Montgomery Investment Management Inc Portfolio Holdings
Montgomery Investment Management Inc
- $240 Million
- Q1 2025
Montgomery Investment Management Inc has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $240 Million distributed in 93 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Rentals, Inc. with a value of $21.9M, Vse Corp with a value of $18M, Truist Financial Corp with a value of $13.7M, Deere & CO with a value of $12.7M, and Apple Inc. with a value of $11.5M.
Examining the 13F form we can see an decrease of $2.32M in the current position value, from $242M to 240M.
Below you can find more details about Montgomery Investment Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$240 Million
Industrials: $63.4 Million
Energy: $42.3 Million
Technology: $34.3 Million
Financial Services: $28 Million
Consumer Cyclical: $26.5 Million
Healthcare: $14.2 Million
Consumer Defensive: $9.56 Million
Basic Materials: $9.34 Million
Other: $12.1 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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