Montgomery Investment Management Inc Portfolio Holdings
Montgomery Investment Management Inc
- $263 Million
- Q3 2024
Montgomery Investment Management Inc has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $263 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 $28.4M, Vse Corp with a value of $18.5M, Nvr Inc with a value of $16.1M, Truist Financial Corp with a value of $14.3M, and Lennar Corp with a value of $12.9M.
Examining the 13F form we can see an increase of $21.4M in the current position value, from $242M to 263M.
Below you can find more details about Montgomery Investment Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$263 Million
Industrials: $71.4 Million
Energy: $40 Million
Consumer Cyclical: $39.9 Million
Technology: $37 Million
Financial Services: $25.7 Million
Healthcare: $15.1 Million
Basic Materials: $12.3 Million
Consumer Defensive: $11 Million
Other: $10.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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