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Portfolio (Quarterly) Guide ↗

MONTGOMERY INVESTMENT MANAGEMENT INC

· CIK 0001272544
13F Portfolio $330M AUM 108 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 6 New 7 Added 19 Reduced 1 Exited
Page 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 OVV OVINTIV INC Energy 8,074.0 $425K 0.13% $52.65 +24.7%
82 HAL HALLIBURTON CO Energy 12,432.0 $422K 0.13% $33.95 +8.5%
83 PFE PFIZER INC Healthcare 17,470.0 $421K 0.13% $24.08 +18.2%
84 AXP AMERICAN EXPRESS CO Financial Services 1,175.0 $397K 0.12% $338.25 -2.4%
85 REPX RILEY EXPLORATION PERMIAN IN Energy 11,340.0 $374K 0.11% +5K +78.9% $32.96 +18.4%
86 VWO VANGUARD INTL EQUITY INDEX F 6,200.0 $370K 0.11% $59.69 +1.4%
87 META META PLATFORMS INC Communication Services 637.0 $359K 0.11% $563.23 +1.6%
88 PLTR PALANTIR TECHNOLOGIES INC Technology 3,007.0 $351K 0.11% $116.67 +59.7%
89 SHOP SHOPIFY INC Technology 3,000.0 $343K 0.10% $114.18 +29.1%
90 MELI MERCADOLIBRE INC Consumer Cyclical 200.0 $339K 0.10% $1697.39 +14.1%
91 HONEYWELL INTL INC 1,450.0 $325K 0.10% NEW $223.90
92 HONEYWELL AEROSPACE INC 1,450.0 $321K 0.10% NEW $221.08
93 BERKSHIRE HATHAWAY INC DEL 634.0 $317K 0.10% $500.39
94 PM PHILIP MORRIS INTL INC Consumer Defensive 1,739.0 $315K 0.10% +16.0 +0.9% $180.89 +3.5%
95 CRGY CRESCENT ENERGY COMPANY Energy 31,965.0 $314K 0.10% -2K -4.8% $9.82 +39.4%
96 EXPAND ENERGY CORPORATION 3,390.0 $309K 0.09% $91.19
97 CSX CSX CORP Industrials 6,000.0 $285K 0.09% $47.53 +6.3%
98 RF REGIONS FINANCIAL CORP NEW Financial Services 8,899.0 $269K 0.08% $30.20 -1.1%
99 TSLA TESLA INC Consumer Cyclical 620.0 $261K 0.08% $420.60 -12.5%
100 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,080.0 $257K 0.08% $123.44 -6.0%
Page 5 of 6  ·  108 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 36.8%
Energy 17.1%
Technology 13.3%
Financial Services 9.7%
Consumer Cyclical 7.4%
Healthcare 6.3%
Basic Materials 5.0%
Consumer Defensive 2.3%
Utilities 1.0%
Communication Services 0.5%