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Portfolio (Quarterly) Guide ↗

MONTGOMERY INVESTMENT MANAGEMENT INC

· CIK 0001272544
13F Portfolio $293M AUM 103 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 23 Added 8 Reduced 1 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CRGY CRESCENT ENERGY COMPANY Energy 33,596.0 $454K 0.15% +5K +17.5% $13.50 -25.0%
22 EXPAND ENERGY CORPORATION 3,390.0 $372K 0.13% +450.0 +15.3% $109.78
23 PM PHILIP MORRIS INTL INC Consumer Defensive 1,723.0 $285K 0.10% +15.0 +0.9% $165.37 +9.3%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 30.9%
Energy 21.5%
Technology 12.8%
Financial Services 9.5%
Consumer Cyclical 7.9%
Healthcare 6.6%
Basic Materials 5.8%
Consumer Defensive 2.7%
Utilities 1.1%
Communication Services 0.5%