MONTGOMERY INVESTMENT MANAGEMENT INC — 13F holdings

MONTGOMERY INVESTMENT MANAGEMENT INC reported 108 holdings worth $330M in its 13F filing for Q2 2026, filed July 15, 2026.

Largest positions

1. URI UNITED RENTALS INC — $38.6M (11.7%)
2. VSEC VSE CORP — $27.9M (8.5%)
3. DE DEERE & CO — $16.0M (4.9%)
4. TFC TRUIST FINL CORP — $15.8M (4.8%)
5. CAT CATERPILLAR INC — $15.3M (4.6%)
6. SGOV ISHARES TR — $14.2M (4.3%)
7. AAPL APPLE INC — $14.2M (4.3%)
8. IBM INTERNATIONAL BUSINESS MACHS — $10.5M (3.2%)
9. COP CONOCOPHILLIPS — $9.69M (2.9%)
10. NVR NVR INC — $8.99M (2.7%)