MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 27, 2022

Total Value ($000): $244,028 (100.0% shares, 0.0% debt)

Holdings (81)

TFC TRUIST FINL CORP 8.4%
Value ($000) $20,461 Shares 469,938 Est. Cost $40.89 Unrealized -1.7%
URI UNITED RENTALS INC 5.9%
Value ($000) $14,411 Shares 53,350 Est. Cost $113.42 Unrealized +148.5%
COP CONOCOPHILLIPS 5.7%
Value ($000) $13,980 Shares 136,605 Est. Cost $42.15 Unrealized +109.2%
NVR NVR INC 5.2%
Value ($000) $12,679 Shares 3,180 Est. Cost $1153.17 Unrealized +269.5%
DE DEERE & CO 4.6%
Value ($000) $11,277 Shares 33,774 Est. Cost $77.89 Unrealized +319.2%
GIS GENERAL MLS INC 4.1%
Value ($000) $10,105 Shares 131,913 Est. Cost $32.92 Unrealized +105.9%
CVX CHEVRON CORP NEW 3.9%
Value ($000) $9,445 Shares 65,742 Est. Cost $70.29 Unrealized +89.0%
AAPL APPLE INC 3.7%
Value ($000) $9,034 Shares 65,370 Est. Cost $85.96 Unrealized +79.5%
CF CF INDS HLDGS INC 3.4%
Value ($000) $8,243 Shares 85,645 Est. Cost $34.65 Unrealized +161.2%
LGIH LGI HOMES INC 3.4%
Value ($000) $8,205 Shares 100,840 Est. Cost $42.17 Unrealized +132.2%
VSEC VSE CORP 3.3%
Value ($000) $8,006 Shares 226,154 Est. Cost $29.10 Unrealized +31.1%
LEN LENNAR CORP 3.0%
Value ($000) $7,218 Shares 96,822 Est. Cost $56.00 Unrealized +32.2%
LEN/B LENNAR CORP 2.9%
Value ($000) $7,103 Shares 119,357 Est. Cost $42.62 Unrealized +34.7%
FANG DIAMONDBACK ENERGY INC 2.8%
Value ($000) $6,852 Shares 56,884 Est. Cost $63.11 Unrealized +70.3%
IBM INTERNATIONAL BUSINESS MACHS 2.8%
Value ($000) $6,838 Shares 57,557 Est. Cost $111.60 Unrealized +3.6%
BAC BK OF AMERICA CORP 2.4%
Value ($000) $5,910 Shares 195,692 Est. Cost $12.31 Unrealized +148.5%
FCX FREEPORT-MCMORAN INC 2.2%
Value ($000) $5,365 Shares 196,300 Est. Cost $18.45 Unrealized +51.1%
PSX PHILLIPS 66 2.0%
Value ($000) $4,944 Shares 61,252 Est. Cost $45.22 Unrealized +66.7%
VLO VALERO ENERGY CORP 2.0%
Value ($000) $4,885 Shares 45,710 Est. Cost $33.38 Unrealized +197.7%
MRK MERCK & CO INC 2.0%
Value ($000) $4,782 Shares 55,532 Est. Cost $45.32 Unrealized +77.4%
MSFT MICROSOFT CORP 1.8%
Value ($000) $4,379 Shares 18,805 Est. Cost $51.17 Unrealized +402.0%
JNJ JOHNSON & JOHNSON 1.8%
Value ($000) $4,360 Shares 26,690 Est. Cost $65.78 Unrealized +132.5%
HPQ HP INC 1.3%
Value ($000) $3,247 Shares 130,286 Est. Cost $9.54 Unrealized +182.9%
SU SUNCOR ENERGY INC NEW 1.2%
Value ($000) $2,995 Shares 106,400 Est. Cost $18.71 Unrealized +47.9%
CAT CATERPILLAR INC 1.2%
Value ($000) $2,936 Shares 17,894 Est. Cost $67.75 Unrealized +154.2%
NEE NEXTERA ENERGY INC 1.1%
Value ($000) $2,708 Shares 34,540 Est. Cost $52.94 Unrealized +45.7%
PNC PNC FINL SVCS GROUP INC 1.1%
Value ($000) $2,595 Shares 17,371 Est. Cost $62.03 Unrealized +128.9%
ABBV ABBVIE INC 0.9%
Value ($000) $2,198 Shares 16,376 Est. Cost $31.15 Unrealized +308.1%
LABORATORY CORP AMER HLDGS 0.8%
Value ($000) $1,989 Shares 9,710 Est. Cost $136.77 Unrealized
MDU MDU RES GROUP INC 0.8%
Value ($000) $1,881 Shares 68,758 Est. Cost $6.44 Unrealized +55.5%
CVE CENOVUS ENERGY INC 0.7%
Value ($000) $1,826 Shares 118,786 Est. Cost $12.22 Unrealized +33.2%
ABT ABBOTT LABS 0.7%
Value ($000) $1,821 Shares 18,818 Est. Cost $33.46 Unrealized +198.9%
ODFL OLD DOMINION FREIGHT LINE IN 0.7%
Value ($000) $1,605 Shares 6,450 Est. Cost $35.93 Unrealized +277.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.6%
Value ($000) $1,531 Shares 18,701 Est. Cost $55.69 Unrealized +50.6%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,525 Shares 6,608 Est. Cost $71.82 Unrealized +229.0%
SYNOVUS FINL CORP 0.6%
Value ($000) $1,465 Shares 39,058 Est. Cost $38.38 Unrealized
BHP BHP GROUP LTD 0.6%
Value ($000) $1,460 Shares 29,181 Est. Cost $77.24 Unrealized
RANGER OIL CORPORATION 0.6%
Value ($000) $1,412 Shares 44,900 Est. Cost $17.39 Unrealized
IVV ISHARES TR 0.6%
Value ($000) $1,398 Shares 3,897 Est. Cost $253.57 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,323 Shares 30,232 Est. Cost $28.25 Unrealized +43.1%
OVV OVINTIV INC 0.5%
Value ($000) $1,317 Shares 28,634 Est. Cost $19.74 Unrealized +142.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,219 Shares 3 Est. Cost $165023.42 Unrealized +159.4%
DGX QUEST DIAGNOSTICS INC 0.4%
Value ($000) $1,007 Shares 8,210 Est. Cost $52.56 Unrealized +134.6%
WY WEYERHAEUSER CO MTN BE 0.4%
Value ($000) $863 Shares 30,225 Est. Cost $19.14 Unrealized +57.3%
LOW LOWES COS INC 0.3%
Value ($000) $843 Shares 4,490 Est. Cost $75.94 Unrealized +140.2%
RF REGIONS FINANCIAL CORP NEW 0.3%
Value ($000) $811 Shares 40,400 Est. Cost $6.68 Unrealized +171.7%
A AGILENT TECHNOLOGIES INC 0.3%
Value ($000) $759 Shares 6,249 Est. Cost $39.87 Unrealized +214.6%
GL GLOBE LIFE INC 0.3%
Value ($000) $668 Shares 6,700 Est. Cost $86.06 Unrealized +13.4%
IWM ISHARES TR 0.3%
Value ($000) $660 Shares 4,000 Est. Cost $168.51 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $651 Shares 3,900 Est. Cost $88.11 Unrealized +84.0%
RYN RAYONIER INC 0.3%
Value ($000) $616 Shares 20,546 Est. Cost $40.05 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $567 Shares 1,200 Est. Cost $128.04 Unrealized +289.0%
DAL DELTA AIR LINES INC DEL 0.2%
Value ($000) $542 Shares 19,305 Est. Cost $41.55 Unrealized -25.6%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $482 Shares 16,440 Est. Cost $27.62 Unrealized +21.9%
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $476 Shares 22,700 Est. Cost $13.89 Unrealized +66.3%
FRT FEDERAL RLTY INVT TR NEW 0.2%
Value ($000) $476 Shares 5,280 Est. Cost $103.82 Unrealized -15.8%
UNP UNION PAC CORP 0.2%
Value ($000) $468 Shares 2,400 Est. Cost $80.66 Unrealized +153.2%
HAL HALLIBURTON CO 0.2%
Value ($000) $458 Shares 18,600 Est. Cost $9.96 Unrealized +166.6%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $448 Shares 2,850 Est. Cost $61.81 Unrealized +158.9%
SYY SYSCO CORP 0.2%
Value ($000) $445 Shares 6,300 Est. Cost $27.91 Unrealized +171.3%
ENB ENBRIDGE INC 0.2%
Value ($000) $415 Shares 11,185 Est. Cost $24.73 Unrealized +36.7%
WMT WALMART INC 0.2%
Value ($000) $390 Shares 3,004 Est. Cost $20.77 Unrealized +102.2%
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $385 Shares 10,740 Est. Cost $57.33 Unrealized -41.7%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $379 Shares 3,000 Est. Cost $60.40 Unrealized +85.7%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $372 Shares 1,775 Est. Cost $99.13 Unrealized +124.8%
CCJ CAMECO CORP 0.1%
Value ($000) $358 Shares 13,500 Est. Cost $25.34 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value ($000) $337 Shares 28,150 Est. Cost $6.91 Unrealized +78.3%
LLY LILLY ELI & CO 0.1%
Value ($000) $324 Shares 1,000 Est. Cost $191.90 Unrealized +60.5%
WCC WESCO INTL INC 0.1%
Value ($000) $319 Shares 2,670 Est. Cost $121.63 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $303 Shares 2,042 Est. Cost $195.77 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.1%
Value ($000) $276 Shares 9,040 Est. Cost $36.92 Unrealized 0.0%
APA APA CORPORATION 0.1%
Value ($000) $270 Shares 7,906 Est. Cost $23.39 Unrealized +36.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $260 Shares 2,300 Est. Cost $123.82 Unrealized +2.1%
NTR NUTRIEN LTD 0.1%
Value ($000) $258 Shares 3,100 Est. Cost $53.92 Unrealized +42.8%
TTD THE TRADE DESK INC 0.1%
Value ($000) $239 Shares 4,000 Est. Cost $56.90 Unrealized 0.0%
PAYC PAYCOM SOFTWARE INC 0.1%
Value ($000) $231 Shares 700 Est. Cost $337.49 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $228 Shares 6,250 Est. Cost $33.11 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.1%
Value ($000) $213 Shares 10,532 Est. Cost $21.65 Unrealized
NOV NOV INC 0.1%
Value ($000) $204 Shares 12,595 Est. Cost $14.51 Unrealized +15.9%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $82 Shares 12,285 Est. Cost $8.87 Unrealized
ORGANIGRAM HLDGS INC 0.0%
Value ($000) $12 Shares 14,000 Est. Cost $1.07 Unrealized