Montgomery Investment Management Inc - Q42025 Holdings

Montgomery Investment Management Inc holds 96 stocks with a total portfolio value of $ 277.93M as of Q42025. In Q42025, Montgomery Investment Management Inc added 1 new position, increased stakes in 13 stocks, reduced 31 holdings, and fully exited 2 positions. The largest holding is United Rentals Inc (URI), representing 9.88% of the total portfolio.