Fund HoldingsMONTGOMERY INVESTMENT MANAGEMENT INC

Total Portfolio Value
$258.39M
Total Bought
$7.11M
Total Sold
$23.19M
Net Transaction
-$16.08M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
ISHARES TR46,02087,500+41,4804,6338,8103.41%+4,178
UNITED RENTALS INC(URI)34,99333,992-1,00121,93025,6109.91%+3,679
INTERNATIONAL BUSINESS MACHS(IBM)37,89237,492-4009,42211,0524.28%+1,630
VSE CORP(VSEC)150,167148,300-1,86718,01919,4247.52%+1,406
SERVICENOW INC(NOW)5,1065,021-854,0655,1622.00%+1,097
MICROSOFT CORP(MSFT)13,25511,955-1,3004,9765,9472.30%+971
CATERPILLAR INC(CAT)14,37314,37304,7405,5802.16%+839
CAMECO CORP(CCJ)21,52521,52508861,5980.62%+712
CF INDS HLDGS INC(CF)50,44050,340-1003,9424,6311.79%+689
PULTE GROUP INC(PHM)06,000+6,00006330.24%+633
ISHARES TR4,6115,122+5112,5913,1801.23%+589
NVIDIA CORPORATION(NVDA)5,1205,920+8005559350.36%+380
FREEPORT-MCMORAN INC(FCX)119,730112,730-7,0004,5334,8871.89%+354
SHOPIFY INC(SHOP)03,000+3,00003460.13%+346
DEERE & CO(DE)27,05025,630-1,42012,69613,0335.04%+337
GE VERNOVA INC(GEV)0549+54902910.11%+291
BANK AMERICA CORP131,766122,269-9,4975,4995,7862.24%+287
EVERUS CONSTR GROUP(ECG)10,51710,51703906680.26%+278
ALPHABET INC(GOOG)01,201+1,20102130.08%+213
REGIONS FINANCIAL CORP NEW(RF)08,878+8,87802090.08%+209
RTX CORPORATION(RTX)12,30112,30101,6291,7960.70%+167
PNC FINL SVCS GROUP INC(PNC)14,37114,37102,5262,6791.04%+153
BROADCOM INC(AVGO)1,3801,383+32313810.15%+150
ARISTA NETWORKS INC(ANET)5,6005,60004345730.22%+139
MERCADOLIBRE INC(MELI)20020003905230.20%+133
GE AEROSPACE(GE)2,2122,21204435690.22%+127
HEWLETT PACKARD ENTERPRISE C(HPE)24,25024,25003744960.19%+122
WALMART INC(WMT)11,41311,41301,0021,1160.43%+114
TRUIST FINL CORP(TFC)332,089319,741-12,34813,66513,7465.32%+80
DELTA AIR LINES INC DEL(DAL)14,51514,415-1006337090.27%+76
AMAZON COM INC(AMZN)2,6002,60004955700.22%+76
DELL TECHNOLOGIES INC(DELL)2,3682,36802162900.11%+74
THE TRADE DESK INC(TTD)4,0004,00002192880.11%+69
ISHARES TR4,0004,00007988630.33%+65
HONEYWELL INTL INC(HON)2,9002,90006146750.26%+61
EQT CORP(EQT)12,00012,00006417000.27%+59
AMERICAN EXPRESS CO(AXP)1,1751,17503163750.15%+59
COSTCO WHSL CORP NEW(COST)1,2901,29001,2201,2770.49%+57
WESCO INTL INC(WCC)2,2072,107-1003433900.15%+47
QUEST DIAGNOSTICS INC(DGX)4,2304,23007167600.29%+44
PHILIP MORRIS INTL INC(PM)1,6801,68002673060.12%+39
DARDEN RESTAURANTS INC(DRI)3,0003,00006236540.25%+31
VALERO ENERGY CORP(VLO)29,89029,590-3003,9483,9771.54%+30
KEYSIGHT TECHNOLOGIES INC(KEYS)1,8501,85002773030.12%+26
VANGUARD INTL EQUITY INDEX F6,2006,20002813070.12%+26
EXPAND ENERGY CORPORATION(EXE)2,7402,74003053200.12%+15
ENBRIDGE INC(ENB)8,7058,70503863950.15%+9
SYSCO CORP(SYY)6,2506,25004694730.18%+4
AGILENT TECHNOLOGIES INC(A)4,1494,14904854900.19%+4
SYNOVUS FINL CORP51,99346,993-5,0002,4302,4320.94%+2
ANTERO RESOURCES CORP(AR)5,9005,90002392380.09%-1
PERMIAN RESOURCES CORP(PR)27,00027,00003743680.14%-6
COMCAST CORP NEW(CCZ)5,9005,90002182110.08%-7
BHP GROUP LTD17,95017,95008718630.33%-8
MDU RES GROUP INC(MDU)43,57843,57807377260.28%-10
OLD DOMINION FREIGHT LINE IN(ODFL)4,9804,98008248080.31%-16
CENOVUS ENERGY INC(CVE)56,53556,53507867690.30%-18
LABCORP HOLDINGS INC(LH)5,5104,810-7001,2821,2630.49%-20
FEDEX CORP(FDX)1,7551,75504283990.15%-29
CROWDSTRIKE HLDGS INC(CRWD)1,125721-4043973670.14%-29
BERKSHIRE HATHAWAY INC DEL63463403383080.12%-30
ELI LILLY & CO(LLY)65065005375070.20%-30
OVINTIV INC(OVV)7,0747,07403032690.10%-34
PFIZER INC(PFE)18,50117,701-8004694290.17%-40
GLOBE LIFE INC6,0506,05007977520.29%-45
LOWES COS INC(LOW)4,2404,24009899410.36%-48
HALLIBURTON CO(HAL)11,20011,20002842280.09%-56
CRESCENT ENERGY COMPANY(CRGY)24,84324,84302792140.08%-66
BAYTEX ENERGY CORP(BTE)149,492149,49203332680.10%-66
BLACKROCK MUNIVEST FD INC10,1580-10,158710-71
BAKER HUGHES COMPANY(BKR)14,10014,10006205410.21%-79
SCHLUMBERGER LTD(SLB)9,9409,94004153360.13%-80
WEYERHAEUSER CO MTN BE(WY)27,89527,850-458177150.28%-101
SUNCOR ENERGY INC NEW(SU)57,10056,300-8002,2112,1080.82%-102
RAYONIER INC(RYN)20,52820,544+165724560.18%-117
UNION PAC CORP(UNP)1,400900-5003312070.08%-124
MCDONALDS CORP(MCD)6,1586,15801,9241,7990.70%-124
ABBOTT LABS16,27514,775-1,5002,1592,0100.78%-149
NEXTERA ENERGY INC(NEE)27,86026,260-1,6001,9751,8230.71%-152
KNIFE RIVER CORP(KNF)13,15412,404-7501,1871,0130.39%-174
HP INC(HPQ)61,82061,82001,7121,5120.59%-200
BERKSHIRE HATHAWAY INC DEL3302,3952,1860.85%-209
MILLROSE PPTYS INC(MRP)59,54647,503-12,0431,5791,3540.52%-224
FEDERAL RLTY INVT TR NEW(FRT)2,6300-2,6302570-257
SHOPIFY INC(SHOP)3,0000-3,0002860-286
ABBVIE INC(ABBV)13,04513,04502,7332,4210.94%-312
JOHNSON & JOHNSON(JNJ)18,72918,231-4983,1062,7851.08%-321
PHILLIPS 66(PSX)40,49538,996-1,4995,0004,6521.80%-348
NVR INC(NVR)1,5391,459-8011,14910,7764.17%-373
LENNAR CORP(LEN)68,46367,613-8507,8587,4792.89%-380
MERCK & CO INC(MRK)45,82344,323-1,5004,1133,5091.36%-604
LENNAR CORP61,66857,068-4,6006,7266,0062.32%-720
GENERAL MLS INC(GIS)110,443110,043-4006,6035,7012.21%-902
LGI HOMES INC(LGIH)45,56034,210-11,3503,0281,7620.68%-1,266
APPLE INC(AAPL)51,93849,973-1,96511,53710,2533.97%-1,284
DIAMONDBACK ENERGY INC(FANG)46,69444,194-2,5007,4656,0722.35%-1,393
CHEVRON CORP NEW(CVX)46,18343,185-2,9987,7266,1842.39%-1,542
CONOCOPHILLIPS(COP)95,33193,333-1,99810,0128,3763.24%-1,636
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