MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 4, 2022

Total Value ($000): $247,326 (100.0% shares, 0.0% debt)

Holdings (77)

TFC TRUIST FINL CORP 9.0%
Value ($000) $22,275 Shares 469,638 Est. Cost $40.89 Unrealized -0.3%
URI UNITED RENTALS INC 5.2%
Value ($000) $12,911 Shares 53,150 Est. Cost $113.42 Unrealized +151.2%
NVR NVR INC 5.1%
Value ($000) $12,733 Shares 3,180 Est. Cost $1153.17 Unrealized +269.4%
COP CONOCOPHILLIPS 4.9%
Value ($000) $12,233 Shares 136,205 Est. Cost $42.15 Unrealized +113.4%
DE DEERE & CO 4.1%
Value ($000) $10,084 Shares 33,674 Est. Cost $77.89 Unrealized +348.9%
GIS GENERAL MLS INC 4.1%
Value ($000) $10,019 Shares 132,793 Est. Cost $32.92 Unrealized +87.9%
CVX CHEVRON CORP NEW 3.8%
Value ($000) $9,489 Shares 65,542 Est. Cost $70.29 Unrealized +103.0%
AAPL APPLE INC 3.6%
Value ($000) $8,846 Shares 64,700 Est. Cost $85.26 Unrealized +74.3%
LGIH LGI HOMES INC 3.5%
Value ($000) $8,755 Shares 100,740 Est. Cost $42.17 Unrealized +119.8%
VSEC VSE CORP 3.4%
Value ($000) $8,499 Shares 226,154 Est. Cost $29.10 Unrealized +31.8%
IBM INTERNATIONAL BUSINESS MACHS 3.3%
Value ($000) $8,114 Shares 57,467 Est. Cost $111.60 Unrealized +5.3%
CF CF INDS HLDGS INC 3.0%
Value ($000) $7,325 Shares 85,445 Est. Cost $34.65 Unrealized +159.0%
LEN/B LENNAR CORP 2.8%
Value ($000) $6,942 Shares 118,244 Est. Cost $42.62 Unrealized +33.6%
LEN LENNAR CORP 2.8%
Value ($000) $6,843 Shares 96,954 Est. Cost $56.00 Unrealized +24.0%
FANG DIAMONDBACK ENERGY INC 2.8%
Value ($000) $6,803 Shares 56,153 Est. Cost $62.53 Unrealized +84.4%
BAC BK OF AMERICA CORP 2.5%
Value ($000) $6,075 Shares 195,172 Est. Cost $12.31 Unrealized +166.0%
FCX FREEPORT-MCMORAN INC 2.3%
Value ($000) $5,736 Shares 196,032 Est. Cost $18.45 Unrealized +105.6%
MRK MERCK & CO INC 2.0%
Value ($000) $5,063 Shares 55,532 Est. Cost $45.32 Unrealized +74.8%
PSX PHILLIPS 66 2.0%
Value ($000) $5,013 Shares 61,152 Est. Cost $45.22 Unrealized +79.0%
VLO VALERO ENERGY CORP 2.0%
Value ($000) $4,848 Shares 45,610 Est. Cost $33.38 Unrealized +217.3%
MSFT MICROSOFT CORP 2.0%
Value ($000) $4,830 Shares 18,805 Est. Cost $51.17 Unrealized +414.9%
JNJ JOHNSON & JOHNSON 1.9%
Value ($000) $4,732 Shares 26,655 Est. Cost $65.78 Unrealized +143.2%
HPQ HP INC 1.7%
Value ($000) $4,314 Shares 131,586 Est. Cost $9.54 Unrealized +236.0%
SU SUNCOR ENERGY INC NEW 1.5%
Value ($000) $3,731 Shares 106,400 Est. Cost $18.71 Unrealized +68.8%
CAT CATERPILLAR INC 1.3%
Value ($000) $3,210 Shares 17,959 Est. Cost $67.75 Unrealized +191.2%
PNC PNC FINL SVCS GROUP INC 1.1%
Value ($000) $2,741 Shares 17,371 Est. Cost $62.03 Unrealized +134.6%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $2,675 Shares 34,540 Est. Cost $52.94 Unrealized +30.0%
ABBV ABBVIE INC 1.0%
Value ($000) $2,508 Shares 16,376 Est. Cost $31.15 Unrealized +330.6%
LABORATORY CORP AMER HLDGS 0.9%
Value ($000) $2,276 Shares 9,710 Est. Cost $136.77 Unrealized
CVE CENOVUS ENERGY INC 0.9%
Value ($000) $2,220 Shares 116,786 Est. Cost $12.15 Unrealized +49.5%
ABT ABBOTT LABS 0.8%
Value ($000) $2,045 Shares 18,818 Est. Cost $33.46 Unrealized +217.1%
MDU MDU RES GROUP INC 0.7%
Value ($000) $1,850 Shares 68,558 Est. Cost $6.44 Unrealized +42.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value ($000) $1,797 Shares 18,701 Est. Cost $55.69 Unrealized +59.0%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,656 Shares 6,708 Est. Cost $71.82 Unrealized +215.2%
ODFL OLD DOMINION FREIGHT LINE IN 0.7%
Value ($000) $1,653 Shares 6,450 Est. Cost $35.93 Unrealized +257.6%
BHP BHP GROUP LTD 0.7%
Value ($000) $1,640 Shares 29,181 Est. Cost $77.24 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $1,478 Shares 3,897 Est. Cost $253.57 Unrealized
RANGER OIL CORPORATION 0.6%
Value ($000) $1,476 Shares 44,900 Est. Cost $17.39 Unrealized
PFE PFIZER INC 0.6%
Value ($000) $1,429 Shares 27,262 Est. Cost $26.92 Unrealized +56.0%
SYNOVUS FINL CORP 0.6%
Value ($000) $1,375 Shares 38,158 Est. Cost $38.40 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,227 Shares 3 Est. Cost $165023.42 Unrealized +185.5%
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $1,096 Shares 8,240 Est. Cost $52.56 Unrealized +141.5%
OVV OVINTIV INC 0.4%
Value ($000) $1,024 Shares 23,174 Est. Cost $13.13 Unrealized +292.5%
WY WEYERHAEUSER CO MTN BE 0.4%
Value ($000) $978 Shares 29,525 Est. Cost $18.88 Unrealized +77.8%
RYN RAYONIER INC 0.4%
Value ($000) $880 Shares 23,546 Est. Cost $40.05 Unrealized
LOW LOWES COS INC 0.3%
Value ($000) $793 Shares 4,540 Est. Cost $75.94 Unrealized +136.4%
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $757 Shares 40,400 Est. Cost $6.68 Unrealized +163.4%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $743 Shares 6,249 Est. Cost $39.87 Unrealized +200.6%
HON HONEYWELL INTL INC 0.3%
Value ($000) $678 Shares 3,900 Est. Cost $88.11 Unrealized +88.7%
IWM ISHARES TR 0.3%
Value ($000) $677 Shares 4,000 Est. Cost $168.51 Unrealized
BKR BAKER HUGHES COMPANY 0.3%
Value ($000) $655 Shares 22,700 Est. Cost $13.89 Unrealized +122.8%
GL GLOBE LIFE INC 0.3%
Value ($000) $653 Shares 6,700 Est. Cost $86.06 Unrealized +10.6%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $645 Shares 16,440 Est. Cost $27.62 Unrealized +38.9%
HAL HALLIBURTON CO 0.2%
Value ($000) $583 Shares 18,600 Est. Cost $9.96 Unrealized +246.5%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $575 Shares 1,200 Est. Cost $128.04 Unrealized +278.7%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $552 Shares 19,065 Est. Cost $41.68 Unrealized -11.0%
SYY SYSCO CORP 0.2%
Value ($000) $534 Shares 6,300 Est. Cost $27.91 Unrealized +171.3%
UNP UNION PAC CORP 0.2%
Value ($000) $512 Shares 2,400 Est. Cost $80.66 Unrealized +158.9%
FRT FEDERAL RLTY INVT TR NEW 0.2%
Value ($000) $506 Shares 5,280 Est. Cost $103.82 Unrealized -8.1%
ENB ENBRIDGE INC 0.2%
Value ($000) $473 Shares 11,185 Est. Cost $24.73 Unrealized +42.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $405 Shares 2,938 Est. Cost $61.81 Unrealized +130.1%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $403 Shares 1,775 Est. Cost $99.13 Unrealized +128.5%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $384 Shares 10,740 Est. Cost $57.33 Unrealized -33.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $373 Shares 28,150 Est. Cost $6.91 Unrealized +97.3%
WMT WALMART INC 0.1%
Value ($000) $365 Shares 3,004 Est. Cost $20.77 Unrealized +112.0%
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $339 Shares 3,000 Est. Cost $60.40 Unrealized +83.6%
LLY LILLY ELI & CO 0.1%
Value ($000) $325 Shares 1,000 Est. Cost $191.90 Unrealized +51.6%
APA APA CORPORATION 0.1%
Value ($000) $279 Shares 8,006 Est. Cost $23.39 Unrealized +61.2%
DXC DXC TECHNOLOGY CO 0.1%
Value ($000) $270 Shares 8,912 Est. Cost $62.87 Unrealized -50.6%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $260 Shares 6,250 Est. Cost $33.11 Unrealized
AMZN AMAZON COM INC 0.1%
Value ($000) $244 Shares 2,300 Est. Cost $123.82 Unrealized +1.1%
NTR NUTRIEN LTD 0.1%
Value ($000) $242 Shares 3,040 Est. Cost $53.47 Unrealized +61.6%
WDS WOODSIDE ENERGY GROUP LTD 0.1%
Value ($000) $228 Shares 10,532 Est. Cost $21.65 Unrealized
NOV NOV INC 0.1%
Value ($000) $213 Shares 12,595 Est. Cost $14.51 Unrealized +29.7%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $108 Shares 10,982 Est. Cost $21.59 Unrealized -46.1%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $92 Shares 12,285 Est. Cost $8.87 Unrealized
ORGANIGRAM HLDGS INC 0.0%
Value ($000) $13 Shares 14,000 Est. Cost $1.07 Unrealized