Fund HoldingsMONTGOMERY INVESTMENT MANAGEMENT INC

Total Portfolio Value
$262.05M
Total Bought
$5.47M
Total Sold
$74.91M
Net Transaction
-$69.44M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SERVICENOW INC(NOW)05,105+5,10503,8921.49%+3,892
VSE CORP(VSEC)224,154224,154014,48317,9326.84%+3,450
CATERPILLAR INC(CAT)17,48015,480-2,0005,1685,6722.16%+504
ISHARES TR3,9494,155+2061,8862,1840.83%+298
DELL TECHNOLOGIES INC(DELL)02,368+2,36802700.10%+270
TOLL BROTHERS INC(TOL)01,800+1,80002330.09%+233
WALMART INC(WMT)3,00411,413+8,4094746870.26%+213
NOV INC(NOV)010,505+10,50502050.08%+205
NVIDIA CORPORATION(NVDA)48048002384340.17%+196
NEXTERA ENERGY INC(NEE)32,54033,460+9201,9762,1380.82%+162
SOUTHWESTERN ENERGY CO020,100+20,10001520.06%+152
LOWES COS INC(LOW)4,4054,40509801,1220.43%+142
MDU RES GROUP INC(MDU)53,95847,378-6,5801,0681,1940.46%+126
DELTA AIR LINES INC DEL(DAL)14,78514,78505957080.27%+113
GENERAL ELECTRIC CO(GE)2,2402,212-282863880.15%+102
COSTCO WHSL CORP NEW(COST)1,2901,29008529450.36%+94
KNIFE RIVER CORP(KNF)14,79913,154-1,6459791,0670.41%+87
ARISTA NETWORKS INC1,4001,40003304060.15%+76
MERCK & CO INC(MRK)55,43246,323-9,1096,0436,1122.33%+69
THE TRADE DESK INC(TTD)4,0004,00002883500.13%+62
SYSCO CORP(SYY)6,2506,25004575070.19%+50
AMERICAN EXPRESS CO(AXP)1,1751,17502202680.10%+47
BERKSHIRE HATHAWAY INC DEL69469402482920.11%+44
ISHARES TR4,0004,00008038410.32%+38
AMAZON COM INC(AMZN)2,3002,100-2003493790.14%+29
CSX CORP(CSX)6,0006,00002082220.08%+14
DARDEN RESTAURANTS INC(DRI)3,0003,00004935010.19%+9
HEWLETT PACKARD ENTERPRISE C(HPE)24,95024,250-7004244300.16%+6
VANGUARD INTL EQUITY INDEX F6,2506,200-502572590.10%+2
BLACKROCK MUNIVEST FD INC12,28512,285087870.03%-1
RAYONIER INC(RYN)19,94619,94606666630.25%-3
SHOPIFY INC(SHOP)4,8004,80003743700.14%-4
MERCADOLIBRE INC(MELI)20020003143020.12%-12
FEDEX CORP(FDX)2,0721,755-3175245080.19%-16
ABBVIE INC(ABBV)15,52513,095-2,4302,4062,3850.91%-21
ENBRIDGE INC(ENB)10,5399,590-9493803470.13%-33
BURKE HERBERT FINL SVCS CORP(BHRB)5,8665,86603693290.13%-40
MCDONALDS CORP(MCD)6,0586,208+1501,7961,7500.67%-46
GLOBE LIFE INC6,3006,050-2507677040.27%-63
WEYERHAEUSER CO MTN BE(WY)30,90527,895-3,0101,0751,0020.38%-73
ELI LILLY & CO(LLY)1,000650-3505835060.19%-77
GENERAL MLS INC(GIS)126,043115,743-10,3008,2108,0993.09%-112
HONEYWELL INTL INC(HON)3,9003,400-5008186980.27%-120
ISHARES TR17,62016,040-1,5801,7671,6150.62%-151
KEYSIGHT TECHNOLOGIES INC(KEYS)2,8501,850-1,0004532890.11%-164
UNION PAC CORP(UNP)2,1001,400-7005163440.13%-171
SILVERBOW RES INC15,5507,950-7,6004522710.10%-181
WESCO INTL INC(WCC)3,2902,257-1,0335723870.15%-185
ABBOTT LABS18,63516,235-2,4002,0511,8450.70%-206
TITAN MACHY INC8,0000-8,0002310-231
DIAMONDBACK ENERGY INC(FANG)58,17244,332-13,8409,0218,7853.35%-236
ALPHABET INC(GOOG)1,7000-1,7002370-237
AGILENT TECHNOLOGIES INC(A)6,1494,149-2,0008556040.23%-251
FEDERAL RLTY INVT TR NEW(FRT)5,2802,630-2,6505442690.10%-276
BAKER HUGHES COMPANY(BKR)22,70014,100-8,6007764720.18%-304
PFIZER INC(PFE)29,20219,302-9,9008415360.20%-305
PNC FINL SVCS GROUP INC(PNC)17,07114,371-2,7002,6432,3220.89%-321
QUEST DIAGNOSTICS INC(DGX)6,4304,230-2,2008875630.21%-324
RTX CORPORATION(RTX)18,70112,601-6,1001,5741,2290.47%-345
SCHLUMBERGER LTD(SLB)11,9204,920-7,0006202700.10%-351
VITAL ENERGY INC8,1800-8,1803720-372
COMCAST CORP NEW(CCZ)14,9005,900-9,0006532560.10%-398
REGIONS FINANCIAL CORP NEW(RF)37,40010,878-26,5227252290.09%-496
CAMECO CORP(CCJ)25,49012,200-13,2901,0995290.20%-570
HALLIBURTON CO(HAL)19,4000-19,4007010-701
BHP GROUP LTD28,03119,800-8,2311,9151,1420.44%-773
SYNOVUS FINL CORP65,63242,258-23,3742,4711,6930.65%-778
JOHNSON & JOHNSON(JNJ)24,25918,759-5,5003,8022,9671.13%-835
VALERO ENERGY CORP(VLO)45,69029,890-15,8005,9405,1021.95%-838
HP INC(HPQ)91,37062,470-28,9002,7491,8880.72%-861
CENOVUS ENERGY INC(CVE)118,68655,086-63,6001,9761,1010.42%-875
OVINTIV INC(OVV)29,8777,074-22,8031,3123670.14%-945
LABORATORY CORP AMER HLDGS10,1105,610-4,5002,2981,2260.47%-1,072
INTERNATIONAL BUSINESS MACHS(IBM)51,18938,156-13,0338,3727,2862.78%-1,086
BAYTEX ENERGY CORP(BTE)516,536149,492-367,0441,7155430.21%-1,172
SUNCOR ENERGY INC NEW(SU)106,40057,400-49,0003,4092,1190.81%-1,290
BANK AMERICA CORP191,411132,332-59,0796,4455,0181.91%-1,427
PHILLIPS 66(PSX)60,69240,535-20,1578,0816,6212.53%-1,460
MICROSOFT CORP(MSFT)18,80513,285-5,5207,0715,5892.13%-1,482
OLD DOMINION FREIGHT LINE IN(ODFL)6,9904,980-2,0102,8331,0920.42%-1,741
CF INDS HLDGS INC(CF)84,20058,900-25,3006,6944,9011.87%-1,793
DEERE & CO(DE)33,65527,386-6,26913,45811,2494.29%-2,209
CHEVRON CORP NEW(CVX)65,43746,388-19,0499,7617,3172.79%-2,443
LENNAR CORP(LEN)95,86368,863-27,00014,28711,8434.52%-2,444
FREEPORT-MCMORAN INC(FCX)194,970121,570-73,4008,3005,7162.18%-2,584
APPLE INC(AAPL)64,33553,712-10,62312,3869,2113.51%-3,176
CONOCOPHILLIPS(COP)135,61595,411-40,20415,74112,1444.63%-3,597
TRUIST FINL CORP(TFC)466,870334,549-132,32117,23713,0414.98%-4,196
UNITED RENTALS INC(URI)53,79535,135-18,66030,84725,3369.67%-5,511
LENNAR CORP121,40662,927-58,47916,2749,7023.70%-6,572
LGI HOMES INC(LGIH)101,04053,240-47,80013,4546,1962.36%-7,259
NVR INC(NVR)3,0801,640-1,44021,56113,2845.07%-8,277
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