Montgomery Investment Management Inc Portfolio Holdings
Montgomery Investment Management Inc
- $242 Million
- Q4 2024
Montgomery Investment Management Inc has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $242 Million distributed in 89 stocks.
Among their holdings, we can observe that their the top five positions include companies like: United Rentals, Inc. with a value of $24.6M, Vse Corp with a value of $14.5M, Truist Financial Corp with a value of $14.4M, Apple Inc. with a value of $13.3M, and Nvr Inc with a value of $13.2M.
Examining the 13F form we can see an decrease of $21M in the current position value, from $263M to 242M.
Below you can find more details about Montgomery Investment Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$242 Million
Industrials: $62.1 Million
Technology: $38.1 Million
Energy: $37.3 Million
Consumer Cyclical: $31.3 Million
Financial Services: $26.8 Million
Healthcare: $13.6 Million
Basic Materials: $10.2 Million
Consumer Defensive: $10.1 Million
Other: $12.3 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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