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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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Market Cap
Large
Value
Mid
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Small
Growth
32
10
6
1
2
0
13
3
3
MONTGOMERY INVESTMENT MANAGEMENT INC

Time Period2018-12-31

Total Holdings90

Total Value ($x1000)197,050
Activities
New1

Increased7

Unchanged25

Decreased57

Sold Out5

Top 10 Stock Holdingstotal 47.01%
BBT11.98

GIS5.44

NVR4.75

IBM4.43

COP4.38

 
CVX4.03

VSEC3.56

PSX2.97

DE2.75

LEN2.72

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BBT
11.98%
COM
GIS
5.44%
COM
NVR
4.75%
COM
IBM
4.43%
COM
COP
4.38%
COM
CVX
4.03%
COM
VSEC
3.56%
COM
PSX
2.97%
COM
DE
2.75%
COM
LEN
2.72%
CL A
BAC
2.6%
COM
APC
2.28%
COM
LGIH
2.16%
COM
CF
1.96%
COM
MDU
1.92%
COM
JNJ
1.92%
COM
VLO
1.84%
COM
DAL
1.73%
COM NEW
HPQ
1.73%
COM
MRK
1.51%
COM
AAPL
1.47%
COM
CAT
1.4%
COM
APA
1.3%
COM
PNC
1.24%
COM
RYN
1.18%
COM
MCD
1.16%
COM
HPE
1.13%
COM
FCX
1.09%
COM
NEE
1.08%
COM
LEN/B
1.06%
CL B
SU
1%
COM
MSFT
0.95%
COM
URI
0.95%
COM
ABBV
0.9%
COM
ABT
0.8%
COM
NOV
0.78%
COM
XOM
0.78%
COM
RTN
0.75%
COM NEW
BBL
0.71%
SPONSORED ADR
WY
0.71%
COM
DXC
0.68%
COM
LH
0.6%
COM NEW
RF
0.55%
COM
FANG
0.53%
COM
DGX
0.52%
COM
BP
0.5%
SPONSORED ADR
BRK.A
0.47%
CL A
FRT
0.45%
SH BEN INT NEW
PFE
0.42%
COM
IWM
0.39%
RUSSELL 2000 ETF
ECA
0.39%
COM
TMK
0.38%
COM
SLB
0.36%
COM
IVV
0.34%
CORE S&P500 ETF
ODFL
0.32%
COM
AFL
0.31%
COM
CVE
0.31%
COM
HON
0.29%
COM
CMCSA
0.28%
CL A
CHK
0.27%
COM
CLF
0.26%
COM
ENB
0.24%
COM
WMT
0.24%
COM
A
0.22%
COM
SYY
0.21%
COM
LOW
0.21%
COM
JBLU
0.2%
COM
NTR
0.2%
COM
LUV
0.19%
COM
UNP
0.18%
COM
VWO
0.18%
FTSE EMR MKT ETF
GE
0.17%
COM
NSC
0.17%
COM
CEE
0.16%
COM
DRI
0.15%
COM
WRE
0.15%
SH BEN INT
C
0.14%
COM NEW
HAL
0.14%
COM
HP
0.14%
COM
COST
0.13%
COM
MFGP
0.12%
SPON ADR NEW
AXP
0.12%
COM
KEYS
0.11%
COM
ANCX
0.11%
COM
PRSP
0.1%
COM
ESV
0.1%
SHS CLASS A
DNOW
0.09%
COM
MVF
0.05%
COM
NBR
0.04%
SHS
NE
0.02%
SHS USD
EGN
0.54%
COM
DVMT
0.15%
COM CL V
BRK.B
0.1%
CL B NEW
AMZN
0.09%
COM
VZ
0.08%
COM