Fund HoldingsMONTGOMERY INVESTMENT MANAGEMENT INC

Total Portfolio Value
$325.46M
Total Bought
$9.04M
Total Sold
$20.90M
Net Transaction
-$11.86M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
UNITED RENTALS INC(URI)53,78553,795+1023,91130,8479.48%+6,936
TRUIST FINL CORP(TFC)466,870466,870013,35717,2375.30%+3,880
LENNAR CORP121,456121,406-5012,41616,2745.00%+3,858
LENNAR CORP(LEN)95,93495,863-7110,76714,2874.39%+3,521
LGI HOMES INC(LGIH)101,540101,040-50010,10213,4544.13%+3,352
VSE CORP(VSEC)224,154224,154011,30614,4834.45%+3,176
NVR INC(NVR)3,1803,080-10018,96321,5616.62%+2,598
APPLE INC(AAPL)64,58064,335-24511,05712,3863.81%+1,330
BANK AMERICA CORP192,511191,411-1,1005,2716,4451.98%+1,174
MICROSOFT CORP(MSFT)18,80518,80505,9387,0712.17%+1,134
FREEPORT-MCMORAN INC(FCX)194,970194,97007,2708,3002.55%+1,029
INTERNATIONAL BUSINESS MACHS(IBM)52,76751,189-1,5787,4038,3722.57%+969
PHILLIPS 66(PSX)60,69260,69207,2928,0812.48%+788
DEERE & CO(DE)33,66233,655-712,70313,4584.14%+754
SYNOVUS FINL CORP64,45865,632+1,1741,7922,4710.76%+679
PNC FINL SVCS GROUP INC(PNC)17,07117,07102,0962,6430.81%+548
HP INC(HPQ)92,17091,370-8002,3692,7490.84%+381
CATERPILLAR INC(CAT)17,60417,480-1244,8065,1681.59%+362
MERCK & CO INC(MRK)55,43255,43205,7076,0431.86%+336
BHP GROUP LTD28,03128,03101,5941,9150.59%+320
LABORATORY CORP AMER HLDGS10,11010,11002,0332,2980.71%+265
KNIFE RIVER CORP(KNF)14,79914,79907239790.30%+257
ABBOTT LABS18,74818,635-1131,8162,0510.63%+235
RTX CORPORATION(RTX)18,70118,70101,3461,5740.48%+228
AMERICAN EXPRESS CO(AXP)01,175+1,17502200.07%+220
CSX CORP(CSX)06,000+6,00002080.06%+208
ISHARES TR3,9493,94901,6961,8860.58%+190
AGILENT TECHNOLOGIES INC(A)6,1496,14906888550.26%+167
WEYERHAEUSER CO MTN BE(WY)30,90530,90509481,0750.33%+127
COSTCO WHSL CORP NEW(COST)1,2901,29007298520.26%+123
SHOPIFY INC(SHOP)4,8004,80002623740.11%+112
DIAMONDBACK ENERGY INC(FANG)57,54258,172+6308,9129,0212.77%+109
WESCO INTL INC(WCC)3,2703,290+204705720.18%+102
RAYONIER INC(RYN)19,94619,94605686660.20%+99
HONEYWELL INTL INC(HON)3,9003,90007208180.25%+97
BURKE HERBERT FINL SVCS CORP(BHRB)5,8665,86602733690.11%+96
ISHARES TR4,0004,00007078030.25%+96
CAMECO CORP(CCJ)25,30025,490+1901,0031,0990.34%+96
MCDONALDS CORP(MCD)6,4586,058-4001,7011,7960.55%+95
GLOBE LIFE INC6,3006,30006857670.24%+82
REGIONS FINANCIAL CORP NEW(RF)37,40037,40006437250.22%+82
ABBVIE INC(ABBV)15,61415,525-892,3272,4060.74%+79
KEYSIGHT TECHNOLOGIES INC(KEYS)2,8502,85003774530.14%+76
ARISTA NETWORKS INC1,4001,40002583300.10%+72
QUEST DIAGNOSTICS INC(DGX)6,7306,430-3008208870.27%+66
FEDERAL RLTY INVT TR NEW(FRT)5,2805,28004795440.17%+66
DARDEN RESTAURANTS INC(DRI)3,0003,00004304930.15%+63
GENERAL MLS INC(GIS)127,343126,043-1,3008,1498,2102.52%+62
MERCADOLIBRE INC(MELI)20020002543140.10%+61
AMAZON COM INC(AMZN)2,3002,30002923490.11%+57
LOWES COS INC(LOW)4,4554,405-509269800.30%+54
ELI LILLY & CO(LLY)1,0001,00005375830.18%+46
SYSCO CORP(SYY)6,2506,25004134570.14%+44
GENERAL ELECTRIC CO(GE)2,2402,24002482860.09%+38
VITAL ENERGY INC6,1308,180+2,0503403720.11%+32
NVIDIA CORPORATION(NVDA)48048002092380.07%+29
UNION PAC CORP(UNP)2,4002,100-3004895160.16%+27
TITAN MACHY INC7,7008,000+3002052310.07%+26
ALPHABET INC(GOOG)1,7001,70002222370.07%+15
ENBRIDGE INC(ENB)10,98910,539-4503653800.12%+15
BLACKROCK MUNIVEST FD INC12,28512,285074870.03%+13
VANGUARD INTL EQUITY INDEX F6,2506,25002452570.08%+12
BERKSHIRE HATHAWAY INC DEL69469402432480.08%+4
HEWLETT PACKARD ENTERPRISE C(HPE)24,25024,950+7004214240.13%+2
WALMART INC(WMT)3,0043,00404814740.15%-7
COMCAST CORP NEW(CCZ)14,90014,90006616530.20%-7
NEXTERA ENERGY INC(NEE)34,64032,540-2,1001,9851,9760.61%-8
SCHLUMBERGER LTD(SLB)10,92011,920+1,0006376200.19%-16
FEDEX CORP(FDX)2,0722,07205495240.16%-25
THE TRADE DESK INC(TTD)4,0004,00003132880.09%-25
BAKER HUGHES COMPANY(BKR)22,70022,70008027760.24%-26
DELTA AIR LINES INC DEL(DAL)17,11514,785-2,3306335950.18%-38
SILVERBOW RES INC14,30015,550+1,2505124520.14%-59
OLD DOMINION FREIGHT LINE IN(ODFL)7,1406,990-1502,9212,8330.87%-88
HALLIBURTON CO(HAL)19,90019,400-5008067010.22%-105
OVINTIV INC(OVV)30,09429,877-2171,4321,3120.40%-119
MDU RES GROUP INC(MDU)60,70853,958-6,7501,1891,0680.33%-120
PFIZER INC(PFE)29,20229,20209698410.26%-128
ISHARES TR18,92017,620-1,3001,9051,7670.54%-138
NOV INC(NOV)10,5050-10,5052200-220
JOHNSON & JOHNSON(JNJ)25,95524,259-1,6964,0423,8021.17%-240
SUNCOR ENERGY INC NEW(SU)106,400106,40003,6583,4091.05%-249
APA CORPORATION(APA)6,6210-6,6212720-272
CENOVUS ENERGY INC(CVE)118,686118,68602,4711,9760.61%-495
CONOCOPHILLIPS(COP)135,615135,615016,24715,7414.84%-506
VALERO ENERGY CORP(VLO)45,69045,69006,4755,9401.83%-535
BAYTEX ENERGY CORP(BTE)513,936516,536+2,6002,2661,7150.53%-552
CF INDS HLDGS INC(CF)85,32584,200-1,1257,3166,6942.06%-622
CHEVRON CORP NEW(CVX)65,43765,437011,0349,7613.00%-1,273
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