MONTGOMERY INVESTMENT MANAGEMENT INC Diversified Active

Location: Rockville, MD

CIK: 0001272544 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 22, 2026

Total Value: $293M (100.0% shares, 0.0% debt)

Holdings (103)

URI UNITED RENTALS INC 8.5%
Value $24.79M Shares 34,030 Est. Cost $113.42 Unrealized +678.3%
VSEC VSE CORP 7.8%
Value $22.81M Shares 123,679 Est. Cost $29.10 Unrealized +614.7%
TFC TRUIST FINL CORP 5.0%
Value $14.62M Shares 318,131 Est. Cost $40.89 Unrealized +25.1%
DE DEERE & CO 4.9%
Value $14.24M Shares 25,280 Est. Cost $77.89 Unrealized +607.8%
AAPL APPLE INC 4.2%
Value $12.46M Shares 49,080 Est. Cost $85.96 Unrealized +205.7%
COP CONOCOPHILLIPS 4.2%
Value $12.37M Shares 93,719 Est. Cost $42.15 Unrealized +143.5%
CAT CATERPILLAR INC 3.5%
Value $10.15M Shares 14,327 Est. Cost $67.75 Unrealized +910.1%
SGOV ISHARES TR 3.5%
Value $10.14M Shares 100,700 Est. Cost $100.60 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 3.1%
Value $9.09M Shares 37,502 Est. Cost $111.60 Unrealized +154.4%
CVX CHEVRON CORPORATION 3.0%
Value $8.931M Shares 43,167 Est. Cost $70.29 Unrealized +144.5%
FANG DIAMONDBACK ENERGY INC 3.0%
Value $8.797M Shares 44,474 Est. Cost $69.73 Unrealized +129.2%
NVR NVR INC 3.0%
Value $8.692M Shares 1,319 Est. Cost $1153.17 Unrealized +561.0%
VLO VALERO ENERGY CORP 2.5%
Value $7.385M Shares 29,890 Est. Cost $34.95 Unrealized +443.8%
PSX PHILLIPS 66 2.4%
Value $7.05M Shares 38,699 Est. Cost $45.22 Unrealized +225.3%
FCX FREEPORT MCMORAN INC 2.3%
Value $6.663M Shares 113,360 Est. Cost $18.45 Unrealized +231.2%
CF CF INDUSTRIES HOLD 2.2%
Value $6.308M Shares 48,580 Est. Cost $34.65 Unrealized +160.0%
BAC BANK AMERICA CORP 2.0%
Value $5.995M Shares 122,980 Est. Cost $12.31 Unrealized +336.0%
LEN LENNAR CORP 2.0%
Value $5.8M Shares 66,788 Est. Cost $56.00 Unrealized +104.4%
MRK MERCK & CO INC 1.8%
Value $5.271M Shares 43,823 Est. Cost $45.32 Unrealized +152.2%
MSFT MICROSOFT CORP 1.6%
Value $4.692M Shares 12,676 Est. Cost $69.95 Unrealized +521.3%
LEN/B LENNAR CORP 1.6%
Value $4.653M Shares 55,317 Est. Cost $43.39 Unrealized +144.1%
JNJ JOHNSON & JOHNSON 1.5%
Value $4.44M Shares 18,165 Est. Cost $65.78 Unrealized +246.4%
GIS GENERAL MILLS INC 1.3%
Value $3.828M Shares 102,843 Est. Cost $32.92 Unrealized +38.1%
SU SUNCOR ENERGY INC NEW 1.3%
Value $3.715M Shares 56,200 Est. Cost $18.71 Unrealized +176.9%
PNC PNC FINL SVCS GROUP INC 1.0%
Value $2.99M Shares 14,371 Est. Cost $62.03 Unrealized +262.6%
IVV ISHARES TR 1.0%
Value $2.87M Shares 4,394 Est. Cost $346.95 Unrealized
ABBV ABBVIE INC 1.0%
Value $2.837M Shares 13,045 Est. Cost $31.15 Unrealized +614.6%
NOW SERVICENOW INC 0.9%
Value $2.625M Shares 25,105 Est. Cost $167.53 Unrealized -27.7%
NEE NEXTERA ENERGY INC 0.8%
Value $2.425M Shares 26,110 Est. Cost $53.17 Unrealized +63.9%
CCJ CAMECO CORP 0.8%
Value $2.417M Shares 22,252 Est. Cost $38.23 Unrealized +204.1%
RTX RTX CORPORATION 0.8%
Value $2.373M Shares 12,301 Est. Cost $55.69 Unrealized +253.0%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.7%
Value $2.154M Shares 3 Est. Cost $729330.75 Unrealized +1.5%
PNFP PINNACLE FINL PARTNERS INC 0.7%
Value $2.146M Shares 24,918 Est. Cost $97.40 Unrealized 0.0%
MCD MCDONALDS CORP 0.7%
Value $1.914M Shares 6,159 Est. Cost $76.80 Unrealized +313.1%
CVE CENOVUS ENERGY INC 0.5%
Value $1.561M Shares 58,835 Est. Cost $12.56 Unrealized +56.1%
ABT ABBOTT LABORATORIES 0.5%
Value $1.512M Shares 14,725 Est. Cost $33.46 Unrealized +245.0%
WMT WALMART INC 0.5%
Value $1.418M Shares 11,413 Est. Cost $46.76 Unrealized +161.0%
MRP MILLROSE PPTYS INC 0.5%
Value $1.325M Shares 47,306 Est. Cost $26.51 Unrealized
LH LABCORP HOLDINGS INC 0.4%
Value $1.283M Shares 4,810 Est. Cost $199.50 Unrealized +35.9%
COST COSTCO WHOLESALE CORPORATION 0.4%
Value $1.28M Shares 1,285 Est. Cost $156.23 Unrealized +516.9%
LGIH LGI HOMES INC 0.4%
Value $1.19M Shares 30,110 Est. Cost $42.17 Unrealized +25.6%
ECG EVERUS CONSTR GROUP 0.4%
Value $1.177M Shares 9,967 Est. Cost $62.93 Unrealized +52.6%
BHP BHP BILLITON LIMITED 0.4%
Value $1.175M Shares 16,150 Est. Cost $77.24 Unrealized
NVDA NVIDIA CORPORATION 0.4%
Value $1.111M Shares 6,370 Est. Cost $105.95 Unrealized +76.2%
HPQ HP INC 0.3%
Value $1.018M Shares 52,970 Est. Cost $9.54 Unrealized +107.2%
KNF KNIFE RIVER CORP 0.3%
Value $1.013M Shares 12,404 Est. Cost $44.43 Unrealized +77.8%
LOW LOWES COS INC 0.3%
Value $1M Shares 4,234 Est. Cost $75.94 Unrealized +257.5%
IWM ISHARES TR 0.3%
Value $992K Shares 4,000 Est. Cost $168.51 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value $973K Shares 4,980 Est. Cost $51.74 Unrealized +253.9%
DAL DELTA AIR LINES INC 0.3%
Value $952K Shares 14,315 Est. Cost $41.55 Unrealized +68.1%
MDU MDU RES GROUP INC 0.3%
Value $903K Shares 43,578 Est. Cost $6.44 Unrealized +216.1%
BKR BAKER HUGHES COMPANY 0.3%
Value $861K Shares 14,100 Est. Cost $13.89 Unrealized +303.6%
GL GLOBE LIFE INC 0.3%
Value $842K Shares 6,050 Est. Cost $86.06 Unrealized +64.7%
DGX QUEST DIAGNOSTICS INC 0.3%
Value $827K Shares 4,219 Est. Cost $52.56 Unrealized +262.6%
EQT EQT CORP 0.3%
Value $815K Shares 12,800 Est. Cost $50.84 Unrealized +8.7%
PHM PULTE GROUP INC 0.3%
Value $747K Shares 6,350 Est. Cost $101.92 Unrealized +28.9%
GOOGL ALPHABET INC 0.2%
Value $702K Shares 2,440 Est. Cost $227.76 Unrealized +41.9%
WY WEYERHAEUSER CO 0.2%
Value $669K Shares 27,367 Est. Cost $19.28 Unrealized +23.4%
HON HONEYWELL INTL INC 0.2%
Value $655K Shares 2,900 Est. Cost $88.11 Unrealized +156.4%
IESC IES HOLDINGS INC 0.2%
Value $653K Shares 1,370 Est. Cost $456.62 Unrealized 0.0%
FDX FEDEX CORP 0.2%
Value $652K Shares 1,830 Est. Cost $210.44 Unrealized +61.1%
AMZN AMAZON COM INC 0.2%
Value $646K Shares 3,103 Est. Cost $136.88 Unrealized +65.7%
PR PERMIAN RESOURCES CORP 0.2%
Value $640K Shares 30,000 Est. Cost $14.46 Unrealized +9.1%
GE GE AEROSPACE 0.2%
Value $628K Shares 2,212 Est. Cost $48.38 Unrealized +557.7%
BTE BAYTEX ENERGY CORP 0.2%
Value $626K Shares 139,992 Est. Cost $3.34 Unrealized +3.3%
FIX COMFORT SYS USA INC 0.2%
Value $621K Shares 450 Est. Cost $1196.06 Unrealized 0.0%
WCC WESCO INTL INC 0.2%
Value $618K Shares 2,257 Est. Cost $135.77 Unrealized +112.4%
ANET ARISTA NETWORKS INC 0.2%
Value $614K Shares 5,000 Est. Cost $102.84 Unrealized +31.3%
LLY ELI LILLY & CO 0.2%
Value $598K Shares 650 Est. Cost $191.90 Unrealized +445.6%
DRI DARDEN RESTAURANTS INC 0.2%
Value $588K Shares 3,000 Est. Cost $60.40 Unrealized +243.4%
HPE HEWLETT PACKARD ENTERPRISE C 0.2%
Value $577K Shares 24,250 Est. Cost $7.14 Unrealized +208.9%
SLB SLB LIMITED 0.2%
Value $562K Shares 10,940 Est. Cost $40.67 Unrealized +18.8%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value $522K Shares 1,850 Est. Cost $61.81 Unrealized +269.3%
PFE PFIZER INC 0.2%
Value $491K Shares 17,470 Est. Cost $28.25 Unrealized -7.3%
HAL HALLIBURTON CO 0.2%
Value $485K Shares 12,432 Est. Cost $26.50 Unrealized +26.5%
OVV OVINTIV INC 0.2%
Value $479K Shares 8,074 Est. Cost $24.12 Unrealized +81.0%
GEV GE VERNOVA INC 0.2%
Value $479K Shares 549 Est. Cost $415.97 Unrealized +77.2%
A AGILENT TECHNOLOGIES INC 0.2%
Value $473K Shares 4,149 Est. Cost $39.87 Unrealized +238.0%
ENB ENBRIDGE INC 0.2%
Value $471K Shares 8,705 Est. Cost $24.73 Unrealized +96.4%
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $466K Shares 716 Est. Cost $666.18 Unrealized
CRGY CRESCENT ENERGY COMPANY 0.2%
Value $454K Shares 33,596 Est. Cost $10.28 Unrealized -9.3%
SYY SYSCO CORP 0.2%
Value $444K Shares 6,230 Est. Cost $27.91 Unrealized +194.6%
RYN RAYONIER INC 0.2%
Value $444K Shares 21,531 Est. Cost $38.61 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.2%
Value $440K Shares 3,007 Est. Cost $154.17 Unrealized 0.0%
AVGO BROADCOM INC 0.1%
Value $430K Shares 1,391 Est. Cost $155.97 Unrealized +114.2%
DELL DELL TECHNOLOGIES INC 0.1%
Value $393K Shares 2,397 Est. Cost $90.57 Unrealized +31.4%
EXE EXPAND ENERGY CORPORATION 0.1%
Value $372K Shares 3,390 Est. Cost $101.53 Unrealized +4.2%
META META PLATFORMS INC 0.1%
Value $364K Shares 636 Est. Cost $655.57 Unrealized 0.0%
SHOP SHOPIFY INC 0.1%
Value $356K Shares 3,000 Est. Cost $44.00 Unrealized +210.1%
AXP AMERICAN EXPRESS CO 0.1%
Value $355K Shares 1,175 Est. Cost $156.99 Unrealized +126.9%
MELI MERCADOLIBRE INC 0.1%
Value $346K Shares 200 Est. Cost $1137.53 Unrealized +81.7%
GOOG ALPHABET INC 0.1%
Value $345K Shares 1,204 Est. Cost $164.85 Unrealized +96.3%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value $335K Shares 6,200 Est. Cost $33.11 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $304K Shares 634 Est. Cost $296.98 Unrealized +66.2%
PM PHILIP MORRIS INTL INC 0.1%
Value $285K Shares 1,723 Est. Cost $120.59 Unrealized +45.9%
NTR NUTRIEN LTD 0.1%
Value $268K Shares 3,550 Est. Cost $68.11 Unrealized 0.0%
AR ANTERO RESOURCES CORP 0.1%
Value $250K Shares 5,900 Est. Cost $33.87 Unrealized -0.2%
CSX CSX CORP 0.1%
Value $246K Shares 6,000 Est. Cost $33.93 Unrealized +13.5%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $232K Shares 8,893 Est. Cost $20.58 Unrealized +40.8%
REPX RILEY EXPLORATION PERMIAN IN 0.1%
Value $231K Shares 6,340 Est. Cost $27.28 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value $230K Shares 620 Est. Cost $346.84 Unrealized +22.8%
FRT FEDERAL RLTY INVT TR NEW 0.1%
Value $221K Shares 2,080 Est. Cost $99.03 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value $218K Shares 900 Est. Cost $80.66 Unrealized +201.7%