MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 8, 2019

Total Value ($000): $233,853 (100.0% shares, 0.0% debt)

Holdings (91)

BB&T CORP 12.3%
Value ($000) $28,749 Shares 538,679 Est. Cost $36.18 Unrealized
GIS GENERAL MLS INC 6.5%
Value ($000) $15,183 Shares 275,440 Est. Cost $32.92 Unrealized +31.8%
NVR NVR INC 6.0%
Value ($000) $14,089 Shares 3,790 Est. Cost $1153.17 Unrealized +205.3%
IBM INTERNATIONAL BUSINESS MACHS 4.6%
Value ($000) $10,849 Shares 74,603 Est. Cost $111.59 Unrealized -8.2%
CVX CHEVRON CORP NEW 3.6%
Value ($000) $8,469 Shares 71,404 Est. Cost $69.87 Unrealized +31.0%
VSEC VSE CORP 3.4%
Value ($000) $7,988 Shares 234,320 Est. Cost $29.10 Unrealized -0.7%
LGIH LGI HOMES INC 3.4%
Value ($000) $7,985 Shares 95,840 Est. Cost $37.29 Unrealized +104.9%
COP CONOCOPHILLIPS 3.3%
Value ($000) $7,817 Shares 137,193 Est. Cost $42.86 Unrealized +5.7%
LEN LENNAR CORP 3.2%
Value ($000) $7,559 Shares 135,340 Est. Cost $55.25 Unrealized -18.8%
PSX PHILLIPS 66 3.0%
Value ($000) $6,960 Shares 67,964 Est. Cost $45.22 Unrealized +70.9%
URI UNITED RENTALS INC 3.0%
Value ($000) $6,907 Shares 55,415 Est. Cost $110.49 Unrealized +6.3%
DE DEERE & CO 2.5%
Value ($000) $5,943 Shares 35,230 Est. Cost $71.13 Unrealized +105.3%
BAC BANK AMER CORP 2.5%
Value ($000) $5,825 Shares 199,705 Est. Cost $11.93 Unrealized +105.9%
CF CF INDS HLDGS INC 1.8%
Value ($000) $4,301 Shares 87,405 Est. Cost $34.77 Unrealized +19.2%
DAL DELTA AIR LINES INC DEL 1.8%
Value ($000) $4,147 Shares 71,995 Est. Cost $41.40 Unrealized +37.0%
VLO VALERO ENERGY CORP NEW 1.8%
Value ($000) $4,135 Shares 48,510 Est. Cost $33.38 Unrealized +87.1%
AAPL APPLE INC 1.7%
Value ($000) $3,964 Shares 17,700 Est. Cost $20.50 Unrealized +145.0%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $3,767 Shares 29,120 Est. Cost $64.35 Unrealized +70.9%
MRK MERCK & CO INC 1.6%
Value ($000) $3,728 Shares 44,277 Est. Cost $39.62 Unrealized +65.3%
LEN/B LENNAR CORP 1.5%
Value ($000) $3,472 Shares 78,257 Est. Cost $38.46 Unrealized -10.5%
MDU MDU RES GROUP INC 1.4%
Value ($000) $3,268 Shares 115,916 Est. Cost $6.44 Unrealized +31.1%
HPQ HP INC 1.3%
Value ($000) $3,028 Shares 160,036 Est. Cost $9.54 Unrealized +64.9%
PNC PNC FINL SVCS GROUP INC 1.1%
Value ($000) $2,658 Shares 18,964 Est. Cost $61.23 Unrealized +75.8%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $2,584 Shares 11,090 Est. Cost $14.85 Unrealized +211.5%
MSFT MICROSOFT CORP 1.1%
Value ($000) $2,569 Shares 18,478 Est. Cost $32.06 Unrealized +305.3%
CAT CATERPILLAR INC DEL 1.1%
Value ($000) $2,554 Shares 20,218 Est. Cost $65.92 Unrealized +68.5%
FANG DIAMONDBACK ENERGY INC 1.1%
Value ($000) $2,515 Shares 27,968 Est. Cost $81.42 Unrealized -4.9%
HPE HEWLETT PACKARD ENTERPRISE C 1.0%
Value ($000) $2,449 Shares 161,436 Est. Cost $6.91 Unrealized +67.7%
APACHE CORP 1.0%
Value ($000) $2,423 Shares 94,631 Est. Cost $73.73 Unrealized
MCD MCDONALDS CORP 1.0%
Value ($000) $2,385 Shares 11,108 Est. Cost $71.82 Unrealized +157.2%
SU SUNCOR ENERGY INC NEW 1.0%
Value ($000) $2,233 Shares 70,700 Est. Cost $21.10 Unrealized +10.7%
FCX FREEPORT-MCMORAN INC 0.8%
Value ($000) $1,944 Shares 203,130 Est. Cost $18.12 Unrealized -47.5%
RAYTHEON CO 0.8%
Value ($000) $1,884 Shares 9,600 Est. Cost $91.02 Unrealized
RYN RAYONIER INC 0.8%
Value ($000) $1,861 Shares 65,974 Est. Cost $40.05 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $1,814 Shares 21,680 Est. Cost $30.96 Unrealized +145.7%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,591 Shares 22,532 Est. Cost $53.94 Unrealized -0.3%
LABORATORY CORP AMER HLDGS 0.7%
Value ($000) $1,581 Shares 9,410 Est. Cost $124.16 Unrealized
WY WEYERHAEUSER CO 0.7%
Value ($000) $1,547 Shares 55,836 Est. Cost $18.88 Unrealized +8.7%
ABBV ABBVIE INC 0.6%
Value ($000) $1,449 Shares 19,136 Est. Cost $29.07 Unrealized +80.9%
OXY OCCIDENTAL PETE CORP 0.6%
Value ($000) $1,379 Shares 31,005 Est. Cost $41.72 Unrealized 0.0%
BHP GROUP PLC 0.6%
Value ($000) $1,344 Shares 31,381 Est. Cost $43.26 Unrealized
DGX QUEST DIAGNOSTICS INC 0.6%
Value ($000) $1,293 Shares 12,085 Est. Cost $49.72 Unrealized +82.1%
RF REGIONS FINL CORP NEW 0.6%
Value ($000) $1,289 Shares 81,457 Est. Cost $6.68 Unrealized +73.9%
NATIONAL OILWELL VARCO INC 0.5%
Value ($000) $1,152 Shares 54,319 Est. Cost $54.32 Unrealized
ENCANA CORP 0.5%
Value ($000) $1,097 Shares 238,592 Est. Cost $9.17 Unrealized
SYNOVUS FINL CORP 0.4%
Value ($000) $1,018 Shares 28,458 Est. Cost $35.77 Unrealized
BP BP PLC 0.4%
Value ($000) $935 Shares 24,606 Est. Cost $40.43 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $935 Shares 3 Est. Cost $165023.42 Unrealized +87.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.4%
Value ($000) $877 Shares 5,160 Est. Cost $21.56 Unrealized +144.5%
IWM ISHARES TR 0.4%
Value ($000) $877 Shares 5,792 Est. Cost $168.51 Unrealized
FEDERAL REALTY INVT TR 0.4%
Value ($000) $851 Shares 6,250 Est. Cost $111.96 Unrealized
IVV ISHARES TR 0.3%
Value ($000) $803 Shares 2,689 Est. Cost $251.40 Unrealized
GL GLOBE LIFE INC 0.3%
Value ($000) $766 Shares 8,000 Est. Cost $86.06 Unrealized 0.0%
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $758 Shares 80,812 Est. Cost $16.65 Unrealized -51.9%
DXC DXC TECHNOLOGY CO 0.3%
Value ($000) $738 Shares 25,032 Est. Cost $62.87 Unrealized -34.3%
HON HONEYWELL INTL INC 0.3%
Value ($000) $728 Shares 4,300 Est. Cost $88.11 Unrealized +58.1%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $719 Shares 15,966 Est. Cost $26.03 Unrealized +44.1%
AFL AFLAC INC 0.3%
Value ($000) $701 Shares 13,400 Est. Cost $30.64 Unrealized +48.1%
PFE PFIZER INC 0.3%
Value ($000) $681 Shares 18,962 Est. Cost $18.27 Unrealized +47.9%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $570 Shares 16,666 Est. Cost $57.33 Unrealized -46.0%
SYY SYSCO CORP 0.2%
Value ($000) $524 Shares 6,600 Est. Cost $27.91 Unrealized +121.3%
CLF CLEVELAND CLIFFS INC 0.2%
Value ($000) $520 Shares 72,100 Est. Cost $7.63 Unrealized +13.7%
ENB ENBRIDGE INC 0.2%
Value ($000) $495 Shares 14,121 Est. Cost $24.73 Unrealized -8.4%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $491 Shares 6,404 Est. Cost $37.04 Unrealized +86.3%
LOW LOWES COS INC 0.2%
Value ($000) $490 Shares 4,460 Est. Cost $71.17 Unrealized +32.1%
WMT WALMART INC 0.2%
Value ($000) $475 Shares 4,004 Est. Cost $20.77 Unrealized +65.9%
PENN VA CORP NEW 0.2%
Value ($000) $462 Shares 15,900 Est. Cost $29.06 Unrealized
UNP UNION PACIFIC CORP 0.2%
Value ($000) $421 Shares 2,600 Est. Cost $80.66 Unrealized +80.8%
JBLU JETBLUE AWYS CORP 0.2%
Value ($000) $418 Shares 24,900 Est. Cost $20.90 Unrealized -13.2%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $400 Shares 7,400 Est. Cost $51.96 Unrealized -7.2%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $392 Shares 2,180 Est. Cost $99.13 Unrealized +62.9%
NTR NUTRIEN LTD 0.2%
Value ($000) $390 Shares 7,820 Est. Cost $38.37 Unrealized +6.9%
C CITIGROUP INC 0.2%
Value ($000) $376 Shares 5,442 Est. Cost $40.63 Unrealized +33.3%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $375 Shares 1,300 Est. Cost $128.04 Unrealized +100.2%
VWO VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $372 Shares 9,250 Est. Cost $33.11 Unrealized
CHESAPEAKE ENERGY CORP 0.2%
Value ($000) $370 Shares 262,270 Est. Cost $7.32 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $355 Shares 3,000 Est. Cost $31.32 Unrealized +226.4%
GENERAL ELECTRIC CO 0.1%
Value ($000) $350 Shares 39,229 Est. Cost $24.00 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $341 Shares 3,498 Est. Cost $61.81 Unrealized +49.9%
ELME WASHINGTON REAL ESTATE INVT 0.1%
Value ($000) $315 Shares 11,500 Est. Cost $28.53 Unrealized
THE CENTRAL AND EASTERN EU I 0.1%
Value ($000) $302 Shares 11,613 Est. Cost $25.82 Unrealized
PERSPECTA INC 0.1%
Value ($000) $298 Shares 11,427 Est. Cost $20.55 Unrealized
HP HELMERICH & PAYNE INC 0.1%
Value ($000) $228 Shares 5,700 Est. Cost $62.23 Unrealized -29.1%
HAL HALLIBURTON CO 0.1%
Value ($000) $226 Shares 12,000 Est. Cost $38.21 Unrealized -52.2%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $211 Shares 1,786 Est. Cost $55.25 Unrealized +103.7%
DNOW NOW INC 0.1%
Value ($000) $164 Shares 14,355 Est. Cost $26.52 Unrealized -53.4%
MICRO FOCUS INTERNATIONAL PL 0.1%
Value ($000) $155 Shares 10,986 Est. Cost $26.12 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $113 Shares 12,285 Est. Cost $8.87 Unrealized
VALPQ VALARIS PLC 0.0%
Value ($000) $66 Shares 13,899 Est. Cost $4.75 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $57 Shares 30,144 Est. Cost $12.11 Unrealized
NOBLE CORP PLC 0.0%
Value ($000) $16 Shares 12,400 Est. Cost $5.91 Unrealized