account_balance
Investment manager · 13F filer · SEC CIK 1272544
Montgomery Investment Management Inc
Reported value$329Mas of Sep 30, 2026
Positions105 1 new, 4 sold out
Top 10 weight48.6%URI alone is 10%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
URIUnited Rentals, Inc.
10.4%
VSECVSE Corp
6.1%
DEDeere & Co
5.1%
AAPLApple Inc.
4.9%
TFCTruist Financial Corp
4.4%
SGOViShares Tr
4.0%Trimmed −7%
COPConocoPhillips
3.6%
CATCaterpillar Inc
3.5%
VLOValero Energy Corp
3.5%
PSXPhillips 66
3.0%
CVXChevron Corp
2.7%
FANGDiamondback Energy, Inc.
2.5%
URIUnited Rentals, Inc.
10.4%
VSECVSE Corp
6.1%
DEDeere & Co
5.1%
AAPLApple Inc.
4.9%
TFCTruist Financial Corp
4.4%
SGOViShares Tr
4.0%
COPConocoPhillips
3.6%
CATCaterpillar Inc
3.5%
VLOValero Energy Corp
3.5%
PSX3.0%CVX2.7%FANGBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
URI United Rentals, Inc. 10.4% HeldVSEC VSE Corp 6.1% HeldDE Deere & Co 5.1% HeldAAPL Apple Inc. 4.9% HeldTFC Truist Financial Corp 4.4% Held
SGOV iShares Tr 4.0% Trimmed −7%
COP ConocoPhillips 3.6% HeldCAT Caterpillar Inc 3.5% HeldVLO Valero Energy Corp 3.5% HeldPSX Phillips 66 3.0% HeldCVX Chevron Corp 2.7% HeldFANG Diamondback Energy, Inc. 2.5% HeldWhat changed
Biggest moves since Jun 30, 2026
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