MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

Location: Rockville, MD

CIK: 0001272544 · Show all filings

Period: Q4 2022 (← Previous) (Next →)

Filing Date: Jan 31, 2023

Total Value: $282M (100.0% shares, 0.0% debt)

Holdings (81)

TFC TRUIST FINL CORP 7.2%
Value $20.2M Shares 469,530 Est. Cost $40.89 Unrealized -9.3%
URI UNITED RENTALS INC 6.8%
Value $19.01M Shares 53,500 Est. Cost $113.42 Unrealized +180.6%
COP CONOCOPHILLIPS 5.7%
Value $16.12M Shares 136,605 Est. Cost $42.15 Unrealized +159.5%
NVR NVR INC 5.2%
Value $14.67M Shares 3,180 Est. Cost $1153.17 Unrealized +281.2%
DE DEERE & CO 5.1%
Value $14.43M Shares 33,659 Est. Cost $77.89 Unrealized +399.0%
CVX CHEVRON CORP NEW 4.2%
Value $11.8M Shares 65,727 Est. Cost $70.29 Unrealized +118.0%
GIS GENERAL MLS INC 3.9%
Value $10.91M Shares 130,113 Est. Cost $32.92 Unrealized +121.6%
VSEC VSE CORP 3.8%
Value $10.6M Shares 226,154 Est. Cost $29.10 Unrealized +53.5%
LGIH LGI HOMES INC 3.3%
Value $9.338M Shares 100,840 Est. Cost $42.17 Unrealized +116.7%
LEN/B LENNAR CORP 3.2%
Value $8.967M Shares 119,915 Est. Cost $42.62 Unrealized +44.5%
LEN LENNAR CORP 3.1%
Value $8.762M Shares 96,822 Est. Cost $56.00 Unrealized +38.4%
AAPL APPLE INC 3.0%
Value $8.494M Shares 65,370 Est. Cost $85.96 Unrealized +63.7%
IBM INTERNATIONAL BUSINESS MACHS 2.9%
Value $8.101M Shares 57,497 Est. Cost $111.60 Unrealized +10.3%
FANG DIAMONDBACK ENERGY INC 2.8%
Value $7.863M Shares 57,484 Est. Cost $63.79 Unrealized +100.6%
FCX FREEPORT-MCMORAN INC 2.6%
Value $7.457M Shares 196,250 Est. Cost $18.45 Unrealized +81.5%
CF CF INDS HLDGS INC 2.6%
Value $7.276M Shares 85,395 Est. Cost $34.65 Unrealized +172.8%
BAC BANK AMERICA CORP 2.3%
Value $6.49M Shares 195,962 Est. Cost $12.31 Unrealized +157.7%
PSX PHILLIPS 66 2.3%
Value $6.375M Shares 61,252 Est. Cost $45.22 Unrealized +102.1%
MRK MERCK & CO INC 2.2%
Value $6.161M Shares 55,532 Est. Cost $45.32 Unrealized +104.8%
VLO VALERO ENERGY CORP 2.1%
Value $5.799M Shares 45,710 Est. Cost $33.38 Unrealized +241.7%
JNJ JOHNSON & JOHNSON 1.7%
Value $4.712M Shares 26,675 Est. Cost $65.78 Unrealized +138.8%
MSFT MICROSOFT CORP 1.6%
Value $4.51M Shares 18,805 Est. Cost $51.17 Unrealized +357.4%
CAT CATERPILLAR INC 1.5%
Value $4.277M Shares 17,854 Est. Cost $67.75 Unrealized +204.9%
SU SUNCOR ENERGY INC NEW 1.2%
Value $3.376M Shares 106,400 Est. Cost $18.71 Unrealized +55.6%
HPQ HP INC 1.0%
Value $2.895M Shares 107,736 Est. Cost $9.54 Unrealized +157.3%
NEE NEXTERA ENERGY INC 1.0%
Value $2.888M Shares 34,540 Est. Cost $52.94 Unrealized +39.4%
PNC PNC FINL SVCS GROUP INC 1.0%
Value $2.744M Shares 17,371 Est. Cost $62.03 Unrealized +124.5%
ABBV ABBVIE INC 0.9%
Value $2.638M Shares 16,324 Est. Cost $31.15 Unrealized +340.6%
CVE CENOVUS ENERGY INC 0.8%
Value $2.306M Shares 118,786 Est. Cost $12.22 Unrealized +44.6%
LABORATORY CORP AMER HLDGS 0.8%
Value $2.305M Shares 9,790 Est. Cost $136.77 Unrealized
ABT ABBOTT LABS 0.7%
Value $2.063M Shares 18,788 Est. Cost $33.46 Unrealized +191.8%
MDU MDU RES GROUP INC 0.7%
Value $1.934M Shares 63,758 Est. Cost $6.44 Unrealized +59.4%
RTX RAYTHEON TECHNOLOGIES CORP 0.7%
Value $1.887M Shares 18,701 Est. Cost $55.69 Unrealized +57.4%
RANGER OIL CORPORATION 0.7%
Value $1.836M Shares 45,400 Est. Cost $17.65 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.7%
Value $1.83M Shares 6,450 Est. Cost $35.93 Unrealized +288.5%
BHP BHP GROUP LTD 0.6%
Value $1.811M Shares 29,181 Est. Cost $77.24 Unrealized
MCD MCDONALDS CORP 0.6%
Value $1.728M Shares 6,558 Est. Cost $71.82 Unrealized +241.5%
PFE PFIZER INC 0.6%
Value $1.549M Shares 30,232 Est. Cost $28.25 Unrealized +42.3%
SYNOVUS FINL CORP 0.5%
Value $1.523M Shares 40,558 Est. Cost $38.35 Unrealized
OVV OVINTIV INC 0.5%
Value $1.521M Shares 29,994 Est. Cost $21.21 Unrealized +146.4%
IVV ISHARES TR 0.5%
Value $1.516M Shares 3,947 Est. Cost $255.23 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value $1.406M Shares 3 Est. Cost $165023.42 Unrealized +171.9%
DGX QUEST DIAGNOSTICS INC 0.4%
Value $1.256M Shares 8,030 Est. Cost $52.56 Unrealized +157.4%
WY WEYERHAEUSER CO MTN BE 0.3%
Value $946K Shares 30,525 Est. Cost $19.14 Unrealized +44.0%
A AGILENT TECHNOLOGIES INC 0.3%
Value $935K Shares 6,249 Est. Cost $39.87 Unrealized +250.3%
LOW LOWES COS INC 0.3%
Value $889K Shares 4,460 Est. Cost $75.94 Unrealized +147.8%
RF REGIONS FINANCIAL CORP NEW 0.3%
Value $860K Shares 39,900 Est. Cost $6.68 Unrealized +181.5%
HON HONEYWELL INTL INC 0.3%
Value $836K Shares 3,900 Est. Cost $88.11 Unrealized +102.9%
GL GLOBE LIFE INC 0.3%
Value $808K Shares 6,700 Est. Cost $86.06 Unrealized +29.5%
HAL HALLIBURTON CO 0.3%
Value $732K Shares 18,600 Est. Cost $9.96 Unrealized +231.2%
IWM ISHARES TR 0.2%
Value $697K Shares 4,000 Est. Cost $168.51 Unrealized
RYN RAYONIER INC 0.2%
Value $677K Shares 20,546 Est. Cost $40.05 Unrealized
BKR BAKER HUGHES COMPANY 0.2%
Value $670K Shares 22,700 Est. Cost $13.89 Unrealized +84.6%
DAL DELTA AIR LINES INC DEL 0.2%
Value $630K Shares 19,180 Est. Cost $41.55 Unrealized -22.4%
SLB SCHLUMBERGER LTD 0.2%
Value $574K Shares 10,740 Est. Cost $57.33 Unrealized -19.6%
CMCSA COMCAST CORP NEW 0.2%
Value $562K Shares 16,078 Est. Cost $27.62 Unrealized +8.8%
COST COSTCO WHSL CORP NEW 0.2%
Value $548K Shares 1,200 Est. Cost $128.04 Unrealized +266.1%
FRT FEDERAL RLTY INVT TR NEW 0.2%
Value $533K Shares 5,280 Est. Cost $103.82 Unrealized -15.3%
UNP UNION PAC CORP 0.2%
Value $497K Shares 2,400 Est. Cost $80.66 Unrealized +135.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value $488K Shares 2,850 Est. Cost $61.81 Unrealized +175.8%
SYY SYSCO CORP 0.2%
Value $478K Shares 6,250 Est. Cost $27.91 Unrealized +164.8%
ENB ENBRIDGE INC 0.2%
Value $437K Shares 11,185 Est. Cost $24.73 Unrealized +28.7%
NSC NORFOLK SOUTHN CORP 0.2%
Value $435K Shares 1,765 Est. Cost $99.13 Unrealized +122.4%
WMT WALMART INC 0.2%
Value $426K Shares 3,004 Est. Cost $20.77 Unrealized +119.8%
DRI DARDEN RESTAURANTS INC 0.1%
Value $415K Shares 3,000 Est. Cost $60.40 Unrealized +109.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.1%
Value $387K Shares 24,250 Est. Cost $6.91 Unrealized +95.1%
APA APA CORPORATION 0.1%
Value $367K Shares 7,871 Est. Cost $23.39 Unrealized +71.2%
LLY LILLY ELI & CO 0.1%
Value $366K Shares 1,000 Est. Cost $191.90 Unrealized +80.2%
CCJ CAMECO CORP 0.1%
Value $348K Shares 15,350 Est. Cost $25.10 Unrealized -7.1%
WCC WESCO INTL INC 0.1%
Value $347K Shares 2,770 Est. Cost $121.66 Unrealized +0.6%
FDX FEDEX CORP 0.1%
Value $336K Shares 1,942 Est. Cost $195.77 Unrealized -20.8%
AR ANTERO RESOURCES CORP 0.1%
Value $280K Shares 9,040 Est. Cost $36.92 Unrealized -6.4%
NOV NOV INC 0.1%
Value $263K Shares 12,595 Est. Cost $14.51 Unrealized +44.6%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $244K Shares 6,250 Est. Cost $33.11 Unrealized
WDS WOODSIDE ENERGY GROUP LTD 0.1%
Value $229K Shares 9,448 Est. Cost $21.65 Unrealized
NTR NUTRIEN LTD 0.1%
Value $226K Shares 3,100 Est. Cost $53.92 Unrealized +31.9%
PAYC PAYCOM SOFTWARE INC 0.1%
Value $217K Shares 700 Est. Cost $337.49 Unrealized -6.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $214K Shares 694 Est. Cost $296.98 Unrealized 0.0%
GE GENERAL ELECTRIC CO 0.1%
Value $212K Shares 2,527 Est. Cost $48.38 Unrealized 0.0%
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value $86,118 Shares 12,285 Est. Cost $8.87 Unrealized
ORGANIGRAM HLDGS INC 0.0%
Value $11,200 Shares 14,000 Est. Cost $1.07 Unrealized