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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UNP UNION PAC CORP Industrials 900.0 $245K 0.07% $272.00 +10.5%
102 MU MICRON TECHNOLOGY INC Technology 209.0 $241K 0.07% NEW $1154.63 -17.0%
103 CRWD CROWDSTRIKE HLDGS INC Technology 315.0 $240K 0.07% NEW $190.78 +21.1%
104 AUB ATLANTIC UN BANKSHARES CORP Financial Services 5,473.0 $232K 0.07% NEW $42.31 -4.7%
105 NTR NUTRIEN LTD Basic Materials 3,550.0 $223K 0.07% $62.95 +20.0%
106 COHR COHERENT CORP Technology 530.0 $209K 0.06% NEW $394.47 -29.6%
107 AR ANTERO RESOURCES CORP Energy 5,900.0 $207K 0.06% $35.14 +9.5%
108 BAYTEX ENERGY CORP 32,960.0 $132K 0.04% -107K -76.5% $4.00
Page 6 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%