNAR CORP 1.2%
Value ($000) $2,737 Shares 71,071 Est. Cost $38.87 Unrealized -9.1%
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $2,710 Shares 19,736 Est. Cost $61.23 Unrealized +70.0%
MSFT MICROSOFT CORP 1.1%
Value ($000) $2,476 Shares 18,478 Est. Cost $32.06 Unrealized +272.9%
HPE HEWLETT PACKARD ENTERPRISE C 1.1%
Value ($000) $2,416 Shares 161,636 Est. Cost $6.91 Unrealized +77.4%
FCX FREEPORT-MCMORAN INC 1.0%
Value ($000) $2,359 Shares 203,130 Est. Cost $18.12 Unrealized -40.7%
MCD MCDONALDS CORP 1.0%
Value ($000) $2,306 Shares 11,108 Est. Cost $71.82 Unrealized +136.4%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,296 Shares 11,210 Est. Cost $14.85 Unrealized +181.5%
SU SUNCOR ENERGY INC NEW 1.0%
Value ($000) $2,203 Shares 70,700 Est. Cost $21.10 Unrealized +16.5%
RYN RAYONIER INC 0.9%
Value ($000) $2,065 Shares 68,150 Est. Cost $40.05 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $1,823 Shares 21,680 Est. Cost $30.96 Unrealized +126.8%
XOM EXXON MOBIL CORP 0.8%
Value ($000) $1,727 Shares 22,532 Est. Cost $53.94 Unrealized +5.5%
RAYTHEON CO 0.7%
Value ($000) $1,670 Shares 9,600 Est. Cost $91.02 Unrealized
LABORATORY CORP AMER HLDGS 0.7%
Value ($000) $1,627 Shares 9,410 Est. Cost $124.16 Unrealized
BHP GROUP PLC 0.7%
Value ($000) $1,604 Shares 31,381 Est. Cost $43.26 Unrealized
WY WEYERHAEUSER CO 0.7%
Value ($000) $1,487 Shares 56,446 Est. Cost $18.88 Unrealized +4.4%
FANG DIAMONDBACK ENERGY INC 0.6%
Value ($000) $1,477 Shares 13,558 Est. Cost $85.67 Unrealized -5.3%
ABBV ABBVIE INC 0.6%
Value ($000) $1,391 Shares 19,136 Est. Cost $29.07 Unrealized +104.3%
DXC DXC TECHNOLOGY CO 0.6%
Value ($000) $1,381 Shares 25,032 Est. Cost $62.87 Unrealized -11.1%
NATIONAL OILWELL VARCO INC 0.5%
Value ($000) $1,233 Shares 55,464 Est. Cost $54.32 Unrealized
DGX QUEST DIAGNOSTICS INC 0.5%
Value ($000) $1,230 Shares 12,085 Est. Cost $49.72 Unrealized +69.6%
RF REGIONS FINL CORP NEW 0.5%
Value ($000) $1,217 Shares 81,457 Est. Cost $6.68 Unrealized +68.1%
BP BP PLC 0.4%
Value ($000) $1,026 Shares 24,606 Est. Cost $40.43 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $955 Shares 3 Est. Cost $165023.42 Unrealized +88.4%
IWM ISHARES TR 0.4%
Value ($000) $901 Shares 5,792 Est. Cost $168.51 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $821 Shares 18,962 Est. Cost $18.27 Unrealized +60.0%
ENCANA CORP 0.4%
Value ($000) $811 Shares 157,967 Est. Cost $11.50 Unrealized
FEDERAL REALTY INVT TR 0.4%
Value ($000) $805 Shares 6,250 Est. Cost $111.96 Unrealized
TORCHMARK CORP 0.4%
Value ($000) $805 Shares 9,000 Est. Cost $67.18 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $793 Shares 2,689 Est. Cost $251.40 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value ($000) $771 Shares 5,160 Est. Cost $21.56 Unrealized +118.9%
CLF CLEVELAND CLIFFS INC 0.3%
Value ($000) $769 Shares 72,100 Est. Cost $7.63 Unrealized +23.7%
HON HONEYWELL INTL INC 0.3%
Value ($000) $751 Shares 4,300 Est. Cost $88.11 Unrealized +57.4%
AFL AFLAC INC 0.3%
Value ($000) $735 Shares 13,400 Est. Cost $30.64 Unrealized +43.8%
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $717 Shares 81,312 Est. Cost $16.65 Unrealized -52.4%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $675 Shares 15,966 Est. Cost $26.03 Unrealized +36.5%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $662 Shares 16,666 Est. Cost $57.33 Unrealized -41.3%
CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $511 Shares 262,270 Est. Cost $7.32 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $509 Shares 14,121 Est. Cost $24.73 Unrealized -5.0%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $478 Shares 6,404 Est. Cost $37.04 Unrealized +90.9%
SYY SYSCO CORP 0.2%
Value ($000) $467 Shares 6,600 Est. Cost $27.91 Unrealized +113.4%
JBLU JETBLUE AWYS CORP 0.2%
Value ($000) $460 Shares 24,900 Est. Cost $20.90 Unrealized -14.4%
LOW LOWES COS INC 0.2%
Value ($000) $450 Shares 4,460 Est. Cost $71.17 Unrealized +31.3%
WMT WALMART INC 0.2%
Value ($000) $442 Shares 4,004 Est. Cost $20.77 Unrealized +50.7%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $440 Shares 2,600 Est. Cost $80.66 Unrealized +83.2%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $435 Shares 2,180 Est. Cost $99.13 Unrealized +74.9%
NTR NUTRIEN LTD 0.2%
Value ($000) $418 Shares 7,820 Est. Cost $38.37 Unrealized +8.5%
GENERAL ELECTRIC CO 0.2%
Value ($000) $412 Shares 39,229 Est. Cost $24.00 Unrealized
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $397 Shares 7,800 Est. Cost $51.96 Unrealized -8.5%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $397 Shares 9,345 Est. Cost $33.11 Unrealized
C CITIGROUP INC 0.2%
Value ($000) $381 Shares 5,442 Est. Cost $40.63 Unrealized +30.2%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $365 Shares 3,000 Est. Cost $31.32 Unrealized +216.1%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $344 Shares 1,300 Est. Cost $128.04 Unrealized +77.0%
ELME WASHINGTON REAL ESTATE INVT 0.1%
Value ($000) $326 Shares 12,200 Est. Cost $28.53 Unrealized
THE CENTRAL AND EASTERN EU I 0.1%
Value ($000) $315 Shares 11,613 Est. Cost $25.82 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $315 Shares 3,498 Est. Cost $61.81 Unrealized +37.3%
HAL HALLIBURTON CO 0.1%
Value ($000) $303 Shares 13,300 Est. Cost $38.21 Unrealized -40.6%
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $288 Shares 5,700 Est. Cost $62.23 Unrealized -11.5%
MICRO FOCUS INTERNATIONAL PL 0.1%
Value ($000) $287 Shares 10,986 Est. Cost $26.12 Unrealized
PERSPECTA INC 0.1%
Value ($000) $267 Shares 11,427 Est. Cost $20.55 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $256 Shares 2,071 Est. Cost $55.25 Unrealized +94.5%
AUB ATLANTIC UN BANKSHARES CORP 0.1%
Value ($000) $217 Shares 6,128 Est. Cost $27.30 Unrealized 0.0%
DNOW NOW INC 0.1%
Value ($000) $215 Shares 14,541 Est. Cost $26.52 Unrealized -46.1%
ENSCO ROWAN PLC 0.1%
Value ($000) $119 Shares 13,899 Est. Cost $8.56 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $113 Shares 12,285 Est. Cost $8.87 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $93 Shares 32,344 Est. Cost $12.11 Unrealized
NOBLE CORP PLC 0.0%
Value ($000) $23 Shares 12,400 Est. Cost $5.91 Unrealized