MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2024 (← Previous) (Next →)

Filing Date: Jul 12, 2024

Total Value ($000): $252,735 (100.0% shares, 0.0% debt)

Holdings (91)

URI UNITED RENTALS INC 9.0%
Value ($000) $22,712 Shares 35,118 Est. Cost $113.42 Unrealized +477.7%
VSEC VSE CORP 7.8%
Value ($000) $19,727 Shares 223,454 Est. Cost $29.10 Unrealized +174.1%
TFC TRUIST FINL CORP 5.1%
Value ($000) $12,958 Shares 333,549 Est. Cost $40.89 Unrealized -14.5%
NVR NVR INC 4.9%
Value ($000) $12,445 Shares 1,640 Est. Cost $1153.17 Unrealized +563.1%
AAPL APPLE INC 4.5%
Value ($000) $11,266 Shares 53,492 Est. Cost $85.96 Unrealized +115.3%
COP CONOCOPHILLIPS 4.3%
Value ($000) $10,913 Shares 95,411 Est. Cost $42.15 Unrealized +173.7%
LEN LENNAR CORP 4.1%
Value ($000) $10,320 Shares 68,863 Est. Cost $56.00 Unrealized +165.3%
DE DEERE & CO 4.0%
Value ($000) $10,229 Shares 27,378 Est. Cost $77.89 Unrealized +388.4%
FANG DIAMONDBACK ENERGY INC 3.5%
Value ($000) $8,875 Shares 44,332 Est. Cost $64.66 Unrealized +192.1%
LEN/B LENNAR CORP 3.5%
Value ($000) $8,774 Shares 62,927 Est. Cost $43.39 Unrealized +206.9%
GIS GENERAL MLS INC 2.9%
Value ($000) $7,322 Shares 115,743 Est. Cost $32.92 Unrealized +95.8%
CVX CHEVRON CORP NEW 2.9%
Value ($000) $7,256 Shares 46,388 Est. Cost $70.29 Unrealized +111.1%
IBM INTERNATIONAL BUSINESS MACHS 2.6%
Value ($000) $6,599 Shares 38,156 Est. Cost $111.60 Unrealized +48.6%
MSFT MICROSOFT CORP 2.4%
Value ($000) $5,973 Shares 13,365 Est. Cost $51.17 Unrealized +715.5%
FCX FREEPORT-MCMORAN INC 2.3%
Value ($000) $5,908 Shares 121,570 Est. Cost $18.45 Unrealized +167.3%
MRK MERCK & CO INC 2.3%
Value ($000) $5,735 Shares 46,323 Est. Cost $45.32 Unrealized +168.6%
PSX PHILLIPS 66 2.3%
Value ($000) $5,722 Shares 40,535 Est. Cost $45.22 Unrealized +208.8%
BAC BANK AMERICA CORP 2.1%
Value ($000) $5,263 Shares 132,332 Est. Cost $12.31 Unrealized +199.3%
CAT CATERPILLAR INC 2.0%
Value ($000) $5,156 Shares 15,480 Est. Cost $67.75 Unrealized +399.9%
LGIH LGI HOMES INC 1.9%
Value ($000) $4,747 Shares 53,040 Est. Cost $42.17 Unrealized +128.9%
VLO VALERO ENERGY CORP 1.9%
Value ($000) $4,686 Shares 29,890 Est. Cost $33.38 Unrealized +359.9%
CF CF INDS HLDGS INC 1.7%
Value ($000) $4,336 Shares 58,500 Est. Cost $34.65 Unrealized +115.4%
NOW SERVICENOW INC 1.6%
Value ($000) $4,016 Shares 5,105 Est. Cost $151.51 Unrealized -3.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,742 Shares 18,759 Est. Cost $65.78 Unrealized +115.0%
NEE NEXTERA ENERGY INC 0.9%
Value ($000) $2,362 Shares 33,360 Est. Cost $53.17 Unrealized +27.2%
IVV ISHARES TR 0.9%
Value ($000) $2,276 Shares 4,160 Est. Cost $268.64 Unrealized
PNC PNC FINL SVCS GROUP INC 0.9%
Value ($000) $2,234 Shares 14,371 Est. Cost $62.03 Unrealized +136.3%
ABBV ABBVIE INC 0.9%
Value ($000) $2,234 Shares 13,025 Est. Cost $31.15 Unrealized +404.5%
HPQ HP INC 0.9%
Value ($000) $2,188 Shares 62,470 Est. Cost $9.54 Unrealized +211.3%
SU SUNCOR ENERGY INC NEW 0.9%
Value ($000) $2,187 Shares 57,400 Est. Cost $18.71 Unrealized +96.4%
SYNOVUS FINL CORP 0.7%
Value ($000) $1,698 Shares 42,258 Est. Cost $35.39 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $1,687 Shares 16,235 Est. Cost $33.46 Unrealized +207.7%
MCD MCDONALDS CORP 0.6%
Value ($000) $1,582 Shares 6,208 Est. Cost $76.80 Unrealized +232.1%
SGOV ISHARES TR 0.6%
Value ($000) $1,579 Shares 15,680 Est. Cost $100.67 Unrealized
RTX RTX CORPORATION 0.5%
Value ($000) $1,245 Shares 12,401 Est. Cost $55.69 Unrealized +79.8%
MDU MDU RES GROUP INC 0.5%
Value ($000) $1,169 Shares 46,578 Est. Cost $6.44 Unrealized +104.4%
LH LABCORP HOLDINGS INC 0.5%
Value ($000) $1,142 Shares 5,610 Est. Cost $199.50 Unrealized 0.0%
BHP BHP GROUP LTD 0.4%
Value ($000) $1,130 Shares 19,800 Est. Cost $77.24 Unrealized
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,096 Shares 1,290 Est. Cost $156.23 Unrealized +395.3%
CVE CENOVUS ENERGY INC 0.4%
Value ($000) $1,093 Shares 55,586 Est. Cost $12.22 Unrealized +58.2%
LOW LOWES COS INC 0.4%
Value ($000) $971 Shares 4,405 Est. Cost $75.94 Unrealized +191.5%
KNF KNIFE RIVER CORP 0.4%
Value ($000) $923 Shares 13,154 Est. Cost $44.43 Unrealized +68.1%
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value ($000) $879 Shares 4,980 Est. Cost $51.74 Unrealized +260.6%
IWM ISHARES TR 0.3%
Value ($000) $812 Shares 4,000 Est. Cost $168.51 Unrealized
WY WEYERHAEUSER CO MTN BE 0.3%
Value ($000) $792 Shares 27,895 Est. Cost $19.28 Unrealized +52.6%
WMT WALMART INC 0.3%
Value ($000) $773 Shares 11,413 Est. Cost $46.76 Unrealized +32.5%
HON HONEYWELL INTL INC 0.3%
Value ($000) $726 Shares 3,400 Est. Cost $88.11 Unrealized +108.6%
DAL DELTA AIR LINES INC DEL 0.3%
Value ($000) $701 Shares 14,785 Est. Cost $41.55 Unrealized +17.5%
CCJ CAMECO CORP 0.2%
Value ($000) $610 Shares 12,400 Est. Cost $28.28 Unrealized +78.6%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $593 Shares 4,800 Est. Cost $94.27 Unrealized +7.2%
LLY ELI LILLY & CO 0.2%
Value ($000) $588 Shares 650 Est. Cost $191.90 Unrealized +312.2%
RYN RAYONIER INC 0.2%
Value ($000) $580 Shares 19,946 Est. Cost $40.05 Unrealized
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $579 Shares 4,230 Est. Cost $52.56 Unrealized +153.0%
PFE PFIZER INC 0.2%
Value ($000) $540 Shares 19,302 Est. Cost $28.25 Unrealized -12.3%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $538 Shares 4,149 Est. Cost $39.87 Unrealized +246.7%
FDX FEDEX CORP 0.2%
Value ($000) $526 Shares 1,755 Est. Cost $198.97 Unrealized +26.5%
BTE BAYTEX ENERGY CORP 0.2%
Value ($000) $519 Shares 149,492 Est. Cost $3.34 Unrealized +3.8%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $513 Shares 24,250 Est. Cost $7.14 Unrealized +146.7%
GL GLOBE LIFE INC 0.2%
Value ($000) $498 Shares 6,050 Est. Cost $86.06 Unrealized -5.1%
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $496 Shares 14,100 Est. Cost $13.89 Unrealized +127.9%
ARISTA NETWORKS INC 0.2%
Value ($000) $491 Shares 1,400 Est. Cost $167.86 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $454 Shares 3,000 Est. Cost $60.40 Unrealized +139.8%
SYY SYSCO CORP 0.2%
Value ($000) $446 Shares 6,250 Est. Cost $27.91 Unrealized +155.0%
AMZN AMAZON COM INC 0.2%
Value ($000) $406 Shares 2,100 Est. Cost $96.61 Unrealized +90.1%
TTD THE TRADE DESK INC 0.2%
Value ($000) $391 Shares 4,000 Est. Cost $53.23 Unrealized +69.5%
WCC WESCO INTL INC 0.1%
Value ($000) $358 Shares 2,257 Est. Cost $124.90 Unrealized +34.1%
GE GE AEROSPACE 0.1%
Value ($000) $352 Shares 2,212 Est. Cost $48.38 Unrealized +226.5%
ENB ENBRIDGE INC 0.1%
Value ($000) $341 Shares 9,590 Est. Cost $24.73 Unrealized +30.9%
OVV OVINTIV INC 0.1%
Value ($000) $332 Shares 7,074 Est. Cost $21.36 Unrealized +135.7%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $329 Shares 200 Est. Cost $1137.53 Unrealized +38.8%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $327 Shares 2,368 Est. Cost $90.57 Unrealized +44.2%
SHOP SHOPIFY INC 0.1%
Value ($000) $317 Shares 4,800 Est. Cost $44.00 Unrealized +50.8%
UNP UNION PAC CORP 0.1%
Value ($000) $317 Shares 1,400 Est. Cost $80.66 Unrealized +179.6%
SILVERBOW RES INC 0.1%
Value ($000) $301 Shares 7,950 Est. Cost $35.23 Unrealized
BHRB BURKE HERBERT FINL SVCS CORP 0.1%
Value ($000) $299 Shares 5,866 Est. Cost $69.98 Unrealized -31.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $282 Shares 694 Est. Cost $296.98 Unrealized +37.6%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $272 Shares 1,175 Est. Cost $156.99 Unrealized +44.8%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $271 Shares 6,200 Est. Cost $33.11 Unrealized
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value ($000) $266 Shares 2,630 Est. Cost $103.82 Unrealized -9.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $253 Shares 1,850 Est. Cost $61.81 Unrealized +136.4%
GOOGL ALPHABET INC 0.1%
Value ($000) $237 Shares 1,300 Est. Cost $167.35 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $232 Shares 4,920 Est. Cost $56.77 Unrealized -19.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $231 Shares 5,900 Est. Cost $27.62 Unrealized +34.4%
AVGO BROADCOM INC 0.1%
Value ($000) $222 Shares 138 Est. Cost $137.66 Unrealized 0.0%
GOOG ALPHABET INC 0.1%
Value ($000) $220 Shares 1,200 Est. Cost $168.88 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $218 Shares 10,878 Est. Cost $6.68 Unrealized +170.5%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $207 Shares 1,800 Est. Cost $108.81 Unrealized +11.2%
CSX CSX CORP 0.1%
Value ($000) $201 Shares 6,000 Est. Cost $30.86 Unrealized +7.3%
NOV NOV INC 0.1%
Value ($000) $200 Shares 10,505 Est. Cost $18.60 Unrealized +0.7%
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $135 Shares 20,100 Est. Cost $7.58 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $88 Shares 12,285 Est. Cost $8.87 Unrealized