MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 24, 2024

Total Value ($000): $276,238 (100.0% shares, 0.0% debt)

Holdings (91)

URI UNITED RENTALS INC 10.3%
Value ($000) $28,406 Shares 35,081 Est. Cost $113.42 Unrealized +526.7%
VSEC VSE CORP 6.7%
Value ($000) $18,486 Shares 223,454 Est. Cost $29.10 Unrealized +197.7%
NVR NVR INC 5.8%
Value ($000) $16,091 Shares 1,640 Est. Cost $1153.17 Unrealized +657.0%
TFC TRUIST FINL CORP 5.2%
Value ($000) $14,266 Shares 333,549 Est. Cost $40.89 Unrealized -3.2%
LEN LENNAR CORP 4.7%
Value ($000) $12,910 Shares 68,863 Est. Cost $56.00 Unrealized +193.3%
AAPL APPLE INC 4.5%
Value ($000) $12,455 Shares 53,455 Est. Cost $85.96 Unrealized +158.2%
DE DEERE & CO 4.1%
Value ($000) $11,426 Shares 27,378 Est. Cost $77.89 Unrealized +374.0%
LEN/B LENNAR CORP 3.9%
Value ($000) $10,812 Shares 62,518 Est. Cost $43.39 Unrealized +242.5%
COP CONOCOPHILLIPS 3.6%
Value ($000) $10,045 Shares 95,411 Est. Cost $42.15 Unrealized +149.3%
GIS GENERAL MLS INC 3.1%
Value ($000) $8,474 Shares 114,743 Est. Cost $32.92 Unrealized +99.4%
IBM INTERNATIONAL BUSINESS MACHS 3.1%
Value ($000) $8,436 Shares 38,156 Est. Cost $111.60 Unrealized +69.3%
FANG DIAMONDBACK ENERGY INC 2.8%
Value ($000) $7,643 Shares 44,332 Est. Cost $64.66 Unrealized +186.3%
CVX CHEVRON CORP NEW 2.5%
Value ($000) $6,829 Shares 46,373 Est. Cost $70.29 Unrealized +99.1%
LGIH LGI HOMES INC 2.3%
Value ($000) $6,286 Shares 53,040 Est. Cost $42.17 Unrealized +150.0%
FCX FREEPORT-MCMORAN INC 2.2%
Value ($000) $6,069 Shares 121,570 Est. Cost $18.45 Unrealized +139.7%
CAT CATERPILLAR INC 2.2%
Value ($000) $6,054 Shares 15,480 Est. Cost $67.75 Unrealized +399.9%
MSFT MICROSOFT CORP 2.1%
Value ($000) $5,790 Shares 13,455 Est. Cost $51.17 Unrealized +726.9%
PSX PHILLIPS 66 1.9%
Value ($000) $5,328 Shares 40,535 Est. Cost $45.22 Unrealized +184.0%
MRK MERCK & CO INC 1.9%
Value ($000) $5,260 Shares 46,323 Est. Cost $45.32 Unrealized +149.2%
BAC BANK AMERICA CORP 1.9%
Value ($000) $5,251 Shares 132,332 Est. Cost $12.31 Unrealized +215.0%
CF CF INDS HLDGS INC 1.8%
Value ($000) $5,014 Shares 58,440 Est. Cost $34.65 Unrealized +116.0%
NOW SERVICENOW INC 1.7%
Value ($000) $4,566 Shares 5,105 Est. Cost $151.51 Unrealized +8.5%
VLO VALERO ENERGY CORP 1.5%
Value ($000) $4,036 Shares 29,890 Est. Cost $33.38 Unrealized +317.5%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $3,040 Shares 18,759 Est. Cost $65.78 Unrealized +132.1%
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $2,811 Shares 33,260 Est. Cost $53.17 Unrealized +40.8%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $2,656 Shares 14,371 Est. Cost $62.03 Unrealized +170.0%
ABBV ABBVIE INC 0.9%
Value ($000) $2,572 Shares 13,025 Est. Cost $31.15 Unrealized +473.7%
IVV ISHARES TR 0.9%
Value ($000) $2,403 Shares 4,167 Est. Cost $268.64 Unrealized
HPQ HP INC 0.8%
Value ($000) $2,241 Shares 62,470 Est. Cost $9.54 Unrealized +248.4%
SU SUNCOR ENERGY INC NEW 0.8%
Value ($000) $2,119 Shares 57,400 Est. Cost $18.71 Unrealized +98.3%
SYNOVUS FINL CORP 0.7%
Value ($000) $1,879 Shares 42,258 Est. Cost $35.39 Unrealized
MCD MCDONALDS CORP 0.7%
Value ($000) $1,875 Shares 6,158 Est. Cost $76.80 Unrealized +247.2%
ABT ABBOTT LABS 0.7%
Value ($000) $1,851 Shares 16,235 Est. Cost $33.46 Unrealized +220.0%
SGOV ISHARES TR 0.6%
Value ($000) $1,571 Shares 15,600 Est. Cost $100.67 Unrealized
RTX RTX CORPORATION 0.5%
Value ($000) $1,503 Shares 12,401 Est. Cost $55.69 Unrealized +99.5%
MDU MDU RES GROUP INC 0.5%
Value ($000) $1,277 Shares 46,578 Est. Cost $6.44 Unrealized +111.8%
LH LABCORP HOLDINGS INC 0.5%
Value ($000) $1,254 Shares 5,610 Est. Cost $199.50 Unrealized +8.4%
BHP BHP GROUP LTD 0.4%
Value ($000) $1,230 Shares 19,800 Est. Cost $77.24 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $1,193 Shares 4,405 Est. Cost $75.94 Unrealized +211.0%
KNF KNIFE RIVER CORP 0.4%
Value ($000) $1,176 Shares 13,154 Est. Cost $44.43 Unrealized +75.7%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,144 Shares 1,290 Est. Cost $156.23 Unrealized +451.7%
ODFL OLD DOMINION FREIGHT LINE IN 0.4%
Value ($000) $989 Shares 4,980 Est. Cost $51.74 Unrealized +272.5%
WY WEYERHAEUSER CO MTN BE 0.3%
Value ($000) $945 Shares 27,895 Est. Cost $19.28 Unrealized +52.6%
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $931 Shares 55,641 Est. Cost $12.22 Unrealized +46.6%
WMT WALMART INC 0.3%
Value ($000) $922 Shares 11,413 Est. Cost $46.76 Unrealized +55.0%
IWM ISHARES TR 0.3%
Value ($000) $884 Shares 4,000 Est. Cost $168.51 Unrealized
DAL DELTA AIR LINES INC DEL 0.3%
Value ($000) $751 Shares 14,785 Est. Cost $41.55 Unrealized +3.2%
HON HONEYWELL INTL INC 0.3%
Value ($000) $703 Shares 3,400 Est. Cost $88.11 Unrealized +113.8%
DGX QUEST DIAGNOSTICS INC 0.2%
Value ($000) $657 Shares 4,230 Est. Cost $52.56 Unrealized +177.4%
RYN RAYONIER INC 0.2%
Value ($000) $642 Shares 19,946 Est. Cost $40.05 Unrealized
GL GLOBE LIFE INC 0.2%
Value ($000) $641 Shares 6,050 Est. Cost $86.06 Unrealized +10.2%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $616 Shares 4,149 Est. Cost $39.87 Unrealized +240.1%
CCJ CAMECO CORP 0.2%
Value ($000) $593 Shares 12,425 Est. Cost $28.28 Unrealized +53.5%
NVDA NVIDIA CORPORATION 0.2%
Value ($000) $583 Shares 4,800 Est. Cost $94.27 Unrealized +25.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $576 Shares 650 Est. Cost $191.90 Unrealized +363.9%
PFE PFIZER INC 0.2%
Value ($000) $559 Shares 19,302 Est. Cost $28.25 Unrealized -5.5%
ARISTA NETWORKS INC 0.2%
Value ($000) $537 Shares 1,400 Est. Cost $167.86 Unrealized
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $510 Shares 14,100 Est. Cost $13.89 Unrealized +145.7%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $496 Shares 24,250 Est. Cost $7.14 Unrealized +157.3%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $492 Shares 3,000 Est. Cost $60.40 Unrealized +140.9%
SYY SYSCO CORP 0.2%
Value ($000) $488 Shares 6,250 Est. Cost $27.91 Unrealized +158.4%
FDX FEDEX CORP 0.2%
Value ($000) $480 Shares 1,755 Est. Cost $198.97 Unrealized +41.4%
BTE BAYTEX ENERGY CORP 0.2%
Value ($000) $444 Shares 149,492 Est. Cost $3.34 Unrealized -0.8%
TTD THE TRADE DESK INC 0.2%
Value ($000) $439 Shares 4,000 Est. Cost $53.23 Unrealized +87.5%
GE GE AEROSPACE 0.2%
Value ($000) $417 Shares 2,212 Est. Cost $48.38 Unrealized +247.1%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $410 Shares 200 Est. Cost $1137.53 Unrealized +65.5%
AMZN AMAZON COM INC 0.1%
Value ($000) $391 Shares 2,100 Est. Cost $96.61 Unrealized +88.9%
ENB ENBRIDGE INC 0.1%
Value ($000) $389 Shares 9,590 Est. Cost $24.73 Unrealized +43.6%
SHOP SHOPIFY INC 0.1%
Value ($000) $385 Shares 4,800 Est. Cost $44.00 Unrealized +57.0%
WCC WESCO INTL INC 0.1%
Value ($000) $379 Shares 2,257 Est. Cost $124.90 Unrealized +28.2%
UNP UNION PAC CORP 0.1%
Value ($000) $345 Shares 1,400 Est. Cost $80.66 Unrealized +190.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $319 Shares 694 Est. Cost $296.98 Unrealized +48.9%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $319 Shares 1,175 Est. Cost $156.99 Unrealized +56.1%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $316 Shares 1,125 Est. Cost $284.07 Unrealized 0.0%
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value ($000) $302 Shares 2,630 Est. Cost $103.82 Unrealized +0.7%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $297 Shares 6,200 Est. Cost $33.11 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $294 Shares 1,850 Est. Cost $61.81 Unrealized +130.3%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $281 Shares 2,368 Est. Cost $90.57 Unrealized +25.7%
TOL TOLL BROTHERS INC 0.1%
Value ($000) $278 Shares 1,800 Est. Cost $108.81 Unrealized +24.6%
CRGY CRESCENT ENERGY COMPANY 0.1%
Value ($000) $272 Shares 24,843 Est. Cost $10.71 Unrealized 0.0%
OVV OVINTIV INC 0.1%
Value ($000) $271 Shares 7,074 Est. Cost $21.36 Unrealized +102.4%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $254 Shares 10,878 Est. Cost $6.68 Unrealized +208.5%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $246 Shares 5,900 Est. Cost $27.62 Unrealized +36.7%
AVGO BROADCOM INC 0.1%
Value ($000) $238 Shares 1,380 Est. Cost $155.97 Unrealized +1.3%
GOOGL ALPHABET INC 0.1%
Value ($000) $216 Shares 1,300 Est. Cost $167.35 Unrealized -0.4%
CSX CSX CORP 0.1%
Value ($000) $207 Shares 6,000 Est. Cost $30.86 Unrealized +7.6%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $206 Shares 4,920 Est. Cost $56.77 Unrealized -24.8%
GOOG ALPHABET INC 0.1%
Value ($000) $201 Shares 1,200 Est. Cost $168.88 Unrealized -0.4%
NOV NOV INC 0.1%
Value ($000) $168 Shares 10,505 Est. Cost $18.60 Unrealized -4.6%
SOUTHWESTERN ENERGY CO 0.1%
Value ($000) $143 Shares 20,100 Est. Cost $7.58 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC 0.0%
Value ($000) $88 Shares 11,549 Est. Cost $8.87 Unrealized