MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 2, 2022

Total Value ($000): $292,116 (100.0% shares, 0.0% debt)

Holdings (85)

TFC TRUIST FINL CORP 9.2%
Value ($000) $26,742 Shares 471,638 Est. Cost $40.89 Unrealized +23.8%
URI UNITED RENTALS INC 6.5%
Value ($000) $19,128 Shares 53,850 Est. Cost $113.42 Unrealized +178.8%
DE DEERE & CO 4.9%
Value ($000) $14,234 Shares 34,260 Est. Cost $77.89 Unrealized +366.0%
NVR NVR INC 4.9%
Value ($000) $14,206 Shares 3,180 Est. Cost $1153.17 Unrealized +341.8%
COP CONOCOPHILLIPS 4.7%
Value ($000) $13,681 Shares 136,805 Est. Cost $42.15 Unrealized +89.0%
AAPL APPLE INC 4.0%
Value ($000) $11,639 Shares 66,660 Est. Cost $85.26 Unrealized +93.3%
CVX CHEVRON CORP NEW 3.7%
Value ($000) $10,737 Shares 65,942 Est. Cost $70.29 Unrealized +74.6%
VSEC VSE CORP 3.6%
Value ($000) $10,423 Shares 226,154 Est. Cost $29.10 Unrealized +67.2%
LGIH LGI HOMES INC 3.4%
Value ($000) $9,938 Shares 101,740 Est. Cost $42.17 Unrealized +192.8%
FCX FREEPORT-MCMORAN INC 3.4%
Value ($000) $9,903 Shares 199,100 Est. Cost $18.45 Unrealized +126.8%
GIS GENERAL MLS INC 3.1%
Value ($000) $9,003 Shares 132,943 Est. Cost $32.92 Unrealized +78.6%
CF CF INDS HLDGS INC 3.1%
Value ($000) $8,987 Shares 87,205 Est. Cost $34.65 Unrealized +114.4%
BAC BK OF AMERICA CORP 2.8%
Value ($000) $8,143 Shares 197,552 Est. Cost $12.31 Unrealized +231.7%
LEN/B LENNAR CORP 2.8%
Value ($000) $8,052 Shares 117,795 Est. Cost $42.62 Unrealized +61.7%
LEN LENNAR CORP 2.7%
Value ($000) $7,978 Shares 98,281 Est. Cost $56.00 Unrealized +51.7%
FANG DIAMONDBACK ENERGY INC 2.6%
Value ($000) $7,677 Shares 56,003 Est. Cost $62.53 Unrealized +72.1%
IBM INTERNATIONAL BUSINESS MACHS 2.6%
Value ($000) $7,537 Shares 57,969 Est. Cost $111.60 Unrealized +0.4%
MSFT MICROSOFT CORP 2.0%
Value ($000) $5,921 Shares 19,205 Est. Cost $51.17 Unrealized +469.5%
PSX PHILLIPS 66 1.8%
Value ($000) $5,343 Shares 61,852 Est. Cost $45.22 Unrealized +61.1%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $4,779 Shares 26,970 Est. Cost $65.78 Unrealized +130.8%
HPQ HP INC 1.6%
Value ($000) $4,776 Shares 131,586 Est. Cost $9.54 Unrealized +235.8%
VLO VALERO ENERGY CORP 1.6%
Value ($000) $4,642 Shares 45,710 Est. Cost $33.38 Unrealized +130.6%
MRK MERCK & CO INC 1.6%
Value ($000) $4,557 Shares 55,532 Est. Cost $45.32 Unrealized +54.1%
CAT CATERPILLAR INC 1.4%
Value ($000) $4,023 Shares 18,051 Est. Cost $67.75 Unrealized +188.5%
SU SUNCOR ENERGY INC NEW 1.2%
Value ($000) $3,500 Shares 107,400 Est. Cost $18.71 Unrealized +36.3%
PNC PNC FINL SVCS GROUP INC 1.1%
Value ($000) $3,204 Shares 17,371 Est. Cost $62.03 Unrealized +180.7%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,926 Shares 34,540 Est. Cost $52.94 Unrealized +36.1%
ABBV ABBVIE INC 0.9%
Value ($000) $2,770 Shares 17,086 Est. Cost $31.15 Unrealized +305.9%
LABORATORY CORP AMER HLDGS 0.9%
Value ($000) $2,534 Shares 9,610 Est. Cost $135.76 Unrealized
ABT ABBOTT LABS 0.8%
Value ($000) $2,314 Shares 19,550 Est. Cost $33.46 Unrealized +244.8%
BHP BHP GROUP LTD 0.8%
Value ($000) $2,254 Shares 29,181 Est. Cost $77.24 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.7%
Value ($000) $2,133 Shares 7,140 Est. Cost $35.93 Unrealized +324.5%
CVE CENOVUS ENERGY INC 0.7%
Value ($000) $1,915 Shares 114,786 Est. Cost $12.04 Unrealized +14.7%
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $1,852 Shares 18,701 Est. Cost $55.69 Unrealized +55.8%
MDU MDU RES GROUP INC 0.6%
Value ($000) $1,833 Shares 68,758 Est. Cost $6.44 Unrealized +46.7%
SYNOVUS FINL CORP 0.6%
Value ($000) $1,821 Shares 37,158 Est. Cost $38.46 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $1,768 Shares 3,897 Est. Cost $253.57 Unrealized
MCD MCDONALDS CORP 0.6%
Value ($000) $1,659 Shares 6,708 Est. Cost $71.82 Unrealized +217.1%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,587 Shares 3 Est. Cost $165023.42 Unrealized +194.2%
RANGER OIL CORPORATION 0.5%
Value ($000) $1,516 Shares 43,900 Est. Cost $17.04 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,344 Shares 25,962 Est. Cost $26.17 Unrealized +62.3%
OVV OVINTIV INC 0.4%
Value ($000) $1,253 Shares 23,174 Est. Cost $13.13 Unrealized +228.1%
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $1,128 Shares 8,240 Est. Cost $52.56 Unrealized +145.7%
WY WEYERHAEUSER CO MTN BE 0.4%
Value ($000) $1,119 Shares 29,525 Est. Cost $18.88 Unrealized +80.7%
RYN RAYONIER INC 0.3%
Value ($000) $979 Shares 23,798 Est. Cost $40.05 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $899 Shares 40,400 Est. Cost $6.68 Unrealized +197.8%
LOW LOWES COS INC 0.3%
Value ($000) $878 Shares 4,340 Est. Cost $71.17 Unrealized +199.8%
DAL DELTA AIR LINES INC DEL 0.3%
Value ($000) $869 Shares 21,965 Est. Cost $41.68 Unrealized -9.1%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $827 Shares 6,249 Est. Cost $39.87 Unrealized +236.0%
BKR BAKER HUGHES COMPANY 0.3%
Value ($000) $826 Shares 22,700 Est. Cost $13.89 Unrealized +99.3%
IWM ISHARES TR 0.3%
Value ($000) $821 Shares 4,000 Est. Cost $168.51 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $778 Shares 4,000 Est. Cost $88.11 Unrealized +93.4%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $769 Shares 16,440 Est. Cost $27.62 Unrealized +55.1%
COST COSTCO WHSL CORP NEW 0.3%
Value ($000) $749 Shares 1,300 Est. Cost $128.04 Unrealized +291.2%
GL GLOBE LIFE INC 0.2%
Value ($000) $704 Shares 7,000 Est. Cost $86.06 Unrealized +14.1%
HAL HALLIBURTON CO 0.2%
Value ($000) $704 Shares 18,600 Est. Cost $9.96 Unrealized +199.8%
UNP UNION PAC CORP 0.2%
Value ($000) $683 Shares 2,500 Est. Cost $80.66 Unrealized +185.9%
FRT FEDERAL RLTY INVT TR NEW 0.2%
Value ($000) $645 Shares 5,280 Est. Cost $103.82 Unrealized 0.0%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $596 Shares 2,090 Est. Cost $99.13 Unrealized +155.2%
ENB ENBRIDGE INC 0.2%
Value ($000) $515 Shares 11,185 Est. Cost $24.73 Unrealized +34.6%
SYY SYSCO CORP 0.2%
Value ($000) $514 Shares 6,300 Est. Cost $27.91 Unrealized +160.3%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $470 Shares 28,150 Est. Cost $6.91 Unrealized +116.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $464 Shares 2,938 Est. Cost $61.81 Unrealized +169.5%
WMT WALMART INC 0.2%
Value ($000) $447 Shares 3,004 Est. Cost $20.77 Unrealized +114.7%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $443 Shares 10,740 Est. Cost $57.33 Unrealized -37.4%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $399 Shares 3,000 Est. Cost $60.40 Unrealized +101.3%
AMZN AMAZON COM INC 0.1%
Value ($000) $375 Shares 115 Est. Cost $98.87 Unrealized +56.3%
APA APA CORPORATION 0.1%
Value ($000) $331 Shares 8,006 Est. Cost $23.39 Unrealized +31.9%
SHOP SHOPIFY INC 0.1%
Value ($000) $324 Shares 480 Est. Cost $45.08 Unrealized +82.1%
NTR NUTRIEN LTD 0.1%
Value ($000) $322 Shares 3,100 Est. Cost $53.47 Unrealized +37.3%
DXC DXC TECHNOLOGY CO 0.1%
Value ($000) $291 Shares 8,912 Est. Cost $62.87 Unrealized -47.4%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $288 Shares 6,250 Est. Cost $33.11 Unrealized
LLY LILLY ELI & CO 0.1%
Value ($000) $286 Shares 1,000 Est. Cost $191.90 Unrealized +29.5%
TTD THE TRADE DESK INC 0.1%
Value ($000) $277 Shares 4,000 Est. Cost $62.08 Unrealized +16.4%
NOV NOV INC 0.1%
Value ($000) $247 Shares 12,595 Est. Cost $14.51 Unrealized +20.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $245 Shares 694 Est. Cost $286.41 Unrealized +12.9%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $243 Shares 2,652 Est. Cost $62.95 Unrealized -7.0%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $242 Shares 700 Est. Cost $260.88 Unrealized +26.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $238 Shares 200 Est. Cost $1085.04 Unrealized +0.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $236 Shares 85 Est. Cost $135.05 Unrealized -0.2%
CSX CSX CORP 0.1%
Value ($000) $225 Shares 6,000 Est. Cost $33.29 Unrealized +0.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $220 Shares 1,175 Est. Cost $171.78 Unrealized 0.0%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $145 Shares 11,002 Est. Cost $21.59 Unrealized -30.3%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $100 Shares 12,285 Est. Cost $8.87 Unrealized
ORGANIGRAM HLDGS INC 0.0%
Value ($000) $23 Shares 14,000 Est. Cost $1.07 Unrealized