MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0001272544 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Oct 17, 2025

Total Value ($000): $284,190 (100.0% shares, 0.0% debt)

Holdings (97)

URI UNITED RENTALS INC 11.4%
Value ($000) $32,449 Shares 33,990 Est. Cost $113.42 Unrealized +683.3%
VSEC VSE CORP 8.4%
Value ($000) $23,906 Shares 143,801 Est. Cost $29.10 Unrealized +423.3%
TFC TRUIST FINL CORP 5.1%
Value ($000) $14,600 Shares 319,341 Est. Cost $40.89 Unrealized +8.4%
AAPL APPLE INC 4.5%
Value ($000) $12,668 Shares 49,750 Est. Cost $85.96 Unrealized +162.4%
NVR NVR INC 4.1%
Value ($000) $11,723 Shares 1,459 Est. Cost $1153.17 Unrealized +589.4%
DE DEERE & CO 4.1%
Value ($000) $11,715 Shares 25,620 Est. Cost $77.89 Unrealized +528.6%
IBM INTERNATIONAL BUSINESS MACHS 3.7%
Value ($000) $10,579 Shares 37,492 Est. Cost $111.60 Unrealized +132.6%
SGOV ISHARES TR 3.2%
Value ($000) $8,999 Shares 89,360 Est. Cost $100.59 Unrealized
COP CONOCOPHILLIPS 3.1%
Value ($000) $8,826 Shares 93,305 Est. Cost $42.15 Unrealized +121.3%
LEN LENNAR CORP 3.0%
Value ($000) $8,511 Shares 67,524 Est. Cost $56.00 Unrealized +120.7%
CAT CATERPILLAR INC 2.4%
Value ($000) $6,853 Shares 14,363 Est. Cost $67.75 Unrealized +527.8%
LEN/B LENNAR CORP 2.4%
Value ($000) $6,823 Shares 56,867 Est. Cost $43.39 Unrealized +170.6%
CVX CHEVRON CORP NEW 2.4%
Value ($000) $6,704 Shares 43,173 Est. Cost $70.29 Unrealized +116.7%
FANG DIAMONDBACK ENERGY INC 2.2%
Value ($000) $6,324 Shares 44,194 Est. Cost $69.73 Unrealized +102.0%
BAC BANK AMERICA CORP 2.2%
Value ($000) $6,308 Shares 122,273 Est. Cost $12.31 Unrealized +292.8%
MSFT MICROSOFT CORP 2.2%
Value ($000) $6,244 Shares 12,055 Est. Cost $51.17 Unrealized +894.2%
PSX PHILLIPS 66 1.9%
Value ($000) $5,304 Shares 38,997 Est. Cost $45.22 Unrealized +179.5%
GIS GENERAL MLS INC 1.8%
Value ($000) $5,175 Shares 102,643 Est. Cost $32.92 Unrealized +50.3%
VLO VALERO ENERGY CORP 1.8%
Value ($000) $5,038 Shares 29,590 Est. Cost $33.38 Unrealized +342.8%
NOW SERVICENOW INC 1.6%
Value ($000) $4,621 Shares 5,021 Est. Cost $151.51 Unrealized +23.3%
CF CF INDS HLDGS INC 1.6%
Value ($000) $4,514 Shares 50,320 Est. Cost $34.65 Unrealized +155.0%
FCX FREEPORT-MCMORAN INC 1.6%
Value ($000) $4,419 Shares 112,680 Est. Cost $18.45 Unrealized +134.1%
MRK MERCK & CO INC 1.3%
Value ($000) $3,678 Shares 43,823 Est. Cost $45.32 Unrealized +78.8%
IVV ISHARES TR 1.3%
Value ($000) $3,595 Shares 5,371 Est. Cost $346.95 Unrealized
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $3,375 Shares 18,202 Est. Cost $65.78 Unrealized +157.7%
ABBV ABBVIE INC 1.1%
Value ($000) $3,020 Shares 13,045 Est. Cost $31.15 Unrealized +548.4%
PNC PNC FINL SVCS GROUP INC 1.0%
Value ($000) $2,888 Shares 14,371 Est. Cost $62.03 Unrealized +215.6%
SU SUNCOR ENERGY INC NEW 0.8%
Value ($000) $2,354 Shares 56,300 Est. Cost $18.71 Unrealized +114.4%
SYNOVUS FINL CORP 0.8%
Value ($000) $2,302 Shares 46,893 Est. Cost $37.46 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $2,263 Shares 3 Est. Cost $729330.75 Unrealized -0.3%
RTX RTX CORPORATION 0.7%
Value ($000) $2,058 Shares 12,301 Est. Cost $55.69 Unrealized +177.0%
ABT ABBOTT LABS 0.7%
Value ($000) $1,972 Shares 14,725 Est. Cost $33.46 Unrealized +290.4%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $1,971 Shares 26,110 Est. Cost $53.17 Unrealized +35.8%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,871 Shares 6,158 Est. Cost $76.80 Unrealized +292.4%
CCJ CAMECO CORP 0.6%
Value ($000) $1,833 Shares 21,852 Est. Cost $36.81 Unrealized +110.3%
LGIH LGI HOMES INC 0.6%
Value ($000) $1,694 Shares 32,760 Est. Cost $42.17 Unrealized +38.3%
HPQ HP INC 0.6%
Value ($000) $1,672 Shares 61,420 Est. Cost $9.54 Unrealized +173.9%
MRP MILLROSE PPTYS INC 0.6%
Value ($000) $1,597 Shares 47,503 Est. Cost $26.51 Unrealized
LH LABCORP HOLDINGS INC 0.5%
Value ($000) $1,381 Shares 4,810 Est. Cost $199.50 Unrealized +33.7%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $1,194 Shares 1,290 Est. Cost $156.23 Unrealized +512.3%
WMT WALMART INC 0.4%
Value ($000) $1,176 Shares 11,413 Est. Cost $46.76 Unrealized +112.2%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,142 Shares 6,120 Est. Cost $102.65 Unrealized +69.8%
LOW LOWES COS INC 0.4%
Value ($000) $1,066 Shares 4,241 Est. Cost $75.94 Unrealized +221.6%
BHP BHP GROUP LTD 0.3%
Value ($000) $990 Shares 17,750 Est. Cost $77.24 Unrealized
IWM ISHARES TR 0.3%
Value ($000) $968 Shares 4,000 Est. Cost $168.51 Unrealized
CVE CENOVUS ENERGY INC 0.3%
Value ($000) $961 Shares 56,535 Est. Cost $12.27 Unrealized +27.2%
KNF KNIFE RIVER CORP 0.3%
Value ($000) $953 Shares 12,404 Est. Cost $44.43 Unrealized +83.8%
ECG EVERUS CONSTR GROUP 0.3%
Value ($000) $902 Shares 10,517 Est. Cost $62.93 Unrealized +18.1%
GL GLOBE LIFE INC 0.3%
Value ($000) $865 Shares 6,050 Est. Cost $86.06 Unrealized +57.1%
DAL DELTA AIR LINES INC DEL 0.3%
Value ($000) $818 Shares 14,415 Est. Cost $41.55 Unrealized +36.8%
ANET ARISTA NETWORKS INC 0.3%
Value ($000) $816 Shares 5,600 Est. Cost $102.84 Unrealized +25.2%
DGX QUEST DIAGNOSTICS INC 0.3%
Value ($000) $806 Shares 4,231 Est. Cost $52.56 Unrealized +236.1%
PHM PULTE GROUP INC 0.3%
Value ($000) $793 Shares 6,000 Est. Cost $100.20 Unrealized +23.5%
MDU MDU RES GROUP INC 0.3%
Value ($000) $776 Shares 43,578 Est. Cost $6.44 Unrealized +155.5%
ODFL OLD DOMINION FREIGHT LINE IN 0.2%
Value ($000) $701 Shares 4,980 Est. Cost $51.74 Unrealized +194.9%
BKR BAKER HUGHES COMPANY 0.2%
Value ($000) $687 Shares 14,100 Est. Cost $13.89 Unrealized +215.5%
WY WEYERHAEUSER CO MTN BE 0.2%
Value ($000) $678 Shares 27,355 Est. Cost $19.28 Unrealized +30.6%
GE GE AEROSPACE 0.2%
Value ($000) $665 Shares 2,212 Est. Cost $48.38 Unrealized +463.7%
EQT EQT CORP 0.2%
Value ($000) $653 Shares 12,000 Est. Cost $50.54 Unrealized +4.1%
HON HONEYWELL INTL INC 0.2%
Value ($000) $610 Shares 2,900 Est. Cost $88.11 Unrealized +135.1%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value ($000) $596 Shares 24,250 Est. Cost $7.14 Unrealized +206.3%
AMZN AMAZON COM INC 0.2%
Value ($000) $572 Shares 2,607 Est. Cost $119.77 Unrealized +89.0%
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $571 Shares 3,000 Est. Cost $60.40 Unrealized +237.4%
RYN RAYONIER INC 0.2%
Value ($000) $544 Shares 20,484 Est. Cost $39.46 Unrealized
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $533 Shares 4,149 Est. Cost $39.87 Unrealized +202.3%
SYY SYSCO CORP 0.2%
Value ($000) $515 Shares 6,250 Est. Cost $27.91 Unrealized +182.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $497 Shares 2,043 Est. Cost $209.20 Unrealized 0.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $496 Shares 650 Est. Cost $191.90 Unrealized +286.8%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $477 Shares 716 Est. Cost $666.18 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $467 Shares 200 Est. Cost $1137.53 Unrealized +111.0%
AVGO BROADCOM INC 0.2%
Value ($000) $457 Shares 1,385 Est. Cost $155.97 Unrealized +96.0%
SHOP SHOPIFY INC 0.2%
Value ($000) $446 Shares 3,000 Est. Cost $44.00 Unrealized +208.1%
WCC WESCO INTL INC 0.2%
Value ($000) $446 Shares 2,107 Est. Cost $124.90 Unrealized +67.6%
PFE PFIZER INC 0.2%
Value ($000) $445 Shares 17,470 Est. Cost $28.25 Unrealized -14.5%
ENB ENBRIDGE INC 0.2%
Value ($000) $439 Shares 8,705 Est. Cost $24.73 Unrealized +86.5%
FDX FEDEX CORP 0.1%
Value ($000) $403 Shares 1,710 Est. Cost $198.97 Unrealized +14.7%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $390 Shares 1,175 Est. Cost $156.99 Unrealized +101.6%
CRWD CROWDSTRIKE HLDGS INC 0.1%
Value ($000) $354 Shares 721 Est. Cost $284.07 Unrealized +60.1%
BTE BAYTEX ENERGY CORP 0.1%
Value ($000) $350 Shares 149,492 Est. Cost $3.34 Unrealized -35.8%
PR PERMIAN RESOURCES CORP 0.1%
Value ($000) $346 Shares 27,000 Est. Cost $14.32 Unrealized -4.2%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $342 Shares 9,940 Est. Cost $39.90 Unrealized -13.9%
GEV GE VERNOVA INC 0.1%
Value ($000) $338 Shares 549 Est. Cost $415.97 Unrealized +45.6%
DELL DELL TECHNOLOGIES INC 0.1%
Value ($000) $337 Shares 2,378 Est. Cost $90.57 Unrealized +42.6%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $336 Shares 6,200 Est. Cost $33.11 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $324 Shares 1,850 Est. Cost $61.81 Unrealized +169.6%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $319 Shares 634 Est. Cost $296.98 Unrealized +63.1%
EXE EXPAND ENERGY CORPORATION 0.1%
Value ($000) $312 Shares 2,940 Est. Cost $100.88 Unrealized -1.8%
GOOG ALPHABET INC 0.1%
Value ($000) $293 Shares 1,202 Est. Cost $164.85 Unrealized +27.3%
OVV OVINTIV INC 0.1%
Value ($000) $286 Shares 7,074 Est. Cost $21.36 Unrealized +91.0%
TSLA TESLA INC 0.1%
Value ($000) $276 Shares 620 Est. Cost $346.84 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $275 Shares 1,693 Est. Cost $120.59 Unrealized +37.0%
HAL HALLIBURTON CO 0.1%
Value ($000) $271 Shares 11,000 Est. Cost $25.59 Unrealized -14.5%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $234 Shares 8,883 Est. Cost $20.58 Unrealized +24.1%
CRGY CRESCENT ENERGY COMPANY 0.1%
Value ($000) $222 Shares 24,843 Est. Cost $10.71 Unrealized -16.8%
PJT PJT PARTNERS INC 0.1%
Value ($000) $213 Shares 1,200 Est. Cost $179.55 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $213 Shares 6,000 Est. Cost $33.93 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value ($000) $213 Shares 900 Est. Cost $80.66 Unrealized +176.7%