MONTGOMERY INVESTMENT MANAGEMENT INC: 13F holdings
CIK 12725442026Q2
| Positions | 108 |
|---|
| Reported value | $329.5m |
|---|
| Filed | 2026-07-15 |
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Change since last quarter
| Positions | 108 (+5 vs prior quarter) |
|---|
| Reported value | $329.5m (+12.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| URI UNITED RENTALS INC | 34,030 | $38.6m | 11.7% |
| VSEC VSE CORP | 122,081 | $27.9m | 8.5% |
| DE DEERE & CO | 25,240 | $16.0m | 4.9% |
| TFC TRUIST FINL CORP | 317,013 | $15.8m | 4.8% |
| CAT CATERPILLAR INC | 14,327 | $15.3m | 4.6% |
| SGOV ISHARES TR | 141,490 | $14.2m | 4.3% |
| AAPL APPLE INC | 48,980 | $14.2m | 4.3% |
| IBM INTERNATIONAL BUSINESS MACHS | 37,302 | $10.5m | 3.2% |
| COP CONOCOPHILLIPS | 93,221 | $9.7m | 2.9% |
| NVR NVR INC | 1,319 | $9.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1272544")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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