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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 6 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TSLA TESLA INC Consumer Cyclical 620.0 $230K 0.08% $371.75 +2.1%
102 FRT FEDERAL RLTY INVT TR NEW Real Estate 2,080.0 $221K 0.07% NEW $106.21 +17.8%
103 UNP UNION PAC CORP Industrials 900.0 $218K 0.07% $242.62 +10.6%
Page 6 of 6  ·  103 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%