MONTGOMERY INVESTMENT MANAGEMENT INC 13F Portfolio
MONTGOMERY INVESTMENT MANAGEMENT INC runs MONTGOMERY INVESTMENT MANAGEMENT INC and currently holds 108 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $329.51M. Their top holdings are URI, VSEC, DE, TFC, CAT. The top five represent 34.4% of reported portfolio weight. MONTGOMERY INVESTMENT MANAGEMENT INC ranks #572 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MONTGOMERY INVESTMENT MANAGEMENT INC initiated 1 new position. They added to 19 existing positions. They trimmed 22 positions. Their current best-performing preview position is DELL with returns of +162.91%.
Portfolio Value
$329.51M
Alpha Score
53.7
#572 of 1000
Holdings
108
MONTGOMERY INVESTMENT MANAGEMENT INC Current 13F Holdings
Reported holdings from MONTGOMERY INVESTMENT MANAGEMENT INC's latest SEC 13F filing, ranked by portfolio weight.
108 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 URI UNITED RENTALS INC | 11.70% | $123.44 | $1,057.24 | +756.48% | Held |
 VSEC VSE CORP | 8.47% | $29.32 | $173.63 | +492.19% | Trimmed -1.29% |
 DE DEERE & CO | 4.86% | $93.20 | $620.85 | +566.15% | Trimmed -0.16% |
 TFC TRUIST FINL CORP | 4.79% | $56.32 | $46.13 | -18.10% | Trimmed -0.35% |
 CAT CATERPILLAR INC | 4.63% | $79.72 | $800.60 | +904.26% | Held |
 SGOV ISHARES TR | 4.32% | $100.62 | $100.52 | -0.10% | Added +40.51% |
 AAPL APPLE INC | 4.30% | $26.13 | $336.68 | +1,188.48% | Trimmed -0.20% |
 IBM INTERNATIONAL BUSINESS MACHS | 3.18% | $132.15 | $227.10 | +71.85% | Trimmed -0.53% |
 COP CONOCOPHILLIPS | 2.94% | $58.22 | $134.10 | +130.33% | Trimmed -0.53% |
 NVR NVR INC | 2.73% | $902.70 | $5,898.88 | +553.47% | Held |
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