Fund HoldingsMONTGOMERY INVESTMENT MANAGEMENT INC

Total Portfolio Value
$297.62M
Total Bought
$7.87M
Total Sold
$16.88M
Net Transaction
-$9.01M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
LENNAR CORP119,815119,830+1510,70113,5384.55%+2,838
UNITED RENTALS INC(URI)53,47553,475021,16323,8168.00%+2,653
NVR INC(NVR)3,1803,180017,72020,1956.79%+2,475
VSE CORP(VSEC)226,154226,154010,15412,3684.16%+2,214
LGI HOMES INC(LGIH)100,820100,760-6011,49713,5924.57%+2,095
LENNAR CORP(LEN)96,82296,607-21510,17712,1064.07%+1,929
APPLE INC(AAPL)65,37065,170-20010,78012,6414.25%+1,862
BAYTEX ENERGY CORP(BTE)0520,677+520,67701,6970.57%+1,697
MICROSOFT CORP(MSFT)18,80518,80505,4216,4042.15%+982
KNIFE RIVER CORP(KNF)014,986+14,98606520.22%+652
CONOCOPHILLIPS(COP)136,585136,265-32013,55114,1184.74%+568
MERCK & CO INC(MRK)55,53255,53205,9086,4082.15%+500
SYNOVUS FINL CORP46,75863,058+16,3001,4421,9080.64%+466
BURKE HERBERT FINL SVCS CORP(BHRB)05,866+5,86603770.13%+377
CATERPILLAR INC(CAT)17,85417,704-1504,0864,3561.46%+270
NVIDIA CORPORATION(NVDA)0600+60002540.09%+254
DELTA AIR LINES INC DEL(DAL)19,14519,115-306699090.31%+240
TITAN MACHY INC07,700+7,70002270.08%+227
JOHNSON & JOHNSON(JNJ)26,38525,985-4004,0904,3011.45%+211
AMERICAN EXPRESS CO(AXP)01,175+1,17502050.07%+205
CSX CORP(CSX)06,000+6,00002050.07%+205
ALPHABET INC(GOOG)01,700+1,70002030.07%+203
WOODSIDE ENERGY GROUP LTD(WDS)08,655+8,65502010.07%+201
CAMECO CORP(CCJ)15,55019,300+3,7504076050.20%+198
OLD DOMINION FREIGHT LINE IN(ODFL)6,4506,45002,1982,3850.80%+186
BERKSHIRE HATHAWAY INC DEL3301,3971,5530.52%+157
ABBOTT LABS18,74818,74801,8982,0440.69%+145
WESCO INTL INC(WCC)2,8703,270+4004445860.20%+142
ISHARES TR3,9473,949+21,6231,7600.59%+138
LILLY ELI & CO(LLY)1,0001,00003434690.16%+126
LABORATORY CORP AMER HLDGS10,46010,46002,4002,5240.85%+125
MCDONALDS CORP(MCD)6,5586,55801,8341,9570.66%+123
LOWES COS INC(LOW)4,4604,46008921,0070.34%+115
WEYERHAEUSER CO MTN BE(WY)30,52530,52509201,0230.34%+103
SHOPIFY INC(SHOP)4,8004,80002303100.10%+80
OVINTIV INC(OVV)29,99430,294+3001,0821,1530.39%+71
THE TRADE DESK INC(TTD)4,0004,00002443090.10%+65
HONEYWELL INTL INC(HON)3,9003,90007458090.27%+64
BAKER HUGHES COMPANY(BKR)22,70022,70006557180.24%+62
AMAZON COM INC(AMZN)2,3002,30002383000.10%+62
COSTCO WHSL CORP NEW(COST)1,2001,20005966460.22%+50
HP INC(HPQ)101,06997,969-3,1002,9663,0091.01%+42
FEDEX CORP(FDX)1,9421,94204444810.16%+38
GENERAL ELECTRIC CO(GE)2,5272,52702422780.09%+36
DARDEN RESTAURANTS INC(DRI)3,0003,00004655010.17%+36
ISHARES TR4,0004,00007147490.25%+35
WALMART INC(WMT)3,0043,00404434720.16%+29
HALLIBURTON CO(HAL)18,60018,60005896140.21%+25
BERKSHIRE HATHAWAY INC DEL69469402142370.08%+22
HEWLETT PACKARD ENTERPRISE C(HPE)24,25024,25003864070.14%+21
KEYSIGHT TECHNOLOGIES INC(KEYS)2,8502,85004604770.16%+17
PAYCOM SOFTWARE INC(PAYC)70070002132250.08%+12
COMCAST CORP NEW(CCZ)16,07814,900-1,1786106190.21%+10
UNION PAC CORP(UNP)2,4002,40004834910.17%+8
VANGUARD INTL EQUITY INDEX F6,2506,25002532540.09%+2
RAYTHEON TECHNOLOGIES CORP(RTX)18,70118,70101,8311,8320.62%+1
SCHLUMBERGER LTD(SLB)10,72010,72005265270.18%0
BLACKROCK MUNIVEST FD INC12,28512,285085830.03%-2
ORGANIGRAM HLDGS INC14,00014,0000950.00%-3
QUEST DIAGNOSTICS INC(DGX)6,7306,73009529460.32%-6
ARISTA NETWORKS INC1,4001,40002352270.08%-8
FEDERAL RLTY INVT TR NEW(FRT)5,2805,28005225110.17%-11
ENBRIDGE INC(ENB)11,18511,18504274160.14%-11
SYSCO CORP(SYY)6,2506,25004834640.16%-19
PNC FINL SVCS GROUP INC(PNC)17,37117,37102,2082,1880.74%-20
GLOBE LIFE INC6,7006,500-2007377130.24%-25
MERCADOLIBRE INC(MELI)20020002642370.08%-27
NOV INC(NOV)12,58512,58502332020.07%-31
APA CORPORATION(APA)7,8717,371-5002842520.08%-32
RAYONIER INC(RYN)20,09620,09606686310.21%-37
REGIONS FINANCIAL CORP NEW(RF)39,90039,400-5007417020.24%-38
BANK AMERICA CORP195,912193,911-2,0015,6035,5631.87%-40
CENOVUS ENERGY INC(CVE)118,786118,78602,0742,0170.68%-57
INTERNATIONAL BUSINESS MACHS(IBM)56,44754,757-1,6907,4007,3272.46%-73
AGILENT TECHNOLOGIES INC(A)6,1496,14908517390.25%-111
BHP GROUP LTD29,18128,981-2001,8501,7290.58%-121
NEXTERA ENERGY INC(NEE)34,54034,140-4002,6622,5330.85%-129
PFIZER INC(PFE)30,20229,202-1,0001,2321,0710.36%-161
FREEPORT-MCMORAN INC(FCX)195,990195,870-1208,0187,8352.63%-183
SUNCOR ENERGY INC NEW(SU)106,400106,40003,3043,1201.05%-184
ANTERO RESOURCES CORP9,0400-9,0402090-209
DIAMONDBACK ENERGY INC(FANG)57,42257,42207,7627,5432.53%-219
NUTRIEN LTD3,1000-3,1002290-229
DEERE & CO(DE)33,74633,742-413,93313,6724.59%-261
CF INDS HLDGS INC(CF)85,39585,39506,1905,9281.99%-262
CHEVRON CORP NEW(CVX)65,71765,717010,72210,3413.47%-382
PHILLIPS 66(PSX)61,24261,042-2006,2095,8221.96%-387
ABBVIE INC(ABBV)16,28415,614-6702,5952,1040.71%-491
MDU RES GROUP INC(MDU)62,45861,458-1,0001,9041,2870.43%-617
VALERO ENERGY CORP(VLO)45,71045,680-306,3815,3581.80%-1,023
GENERAL MLS INC(GIS)128,543128,043-50010,9859,8213.30%-1,164
TRUIST FINL CORP(TFC)469,370468,770-60016,00614,2274.78%-1,778
RANGER OIL CORPORATION65,9600-65,9602,6940-2,694
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