Montgomery Investment Management Inc - Q32026 Holdings

Montgomery Investment Management Inc holds 105 stocks with a total portfolio value of $ 328.58M as of Q32026. In Q32026, Montgomery Investment Management Inc added 1 new position, increased stakes in 18 stocks, reduced 7 holdings, and fully exited 4 positions. The largest holding is United Rentals Inc (URI), representing 10.36% of the total portfolio.