Fund HoldingsMONTGOMERY INVESTMENT MANAGEMENT INC

Total Portfolio Value
$290.16M
Total Bought
$12.07M
Total Sold
$21.67M
Net Transaction
-$9.59M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CONOCOPHILLIPS(COP)136,265135,615-65014,11816,2475.60%+2,128
ISHARES TR018,920+18,92001,9050.66%+1,905
PHILLIPS 66(PSX)61,04260,692-3505,8227,2922.51%+1,470
CF INDS HLDGS INC(CF)85,39585,325-705,9287,3162.52%+1,388
DIAMONDBACK ENERGY INC(FANG)57,42257,542+1207,5438,9123.07%+1,369
VALERO ENERGY CORP(VLO)45,68045,690+105,3586,4752.23%+1,116
CHEVRON CORP NEW(CVX)65,71765,437-28010,34111,0343.80%+693
BAYTEX ENERGY CORP(BTE)520,677513,936-6,7411,6972,2660.78%+569
SUNCOR ENERGY INC NEW(SU)106,400106,40003,1203,6581.26%+538
OLD DOMINION FREIGHT LINE IN(ODFL)6,4507,140+6902,3852,9211.01%+536
SILVERBOW RES INC014,300+14,30005120.18%+512
CENOVUS ENERGY INC(CVE)118,786118,686-1002,0172,4710.85%+454
CATERPILLAR INC(CAT)17,70417,604-1004,3564,8061.66%+450
CAMECO CORP(CCJ)19,30025,300+6,0006051,0030.35%+398
VITAL ENERGY INC06,130+6,13003400.12%+340
OVINTIV INC(OVV)30,29430,094-2001,1531,4320.49%+278
ABBVIE INC(ABBV)15,61415,61402,1042,3270.80%+224
HALLIBURTON CO(HAL)18,60019,900+1,3006148060.28%+192
SCHLUMBERGER LTD(SLB)10,72010,920+2005276370.22%+110
UNITED RENTALS INC(URI)53,47553,785+31023,81623,9118.24%+95
BAKER HUGHES COMPANY(BKR)22,70022,70007188020.28%+84
COSTCO WHSL CORP NEW(COST)1,2001,290+906467290.25%+83
INTERNATIONAL BUSINESS MACHS(IBM)54,75752,767-1,9907,3277,4032.55%+76
KNIFE RIVER CORP(KNF)14,98614,799-1876527230.25%+71
ELI LILLY & CO(LLY)1,0001,00004695370.19%+68
FEDEX CORP(FDX)1,9422,072+1304815490.19%+67
COMCAST CORP NEW(CCZ)14,90014,90006196610.23%+42
ARISTA NETWORKS INC1,4001,40002272580.09%+31
APA CORPORATION(APA)7,3716,621-7502522720.09%+20
ALPHABET INC(GOOG)1,7001,70002032220.08%+19
NOV INC(NOV)12,58510,505-2,0802022200.08%+18
MERCADOLIBRE INC(MELI)20020002372540.09%+17
HEWLETT PACKARD ENTERPRISE C(HPE)24,25024,25004074210.15%+14
WALMART INC(WMT)3,0043,00404724810.17%+8
BERKSHIRE HATHAWAY INC DEL69469402372430.08%+6
THE TRADE DESK INC(TTD)4,0004,00003093130.11%+4
UNION PAC CORP(UNP)2,4002,40004914890.17%-2
ORGANIGRAM HLDGS INC14,0000-14,00050-5
AMAZON COM INC(AMZN)2,3002,30003002920.10%-7
BLACKROCK MUNIVEST FD INC12,28512,285083740.03%-8
VANGUARD INTL EQUITY INDEX F6,2506,25002542450.08%-9
TITAN MACHY INC7,7007,70002272050.07%-22
GLOBE LIFE INC6,5006,300-2007136850.24%-28
GENERAL ELECTRIC CO(GE)2,5272,240-2872782480.09%-30
FEDERAL RLTY INVT TR NEW(FRT)5,2805,28005114790.16%-32
ISHARES TR4,0004,00007497070.24%-42
NVIDIA CORPORATION(NVDA)600480-1202542090.07%-45
SHOPIFY INC(SHOP)4,8004,80003102620.09%-48
ENBRIDGE INC(ENB)11,18510,989-1964163650.13%-51
SYSCO CORP(SYY)6,2506,25004644130.14%-51
AGILENT TECHNOLOGIES INC(A)6,1496,14907396880.24%-52
REGIONS FINANCIAL CORP NEW(RF)39,40037,400-2,0007026430.22%-59
RAYONIER INC(RYN)20,09619,946-1506315680.20%-63
ISHARES TR3,9493,94901,7601,6960.58%-64
DARDEN RESTAURANTS INC(DRI)3,0003,00005014300.15%-72
WEYERHAEUSER CO MTN BE(WY)30,52530,905+3801,0239480.33%-75
LOWES COS INC(LOW)4,4604,455-51,0079260.32%-81
HONEYWELL INTL INC(HON)3,9003,90008097200.25%-89
PNC FINL SVCS GROUP INC(PNC)17,37117,071-3002,1882,0960.72%-92
MDU RES GROUP INC(MDU)61,45860,708-7501,2871,1890.41%-98
KEYSIGHT TECHNOLOGIES INC(KEYS)2,8502,85004773770.13%-100
PFIZER INC(PFE)29,20229,20201,0719690.33%-102
BURKE HERBERT FINL SVCS CORP(BHRB)5,8665,86603772730.09%-104
WESCO INTL INC(WCC)3,2703,27005864700.16%-115
SYNOVUS FINL CORP63,05864,458+1,4001,9081,7920.62%-116
QUEST DIAGNOSTICS INC(DGX)6,7306,73009468200.28%-126
BHP GROUP LTD28,98128,031-9501,7291,5940.55%-135
WOODSIDE ENERGY GROUP LTD(WDS)8,6550-8,6552010-201
CSX CORP(CSX)6,0000-6,0002050-205
AMERICAN EXPRESS CO(AXP)1,1750-1,1752050-205
PAYCOM SOFTWARE INC(PAYC)7000-7002250-225
ABBOTT LABS18,74818,74802,0441,8160.63%-228
MCDONALDS CORP(MCD)6,5586,458-1001,9571,7010.59%-256
JOHNSON & JOHNSON(JNJ)25,98525,955-304,3014,0421.39%-259
DELTA AIR LINES INC DEL(DAL)19,11517,115-2,0009096330.22%-275
BANK AMERICA CORP193,911192,511-1,4005,5635,2711.82%-292
MICROSOFT CORP(MSFT)18,80518,80506,4045,9382.05%-466
RTX CORPORATION(RTX)18,70118,70101,8321,3460.46%-486
LABORATORY CORP AMER HLDGS10,46010,110-3502,5242,0330.70%-492
NEXTERA ENERGY INC(NEE)34,14034,640+5002,5331,9850.68%-549
FREEPORT-MCMORAN INC(FCX)195,870194,970-9007,8357,2702.51%-564
HP INC(HPQ)97,96992,170-5,7993,0092,3690.82%-640
MERCK & CO INC(MRK)55,53255,432-1006,4085,7071.97%-701
TRUIST FINL CORP(TFC)468,770466,870-1,90014,22713,3574.60%-870
DEERE & CO(DE)33,74233,662-8013,67212,7034.38%-969
VSE CORP(VSEC)226,154224,154-2,00012,36811,3063.90%-1,062
LENNAR CORP119,830121,456+1,62613,53812,4164.28%-1,122
NVR INC(NVR)3,1803,180020,19518,9636.54%-1,232
LENNAR CORP(LEN)96,60795,934-67312,10610,7673.71%-1,339
BERKSHIRE HATHAWAY INC DEL30-31,5530-1,553
APPLE INC(AAPL)65,17064,580-59012,64111,0573.81%-1,584
GENERAL MLS INC(GIS)128,043127,343-7009,8218,1492.81%-1,672
LGI HOMES INC(LGIH)100,760101,540+78013,59210,1023.48%-3,489
Page 1 of 1