MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 18, 2025

Total Value ($000): $258,391 (100.0% shares, 0.0% debt)

Holdings (95)

URI UNITED RENTALS INC 9.9%
Value ($000) $25,610 Shares 33,992 Est. Cost $113.42 Unrealized +486.6%
VSEC VSE CORP 7.5%
Value ($000) $19,424 Shares 148,300 Est. Cost $29.10 Unrealized +327.3%
TFC TRUIST FINL CORP 5.3%
Value ($000) $13,746 Shares 319,741 Est. Cost $40.89 Unrealized -7.1%
DE DEERE & CO 5.0%
Value ($000) $13,033 Shares 25,630 Est. Cost $77.89 Unrealized +522.2%
IBM INTERNATIONAL BUSINESS MACHS 4.3%
Value ($000) $11,052 Shares 37,492 Est. Cost $111.60 Unrealized +127.4%
NVR NVR INC 4.2%
Value ($000) $10,776 Shares 1,459 Est. Cost $1153.17 Unrealized +521.5%
AAPL APPLE INC 4.0%
Value ($000) $10,253 Shares 49,973 Est. Cost $85.96 Unrealized +134.3%
SGOV ISHARES TR 3.4%
Value ($000) $8,810 Shares 87,500 Est. Cost $100.59 Unrealized
COP CONOCOPHILLIPS 3.2%
Value ($000) $8,376 Shares 93,333 Est. Cost $42.15 Unrealized +108.8%
LEN LENNAR CORP 2.9%
Value ($000) $7,479 Shares 67,613 Est. Cost $56.00 Unrealized +91.6%
CVX CHEVRON CORP NEW 2.4%
Value ($000) $6,184 Shares 43,185 Est. Cost $70.29 Unrealized +94.9%
FANG DIAMONDBACK ENERGY INC 2.4%
Value ($000) $6,072 Shares 44,194 Est. Cost $69.73 Unrealized +95.3%
LEN/B LENNAR CORP 2.3%
Value ($000) $6,006 Shares 57,068 Est. Cost $43.39 Unrealized +134.7%
MSFT MICROSOFT CORP 2.3%
Value ($000) $5,947 Shares 11,955 Est. Cost $51.17 Unrealized +745.1%
BAC BANK AMERICA CORP 2.2%
Value ($000) $5,786 Shares 122,269 Est. Cost $12.31 Unrealized +236.8%
GIS GENERAL MLS INC 2.2%
Value ($000) $5,701 Shares 110,043 Est. Cost $32.92 Unrealized +63.4%
CAT CATERPILLAR INC 2.2%
Value ($000) $5,580 Shares 14,373 Est. Cost $67.75 Unrealized +388.3%
NOW SERVICENOW INC 2.0%
Value ($000) $5,162 Shares 5,021 Est. Cost $151.51 Unrealized +24.5%
FCX FREEPORT-MCMORAN INC 1.9%
Value ($000) $4,887 Shares 112,730 Est. Cost $18.45 Unrealized +104.3%
PSX PHILLIPS 66 1.8%
Value ($000) $4,652 Shares 38,996 Est. Cost $45.22 Unrealized +142.1%
CF CF INDS HLDGS INC 1.8%
Value ($000) $4,631 Shares 50,340 Est. Cost $34.65 Unrealized +142.3%
VLO VALERO ENERGY CORP 1.5%
Value ($000) $3,977 Shares 29,590 Est. Cost $33.38 Unrealized +266.4%
MRK MERCK & CO INC 1.4%
Value ($000) $3,509 Shares 44,323 Est. Cost $45.32 Unrealized +70.8%
IVV ISHARES TR 1.2%
Value ($000) $3,180 Shares 5,122 Est. Cost $331.28 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,785 Shares 18,231 Est. Cost $65.78 Unrealized +129.3%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $2,679 Shares 14,371 Est. Cost $62.03 Unrealized +167.6%
SYNOVUS FINL CORP 0.9%
Value ($000) $2,432 Shares 46,993 Est. Cost $37.46 Unrealized
ABBV ABBVIE INC 0.9%
Value ($000) $2,421 Shares 13,045 Est. Cost $31.15 Unrealized +486.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $2,186 Shares 3 Est. Cost $729330.75 Unrealized +4.5%
SU SUNCOR ENERGY INC NEW 0.8%
Value ($000) $2,108 Shares 56,300 Est. Cost $18.71 Unrealized +91.8%
ABT ABBOTT LABS 0.8%
Value ($000) $2,010 Shares 14,775 Est. Cost $33.46 Unrealized +290.4%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $1,823 Shares 26,260 Est. Cost $53.17 Unrealized +28.1%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,799 Shares 6,158 Est. Cost $76.80 Unrealized +295.2%
RTX RTX CORPORATION 0.7%
Value ($000) $1,796 Shares 12,301 Est. Cost $55.69 Unrealized +136.6%
LGIH LGI HOMES INC 0.7%
Value ($000) $1,762 Shares 34,210 Est. Cost $42.17 Unrealized +29.7%
CCJ CAMECO CORP 0.6%
Value ($000) $1,598 Shares 21,525 Est. Cost $36.19 Unrealized +47.2%
HPQ HP INC 0.6%
Value ($000) $1,512 Shares 61,820 Est. Cost $9.54 Unrealized +158.9%
MRP MILLROSE PPTYS INC 0.5%
Value ($000) $1,354 Shares 47,503 Est. Cost $26.51 Unrealized
COST COSTCO WHSL CORP NEW 0.5%
Value ($000) $1,277 Shares 1,290 Est. Cost $156.23 Unrealized +534.1%
LH LABCORP HOLDINGS INC 0.5%
Value ($000) $1,263 Shares 4,810 Est. Cost $199.50 Unrealized +21.2%
WMT WALMART INC 0.4%
Value ($000) $1,116 Shares 11,413 Est. Cost $46.76 Unrealized +102.7%
KNF KNIFE RIVER CORP 0.4%
Value ($000) $1,013 Shares 12,404 Est. Cost $44.43 Unrealized +104.9%
LOW LOWES COS INC 0.4%
Value ($000) $941 Shares 4,240 Est. Cost $75.94 Unrealized +190.5%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $935 Shares 5,920 Est. Cost $100.23 Unrealized +25.5%
BHP BHP GROUP LTD 0.3%
Value ($000) $863 Shares 17,950 Est. Cost $77.24 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $863 Shares 4,000 Est. Cost $168.51 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value ($000) $808 Shares 4,980 Est. Cost $51.74 Unrealized +206.8%
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $769 Shares 56,535 Est. Cost $12.27 Unrealized +5.0%
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $760 Shares 4,230 Est. Cost $52.56 Unrealized +227.4%
GL GLOBE LIFE INC 0.3%
Value ($000) $752 Shares 6,050 Est. Cost $86.06 Unrealized +40.5%
MDU MDU RES GROUP INC 0.3%
Value ($000) $726 Shares 43,578 Est. Cost $6.44 Unrealized +155.4%
WY WEYERHAEUSER CO MTN BE 0.3%
Value ($000) $715 Shares 27,850 Est. Cost $19.28 Unrealized +32.6%
DAL DELTA AIR LINES INC DEL 0.3%
Value ($000) $709 Shares 14,415 Est. Cost $41.55 Unrealized +9.6%
EQT EQT CORP 0.3%
Value ($000) $700 Shares 12,000 Est. Cost $50.54 Unrealized +6.0%
HON HONEYWELL INTL INC 0.3%
Value ($000) $675 Shares 2,900 Est. Cost $88.11 Unrealized +126.6%
ECG EVERUS CONSTR GROUP 0.3%
Value ($000) $668 Shares 10,517 Est. Cost $62.93 Unrealized -19.6%
DRI DARDEN RESTAURANTS INC 0.3%
Value ($000) $654 Shares 3,000 Est. Cost $60.40 Unrealized +238.2%
PHM PULTE GROUP INC 0.2%
Value ($000) $633 Shares 6,000 Est. Cost $100.20 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.2%
Value ($000) $573 Shares 5,600 Est. Cost $102.84 Unrealized -15.9%
AMZN AMAZON COM INC 0.2%
Value ($000) $570 Shares 2,600 Est. Cost $119.77 Unrealized +65.2%
GE GE AEROSPACE 0.2%
Value ($000) $569 Shares 2,212 Est. Cost $48.38 Unrealized +351.8%
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $541 Shares 14,100 Est. Cost $13.89 Unrealized +168.3%
MELI MERCADOLIBRE INC 0.2%
Value ($000) $523 Shares 200 Est. Cost $1137.53 Unrealized +105.3%
LLY ELI LILLY & CO 0.2%
Value ($000) $507 Shares 650 Est. Cost $191.90 Unrealized +303.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $496 Shares 24,250 Est. Cost $7.14 Unrealized +130.6%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $490 Shares 4,149 Est. Cost $39.87 Unrealized +176.8%
SYY SYSCO CORP 0.2%
Value ($000) $473 Shares 6,250 Est. Cost $27.91 Unrealized +154.7%
RYN RAYONIER INC 0.2%
Value ($000) $456 Shares 20,544 Est. Cost $39.46 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $429 Shares 17,701 Est. Cost $28.25 Unrealized -20.9%
FDX FEDEX CORP 0.2%
Value ($000) $399 Shares 1,755 Est. Cost $198.97 Unrealized +8.2%
ENB ENBRIDGE INC 0.2%
Value ($000) $395 Shares 8,705 Est. Cost $24.73 Unrealized +77.0%
WCC WESCO INTL INC 0.2%
Value ($000) $390 Shares 2,107 Est. Cost $124.90 Unrealized +31.3%
AVGO BROADCOM INC 0.1%
Value ($000) $381 Shares 1,383 Est. Cost $155.97 Unrealized +38.4%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $375 Shares 1,175 Est. Cost $156.99 Unrealized +77.9%
PR PERMIAN RESOURCES CORP 0.1%
Value ($000) $368 Shares 27,000 Est. Cost $14.32 Unrealized -10.2%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $367 Shares 721 Est. Cost $284.07 Unrealized +52.6%
SHOP SHOPIFY INC 0.1%
Value ($000) $346 Shares 3,000 Est. Cost $44.00 Unrealized +127.3%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $336 Shares 9,940 Est. Cost $39.90 Unrealized -14.9%
EXE EXPAND ENERGY CORPORATION 0.1%
Value ($000) $320 Shares 2,740 Est. Cost $101.00 Unrealized +8.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $308 Shares 634 Est. Cost $296.98 Unrealized +71.0%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $307 Shares 6,200 Est. Cost $33.11 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $306 Shares 1,680 Est. Cost $120.59 Unrealized +38.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $303 Shares 1,850 Est. Cost $61.81 Unrealized +146.6%
GEV GE VERNOVA INC 0.1%
Value ($000) $291 Shares 549 Est. Cost $415.97 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $290 Shares 2,368 Est. Cost $90.57 Unrealized +11.9%
TTD THE TRADE DESK INC 0.1%
Value ($000) $288 Shares 4,000 Est. Cost $53.23 Unrealized +20.0%
OVV OVINTIV INC 0.1%
Value ($000) $269 Shares 7,074 Est. Cost $21.36 Unrealized +71.8%
BTE BAYTEX ENERGY CORP 0.1%
Value ($000) $268 Shares 149,492 Est. Cost $3.34 Unrealized -48.0%
AR ANTERO RESOURCES CORP 0.1%
Value ($000) $238 Shares 5,900 Est. Cost $38.35 Unrealized -1.3%
HAL HALLIBURTON CO 0.1%
Value ($000) $228 Shares 11,200 Est. Cost $25.59 Unrealized -19.6%
CRGY CRESCENT ENERGY COMPANY 0.1%
Value ($000) $214 Shares 24,843 Est. Cost $10.71 Unrealized -20.9%
GOOG ALPHABET INC 0.1%
Value ($000) $213 Shares 1,201 Est. Cost $164.85 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $211 Shares 5,900 Est. Cost $27.62 Unrealized +22.8%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $209 Shares 8,878 Est. Cost $20.58 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $207 Shares 900 Est. Cost $80.66 Unrealized +170.9%