Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
32
10
6
1
2
0
13
3
3
MONTGOMERY INVESTMENT MANAGEMENT INC

Time Period2019-06-30

Total Holdings90

Total Value ($x1000)228,591
Activities
New3

Increased7

Unchanged39

Decreased41

Sold Out3

Top 10 Stock Holdingstotal 47.59%
BBT11.63

GIS6.33

NVR5.59

IBM4.51

CVX3.93

 
COP3.66

APC3.12

LGIH2.99

VSEC2.94

LEN2.89

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
BBT
11.63%
COM
GIS
6.33%
COM
NVR
5.59%
COM
IBM
4.51%
COM
CVX
3.93%
COM
COP
3.66%
COM
APC
3.12%
COM
LGIH
2.99%
COM
VSEC
2.94%
COM
LEN
2.89%
CL A
PSX
2.78%
COM
BAC
2.57%
COM
DE
2.55%
COM
URI
2.35%
COM
VLO
1.82%
COM
CF
1.79%
COM
JNJ
1.78%
COM
DAL
1.7%
COM NEW
AAPL
1.53%
COM
HPQ
1.46%
COM
MRK
1.41%
COM
MDU
1.36%
COM
CAT
1.22%
COM
APA
1.2%
COM
LEN/B
1.2%
CL B
PNC
1.19%
COM
MSFT
1.08%
COM
HPE
1.06%
COM
FCX
1.03%
COM
MCD
1.01%
COM
NEE
1%
COM
SU
0.96%
COM
RYN
0.9%
COM
ABT
0.8%
COM
XOM
0.76%
COM
RTN
0.73%
COM NEW
LH
0.71%
COM NEW
BBL
0.7%
SPONSORED ADR
WY
0.65%
COM
FANG
0.65%
COM
ABBV
0.61%
COM
DXC
0.6%
COM
NOV
0.54%
COM
DGX
0.54%
COM
RF
0.53%
COM
BP
0.45%
SPONSORED ADR
BRK.A
0.42%
CL A
IWM
0.39%
RUSSELL 2000 ETF
PFE
0.36%
COM
ECA
0.35%
COM
FRT
0.35%
SH BEN INT NEW
TMK
0.35%
COM
IVV
0.35%
CORE S&P500 ETF
ODFL
0.34%
COM
CLF
0.34%
COM
HON
0.33%
COM
AFL
0.32%
COM
CVE
0.31%
COM
CMCSA
0.3%
CL A
SLB
0.29%
COM
CHK
0.22%
COM
ENB
0.22%
COM
A
0.21%
COM
SYY
0.2%
COM
JBLU
0.2%
COM
LOW
0.2%
COM
WMT
0.19%
COM
UNP
0.19%
COM
NSC
0.19%
COM
NTR
0.18%
COM
GE
0.18%
COM
LUV
0.17%
COM
VWO
0.17%
FTSE EMR MKT ETF
C
0.17%
COM NEW
DRI
0.16%
COM
COST
0.15%
COM
WRE
0.14%
SH BEN INT
CEE
0.14%
COM
KEYS
0.14%
COM
HAL
0.13%
COM
HP
0.13%
COM
MFGP
0.13%
SPON ADR NEW
PRSP
0.12%
COM
AXP
0.11%
COM
AUB
0.09%
COM
DNOW
0.09%
COM
ESV
0.05%
SHS CLASS A
MVF
0.05%
COM
NBR
0.04%
SHS
NE
0.01%
SHS USD
MFGP
0.16%
SPON ADR NEW
UBSH
0.1%
COM
ESV
0.1%
SHS CLASS A