MONTGOMERY INVESTMENT MANAGEMENT INC
Top Portfolio Positions
95 positions ·
$271,303,380 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| URI |
United Rentals, Inc.
Industrials
|
34,030 | $24,792,896 | 9.14% |
| VSEC |
Vse Corp
Industrials
|
123,679 | $22,806,407 | 8.41% |
| TFC |
Truist Financial Corp
Financial Services
|
318,131 | $14,624,482 | 5.39% |
| DE |
Deere & Co
Industrials
|
25,280 | $14,240,224 | 5.25% |
| AAPL |
Apple Inc.
Technology
|
49,080 | $12,456,013 | 4.59% |
| COP |
Conocophillips
Energy
|
93,719 | $12,370,908 | 4.56% |
| CAT |
Caterpillar Inc
Industrials
|
14,327 | $10,150,106 | 3.74% |
| IBM |
International Business Machines Corp
Technology
|
37,502 | $9,090,109 | 3.35% |
| CVX |
Chevron Corp
Energy
|
43,167 | $8,931,252 | 3.29% |
| FANG |
Diamondback Energy, Inc.
Energy
|
44,474 | $8,796,512 | 3.24% |
Holdings in BTE
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $625,764 | 139,992 | Shares | Sole | 2026-04-22 | |
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