Institutional Fund
Montgomery Investment Management Inc
Rockville, MDCIK 12725445 filings on record
Portfolio Value
$293.09M
Q1 2026
Holdings
103
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+5.5%
from $277.93M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- United Rentals Inc8.5%
- Vse Corp7.8%
- Truist Finl Corp5.0%
- Deere & Co4.9%
- Apple Inc4.2%
- Conocophillips4.2%
- Other65.4%
Portfolio Holdings
103 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | United Rentals Inc | 34.0K | $24.79M | 8.5% | +95 | Added |
| 2 | Vse Corp | 123.7K | $22.81M | 7.8% | −14.8K | Reduced |
| 3 | Truist Finl Corp | 318.1K | $14.62M | 5.0% | −750 | Reduced |
| 4 | Deere & Co | 25.3K | $14.24M | 4.9% | +90 | Added |
| 5 | Apple Inc | 49.1K | $12.46M | 4.2% | +200 | Added |
| 6 | Conocophillips | 93.7K | $12.37M | 4.2% | +452 | Added |
| 7 | Caterpillar Inc | 14.3K | $10.15M | 3.5% | 0 | Held |
| 8 | Ishares Tr | 100.7K | $10.14M | 3.5% | +9.8K | Added |
| 9 | International Business Machs | 37.5K | $9.09M | 3.1% | +200 | Added |
| 10 | Chevron Corp New | 43.2K | $8.93M | 3.0% | +2 | Added |
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