Montgomery Investment Management Inc has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $247 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Rentals, Inc. with a value of $25.6M, Vse Corp with a value of $19.4M, Truist Financial Corp with a value of $13.7M, Deere & CO with a value of $13M, and International Business Machines Corp with a value of $11.1M.
Examining the 13F form we can see an increase of $7.53M in the current position value, from $240M to 247M.
Below you can find more details about Montgomery Investment Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$247 Million
Industrials: $69.9 Million
Energy: $37.8 Million
Technology: $37.3 Million
Financial Services: $28.5 Million
Consumer Cyclical: $25.1 Million
ETFs: $13.2 Million
Healthcare: $12.7 Million
Basic Materials: $10.4 Million
Other: $12.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
