MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

Location: Rockville, MD

CIK: 0001272544 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 16, 2026

Total Value: $278M (100.0% shares, 0.0% debt)

Holdings (96)

URI UNITED RENTALS INC 9.9%
Value $27.46M Shares 33,935 Est. Cost $113.42 Unrealized +664.5%
VSEC VSE CORP 8.6%
Value $23.93M Shares 138,512 Est. Cost $29.10 Unrealized +487.3%
TFC TRUIST FINL CORP 5.6%
Value $15.69M Shares 318,881 Est. Cost $40.89 Unrealized +12.0%
AAPL APPLE INC 4.8%
Value $13.29M Shares 48,880 Est. Cost $85.96 Unrealized +212.2%
DE DEERE & CO 4.2%
Value $11.73M Shares 25,190 Est. Cost $77.89 Unrealized +500.4%
IBM INTERNATIONAL BUSINESS MACHS 4.0%
Value $11.05M Shares 37,302 Est. Cost $111.60 Unrealized +167.7%
NVR NVR INC 3.5%
Value $9.619M Shares 1,319 Est. Cost $1153.17 Unrealized +548.3%
SGOV ISHARES TR 3.3%
Value $9.126M Shares 90,910 Est. Cost $100.59 Unrealized
COP CONOCOPHILLIPS 3.1%
Value $8.731M Shares 93,267 Est. Cost $42.15 Unrealized +113.5%
CAT CATERPILLAR INC 3.0%
Value $8.207M Shares 14,327 Est. Cost $67.75 Unrealized +719.9%
LEN LENNAR CORP 2.5%
Value $6.866M Shares 66,788 Est. Cost $56.00 Unrealized +115.5%
BAC BANK AMERICA CORP 2.4%
Value $6.714M Shares 122,076 Est. Cost $12.31 Unrealized +327.9%
FANG DIAMONDBACK ENERGY INC 2.4%
Value $6.641M Shares 44,174 Est. Cost $69.73 Unrealized +110.9%
CVX CHEVRON CORP NEW 2.4%
Value $6.579M Shares 43,165 Est. Cost $70.29 Unrealized +115.4%
MSFT MICROSOFT CORP 2.1%
Value $5.83M Shares 12,055 Est. Cost $51.17 Unrealized +878.3%
FCX FREEPORT-MCMORAN INC 2.1%
Value $5.719M Shares 112,610 Est. Cost $18.45 Unrealized +134.8%
LEN/B LENNAR CORP 1.9%
Value $5.395M Shares 56,717 Est. Cost $43.39 Unrealized +159.9%
PSX PHILLIPS 66 1.8%
Value $5.019M Shares 38,898 Est. Cost $45.22 Unrealized +196.4%
VLO VALERO ENERGY CORP 1.7%
Value $4.817M Shares 29,590 Est. Cost $33.38 Unrealized +405.8%
GIS GENERAL MLS INC 1.7%
Value $4.782M Shares 102,843 Est. Cost $32.92 Unrealized +44.2%
MRK MERCK & CO INC 1.7%
Value $4.613M Shares 43,823 Est. Cost $45.32 Unrealized +105.7%
NOW SERVICENOW INC 1.4%
Value $3.846M Shares 25,105 Est. Cost $167.53 Unrealized +2.4%
CF CF INDS HLDGS INC 1.4%
Value $3.773M Shares 48,780 Est. Cost $34.65 Unrealized +136.5%
JNJ JOHNSON & JOHNSON 1.4%
Value $3.759M Shares 18,163 Est. Cost $65.78 Unrealized +199.5%
IVV ISHARES TR 1.3%
Value $3.687M Shares 5,384 Est. Cost $346.95 Unrealized
PNC PNC FINL SVCS GROUP INC 1.1%
Value $3M Shares 14,371 Est. Cost $62.03 Unrealized +210.8%
ABBV ABBVIE INC 1.1%
Value $2.981M Shares 13,045 Est. Cost $31.15 Unrealized +630.6%
SU SUNCOR ENERGY INC NEW 0.9%
Value $2.493M Shares 56,200 Est. Cost $18.71 Unrealized +125.9%
SYNOVUS FINL CORP 0.8%
Value $2.334M Shares 46,643 Est. Cost $37.46 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.8%
Value $2.264M Shares 3 Est. Cost $729330.75 Unrealized +2.3%
RTX RTX CORPORATION 0.8%
Value $2.256M Shares 12,301 Est. Cost $55.69 Unrealized +211.2%
NEE NEXTERA ENERGY INC 0.8%
Value $2.096M Shares 26,110 Est. Cost $53.17 Unrealized +55.2%
CCJ CAMECO CORP 0.7%
Value $1.999M Shares 21,852 Est. Cost $36.81 Unrealized +144.4%
MCD MCDONALDS CORP 0.7%
Value $1.882M Shares 6,159 Est. Cost $76.80 Unrealized +297.2%
ABT ABBOTT LABS 0.7%
Value $1.845M Shares 14,725 Est. Cost $33.46 Unrealized +280.5%
MRP MILLROSE PPTYS INC 0.5%
Value $1.418M Shares 47,466 Est. Cost $26.51 Unrealized
LGIH LGI HOMES INC 0.5%
Value $1.386M Shares 32,260 Est. Cost $42.17 Unrealized +11.2%
HPQ HP INC 0.5%
Value $1.333M Shares 59,820 Est. Cost $9.54 Unrealized +164.6%
WMT WALMART INC 0.5%
Value $1.272M Shares 11,413 Est. Cost $46.76 Unrealized +129.3%
LH LABCORP HOLDINGS INC 0.4%
Value $1.207M Shares 4,810 Est. Cost $199.50 Unrealized +32.9%
NVDA NVIDIA CORPORATION 0.4%
Value $1.141M Shares 6,120 Est. Cost $102.65 Unrealized +81.3%
COST COSTCO WHSL CORP NEW 0.4%
Value $1.108M Shares 1,285 Est. Cost $156.23 Unrealized +479.7%
LOW LOWES COS INC 0.4%
Value $1.021M Shares 4,233 Est. Cost $75.94 Unrealized +215.8%
DAL DELTA AIR LINES INC DEL 0.4%
Value $993K Shares 14,315 Est. Cost $41.55 Unrealized +50.3%
IWM ISHARES TR 0.4%
Value $985K Shares 4,000 Est. Cost $168.51 Unrealized
BHP BHP GROUP LTD 0.4%
Value $975K Shares 16,150 Est. Cost $77.24 Unrealized
CVE CENOVUS ENERGY INC 0.3%
Value $957K Shares 56,535 Est. Cost $12.27 Unrealized +41.5%
ECG EVERUS CONSTR GROUP 0.3%
Value $900K Shares 10,517 Est. Cost $62.93 Unrealized +42.2%
KNF KNIFE RIVER CORP 0.3%
Value $873K Shares 12,404 Est. Cost $44.43 Unrealized +58.1%
MDU MDU RES GROUP INC 0.3%
Value $851K Shares 43,578 Est. Cost $6.44 Unrealized +203.8%
GL GLOBE LIFE INC 0.3%
Value $846K Shares 6,050 Est. Cost $86.06 Unrealized +57.4%
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value $781K Shares 4,980 Est. Cost $51.74 Unrealized +176.7%
DGX QUEST DIAGNOSTICS INC 0.3%
Value $732K Shares 4,218 Est. Cost $52.56 Unrealized +246.4%
PHM PULTE GROUP INC 0.3%
Value $704K Shares 6,000 Est. Cost $100.20 Unrealized +22.2%
LLY ELI LILLY & CO 0.3%
Value $699K Shares 650 Est. Cost $191.90 Unrealized +397.9%
GE GE AEROSPACE 0.2%
Value $681K Shares 2,212 Est. Cost $48.38 Unrealized +521.8%
ANET ARISTA NETWORKS INC 0.2%
Value $655K Shares 5,000 Est. Cost $102.84 Unrealized +33.9%
WY WEYERHAEUSER CO MTN BE 0.2%
Value $648K Shares 27,361 Est. Cost $19.28 Unrealized +19.2%
EQT EQT CORP 0.2%
Value $643K Shares 12,000 Est. Cost $50.54 Unrealized +11.0%
BKR BAKER HUGHES COMPANY 0.2%
Value $642K Shares 14,100 Est. Cost $13.89 Unrealized +240.7%
GOOGL ALPHABET INC 0.2%
Value $639K Shares 2,043 Est. Cost $209.20 Unrealized +36.5%
AMZN AMAZON COM INC 0.2%
Value $602K Shares 2,607 Est. Cost $119.77 Unrealized +91.0%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value $582K Shares 24,250 Est. Cost $7.14 Unrealized +228.1%
HON HONEYWELL INTL INC 0.2%
Value $566K Shares 2,900 Est. Cost $88.11 Unrealized +121.4%
A AGILENT TECHNOLOGIES INC 0.2%
Value $565K Shares 4,149 Est. Cost $39.87 Unrealized +260.5%
DRI DARDEN RESTAURANTS INC 0.2%
Value $552K Shares 3,000 Est. Cost $60.40 Unrealized +201.5%
WCC WESCO INTL INC 0.2%
Value $515K Shares 2,107 Est. Cost $124.90 Unrealized +96.1%
SPY SPDR S&P 500 ETF TR 0.2%
Value $488K Shares 716 Est. Cost $666.18 Unrealized
FDX FEDEX CORP 0.2%
Value $485K Shares 1,680 Est. Cost $198.97 Unrealized +31.5%
SHOP SHOPIFY INC 0.2%
Value $483K Shares 3,000 Est. Cost $44.00 Unrealized +264.9%
BTE BAYTEX ENERGY CORP 0.2%
Value $483K Shares 149,492 Est. Cost $3.34 Unrealized -16.5%
AVGO BROADCOM INC 0.2%
Value $480K Shares 1,388 Est. Cost $155.97 Unrealized +128.9%
RYN RAYONIER INC 0.2%
Value $466K Shares 21,513 Est. Cost $38.61 Unrealized
SYY SYSCO CORP 0.2%
Value $459K Shares 6,230 Est. Cost $27.91 Unrealized +170.5%
PFE PFIZER INC 0.2%
Value $435K Shares 17,470 Est. Cost $28.25 Unrealized -11.4%
AXP AMERICAN EXPRESS CO 0.2%
Value $435K Shares 1,175 Est. Cost $156.99 Unrealized +127.4%
ENB ENBRIDGE INC 0.1%
Value $416K Shares 8,705 Est. Cost $24.73 Unrealized +90.5%
MELI MERCADOLIBRE INC 0.1%
Value $403K Shares 200 Est. Cost $1137.53 Unrealized +84.7%
SLB SLB LIMITED 0.1%
Value $381K Shares 9,940 Est. Cost $39.90 Unrealized -9.6%
PR PERMIAN RESOURCES CORP 0.1%
Value $379K Shares 27,000 Est. Cost $14.32 Unrealized -6.2%
GOOG ALPHABET INC 0.1%
Value $378K Shares 1,203 Est. Cost $164.85 Unrealized +73.7%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value $376K Shares 1,850 Est. Cost $61.81 Unrealized +200.2%
GEV GE VERNOVA INC 0.1%
Value $359K Shares 549 Est. Cost $415.97 Unrealized +46.4%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $333K Shares 6,200 Est. Cost $33.11 Unrealized
EXE EXPAND ENERGY CORPORATION 0.1%
Value $324K Shares 2,940 Est. Cost $100.88 Unrealized +9.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $319K Shares 634 Est. Cost $296.98 Unrealized +67.5%
HAL HALLIBURTON CO 0.1%
Value $311K Shares 11,000 Est. Cost $25.59 Unrealized +2.7%
DELL DELL TECHNOLOGIES INC 0.1%
Value $300K Shares 2,386 Est. Cost $90.57 Unrealized +55.4%
TSLA TESLA INC 0.1%
Value $279K Shares 620 Est. Cost $346.84 Unrealized +27.8%
OVV OVINTIV INC 0.1%
Value $277K Shares 7,074 Est. Cost $21.36 Unrealized +81.5%
PM PHILIP MORRIS INTL INC 0.1%
Value $274K Shares 1,708 Est. Cost $120.59 Unrealized +27.3%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $241K Shares 8,888 Est. Cost $20.58 Unrealized +23.3%
CRGY CRESCENT ENERGY COMPANY 0.1%
Value $240K Shares 28,596 Est. Cost $10.45 Unrealized -16.5%
CSX CSX CORP 0.1%
Value $218K Shares 6,000 Est. Cost $33.93 Unrealized +5.2%
UNP UNION PAC CORP 0.1%
Value $208K Shares 900 Est. Cost $80.66 Unrealized +181.8%
AR ANTERO RESOURCES CORP 0.1%
Value $203K Shares 5,900 Est. Cost $33.87 Unrealized 0.0%