Holdings
Montgomery Investment Management Inc
As of Jun 30, 2026, Montgomery Investment Management Inc reported 97 positions worth US$309M. Largest: United Rentals, Inc., Vse Corporation and Deere & Company. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| United Rentals, Inc. | 34,030 | US$38.6M | no change | Jun 30, 2026 |
| Vse Corporation | 122K | US$27.9M | −1,598 | Jun 30, 2026 |
| Deere & Company | 25,240 | US$16M | −40 | Jun 30, 2026 |
| Truist Financial Corporation | 317K | US$15.8M | −1,118 | Jun 30, 2026 |
| Caterpillar, Inc. | 14,327 | US$15.3M | no change | Jun 30, 2026 |
| Apple Inc | 48,980 | US$14.2M | −100 | Jun 30, 2026 |
| Lennar Corporation | 119K | US$10.8M | −1,500 | Jun 30, 2026 |
| International Business Machines Corporation | 37,302 | US$10.5M | −200 | Jun 30, 2026 |
| Conocophillips | 93,221 | US$9.69M | −498 | Jun 30, 2026 |
| Nvr, Inc. | 1,319 | US$8.99M | no change | Jun 30, 2026 |