CIK 1272544
MONTGOMERY INVESTMENT MANAGEMENT INC
Institutional 13F holdings & portfolio
Holdings
96
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–96 of 96
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GL | GLOBE LIFE INC | 6K | $500K+ | SH |
| ODFL | OLD DOMINION FREIGHT LINE IN | 5K | $500K+ | SH |
| DGX | QUEST DIAGNOSTICS INC | 4K | $500K+ | SH |
| PHM | PULTE GROUP INC | 6K | $500K+ | SH |
| LLY | ELI LILLY & CO | 650 | $500K+ | SH |
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 5K | $500K+ | SH |
| WY | WEYERHAEUSER CO MTN BE | 27K | $500K+ | SH |
| EQT | EQT CORP | 12K | $500K+ | SH |
| BKR | BAKER HUGHES COMPANY | 14K | $500K+ | SH |
| GOOGL | ALPHABET INC | 2K | $500K+ | SH |
| AMZN | AMAZON COM INC | 3K | $500K+ | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 24K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| A | AGILENT TECHNOLOGIES INC | 4K | $500K+ | SH |
| DRI | DARDEN RESTAURANTS INC | 3K | $500K+ | SH |
| WCC | WESCO INTL INC | 2K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 716 | $100K–$500K | SH |
| FDX | FEDEX CORP | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 3K | $100K–$500K | SH |
| BTE | BAYTEX ENERGY CORP | 149K | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| RYN | RAYONIER INC | 22K | $100K–$500K | SH |
| SYY | SYSCO CORP | 6K | $100K–$500K | SH |
| PFE | PFIZER INC | 17K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 9K | $100K–$500K | SH |
| MELI | MERCADOLIBRE INC | 200 | $100K–$500K | SH |
| SLB | SLB LIMITED | 10K | $100K–$500K | SH |
| PR | PERMIAN RESOURCES CORP | 27K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 549 | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| EXE | EXPAND ENERGY CORPORATION | 3K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 634 | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 11K | $100K–$500K | SH |
| DELL | DELL TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| TSLA | TESLA INC | 620 | $100K–$500K | SH |
| OVV | OVINTIV INC | 7K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 9K | $100K–$500K | SH |
| CRGY | CRESCENT ENERGY COMPANY | 29K | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| UNP | UNION PAC CORP | 900 | $100K–$500K | SH |
| AR | ANTERO RESOURCES CORP | 6K | $100K–$500K | SH |