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MONTGOMERY INVESTMENT MANAGEMENT INC
MONTGOMERY INVESTMENT MANAGEMENT INC
Latest filing: 2026-06-30
MONTGOMERY INVESTMENT MANAGEMENT INC runs MONTGOMERY INVESTMENT MANAGEMENT INC and currently holds 108 stock positions, which is fewer than the average of 230 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 #591 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%.
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108 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 URI UNITED RENTALS INC | 11.70% | $123.44 | $1,098.51 | +789.91% | Held |
 VSEC VSE CORP | 8.47% | $29.32 | $217.58 | +642.09% | Trimmed -1.29% |
 DE DEERE & CO | 4.86% | $93.20 | $647.73 | +594.99% | Trimmed -0.16% |
 TFC TRUIST FINL CORP | 4.79% | $56.32 | $50.42 | -10.48% | Trimmed -0.35% |
 CAT CATERPILLAR INC | 4.63% | $79.72 | $827.65 | +938.20% | Held |
 SGOV ISHARES TR | 4.32% | $100.62 | $100.63 | +0.00% | Added +40.51% |
 AAPL APPLE INC | 4.30% | $26.13 | $309.35 | +1,083.89% | Trimmed -0.20% |
 IBM INTERNATIONAL BUSINESS MACHS | 3.18% | $132.15 | $235.62 | +78.29% | Trimmed -0.53% |
 COP CONOCOPHILLIPS | 2.94% | $58.22 | $134.89 | +131.69% | Trimmed -0.53% |
 NVR NVR INC | 2.73% | $902.70 | $6,364.75 | +605.08% | Held |
Showing 1-10 of 108