Fund HoldingsMONTGOMERY INVESTMENT MANAGEMENT INC

Total Portfolio Value
$277.93M
Total Bought
$1.88M
Total Sold
$19.65M
Net Transaction
-$17.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
CATERPILLAR INC(CAT)14,36314,327-366,8538,2072.95%+1,354
FREEPORT-MCMORAN INC(FCX)112,680112,610-704,4195,7192.06%+1,300
TRUIST FINL CORP(TFC)319,341318,881-46014,60015,6925.65%+1,092
MERCK & CO INC(MRK)43,82343,82303,6784,6131.66%+935
APPLE INC(AAPL)49,75048,880-87012,66813,2894.78%+621
INTERNATIONAL BUSINESS MACHS(IBM)37,49237,302-19010,57911,0493.98%+470
BANK AMERICA CORP122,273122,076-1976,3086,7142.42%+406
JOHNSON & JOHNSON(JNJ)18,20218,163-393,3753,7591.35%+384
DIAMONDBACK ENERGY INC(FANG)44,19444,174-206,3246,6412.39%+317
ANTERO RESOURCES CORP(AR)05,900+5,90002030.07%+203
ELI LILLY & CO(LLY)65065004966990.25%+203
RTX CORPORATION(RTX)12,30112,30102,0582,2560.81%+198
DELTA AIR LINES INC DEL(DAL)14,41514,315-1008189930.36%+175
CAMECO CORP(CCJ)21,85221,85201,8331,9990.72%+167
ALPHABET INC(GOOG)2,0432,04304976390.23%+143
SUNCOR ENERGY INC NEW(SU)56,30056,200-1002,3542,4930.90%+139
BAYTEX ENERGY CORP(BTE)149,492149,49203504830.17%+133
ISHARES TR89,36090,910+1,5508,9999,1263.28%+127
NEXTERA ENERGY INC(NEE)26,11026,11001,9712,0960.75%+125
PNC FINL SVCS GROUP INC(PNC)14,37114,37102,8883,0001.08%+112
WALMART INC(WMT)11,41311,41301,1761,2720.46%+95
ISHARES TR5,3715,384+133,5953,6871.33%+93
ALPHABET INC(GOOG)1,2021,203+12933780.14%+85
FEDEX CORP(FDX)1,7101,680-304034850.17%+82
OLD DOMINION FREIGHT LINE IN(ODFL)4,9804,98007017810.28%+80
MDU RES GROUP INC(MDU)43,57843,57807768510.31%+75
WESCO INTL INC(WCC)2,1072,10704465150.19%+70
KEYSIGHT TECHNOLOGIES INC(KEYS)1,8501,85003243760.14%+52
AMERICAN EXPRESS CO(AXP)1,1751,17503904350.16%+44
HALLIBURTON CO(HAL)11,00011,00002713110.11%+40
SLB LIMITED(SLB)9,9409,94003423810.14%+40
SHOPIFY INC(SHOP)3,0003,00004464830.17%+37
PERMIAN RESOURCES CORP(PR)27,00027,00003463790.14%+33
SYNOVUS FINL CORP46,89346,643-2502,3022,3340.84%+33
AGILENT TECHNOLOGIES INC(A)4,1494,14905335650.20%+32
AMAZON COM INC(AMZN)2,6072,60705726020.22%+29
VSE CORP(VSEC)143,801138,512-5,28923,90623,9318.61%+25
BROADCOM INC(AVGO)1,3851,388+34574800.17%+23
GE VERNOVA INC(GEV)54954903383590.13%+21
CRESCENT ENERGY COMPANY(CRGY)24,84328,596+3,7532222400.09%+18
ISHARES TR4,0004,00009689850.35%+17
GE AEROSPACE(GE)2,2122,21206656810.25%+16
DEERE & CO(DE)25,62025,190-43011,71511,7284.22%+13
EXPAND ENERGY CORPORATION(EXE)2,9402,94003123240.12%+12
SPDR S&P 500 ETF TR(SPY)71671604774880.18%+11
MCDONALDS CORP(MCD)6,1586,159+11,8711,8820.68%+11
REGIONS FINANCIAL CORP NEW(RF)8,8838,888+52342410.09%+7
CSX CORP(CSX)6,0006,00002132180.08%+4
TESLA INC(TSLA)62062002762790.10%+3
BERKSHIRE HATHAWAY INC DEL3302,2632,2640.81%+2
BERKSHIRE HATHAWAY INC DEL63463403193190.11%-0
NVIDIA CORPORATION(NVDA)6,1206,12001,1421,1410.41%-0
PHILIP MORRIS INTL INC(PM)1,6931,708+152752740.10%-1
EVERUS CONSTR GROUP(ECG)10,51710,51709029000.32%-2
VANGUARD INTL EQUITY INDEX F6,2006,20003363330.12%-3
CENOVUS ENERGY INC(CVE)56,53556,53509619570.34%-4
UNION PAC CORP(UNP)90090002132080.07%-5
OVINTIV INC(OVV)7,0747,07402862770.10%-8
EQT CORP(EQT)12,00012,00006536430.23%-10
PFIZER INC(PFE)17,47017,47004454350.16%-10
HEWLETT PACKARD ENTERPRISE C(HPE)24,25024,25005965820.21%-13
BHP GROUP LTD17,75016,150-1,6009909750.35%-15
GLOBE LIFE INC6,0506,05008658460.30%-19
DARDEN RESTAURANTS INC(DRI)3,0003,00005715520.20%-19
ENBRIDGE INC(ENB)8,7058,70504394160.15%-23
WEYERHAEUSER CO MTN BE(WY)27,35527,361+66786480.23%-30
DELL TECHNOLOGIES INC(DELL)2,3782,386+83373000.11%-37
ABBVIE INC(ABBV)13,04513,04503,0202,9811.07%-40
HONEYWELL INTL INC(HON)2,9002,90006105660.20%-45
BAKER HUGHES COMPANY(BKR)14,10014,10006876420.23%-45
LOWES COS INC(LOW)4,2414,233-81,0661,0210.37%-45
SYSCO CORP(SYY)6,2506,230-205154590.17%-56
MERCADOLIBRE INC(MELI)20020004674030.14%-65
QUEST DIAGNOSTICS INC(DGX)4,2314,218-138067320.26%-75
RAYONIER INC(RYN)20,48421,513+1,0295444660.17%-78
KNIFE RIVER CORP(KNF)12,40412,40409538730.31%-81
COSTCO WHSL CORP NEW(COST)1,2901,285-51,1941,1080.40%-86
PULTE GROUP INC(PHM)6,0006,00007937040.25%-89
CONOCOPHILLIPS(COP)93,30593,267-388,8268,7313.14%-95
CHEVRON CORP NEW(CVX)43,17343,165-86,7046,5792.37%-126
ABBOTT LABS14,72514,72501,9721,8450.66%-127
ARISTA NETWORKS INC(ANET)5,6005,000-6008166550.24%-161
LABCORP HOLDINGS INC(LH)4,8104,81001,3811,2070.43%-174
MILLROSE PPTYS INC(MRP)47,50347,466-371,5971,4180.51%-179
PJT PARTNERS INC(PJT)1,2000-1,2002130-213
VALERO ENERGY CORP(VLO)29,59029,59005,0384,8171.73%-221
PHILLIPS 66(PSX)38,99738,898-995,3045,0191.81%-285
LGI HOMES INC(LGIH)32,76032,260-5001,6941,3860.50%-308
HP INC(HPQ)61,42059,820-1,6001,6721,3330.48%-340
CROWDSTRIKE HLDGS INC(CRWD)7210-7213540-354
GENERAL MLS INC(GIS)102,643102,843+2005,1754,7821.72%-393
MICROSOFT CORP(MSFT)12,05512,05506,2445,8302.10%-414
CF INDS HLDGS INC(CF)50,32048,780-1,5404,5143,7731.36%-741
SERVICENOW INC(NOW)5,02125,105+20,0844,6213,8461.38%-775
LENNAR CORP56,86756,717-1506,8235,3951.94%-1,429
LENNAR CORP(LEN)67,52466,788-7368,5116,8662.47%-1,645
NVR INC(NVR)1,4591,319-14011,7239,6193.46%-2,103
UNITED RENTALS INC(URI)33,99033,935-5532,44927,4649.88%-4,985
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