MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 5, 2020

Total Value ($000): $244,839 (100.0% shares, 0.0% debt)

Holdings (88)

TFC TRUIST FINL CORP 12.2%
Value ($000) $29,965 Shares 532,039 Est. Cost $40.89 Unrealized 0.0%
GIS GENERAL MLS INC 6.0%
Value ($000) $14,673 Shares 273,948 Est. Cost $32.92 Unrealized +30.0%
NVR NVR INC 5.9%
Value ($000) $14,434 Shares 3,790 Est. Cost $1153.17 Unrealized +221.1%
IBM INTERNATIONAL BUSINESS MACHS 4.1%
Value ($000) $9,952 Shares 74,243 Est. Cost $111.59 Unrealized -10.5%
URI UNITED RENTALS INC 4.0%
Value ($000) $9,863 Shares 59,140 Est. Cost $112.39 Unrealized +25.2%
COP CONOCOPHILLIPS 3.7%
Value ($000) $8,973 Shares 137,993 Est. Cost $42.86 Unrealized +10.0%
VSEC VSE CORP 3.6%
Value ($000) $8,914 Shares 234,320 Est. Cost $29.10 Unrealized +21.9%
CVX CHEVRON CORP NEW 3.6%
Value ($000) $8,788 Shares 72,924 Est. Cost $70.29 Unrealized +27.6%
PSX PHILLIPS 66 3.1%
Value ($000) $7,544 Shares 67,714 Est. Cost $45.22 Unrealized +93.2%
LEN LENNAR CORP 3.1%
Value ($000) $7,491 Shares 134,278 Est. Cost $55.25 Unrealized -4.9%
LGIH LGI HOMES INC 2.9%
Value ($000) $6,994 Shares 98,990 Est. Cost $38.53 Unrealized +97.5%
BAC BANK AMER CORP 2.8%
Value ($000) $6,942 Shares 197,103 Est. Cost $11.93 Unrealized +132.9%
DE DEERE & CO 2.5%
Value ($000) $6,104 Shares 35,230 Est. Cost $71.13 Unrealized +122.1%
AAPL APPLE INC 2.1%
Value ($000) $5,198 Shares 17,700 Est. Cost $20.50 Unrealized +202.5%
VLO VALERO ENERGY CORP NEW 1.9%
Value ($000) $4,543 Shares 48,510 Est. Cost $33.38 Unrealized +120.6%
MRK MERCK & CO INC 1.8%
Value ($000) $4,325 Shares 47,546 Est. Cost $41.54 Unrealized +62.6%
DAL DELTA AIR LINES INC DEL 1.7%
Value ($000) $4,275 Shares 73,095 Est. Cost $41.59 Unrealized +30.1%
JNJ JOHNSON & JOHNSON 1.7%
Value ($000) $4,204 Shares 28,820 Est. Cost $64.35 Unrealized +77.3%
CF CF INDS HLDGS INC 1.7%
Value ($000) $4,173 Shares 87,405 Est. Cost $34.77 Unrealized +15.8%
LEN/B LENNAR CORP 1.4%
Value ($000) $3,515 Shares 78,636 Est. Cost $38.46 Unrealized +4.6%
HPQ HP INC 1.3%
Value ($000) $3,273 Shares 159,286 Est. Cost $9.54 Unrealized +60.5%
MDU MDU RES GROUP INC 1.3%
Value ($000) $3,111 Shares 104,703 Est. Cost $6.44 Unrealized +41.2%
CAT CATERPILLAR INC DEL 1.2%
Value ($000) $2,930 Shares 19,843 Est. Cost $65.92 Unrealized +86.6%
MSFT MICROSOFT CORP 1.2%
Value ($000) $2,877 Shares 18,243 Est. Cost $32.06 Unrealized +334.3%
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $2,869 Shares 17,971 Est. Cost $61.23 Unrealized +96.3%
FANG DIAMONDBACK ENERGY INC 1.1%
Value ($000) $2,791 Shares 30,055 Est. Cost $80.26 Unrealized -19.3%
FCX FREEPORT-MCMORAN INC 1.1%
Value ($000) $2,664 Shares 203,030 Est. Cost $18.12 Unrealized -43.5%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $2,637 Shares 10,890 Est. Cost $14.85 Unrealized +237.9%
HPE HEWLETT PACKARD ENTERPRISE C 1.0%
Value ($000) $2,551 Shares 160,886 Est. Cost $6.91 Unrealized +89.9%
SU SUNCOR ENERGY INC NEW 1.0%
Value ($000) $2,385 Shares 72,700 Est. Cost $21.20 Unrealized +15.6%
MCD MCDONALDS CORP 0.9%
Value ($000) $2,096 Shares 10,608 Est. Cost $71.82 Unrealized +139.4%
RAYTHEON CO 0.9%
Value ($000) $2,088 Shares 9,500 Est. Cost $91.02 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $1,873 Shares 21,560 Est. Cost $30.96 Unrealized +143.2%
APACHE CORP 0.7%
Value ($000) $1,789 Shares 69,911 Est. Cost $73.73 Unrealized
RYN RAYONIER INC 0.7%
Value ($000) $1,786 Shares 54,529 Est. Cost $40.05 Unrealized
ABBV ABBVIE INC 0.7%
Value ($000) $1,695 Shares 19,136 Est. Cost $29.07 Unrealized +122.3%
ENCANA CORP 0.7%
Value ($000) $1,646 Shares 351,032 Est. Cost $7.73 Unrealized
LABORATORY CORP AMER HLDGS 0.7%
Value ($000) $1,626 Shares 9,610 Est. Cost $125.10 Unrealized
BHP GROUP PLC 0.6%
Value ($000) $1,475 Shares 31,381 Est. Cost $43.26 Unrealized
RF REGIONS FINL CORP NEW 0.6%
Value ($000) $1,385 Shares 80,676 Est. Cost $6.68 Unrealized +91.4%
WY WEYERHAEUSER CO 0.5%
Value ($000) $1,297 Shares 42,954 Est. Cost $18.88 Unrealized +22.4%
NATIONAL OILWELL VARCO INC 0.5%
Value ($000) $1,288 Shares 51,424 Est. Cost $54.32 Unrealized
SYNOVUS FINL CORP 0.5%
Value ($000) $1,286 Shares 32,808 Est. Cost $36.23 Unrealized
DGX QUEST DIAGNOSTICS INC 0.5%
Value ($000) $1,215 Shares 11,385 Est. Cost $49.72 Unrealized +85.9%
OXY OCCIDENTAL PETE CORP 0.5%
Value ($000) $1,165 Shares 28,261 Est. Cost $41.72 Unrealized -13.7%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $1,019 Shares 3 Est. Cost $165023.42 Unrealized +97.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.4%
Value ($000) $980 Shares 5,160 Est. Cost $21.56 Unrealized +176.9%
IWM ISHARES TR 0.4%
Value ($000) $960 Shares 5,792 Est. Cost $168.51 Unrealized
BP BP PLC 0.4%
Value ($000) $928 Shares 24,606 Est. Cost $40.43 Unrealized
DXC DXC TECHNOLOGY CO 0.4%
Value ($000) $909 Shares 24,186 Est. Cost $62.87 Unrealized -49.3%
IVV ISHARES TR 0.4%
Value ($000) $869 Shares 2,689 Est. Cost $251.40 Unrealized
CVE CENOVUS ENERGY INC 0.4%
Value ($000) $863 Shares 85,072 Est. Cost $16.22 Unrealized -50.4%
GL GLOBE LIFE INC 0.3%
Value ($000) $842 Shares 8,000 Est. Cost $86.06 Unrealized +10.0%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $830 Shares 18,440 Est. Cost $27.62 Unrealized +37.1%
FEDERAL REALTY INVT TR 0.3%
Value ($000) $798 Shares 6,200 Est. Cost $111.96 Unrealized
AFL AFLAC INC 0.3%
Value ($000) $709 Shares 13,400 Est. Cost $30.64 Unrealized +49.6%
HON HONEYWELL INTL INC 0.3%
Value ($000) $708 Shares 4,000 Est. Cost $88.11 Unrealized +63.3%
PFE PFIZER INC 0.3%
Value ($000) $708 Shares 18,062 Est. Cost $18.27 Unrealized +46.2%
SLB SCHLUMBERGER LTD 0.3%
Value ($000) $670 Shares 16,666 Est. Cost $57.33 Unrealized -46.4%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $590 Shares 6,914 Est. Cost $39.87 Unrealized +89.2%
SYY SYSCO CORP 0.2%
Value ($000) $565 Shares 6,600 Est. Cost $27.91 Unrealized +145.4%
LOW LOWES COS INC 0.2%
Value ($000) $534 Shares 4,460 Est. Cost $71.17 Unrealized +43.8%
PENN VA CORP NEW 0.2%
Value ($000) $513 Shares 16,900 Est. Cost $29.13 Unrealized
ENB ENBRIDGE INC 0.2%
Value ($000) $503 Shares 12,653 Est. Cost $24.73 Unrealized +0.5%
WMT WALMART INC 0.2%
Value ($000) $476 Shares 4,004 Est. Cost $20.77 Unrealized +75.1%
UNP UNION PACIFIC CORP 0.2%
Value ($000) $470 Shares 2,600 Est. Cost $80.66 Unrealized +85.2%
JBLU JETBLUE AWYS CORP 0.2%
Value ($000) $453 Shares 24,200 Est. Cost $20.90 Unrealized -11.1%
GENERAL ELECTRIC CO 0.2%
Value ($000) $438 Shares 39,229 Est. Cost $24.00 Unrealized
CLF CLEVELAND CLIFFS INC 0.2%
Value ($000) $438 Shares 52,200 Est. Cost $7.63 Unrealized -1.6%
C CITIGROUP INC 0.2%
Value ($000) $435 Shares 5,442 Est. Cost $40.63 Unrealized +45.9%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $423 Shares 2,180 Est. Cost $99.13 Unrealized +67.0%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $399 Shares 7,400 Est. Cost $51.96 Unrealized -1.3%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $382 Shares 1,300 Est. Cost $128.04 Unrealized +112.1%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $359 Shares 3,498 Est. Cost $61.81 Unrealized +65.6%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $354 Shares 5,068 Est. Cost $53.94 Unrealized -3.5%
NTR NUTRIEN LTD 0.1%
Value ($000) $351 Shares 7,340 Est. Cost $38.37 Unrealized +2.2%
THE CENTRAL AND EASTERN EU I 0.1%
Value ($000) $329 Shares 11,613 Est. Cost $25.82 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $327 Shares 3,000 Est. Cost $31.32 Unrealized +206.0%
ELME WASHINGTON REAL ESTATE INVT 0.1%
Value ($000) $326 Shares 11,170 Est. Cost $28.53 Unrealized
PERSPECTA INC 0.1%
Value ($000) $301 Shares 11,403 Est. Cost $20.55 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $278 Shares 6,250 Est. Cost $33.11 Unrealized
HAL HALLIBURTON CO 0.1%
Value ($000) $257 Shares 10,500 Est. Cost $38.21 Unrealized -50.8%
CHESAPEAKE ENERGY CORP 0.1%
Value ($000) $225 Shares 273,070 Est. Cost $7.06 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $210 Shares 1,686 Est. Cost $55.25 Unrealized +99.3%
DNOW NOW INC 0.1%
Value ($000) $153 Shares 13,632 Est. Cost $26.52 Unrealized -57.9%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $112 Shares 12,285 Est. Cost $8.87 Unrealized
VALPQ VALARIS PLC 0.0%
Value ($000) $104 Shares 15,797 Est. Cost $4.97 Unrealized
NABORS INDUSTRIES LTD 0.0%
Value ($000) $73 Shares 25,416 Est. Cost $12.11 Unrealized