Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MONTGOMERY INVESTMENT MANAGEMENT INC (CIK 1272544) reported $293.1M across 102 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: URI ($24.8M, 8.46%), VSEC ($22.8M, 7.78%), TFC ($14.6M, 4.99%), DE ($14.2M, 4.86%), AAPL ($12.5M, 4.25%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | URI | UNITED RENTALS INC | $24.8M | 8.46% | 34,030 | Added |
| 2 | VSEC | VSE CORP | $22.8M | 7.78% | 123,679 | Trimmed |
| 3 | TFC | TRUIST FINL CORP | $14.6M | 4.99% | 318,131 | Trimmed |
| 4 | DE | DEERE & CO | $14.2M | 4.86% | 25,280 | Added |
| 5 | AAPL | APPLE INC | $12.5M | 4.25% | 49,080 | Added |
| 6 | COP | CONOCOPHILLIPS | $12.4M | 4.22% | 93,719 | Added |
| 7 | SGOV | ISHARES TR | $10.1M | 3.46% | 100,700 | Added |
| 8 | CAT | CATERPILLAR INC | $10.1M | 3.46% | 14,327 | Hold |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | $9.1M | 3.10% | 37,502 | Added |
| 10 | CVX | CHEVRON CORPORATION | $8.9M | 3.05% | 43,167 | Added |
| 11 | FANG | DIAMONDBACK ENERGY INC | $8.8M | 3.00% | 44,474 | Added |
| 12 | NVR | NVR INC | $8.7M | 2.97% | 1,319 | Hold |
| 13 | VLO | VALERO ENERGY CORP | $7.4M | 2.52% | 29,890 | Added |
| 14 | PSX | PHILLIPS 66 | $7.1M | 2.41% | 38,699 | Trimmed |
| 15 | FCX | FREEPORT MCMORAN INC | $6.7M | 2.27% | 113,360 | Added |
| 16 | CF | CF INDUSTRIES HOLD | $6.3M | 2.15% | 48,580 | Trimmed |
| 17 | BAC | BANK AMERICA CORP | $6.0M | 2.05% | 122,980 | Added |
| 18 | LEN | LENNAR CORP | $5.8M | 1.98% | 66,788 | Hold |
| 19 | MRK | MERCK & CO INC | $5.3M | 1.80% | 43,823 | Hold |
| 20 | MSFT | MICROSOFT CORP | $4.7M | 1.60% | 12,676 | Added |
| 21 | LEN/B | LENNAR CORP | $4.7M | 1.59% | 55,317 | Trimmed |
| 22 | JNJ | JOHNSON & JOHNSON | $4.4M | 1.51% | 18,165 | Added |
| 23 | GIS | GENERAL MILLS INC | $3.8M | 1.31% | 102,843 | Hold |
| 24 | SU | SUNCOR ENERGY INC NEW | $3.7M | 1.27% | 56,200 | Hold |
| 25 | PNC | PNC FINL SVCS GROUP INC | $3.0M | 1.02% | 14,371 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31