§ 13F · FUND PROFILE
MONTGOMERY INVESTMENT MANAGEMENT INC.
AUM · $330M (13F)Positions · 108Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | URI | UNITED RENTALS INC | 34K | $39M | 11.7% | ±0% |
| 2 | VSEC | VSE CORP | 122K | $28M | 8.5% | −1% |
| 3 | DE | DEERE & CO | 25K | $16M | 4.9% | ±0% |
| 4 | TFC | TRUIST FINL CORP | 317K | $16M | 4.8% | ±0% |
| 5 | CAT | CATERPILLAR INC | 14K | $15M | 4.6% | ±0% |
| 6 | SGOV | ISHARES TR | 141K | $14M | 4.3% | +41% |
| 7 | AAPL | APPLE INC | 49K | $14M | 4.3% | ±0% |
| 8 | IBM | INTERNATIONAL BUSINESS MACHS | 37K | $10M | 3.2% | −1% |
| 9 | COP | CONOCOPHILLIPS | 93K | $10M | 2.9% | −1% |
| 10 | NVR | NVR INC | 1K | $9M | 2.7% | ±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 $330 million in assets. The fund runs a portfolio of 108 positions.
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