Montgomery Investment Management Inc has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $242 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Rentals, Inc. with a value of $22.7M, Vse Corp with a value of $19.7M, Truist Financial Corp with a value of $13M, Nvr Inc with a value of $12.4M, and Apple Inc. with a value of $11.3M.
Examining the 13F form we can see an decrease of $9.33M in the current position value, from $251M to 242M.
Below you can find more details about Montgomery Investment Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$242 Million
Industrials: $64.3 Million
Energy: $43.9 Million
Technology: $33.1 Million
Consumer Cyclical: $31.5 Million
Financial Services: $23.5 Million
Healthcare: $14.6 Million
Basic Materials: $11.4 Million
Consumer Defensive: $9.64 Million
Other: $9.62 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions