StockDriftsStockDriftsTop 50 Montgomery Investment Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| URI | UNITED RENTALS INC | 8.46% | 34.0K | $24.8M | +0.28%(+95) | $120.29(+677.47%) | 2026-03-31 | |
| VSEC | VSE CORP | 7.78% | 123.7K | $22.8M | -10.71%(-14.83K) | $30.04(+500.94%) | 2026-03-31 | |
| TFC | TRUIST FINL CORP | 4.99% | 318.1K | $14.6M | -0.24%(-750) | $54.84(-15.14%) | 2026-03-31 | |
| DE | DEERE & CO | 4.86% | 25.3K | $14.2M | +0.36%(+90) | $92.41(+528.32%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.25% | 49.1K | $12.5M | +0.41%(+200) | $33.89(+782.00%) | 2026-03-31 | |
| COP | CONOCOPHILLIPS | 4.22% | 93.7K | $12.4M | +0.48%(+452) | $62.84(+86.81%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.46% | 14.3K | $10.1M | +0.00%(+0) | $77.25(+1068.01%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.46% | 100.7K | $10.1M | +10.77%(+9.79K) | $100.61(-0.10%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 3.1% | 37.5K | $9.1M | +0.54%(+200) | $115.96(+85.09%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 3.05% | 43.2K | $8.9M | +0.00%(+2) | $100.57(+84.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.04% | +44.44% |
| Top 20 Holdings Unweighted | +11.49% | +38.58% |
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