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MONTGOMERY INVESTMENT MANAGEMENT INC 13F portfolio summary

MONTGOMERY INVESTMENT MANAGEMENT INC of MONTGOMERY INVESTMENT MANAGEMENT INC has 103 current stock holdings with a reported portfolio value of $293.1M. The portfolio 1 year return is +17.52%. Top holdings include SPY (0.00%), URI (8.47%), VSEC (7.79%), TFC (5.00%), DE (4.87%).

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MONTGOMERY INVESTMENT MANAGEMENT INC

MONTGOMERY INVESTMENT MANAGEMENT INC
Latest filing: 2026-03-31

MONTGOMERY INVESTMENT MANAGEMENT INC runs MONTGOMERY INVESTMENT MANAGEMENT INC and currently holds 103 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $293.09M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MONTGOMERY INVESTMENT MANAGEMENT INC ranks #806 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MONTGOMERY INVESTMENT MANAGEMENT INC's portfolio at MONTGOMERY INVESTMENT MANAGEMENT INC has delivered returns of +17.52%. Their 3-year annualized return is +46.90%. Looking at the 5-year horizon, MONTGOMERY INVESTMENT MANAGEMENT INC has achieved +62.71% annualized returns at MONTGOMERY INVESTMENT MANAGEMENT INC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+17.52%
#767/1000
3 Year
+46.90%
#842/1000
5 Year
+62.71%
#653/1000

Portfolio Value

$293.09M

Alpha Score

43.2

#806 of 1000

Holdings

103

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change