Fund HoldingsMONTGOMERY INVESTMENT MANAGEMENT INC

Total Portfolio Value
$329.51M
Total Bought
$19.50M
Total Sold
$30.26M
Net Transaction
-$10.76M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR0141,490+141,490014,2444.32%+14,244
UNITED RENTALS INC(URI)034,030+34,030038,55211.70%+38,552
CATERPILLAR INC(CAT)14,32714,327010,15015,2564.63%+5,107
VSE CORP(VSEC)123,679122,081-1,59822,80627,8958.47%+5,089
DEERE & CO(DE)25,28025,240-4014,24016,0104.86%+1,770
APPLE INC(AAPL)49,08048,980-10012,45614,1734.30%+1,717
INTERNATIONAL BUSINESS MACHS(IBM)037,302+37,302010,4903.18%+10,490
TRUIST FINL CORP(TFC)318,131317,013-1,11814,62415,7944.79%+1,169
BANK OF AMER CORP122,980122,983+35,9957,0082.13%+1,012
LGI HOMES INC(LGIH)30,11029,110-1,0001,1901,8540.56%+663
DELL TECHNOLOGIES INC(DELL)2,3972,404+73931,0370.31%+644
ALPHABET INC(GOOG)2,4403,540+1,1007021,2650.38%+564
PNC FINL SVCS GROUP INC(PNC)14,37114,37102,9903,5381.07%+548
ISHARES TR4,3944,459+652,8703,3391.01%+469
FREEPORT MCMORAN INC(FCX)113,360113,36006,6637,1292.16%+466
HEWLETT PACKARD ENTERPRISE C(HPE)24,25022,750-1,5005771,0260.31%+449
ABBVIE INC(ABBV)13,04513,04502,8373,2831.00%+445
EVERUS CONSTR GROUP(ECG)9,9679,767-2001,1771,6210.49%+444
VALERO ENERGY CORP(VLO)29,89029,89007,3857,7852.36%+399
DELTA AIR LINES INC(DAL)14,31514,31509521,3410.41%+389
PINNACLE FINL PARTNERS INC(PNFP)24,91824,91802,1462,5140.76%+367
IES HOLDINGS INC(IESC)1,3701,37006531,0060.31%+354
HONEYWELL INTL INC01,450+1,45003250.10%+325
HONEYWELL AEROSPACE INC01,450+1,45003210.10%+321
MERCK & CO INC(MRK)43,82343,456-3675,2715,5841.69%+313
NVR INC(NVR)1,3191,31908,6928,9872.73%+295
COMFORT SYS USA INC(FIX)45045006218920.27%+271
MICRON TECHNOLOGY INC(MU)0209+20902410.07%+241
CROWDSTRIKE HLDGS INC(CRWD)0315+31502400.07%+240
GLOBE LIFE INC6,0506,05008421,0810.33%+239
ARISTA NETWORKS INC(ANET)5,0005,00006148490.26%+236
PERMIAN RESOURCES CORP(PR)30,00047,400+17,4006408730.26%+233
ATLANTIC UN BANKSHARES CORP(AUB)05,473+5,47302320.07%+232
LENNAR CORP55,31755,017-3004,6534,8811.48%+227
ISHARES TR4,0004,00009921,2020.36%+210
COHERENT CORP(COHR)0530+53002090.06%+209
GE AEROSPACE(GE)2,2122,21206288270.25%+199
ELI LILLY & CO(LLY)65065005987800.24%+182
JOHNSON & JOHNSON(JNJ)18,16518,166+14,4404,6141.40%+173
BHP BILLITON LIMITED16,15016,15001,1751,3450.41%+171
GE VERNOVA INC(GEV)54954904796450.20%+166
WESCO INTL INC(WCC)2,2572,25706187800.24%+162
RILEY EXPLORATION PERMIAN IN6,34011,340+5,0002313740.11%+143
KEYSIGHT TECHNOLOGIES INC(KEYS)1,8501,85005226480.20%+125
PULTE GROUP INC(PHM)6,3506,35007478710.26%+124
OLD DOMINION FREIGHT LINE IN(ODFL)4,9804,98009731,0790.33%+106
NVIDIA CORPORATION(NVDA)6,3706,071-2991,1111,2150.37%+104
MILLROSE PPTYS INC(MRP)47,30647,30601,3251,4220.43%+97
BROADCOM INC(AVGO)1,3911,393+24305260.16%+96
AMAZON COM INC(AMZN)3,1033,10306467400.22%+93
BERKSHIRE HATHAWAY INC DEL3302,1542,2470.68%+92
ALPHABET INC(GOOG)1,2041,205+13454260.13%+80
AGILENT TECHNOLOGIES INC(A)4,1494,14904735510.17%+78
LENNAR CORP(LEN)66,78864,938-1,8505,8005,8761.78%+76
SYSCO CORP(SYY)6,2306,23004445210.16%+76
STATE STR SPDR S&P 500 ETF T(SPY)71671604665350.16%+69
QUEST DIAGNOSTICS INC(DGX)4,2194,220+18278950.27%+68
AMERICAN EXPRESS CO(AXP)1,1751,17503553970.12%+42
CSX CORP(CSX)6,0006,00002462850.09%+39
MICROSOFT CORP(MSFT)12,67612,677+14,6924,7291.44%+37
REGIONS FINANCIAL CORP NEW(RF)8,8938,899+62322690.08%+36
FEDERAL RLTY INVT TR NEW(FRT)2,0802,08002212570.08%+36
LABCORP HOLDINGS INC(LH)4,8104,710-1001,2831,3190.40%+35
VANGUARD INTL EQUITY INDEX F6,2006,20003353700.11%+35
TESLA INC(TSLA)62062002302610.08%+30
DARDEN RESTAURANTS INC(DRI)3,0003,00005886180.19%+30
PHILIP MORRIS INTL INC(PM)1,7231,739+162853150.10%+30
UNION PAC CORP(UNP)90090002182450.07%+26
RAYONIER INC(RYN)21,53121,548+174444590.14%+15
BERKSHIRE HATHAWAY INC DEL63463403043170.10%+13
ENBRIDGE INC(ENB)8,7058,70504714720.14%+1
KNIFE RIVER CORP(KNF)12,40412,104-3001,0131,0130.31%-0
CENOVUS ENERGY INC(CVE)58,83562,835+4,0001,5611,5590.47%-2
MDU RES GROUP INC(MDU)43,57842,378-1,2009038990.27%-4
META PLATFORMS INC(META)636637+13643590.11%-5
MERCADOLIBRE INC(MELI)20020003463390.10%-6
WEYERHAEUSER CO(WY)27,36727,373+66696550.20%-13
SHOPIFY INC(SHOP)3,0003,00003563430.10%-13
ANTERO RESOURCES CORP(AR)5,9005,90002502070.06%-43
NUTRIEN LTD(NTR)3,5503,55002682230.07%-44
HP INC(HPQ)52,97043,970-9,0001,0189650.29%-53
SLB LIMITED(SLB)10,94010,94005625090.15%-54
OVINTIV INC(OVV)8,0748,07404794250.13%-54
HALLIBURTON CO(HAL)12,43212,43204854220.13%-63
EXPAND ENERGY CORPORATION(EXE)3,3903,39003723090.09%-63
LOWES COS INC(LOW)4,2344,235+11,0009340.28%-67
RTX CORPORATION(RTX)12,30112,151-1502,3732,3050.70%-67
PFIZER INC(PFE)17,47017,47004914210.13%-70
BAKER HUGHES COMPANY(BKR)14,10014,10008617830.24%-78
COSTCO WHOLESALE CORPORATION(COST)1,2851,28501,2801,2020.36%-78
FEDEX CORP(FDX)1,8301,83006525730.17%-79
PALANTIR TECHNOLOGIES INC(PLTR)3,0073,00704403510.11%-89
WALMART INC(WMT)11,41311,41301,4181,2930.39%-126
SERVICENOW INC(NOW)025,105+25,10502,4920.76%+2,492
NEXTERA ENERGY INC(NEE)26,11026,11002,4252,2920.70%-133
EQT CORP(EQT)12,80012,80008156810.21%-134
CRESCENT ENERGY COMPANY(CRGY)33,59631,965-1,6314543140.10%-140
CAMECO CORP(CCJ)22,25222,25202,4172,2670.69%-150
ABBOTT LABORATORIES14,72514,475-2501,5121,3130.40%-198
GENERAL MILLS INC(GIS)102,843102,84303,8283,5791.09%-249
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