Montgomery Investment Management Inc.
Montgomery Investment Management Inc is a US-based SEC Registered Investment Advisor founded in 1987. The firm's headquarters are located in Palm Beach Gardens, Florida. Montgomery focuses on providing investment management services, primarily serving individual and institutional investors with a team that emphasizes long-term investment strategies and a diversity of investment ideas.
Investment Strategy
Montgomery Investment Management Inc applies long-term investment strategies with a focus on rigorous analysis and a diversity of perspectives to test assumptions and drive portfolio management. The firm typically builds diversified portfolios of publicly traded equities and other securities, as reflected by its wide holdings base and methodical investment approach.
Top Holdings
Equity Positions (96)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
U URI | UNITED RENTALS INC | 11.42% | $32.4M | 33,990 | $121.74 | $954.66 | +$6.8M |
V VSEC | VSE CORP | 8.41% | $23.9M | 143,801 | $29.53 | $166.24 | +$4.5M |
T TFC | TRUIST FINL CORP | 5.14% | $14.6M | 319,341 | $56.32 | $45.72 | +$854.6K |
A AAPL | APPLE INC | 4.46% | $12.7M | 49,750 | $25.20 | $254.63 | +$2.4M |
N NVR | NVR INC | 4.12% | $11.7M | 1,459 | $902.70 | $8034.66 | +$946.9K |