Long-term investor

Montgomery Investment Management Inc. @montgomeryinvestmentmana

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001272544).

Record

  • Tracked since 2025-06-30 (431 days), 63 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.5% · 6 months +14.1% · 1 year +25.5% · all +25.5%
  • Max drawdown -0.8% · Sharpe 1.64 · win rate 0% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • URI · 11.7% · long · since 2025-06-30
  • VSEC · 8.5% · long · since 2025-06-30
  • DE · 4.9% · long · since 2025-06-30
  • TFC · 4.8% · long · since 2025-06-30
  • CAT · 4.6% · long · since 2025-06-30
  • 46436E718 · 4.3% · long · since 2025-06-30
  • AAPL · 4.3% · long · since 2025-06-30
  • IBM · 3.2% · long · since 2025-06-30
  • COP · 2.9% · long · since 2025-06-30
  • NVR · 2.7% · long · since 2025-06-30
  • FANG · 2.4% · long · since 2025-06-30
  • VLO · 2.4% · long · since 2025-06-30

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