§ 13F · FUND PROFILE
MONTGOMERY INVESTMENT MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $258.4T (13F)Positions · 95Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$277.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | URI | UNITED RENTALS INC | 34K | $27.5T | 9.9% | NEW |
| 2 | VSEC | VSE CORP | 139K | $23.9T | 8.6% | NEW |
| 3 | TFC | TRUIST FINL CORP | 319K | $15.7T | 5.6% | NEW |
| 4 | AAPL | APPLE INC | 49K | $13.3T | 4.8% | NEW |
| 5 | DE | DEERE & CO | 25K | $11.7T | 4.2% | NEW |
| 6 | IBM | INTERNATIONAL BUSINESS MACHS | 37K | $11.0T | 4.0% | NEW |
| 7 | NVR | NVR INC | 1K | $9.6T | 3.5% | NEW |
| 8 | SGOV | ISHARES TR | 91K | $9.1T | 3.3% | NEW |
| 9 | COP | CONOCOPHILLIPS | 93K | $8.7T | 3.1% | NEW |
| 10 | CAT | CATERPILLAR INC | 14K | $8.2T | 3.0% | NEW |
§ 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 $258390.8 trillion in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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