MONTGOMERY INVESTMENT MANAGEMENT INC - Portfolio overview

MONTGOMERY INVESTMENT MANAGEMENT INC has 106 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Industrials and Energy.

Largest reported holdings by portfolio allocation

1. URI - UNITED RENTALS INC, 8.38%
2. VSEC - VSE CORP, 7.71%
3. TFC - TRUIST FINL CORP, 4.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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