Fund HoldingsMONTGOMERY INVESTMENT MANAGEMENT INC

Total Portfolio Value
$251.30M
Total Bought
$17.25M
Total Sold
$16.72M
Net Transaction
+$530.5K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
VSE CORP(VSEC)152,787150,167-2,62014,53018,0197.17%+3,488
BERKSHIRE HATHAWAY INC DEL03+302,3950.95%+2,395
MILLROSE PPTYS INC(MRP)059,546+59,54601,5790.63%+1,579
DEERE & CO(DE)27,14527,050-9511,50112,6965.05%+1,195
INTERNATIONAL BUSINESS MACHS(IBM)38,00637,892-1148,3559,4223.75%+1,067
CHEVRON CORP NEW(CVX)46,17346,183+106,6887,7263.07%+1,038
ISHARES TR38,14046,020+7,8803,8264,6331.84%+807
EQT CORP(EQT)012,000+12,00006410.26%+641
CONOCOPHILLIPS(COP)95,31195,331+209,45210,0123.98%+560
ABBVIE INC(ABBV)13,00513,045+402,3112,7331.09%+422
SCHLUMBERGER LTD(SLB)09,940+9,94004150.17%+415
JOHNSON & JOHNSON(JNJ)18,70918,729+202,7063,1061.24%+400
PHILLIPS 66(PSX)40,48540,495+104,6125,0001.99%+388
PERMIAN RESOURCES CORP(PR)027,000+27,00003740.15%+374
ABBOTT LABS16,23516,275+401,8362,1590.86%+323
EXPAND ENERGY CORPORATION(EXE)02,740+2,74003050.12%+305
HALLIBURTON CO(HAL)011,200+11,20002840.11%+284
VALERO ENERGY CORP(VLO)29,89029,89003,6643,9481.57%+283
SYNOVUS FINL CORP42,49351,993+9,5002,1772,4300.97%+253
CAMECO CORP(CCJ)12,42521,525+9,1006398860.35%+247
ANTERO RESOURCES CORP(AR)05,900+5,90002390.09%+239
DIAMONDBACK ENERGY INC(FANG)44,13246,694+2,5627,2307,4652.97%+235
RTX CORPORATION(RTX)12,30112,30101,4231,6290.65%+206
SUNCOR ENERGY INC NEW(SU)57,10057,10002,0372,2110.88%+174
MCDONALDS CORP(MCD)6,1586,15801,7851,9240.77%+138
GLOBE LIFE INC6,0506,05006757970.32%+122
QUEST DIAGNOSTICS INC(DGX)4,2304,23006387160.28%+78
GE AEROSPACE(GE)2,2122,21203694430.18%+74
PHILIP MORRIS INTL INC(PM)1,6801,68002022670.11%+64
DARDEN RESTAURANTS INC(DRI)3,0003,00005606230.25%+63
RAYONIER INC(RYN)19,54320,528+9855105720.23%+62
MERCADOLIBRE INC(MELI)20020003403900.16%+50
BAKER HUGHES COMPANY(BKR)14,10014,10005786200.25%+41
COSTCO WHSL CORP NEW(COST)1,2901,29001,1821,2200.49%+38
ELI LILLY & CO(LLY)65065005025370.21%+35
AMAZON COM INC(AMZN)2,1002,600+5004614950.20%+34
WEYERHAEUSER CO MTN BE(WY)27,89527,89507858170.33%+32
BERKSHIRE HATHAWAY INC DEL694634-603153380.13%+23
LABCORP HOLDINGS INC(LH)5,5105,51001,2641,2820.51%+19
OVINTIV INC(OVV)7,0747,07402863030.12%+16
CROWDSTRIKE HLDGS INC(CRWD)1,1251,12503853970.16%+12
UNION PAC CORP(UNP)1,4001,40003193310.13%+11
VANGUARD INTL EQUITY INDEX F6,2006,20002732810.11%+8
COMCAST CORP NEW(CCZ)5,9005,90002212180.09%-4
BLACKROCK MUNIVEST FD INC10,86210,158-70476710.03%-5
SYSCO CORP(SYY)6,2506,25004784690.19%-9
KEYSIGHT TECHNOLOGIES INC(KEYS)1,8501,85002972770.11%-20
ENBRIDGE INC(ENB)9,5908,705-8854073860.15%-21
WALMART INC(WMT)11,41311,41301,0311,0020.40%-29
BHP GROUP LTD18,45017,950-5009018710.35%-30
AMERICAN EXPRESS CO(AXP)1,1751,17503493160.13%-33
PFIZER INC(PFE)19,00218,501-5015044690.19%-35
FEDERAL RLTY INVT TR NEW(FRT)2,6302,63002942570.10%-37
HONEYWELL INTL INC(HON)2,9002,90006556140.24%-41
BAYTEX ENERGY CORP(BTE)149,492149,49203863330.13%-52
OLD DOMINION FREIGHT LINE IN(ODFL)4,9804,98008788240.33%-55
WESCO INTL INC(WCC)2,2072,20703993430.14%-57
DELL TECHNOLOGIES INC(DELL)2,3682,36802732160.09%-57
FEDEX CORP(FDX)1,7551,75504944280.17%-66
CENOVUS ENERGY INC(CVE)56,53556,53508577860.31%-70
AGILENT TECHNOLOGIES INC(A)4,1494,14905574850.19%-72
FREEPORT-MCMORAN INC(FCX)121,170119,730-1,4404,6144,5331.80%-81
CRESCENT ENERGY COMPANY(CRGY)24,84324,84303632790.11%-84
ISHARES TR4,0004,00008847980.32%-86
BROADCOM INC(AVGO)1,3801,38003202310.09%-89
NVIDIA CORPORATION(NVDA)4,8105,120+3106465550.22%-91
ISHARES TR4,5654,611+462,6872,5911.03%-96
MDU RES GROUP INC(MDU)46,57843,578-3,0008397370.29%-102
LOWES COS INC(LOW)4,4404,240-2001,0969890.39%-107
HEWLETT PACKARD ENTERPRISE C(HPE)24,25024,25005183740.15%-144
KNIFE RIVER CORP(KNF)13,15413,15401,3371,1870.47%-150
ARISTA NETWORKS INC(ANET)5,6005,60006194340.17%-185
SHOPIFY INC(SHOP)4,8003,000-1,8005102860.11%-224
TOLL BROTHERS INC(TOL)1,8000-1,8002270-227
ALPHABET INC(GOOG)1,2000-1,2002290-229
PNC FINL SVCS GROUP INC(PNC)14,37114,37102,7712,5261.01%-245
ALPHABET INC(GOOG)1,3000-1,3002460-246
DELTA AIR LINES INC DEL(DAL)14,58514,515-708826330.25%-250
THE TRADE DESK INC(TTD)4,0004,00004702190.09%-251
REGIONS FINANCIAL CORP NEW(RF)10,8780-10,8782560-256
BANK AMERICA CORP131,716131,766+505,7895,4992.19%-290
HP INC(HPQ)61,77061,820+502,0161,7120.68%-304
NEXTERA ENERGY INC(NEE)32,76027,860-4,9002,3491,9750.79%-374
EVERUS CONSTR GROUP(ECG)11,64210,517-1,1257653900.16%-375
CATERPILLAR INC(CAT)14,37314,37305,2144,7401.89%-474
MERCK & CO INC(MRK)46,12345,823-3004,5884,1131.64%-475
GENERAL MLS INC(GIS)112,743110,443-2,3007,1906,6032.63%-586
MICROSOFT CORP(MSFT)13,45513,255-2005,6714,9761.98%-695
TRUIST FINL CORP(TFC)332,099332,089-1014,40613,6655.44%-741
CF INDS HLDGS INC(CF)55,44050,440-5,0004,7303,9421.57%-788
LGI HOMES INC(LGIH)48,79045,560-3,2304,3623,0281.21%-1,333
SERVICENOW INC(NOW)5,1055,106+15,4124,0651.62%-1,347
LENNAR CORP61,56861,668+1008,1366,7262.68%-1,410
LENNAR CORP(LEN)68,46368,46309,3367,8583.13%-1,478
APPLE INC(AAPL)53,03951,938-1,10113,28211,5374.59%-1,745
NVR INC(NVR)1,6101,539-7113,16811,1494.44%-2,019
UNITED RENTALS INC(URI)34,97734,993+1624,63921,9308.73%-2,709
Page 1 of 1