MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Aug 12, 2020

Total Value ($000): $184,206 (100.0% shares, 0.0% debt)

Holdings (81)

TFC TRUIST FINL CORP 10.4%
Value ($000) $19,167 Shares 510,439 Est. Cost $40.89 Unrealized -32.2%
NVR NVR INC 6.4%
Value ($000) $11,699 Shares 3,590 Est. Cost $1153.17 Unrealized +165.9%
LGIH LGI HOMES INC 5.2%
Value ($000) $9,546 Shares 108,440 Est. Cost $42.17 Unrealized +66.2%
GIS GENERAL MLS INC 5.0%
Value ($000) $9,205 Shares 149,317 Est. Cost $32.92 Unrealized +51.6%
URI UNITED RENTALS INC 4.5%
Value ($000) $8,272 Shares 55,500 Est. Cost $112.39 Unrealized +9.3%
IBM INTERNATIONAL BUSINESS MACHS 4.4%
Value ($000) $8,116 Shares 67,203 Est. Cost $111.59 Unrealized -18.1%
LEN LENNAR CORP 4.3%
Value ($000) $7,856 Shares 127,491 Est. Cost $55.25 Unrealized -14.4%
VSEC VSE CORP 3.9%
Value ($000) $7,127 Shares 227,054 Est. Cost $29.10 Unrealized -24.8%
AAPL APPLE INC 3.4%
Value ($000) $6,333 Shares 17,360 Est. Cost $20.50 Unrealized +266.2%
CVX CHEVRON CORP NEW 3.4%
Value ($000) $6,315 Shares 70,774 Est. Cost $70.29 Unrealized -0.7%
COP CONOCOPHILLIPS 3.0%
Value ($000) $5,604 Shares 133,370 Est. Cost $42.86 Unrealized -23.2%
DE DEERE & CO 2.9%
Value ($000) $5,428 Shares 34,540 Est. Cost $71.13 Unrealized +88.7%
PSX PHILLIPS 66 2.6%
Value ($000) $4,711 Shares 65,513 Est. Cost $45.22 Unrealized +24.3%
BAC BK OF AMERICA CORP 2.5%
Value ($000) $4,584 Shares 193,003 Est. Cost $11.93 Unrealized +72.4%
MRK MERCK & CO. INC 2.2%
Value ($000) $4,007 Shares 51,816 Est. Cost $43.34 Unrealized +45.1%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $3,961 Shares 28,170 Est. Cost $64.35 Unrealized +93.1%
LEN/B LENNAR CORP 2.1%
Value ($000) $3,959 Shares 85,896 Est. Cost $38.43 Unrealized -10.5%
MSFT MICROSOFT CORP 2.0%
Value ($000) $3,617 Shares 17,775 Est. Cost $32.06 Unrealized +439.9%
VLO VALERO ENERGY CORP 1.5%
Value ($000) $2,765 Shares 47,010 Est. Cost $33.38 Unrealized +43.0%
HPQ HP INC 1.4%
Value ($000) $2,522 Shares 144,686 Est. Cost $9.54 Unrealized +37.1%
CAT CATERPILLAR INC DEL 1.3%
Value ($000) $2,485 Shares 19,643 Est. Cost $65.92 Unrealized +61.1%
CF CF INDS HLDGS INC 1.3%
Value ($000) $2,406 Shares 85,505 Est. Cost $34.77 Unrealized -28.4%
NEE NEXTERA ENERGY INC 1.2%
Value ($000) $2,279 Shares 9,490 Est. Cost $14.85 Unrealized +250.1%
FCX FREEPORT-MCMORAN INC 1.2%
Value ($000) $2,256 Shares 195,030 Est. Cost $18.12 Unrealized -52.7%
FANG DIAMONDBACK ENERGY INC 1.2%
Value ($000) $2,133 Shares 51,011 Est. Cost $62.50 Unrealized -48.4%
PNC PNC FINL SVCS GROUP INC 1.1%
Value ($000) $1,954 Shares 18,571 Est. Cost $62.03 Unrealized +38.6%
ABT ABBOTT LABS 1.1%
Value ($000) $1,939 Shares 21,210 Est. Cost $30.96 Unrealized +164.7%
ABBV ABBVIE INC 1.0%
Value ($000) $1,843 Shares 18,776 Est. Cost $29.07 Unrealized +142.5%
MDU MDU RES GROUP INC 0.9%
Value ($000) $1,612 Shares 72,703 Est. Cost $6.44 Unrealized +9.1%
MCD MCDONALDS CORP 0.9%
Value ($000) $1,579 Shares 8,558 Est. Cost $71.82 Unrealized +124.2%
DAL DELTA AIR LINES INC DEL 0.8%
Value ($000) $1,545 Shares 55,095 Est. Cost $41.68 Unrealized -40.6%
LABORATORY CORP AMER HLDGS 0.8%
Value ($000) $1,529 Shares 9,210 Est. Cost $125.11 Unrealized
SU SUNCOR ENERGY INC NEW 0.8%
Value ($000) $1,501 Shares 89,000 Est. Cost $20.02 Unrealized -31.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.7%
Value ($000) $1,262 Shares 7,440 Est. Cost $35.93 Unrealized +105.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value ($000) $1,259 Shares 20,434 Est. Cost $54.61 Unrealized 0.0%
IVV ISHARES TR 0.7%
Value ($000) $1,207 Shares 3,897 Est. Cost $253.57 Unrealized
BHP GROUP PLC 0.6%
Value ($000) $1,157 Shares 28,131 Est. Cost $43.26 Unrealized
DGX QUEST DIAGNOSTICS INC 0.6%
Value ($000) $1,058 Shares 9,280 Est. Cost $49.72 Unrealized +91.5%
RYN RAYONIER INC 0.5%
Value ($000) $882 Shares 35,595 Est. Cost $40.05 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.4%
Value ($000) $817 Shares 83,970 Est. Cost $6.91 Unrealized +19.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.4%
Value ($000) $802 Shares 3 Est. Cost $165023.42 Unrealized +66.1%
RF REGIONS FINANCIAL CORP NEW 0.4%
Value ($000) $743 Shares 66,856 Est. Cost $6.68 Unrealized +26.5%
SYNOVUS FINL CORP 0.4%
Value ($000) $737 Shares 35,908 Est. Cost $34.71 Unrealized
WY WEYERHAEUSER CO MTN BE 0.4%
Value ($000) $681 Shares 30,303 Est. Cost $18.88 Unrealized -12.9%
CMCSA COMCAST CORP NEW 0.4%
Value ($000) $680 Shares 17,440 Est. Cost $27.62 Unrealized +18.6%
LOW LOWES COS INC 0.3%
Value ($000) $603 Shares 4,460 Est. Cost $71.17 Unrealized +45.2%
GL GLOBE LIFE INC 0.3%
Value ($000) $594 Shares 8,000 Est. Cost $86.06 Unrealized -15.9%
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $591 Shares 126,572 Est. Cost $12.04 Unrealized -71.2%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $589 Shares 6,674 Est. Cost $39.87 Unrealized +97.9%
HON HONEYWELL INTL INC 0.3%
Value ($000) $578 Shares 4,000 Est. Cost $88.11 Unrealized +33.8%
IWM ISHARES TR 0.3%
Value ($000) $573 Shares 4,000 Est. Cost $168.51 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $558 Shares 17,062 Est. Cost $18.27 Unrealized +42.3%
NATIONAL OILWELL VARCO INC 0.3%
Value ($000) $531 Shares 43,324 Est. Cost $54.32 Unrealized
FEDERAL REALTY INVT TR 0.3%
Value ($000) $473 Shares 5,550 Est. Cost $111.96 Unrealized
WMT WALMART INC 0.2%
Value ($000) $456 Shares 3,804 Est. Cost $20.77 Unrealized +83.3%
SHOP SHOPIFY INC 0.2%
Value ($000) $456 Shares 480 Est. Cost $45.08 Unrealized +54.0%
UNP UNION PAC CORP 0.2%
Value ($000) $440 Shares 2,600 Est. Cost $80.66 Unrealized +75.4%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $394 Shares 1,300 Est. Cost $128.04 Unrealized +118.0%
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $377 Shares 22,885 Est. Cost $62.87 Unrealized -74.7%
NSC NORFOLK SOUTHERN CORP 0.2%
Value ($000) $374 Shares 2,130 Est. Cost $99.13 Unrealized +52.3%
APACHE CORP 0.2%
Value ($000) $366 Shares 27,071 Est. Cost $73.73 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $361 Shares 6,600 Est. Cost $27.91 Unrealized +61.9%
ENB ENBRIDGE INC 0.2%
Value ($000) $349 Shares 11,485 Est. Cost $24.73 Unrealized -14.7%
OVV OVINTIV INC 0.2%
Value ($000) $333 Shares 34,822 Est. Cost $13.13 Unrealized -46.9%
PENN VA CORP 0.2%
Value ($000) $333 Shares 34,900 Est. Cost $18.90 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $332 Shares 3,289 Est. Cost $61.81 Unrealized +58.8%
AMZN AMAZON COM INC 0.2%
Value ($000) $317 Shares 115 Est. Cost $98.87 Unrealized +22.2%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $300 Shares 16,340 Est. Cost $57.33 Unrealized -73.0%
AFL AFLAC INC 0.1%
Value ($000) $267 Shares 7,400 Est. Cost $30.64 Unrealized +3.1%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $248 Shares 3,000 Est. Cost $79.00 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $248 Shares 6,250 Est. Cost $33.11 Unrealized
ELME WASHINGTON REAL ESTATE INVT 0.1%
Value ($000) $239 Shares 10,770 Est. Cost $28.53 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $235 Shares 1,350 Est. Cost $137.88 Unrealized 0.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $228 Shares 17,600 Est. Cost $9.78 Unrealized 0.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $227 Shares 3,000 Est. Cost $60.40 Unrealized 0.0%
BP BP PLC 0.1%
Value ($000) $226 Shares 9,706 Est. Cost $40.43 Unrealized
NTR NUTRIEN LTD 0.1%
Value ($000) $221 Shares 6,880 Est. Cost $38.37 Unrealized -24.6%
GENERAL ELECTRIC CO 0.1%
Value ($000) $218 Shares 32,029 Est. Cost $24.00 Unrealized
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $217 Shares 700 Est. Cost $260.88 Unrealized 0.0%
JBLU JETBLUE AWYS CORP 0.1%
Value ($000) $111 Shares 10,200 Est. Cost $20.90 Unrealized -52.9%
XMVFX BLACKROCK MUNIVEST FD INC 0.1%
Value ($000) $103 Shares 12,285 Est. Cost $8.87 Unrealized