MONTGOMERY INVESTMENT MANAGEMENT INC - Portfolio Stock Holdings
MONTGOMERY INVESTMENT MANAGEMENT INC disclosed 109 stock positions in a recent SEC 13F filing. $328,581,627 of stock holdings were filed, with the largest holdings including URI, VSEC, and DE. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $489,951,330 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
109Est. Stock Holding Value:
$328,581,627Top Stock Holdings By Sector
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Portfolio Stock Holdings - MONTGOMERY INVESTMENT MANAGEMENT INC
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