§ 13F · FUND PROFILE
MONTGOMERY INVESTMENT MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $258M (13F)Positions · 95Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | URI | UNITED RENTALS INC | 34K | $25M | 8.5% | ±0% |
| 2 | VSEC | VSE CORP | 124K | $23M | 7.8% | −11% |
| 3 | TFC | TRUIST FINL CORP | 318K | $15M | 5.0% | ±0% |
| 4 | DE | DEERE & CO | 25K | $14M | 4.9% | ±0% |
| 5 | AAPL | APPLE INC | 49K | $12M | 4.2% | ±0% |
| 6 | COP | CONOCOPHILLIPS | 94K | $12M | 4.2% | ±0% |
| 7 | CAT | CATERPILLAR INC | 14K | $10M | 3.5% | ±0% |
| 8 | SGOV | ISHARES TR | 101K | $10M | 3.5% | +11% |
| 9 | IBM | INTERNATIONAL BUSINESS MACHS | 38K | $9M | 3.1% | +1% |
| 10 | CVX | CHEVRON CORPORATION | 43K | $9M | 3.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MONTGOMERY SIGNAL
AC read
MONTGOMERY INVESTMENT MANAGEMENT INC is a Other fund managing $258 million in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed