MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 13, 2021

Total Value ($000): $269,657 (100.0% shares, 0.0% debt)

Holdings (83)

TFC TRUIST FINL CORP 9.7%
Value ($000) $26,228 Shares 472,588 Est. Cost $40.89 Unrealized +15.1%
URI UNITED RENTALS INC 6.4%
Value ($000) $17,178 Shares 53,850 Est. Cost $113.42 Unrealized +175.7%
LGIH LGI HOMES INC 6.1%
Value ($000) $16,395 Shares 101,240 Est. Cost $42.17 Unrealized +292.3%
NVR NVR INC 6.0%
Value ($000) $16,064 Shares 3,230 Est. Cost $1153.17 Unrealized +321.5%
DE DEERE & CO 4.4%
Value ($000) $11,907 Shares 33,760 Est. Cost $74.02 Unrealized +363.1%
VSEC VSE CORP 4.2%
Value ($000) $11,241 Shares 227,054 Est. Cost $29.10 Unrealized +53.2%
LEN LENNAR CORP 3.6%
Value ($000) $9,764 Shares 98,281 Est. Cost $55.25 Unrealized +63.5%
LEN/B LENNAR CORP 3.4%
Value ($000) $9,077 Shares 111,446 Est. Cost $40.91 Unrealized +70.4%
AAPL APPLE INC 3.4%
Value ($000) $9,061 Shares 66,160 Est. Cost $84.19 Unrealized +50.2%
GIS GENERAL MLS INC 3.2%
Value ($000) $8,660 Shares 142,124 Est. Cost $32.92 Unrealized +60.7%
IBM INTERNATIONAL BUSINESS MACHS 3.2%
Value ($000) $8,638 Shares 58,927 Est. Cost $111.59 Unrealized +1.7%
COP CONOCOPHILLIPS 3.1%
Value ($000) $8,336 Shares 136,885 Est. Cost $42.15 Unrealized +11.9%
BAC BK OF AMERICA CORP 3.0%
Value ($000) $8,153 Shares 197,763 Est. Cost $12.31 Unrealized +197.1%
FCX FREEPORT-MCMORAN INC 2.7%
Value ($000) $7,391 Shares 199,150 Est. Cost $18.45 Unrealized +98.0%
CVX CHEVRON CORP NEW 2.6%
Value ($000) $6,928 Shares 66,142 Est. Cost $70.29 Unrealized +23.9%
PSX PHILLIPS 66 2.0%
Value ($000) $5,313 Shares 61,902 Est. Cost $45.22 Unrealized +56.1%
MSFT MICROSOFT CORP 1.9%
Value ($000) $5,219 Shares 19,265 Est. Cost $51.17 Unrealized +378.3%
FANG DIAMONDBACK ENERGY INC 1.8%
Value ($000) $4,921 Shares 52,418 Est. Cost $60.27 Unrealized +11.6%
CF CF INDS HLDGS INC 1.7%
Value ($000) $4,461 Shares 86,705 Est. Cost $34.65 Unrealized +32.9%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $4,402 Shares 26,720 Est. Cost $64.35 Unrealized +125.2%
MRK MERCK & CO INC 1.6%
Value ($000) $4,342 Shares 55,832 Est. Cost $45.32 Unrealized +41.5%
HPQ HP INC 1.5%
Value ($000) $4,071 Shares 134,836 Est. Cost $9.54 Unrealized +184.9%
CAT CATERPILLAR INC 1.5%
Value ($000) $3,972 Shares 18,251 Est. Cost $65.92 Unrealized +221.4%
VLO VALERO ENERGY CORP 1.3%
Value ($000) $3,569 Shares 45,710 Est. Cost $33.38 Unrealized +97.7%
PNC PNC FINL SVCS GROUP INC 1.2%
Value ($000) $3,333 Shares 17,471 Est. Cost $62.03 Unrealized +155.8%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,752 Shares 37,560 Est. Cost $52.94 Unrealized +25.6%
SU SUNCOR ENERGY INC NEW 1.0%
Value ($000) $2,594 Shares 108,200 Est. Cost $18.71 Unrealized +2.1%
LABORATORY CORP AMER HLDGS 0.9%
Value ($000) $2,527 Shares 9,160 Est. Cost $129.47 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $2,233 Shares 19,260 Est. Cost $30.96 Unrealized +246.5%
MDU MDU RES GROUP INC 0.8%
Value ($000) $2,198 Shares 70,108 Est. Cost $6.44 Unrealized +70.0%
ABBV ABBVIE INC 0.7%
Value ($000) $1,901 Shares 16,876 Est. Cost $29.07 Unrealized +226.0%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,838 Shares 7,958 Est. Cost $71.82 Unrealized +191.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.7%
Value ($000) $1,812 Shares 7,140 Est. Cost $35.93 Unrealized +248.6%
IVV ISHARES TR 0.6%
Value ($000) $1,675 Shares 3,897 Est. Cost $253.57 Unrealized
BHP GROUP PLC 0.6%
Value ($000) $1,605 Shares 26,881 Est. Cost $43.26 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $1,535 Shares 18,001 Est. Cost $54.61 Unrealized +38.7%
SYNOVUS FINL CORP 0.5%
Value ($000) $1,347 Shares 30,708 Est. Cost $36.32 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,256 Shares 3 Est. Cost $165023.42 Unrealized +154.7%
RYN RAYONIER INC 0.5%
Value ($000) $1,221 Shares 33,985 Est. Cost $40.05 Unrealized
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $1,140 Shares 8,640 Est. Cost $49.72 Unrealized +140.9%
DAL DELTA AIR LINES INC DEL 0.4%
Value ($000) $1,106 Shares 25,565 Est. Cost $41.68 Unrealized +8.0%
CVE CENOVUS ENERGY INC 0.4%
Value ($000) $1,094 Shares 114,192 Est. Cost $12.04 Unrealized -36.3%
PENN VA CORP 0.4%
Value ($000) $1,036 Shares 43,900 Est. Cost $17.04 Unrealized
WY WEYERHAEUSER CO MTN BE 0.4%
Value ($000) $1,029 Shares 29,903 Est. Cost $18.88 Unrealized +61.7%
A AGILENT TECHNOLOGIES INC 0.4%
Value ($000) $957 Shares 6,474 Est. Cost $39.87 Unrealized +231.7%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $937 Shares 16,440 Est. Cost $27.62 Unrealized +77.6%
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $917 Shares 45,450 Est. Cost $6.68 Unrealized +167.6%
IWM ISHARES TR 0.3%
Value ($000) $917 Shares 4,000 Est. Cost $168.51 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $877 Shares 4,000 Est. Cost $88.11 Unrealized +118.1%
LOW LOWES COS INC 0.3%
Value ($000) $865 Shares 4,460 Est. Cost $71.17 Unrealized +152.2%
OVV OVINTIV INC 0.3%
Value ($000) $736 Shares 23,395 Est. Cost $13.13 Unrealized +104.6%
GL GLOBE LIFE INC 0.3%
Value ($000) $724 Shares 7,600 Est. Cost $86.06 Unrealized +14.5%
PFE PFIZER INC 0.3%
Value ($000) $708 Shares 18,062 Est. Cost $19.68 Unrealized +57.5%
SHOP SHOPIFY INC 0.3%
Value ($000) $701 Shares 480 Est. Cost $45.08 Unrealized +173.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $622 Shares 42,650 Est. Cost $6.91 Unrealized +99.2%
FEDERAL RLTY INVT TR 0.2%
Value ($000) $609 Shares 5,200 Est. Cost $111.96 Unrealized
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $565 Shares 2,130 Est. Cost $99.13 Unrealized +152.5%
UNP UNION PAC CORP 0.2%
Value ($000) $550 Shares 2,500 Est. Cost $80.66 Unrealized +148.4%
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $519 Shares 22,700 Est. Cost $13.89 Unrealized +47.9%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $514 Shares 1,300 Est. Cost $128.04 Unrealized +180.4%
SYY SYSCO CORP 0.2%
Value ($000) $513 Shares 6,600 Est. Cost $27.91 Unrealized +155.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $492 Shares 3,189 Est. Cost $61.81 Unrealized +134.7%
DXC DXC TECHNOLOGY CO 0.2%
Value ($000) $484 Shares 12,428 Est. Cost $62.87 Unrealized -43.2%
ENB ENBRIDGE INC 0.2%
Value ($000) $456 Shares 11,385 Est. Cost $24.73 Unrealized +15.8%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $438 Shares 3,000 Est. Cost $60.40 Unrealized +100.7%
HAL HALLIBURTON CO 0.2%
Value ($000) $430 Shares 18,600 Est. Cost $9.96 Unrealized +104.4%
WMT WALMART INC 0.2%
Value ($000) $424 Shares 3,004 Est. Cost $20.77 Unrealized +110.9%
AMZN AMAZON COM INC 0.1%
Value ($000) $396 Shares 115 Est. Cost $98.87 Unrealized +68.1%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $393 Shares 1,350 Est. Cost $137.88 Unrealized +91.1%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $343 Shares 10,740 Est. Cost $57.33 Unrealized -51.6%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $339 Shares 6,250 Est. Cost $33.11 Unrealized
MELI MERCADOLIBRE INC 0.1%
Value ($000) $312 Shares 200 Est. Cost $1085.04 Unrealized +35.3%
TTD THE TRADE DESK INC 0.1%
Value ($000) $309 Shares 4,000 Est. Cost $62.08 Unrealized +2.9%
GENERAL ELECTRIC CO 0.1%
Value ($000) $286 Shares 21,229 Est. Cost $24.00 Unrealized
NOV NOV INC 0.1%
Value ($000) $255 Shares 16,649 Est. Cost $14.51 Unrealized +7.2%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $254 Shares 700 Est. Cost $260.88 Unrealized +33.2%
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $248 Shares 3,000 Est. Cost $79.00 Unrealized
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $236 Shares 2,368 Est. Cost $37.55 Unrealized +22.4%
LLY LILLY ELI & CO 0.1%
Value ($000) $229 Shares 1,000 Est. Cost $191.90 Unrealized 0.0%
APPN APPIAN CORP 0.1%
Value ($000) $220 Shares 1,600 Est. Cost $111.98 Unrealized +1.4%
GOOG ALPHABET INC 0.1%
Value ($000) $201 Shares 80 Est. Cost $118.29 Unrealized 0.0%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $118 Shares 12,285 Est. Cost $8.87 Unrealized
ORGANIGRAM HLDGS INC 0.0%
Value ($000) $40 Shares 14,000 Est. Cost $1.07 Unrealized