Fund HoldingsMONTGOMERY INVESTMENT MANAGEMENT INC

Total Portfolio Value
$252.74M
Total Bought
$2.55M
Total Sold
$11.27M
Net Transaction
-$8.72M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
APPLE INC(AAPL)53,71253,492-2209,21111,2664.46%+2,056
VSE CORP(VSEC)224,154223,454-70017,93219,7277.81%+1,794
LABCORP HOLDINGS INC(LH)05,610+5,61001,1420.45%+1,142
MICROSOFT CORP(MSFT)13,28513,365+805,5895,9732.36%+384
HP INC(HPQ)62,47062,47001,8882,1880.87%+300
BANK AMERICA CORP132,332132,33205,0185,2632.08%+245
ALPHABET INC(GOOG)01,300+1,30002370.09%+237
NEXTERA ENERGY INC(NEE)33,46033,360-1002,1382,3620.93%+224
BROADCOM INC(AVGO)0138+13802220.09%+222
ALPHABET INC(GOOG)01,200+1,20002200.09%+220
FREEPORT-MCMORAN INC(FCX)121,570121,57005,7165,9082.34%+192
NVIDIA CORPORATION(NVDA)4804,800+4,3204345930.23%+159
COSTCO WHSL CORP NEW(COST)1,2901,29009451,0960.43%+151
SERVICENOW INC(NOW)5,1055,10503,8924,0161.59%+124
ISHARES TR4,1554,160+52,1842,2760.90%+92
DIAMONDBACK ENERGY INC(FANG)44,33244,33208,7858,8753.51%+90
WALMART INC(WMT)11,41311,41306877730.31%+86
ARISTA NETWORKS INC1,4001,40004064910.19%+85
HEWLETT PACKARD ENTERPRISE C(HPE)24,25024,25004305130.20%+83
ELI LILLY & CO(LLY)65065005065880.23%+83
CAMECO CORP(CCJ)12,20012,400+2005296100.24%+82
SUNCOR ENERGY INC NEW(SU)57,40057,40002,1192,1870.87%+68
DELL TECHNOLOGIES INC(DELL)2,3682,36802703270.13%+56
THE TRADE DESK INC(TTD)4,0004,00003503910.15%+41
SILVERBOW RES INC7,9507,95002713010.12%+29
HONEYWELL INTL INC(HON)3,4003,40006987260.29%+28
AMAZON COM INC(AMZN)2,1002,10003794060.16%+27
MERCADOLIBRE INC(MELI)20020003023290.13%+26
BAKER HUGHES COMPANY(BKR)14,10014,10004724960.20%+24
FEDEX CORP(FDX)1,7551,75505085260.21%+18
RTX CORPORATION(RTX)12,60112,401-2001,2291,2450.49%+16
QUEST DIAGNOSTICS INC(DGX)4,2304,23005635790.23%+16
VANGUARD INTL EQUITY INDEX F6,2006,20002592710.11%+12
SYNOVUS FINL CORP42,25842,25801,6931,6980.67%+5
AMERICAN EXPRESS CO(AXP)1,1751,17502682720.11%+5
PFIZER INC(PFE)19,30219,30205365400.21%+4
BLACKROCK MUNIVEST FD INC12,28512,285087880.03%+1
FEDERAL RLTY INVT TR NEW(FRT)2,6302,63002692660.11%-3
NOV INC(NOV)10,50510,50502052000.08%-5
ENBRIDGE INC(ENB)9,5909,59003473410.14%-6
DELTA AIR LINES INC DEL(DAL)14,78514,78507087010.28%-6
CENOVUS ENERGY INC(CVE)55,08655,586+5001,1011,0930.43%-8
BERKSHIRE HATHAWAY INC DEL69469402922820.11%-10
REGIONS FINANCIAL CORP NEW(RF)10,87810,87802292180.09%-11
BHP GROUP LTD19,80019,80001,1421,1300.45%-12
SOUTHWESTERN ENERGY CO20,10020,10001521350.05%-17
CSX CORP(CSX)6,0006,00002222010.08%-22
BAYTEX ENERGY CORP(BTE)149,492149,49205435190.21%-24
COMCAST CORP NEW(CCZ)5,9005,90002562310.09%-25
MDU RES GROUP INC(MDU)47,37846,578-8001,1941,1690.46%-25
TOLL BROTHERS INC(TOL)1,8001,80002332070.08%-26
UNION PAC CORP(UNP)1,4001,40003443170.13%-28
WESCO INTL INC(WCC)2,2572,25703873580.14%-29
BURKE HERBERT FINL SVCS CORP(BHRB)5,8665,86603292990.12%-30
ISHARES TR4,0004,00008418120.32%-30
OVINTIV INC(OVV)7,0747,07403673320.13%-36
ISHARES TR16,04015,680-3601,6151,5790.62%-36
KEYSIGHT TECHNOLOGIES INC(KEYS)1,8501,85002892530.10%-36
GE AEROSPACE(GE)2,2122,21203883520.14%-37
SCHLUMBERGER LTD(SLB)4,9204,92002702320.09%-38
DARDEN RESTAURANTS INC(DRI)3,0003,00005014540.18%-47
SHOPIFY INC(SHOP)4,8004,80003703170.13%-53
SYSCO CORP(SYY)6,2506,25005074460.18%-61
CHEVRON CORP NEW(CVX)46,38846,38807,3177,2562.87%-61
AGILENT TECHNOLOGIES INC(A)4,1494,14906045380.21%-66
TRUIST FINL CORP(TFC)334,549333,549-1,00013,04112,9585.13%-82
RAYONIER INC(RYN)19,94619,94606635800.23%-83
PNC FINL SVCS GROUP INC(PNC)14,37114,37102,3222,2340.88%-88
KNIFE RIVER CORP(KNF)13,15413,15401,0679230.37%-144
ABBVIE INC(ABBV)13,09513,025-702,3852,2340.88%-151
LOWES COS INC(LOW)4,4054,40501,1229710.38%-151
ABBOTT LABS16,23516,23501,8451,6870.67%-158
MCDONALDS CORP(MCD)6,2086,20801,7501,5820.63%-168
GLOBE LIFE INC6,0506,05007044980.20%-206
WEYERHAEUSER CO MTN BE(WY)27,89527,89501,0027920.31%-210
OLD DOMINION FREIGHT LINE IN(ODFL)4,9804,98001,0928790.35%-213
JOHNSON & JOHNSON(JNJ)18,75918,75902,9672,7421.08%-226
MERCK & CO INC(MRK)46,32346,32306,1125,7352.27%-378
VALERO ENERGY CORP(VLO)29,89029,89005,1024,6861.85%-416
CATERPILLAR INC(CAT)15,48015,48005,6725,1562.04%-516
CF INDS HLDGS INC(CF)58,90058,500-4004,9014,3361.72%-565
INTERNATIONAL BUSINESS MACHS(IBM)38,15638,15607,2866,5992.61%-687
GENERAL MLS INC(GIS)115,743115,74308,0997,3222.90%-777
NVR INC(NVR)1,6401,640013,28412,4454.92%-839
PHILLIPS 66(PSX)40,53540,53506,6215,7222.26%-899
LENNAR CORP62,92762,92709,7028,7743.47%-928
DEERE & CO(DE)27,38627,378-811,24910,2294.05%-1,019
LABORATORY CORP AMER HLDGS5,6100-5,6101,2260-1,226
CONOCOPHILLIPS(COP)95,41195,411012,14410,9134.32%-1,231
LGI HOMES INC(LGIH)53,24053,040-2006,1964,7471.88%-1,449
LENNAR CORP(LEN)68,86368,863011,84310,3204.08%-1,523
UNITED RENTALS INC(URI)35,13535,118-1725,33622,7128.99%-2,624
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