Fund Holdings — MONTGOMERY INVESTMENT MANAGEMENT INC

Total Portfolio Value
$284.19M
Total Bought
$4.63M
Total Sold
$23.47M
Net Transaction
-$18.83M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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UNITED RENTALS INC(URI)33,99233,990-225,61032,44911.42%+6,839
VSE CORP(VSEC)148,300143,801-4,49919,42423,9068.41%+4,481
APPLE INC(AAPL)49,97349,750-22310,25312,6684.46%+2,415
CATERPILLAR INC(CAT)14,37314,363-105,5806,8532.41%+1,274
VALERO ENERGY CORP(VLO)29,59029,59003,9775,0381.77%+1,061
LENNAR CORP(LEN)67,61367,524-897,4798,5112.99%+1,032
NVR INC(NVR)1,4591,459010,77611,7234.12%+947
TRUIST FINL CORP(TFC)319,741319,341-40013,74614,6005.14%+855
LENNAR CORP(LEN)57,06856,867-2016,0066,8232.40%+817
PHILLIPS 66(PSX)38,99638,997+14,6525,3041.87%+652
ABBVIE INC(ABBV)13,04513,04502,4213,0201.06%+599
JOHNSON & JOHNSON(JNJ)18,23118,202-292,7853,3751.19%+590
BANK AMERICA CORP122,269122,273+45,7866,3082.22%+522
CHEVRON CORP NEW(CVX)43,18543,173-126,1846,7042.36%+521
ALPHABET INC(GOOG)02,043+2,04304970.17%+497
SPDR S&P 500 ETF TR(SPY)0716+71604770.17%+477
CONOCOPHILLIPS(COP)93,33393,305-288,3768,8263.11%+450
ISHARES TR5,1225,371+2493,1803,5951.26%+414
MICROSOFT CORP(MSFT)11,95512,055+1005,9476,2442.20%+297
TESLA INC(TSLA)0620+62002760.10%+276
RTX CORPORATION(RTX)12,30112,30101,7962,0580.72%+262
DIAMONDBACK ENERGY INC(FANG)44,19444,19406,0726,3242.23%+252
SUNCOR ENERGY INC NEW(SU)56,30056,30002,1082,3540.83%+245
ARISTA NETWORKS INC(ANET)5,6005,60005738160.29%+243
MILLROSE PPTYS INC(MRP)47,50347,50301,3541,5970.56%+242
CAMECO CORP(CCJ)21,52521,852+3271,5981,8330.64%+235
EVERUS CONSTR GROUP(ECG)10,51710,51706689020.32%+234
PJT PARTNERS INC(PJT)01,200+1,20002130.08%+213
CSX CORP(CSX)06,000+6,00002130.07%+213
PNC FINL SVCS GROUP INC(PNC)14,37114,37102,6792,8881.02%+209
NVIDIA CORPORATION(NVDA)5,9206,120+2009351,1420.40%+207
CENOVUS ENERGY INC(CVE)56,53556,53507699610.34%+192
ISHARES TR87,50089,360+1,8608,8108,9993.17%+188
MERCK & CO INC(MRK)44,32343,823-5003,5093,6781.29%+169
HP INC(HPQ)61,82061,420-4001,5121,6720.59%+160
PULTE GROUP INC(PHM)6,0006,00006337930.28%+160
NEXTERA ENERGY INC(NEE)26,26026,110-1501,8231,9710.69%+148
BAKER HUGHES COMPANY(BKR)14,10014,10005416870.24%+146
BHP GROUP LTD17,95017,750-2008639900.35%+126
LOWES COS INC(LOW)4,2404,241+19411,0660.38%+125
LABCORP HOLDINGS INC(LH)4,8104,81001,2631,3810.49%+118
GLOBE LIFE INC6,0506,05007528650.30%+113
DELTA AIR LINES INC DEL(DAL)14,41514,41507098180.29%+109
ISHARES TR4,0004,00008639680.34%+105
SHOPIFY INC(SHOP)3,0003,00003464460.16%+100
HEWLETT PACKARD ENTERPRISE C(HPE)24,25024,25004965960.21%+100
GE AEROSPACE(GE)2,2122,21205696650.23%+96
RAYONIER INC(RYN)20,54420,484-604565440.19%+88
BAYTEX ENERGY CORP(BTE)149,492149,49202683500.12%+82
ALPHABET INC(GOOG)1,2011,202+12132930.10%+80
BERKSHIRE HATHAWAY INC DEL3302,1862,2630.80%+76
BROADCOM INC(AVGO)1,3831,385+23814570.16%+76
MCDONALDS CORP(MCD)6,1586,15801,7991,8710.66%+72
WALMART INC(WMT)11,41311,41301,1161,1760.41%+60
WESCO INTL INC(WCC)2,1072,10703904460.16%+55
MDU RES GROUP INC(MDU)43,57843,57807267760.27%+50
GE VERNOVA INC(GEV)54954902913380.12%+47
DELL TECHNOLOGIES INC(DELL)2,3682,378+102903370.12%+47
QUEST DIAGNOSTICS INC(DGX)4,2304,231+17608060.28%+47
ENBRIDGE INC(ENB)8,7058,70503954390.15%+45
AGILENT TECHNOLOGIES INC(A)4,1494,14904905330.19%+43
HALLIBURTON CO(HAL)11,20011,000-2002282710.10%+42
SYSCO CORP(SYY)6,2506,25004735150.18%+41
VANGUARD INTL EQUITY INDEX F6,2006,20003073360.12%+29
REGIONS FINANCIAL CORP NEW(RF)8,8788,883+52092340.08%+25
KEYSIGHT TECHNOLOGIES INC(KEYS)1,8501,85003033240.11%+20
OVINTIV INC(OVV)7,0747,07402692860.10%+16
PFIZER INC(PFE)17,70117,470-2314294450.16%+16
AMERICAN EXPRESS CO(AXP)1,1751,17503753900.14%+15
BERKSHIRE HATHAWAY INC DEL63463403083190.11%+11
CRESCENT ENERGY COMPANY(CRGY)24,84324,84302142220.08%+8
SCHLUMBERGER LTD(SLB)9,9409,94003363420.12%+6
UNION PAC CORP(UNP)90090002072130.07%+6
FEDEX CORP(FDX)1,7551,710-453994030.14%+4
AMAZON COM INC(AMZN)2,6002,607+75705720.20%+2
EXPAND ENERGY CORPORATION(EXE)2,7402,940+2003203120.11%-8
ELI LILLY & CO(LLY)65065005074960.17%-11
CROWDSTRIKE HLDGS INC(CRWD)72172103673540.12%-14
PERMIAN RESOURCES CORP(PR)27,00027,00003683460.12%-22
PHILIP MORRIS INTL INC(PM)1,6801,693+133062750.10%-31
ABBOTT LABS14,77514,725-502,0101,9720.69%-37
WEYERHAEUSER CO MTN BE(WY)27,85027,355-4957156780.24%-37
EQT CORP(EQT)12,00012,00007006530.23%-47
MERCADOLIBRE INC(MELI)20020005234670.16%-55
KNIFE RIVER CORP(KNF)12,40412,40401,0139530.34%-59
HONEYWELL INTL INC(HON)2,9002,90006756100.21%-65
LGI HOMES INC(LGIH)34,21032,760-1,4501,7621,6940.60%-68
DARDEN RESTAURANTS INC(DRI)3,0003,00006545710.20%-83
COSTCO WHSL CORP NEW(COST)1,2901,29001,2771,1940.42%-83
OLD DOMINION FREIGHT LINE IN(ODFL)4,9804,98008087010.25%-107
CF INDS HLDGS INC(CF)50,34050,320-204,6314,5141.59%-118
SYNOVUS FINL CORP46,99346,893-1002,4322,3020.81%-130
COMCAST CORP NEW(CCZ)5,9000-5,9002110—-211
ANTERO RESOURCES CORP(AR)5,9000-5,9002380—-238
THE TRADE DESK INC(TTD)4,0000-4,0002880—-288
FREEPORT-MCMORAN INC(FCX)112,730112,680-504,8874,4191.56%-468
INTERNATIONAL BUSINESS MACHS(IBM)37,49237,492011,05210,5793.72%-473
GENERAL MLS INC(GIS)110,043102,643-7,4005,7015,1751.82%-526
SERVICENOW INC(NOW)5,0215,02105,1624,6211.63%-541
DEERE & CO(DE)25,63025,620-1013,03311,7154.12%-1,318
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MONTGOMERY INVESTMENT MANAGEMENT INC — 13F Holdings — Q3 2025 | TickerTrail