Institutions / MTM Investment Management, LLC
MTM Investment Management, LLC
CIK 1831416 · Institution · as of Dec 31, 2025
Portfolio value
$313.21M
Positions
709
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 709 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $12.25M | 3.9% |
| Lowes Companies Inc | $10.93M | 3.5% |
| T Rowe Price ETF Inc Capital Appreciation Equity | $10.81M | 3.5% |
| ELI LILLY & Co | $9.73M | 3.1% |
| JPMorgan Chase & Co | $9.19M | 2.9% |
| Microsoft Corp | $8.60M | 2.7% |
| Amplify Cwp Enhanced Dividend Income ETF | $7.86M | 2.5% |
| McKesson Corp | $7.83M | 2.5% |
| Kinder Morgan, Inc. | $6.44M | 2.1% |
| Broadcom Inc. | $6.27M | 2.0% |
| iShares Tr Rus 1000 Grw ETF | $5.92M | 1.9% |
| SPDR S&P 500 ETF | $5.39M | 1.7% |
| Chevron Corp | $4.63M | 1.5% |
| Commerce Bancshares Inc /Mo | $4.60M | 1.5% |
| First Trust Small Cap Core Alphadex Fund | $4.03M | 1.3% |
| Southern Co | $3.80M | 1.2% |
| State Street Health Care Select Sector SPDR ETF | $3.49M | 1.1% |
| Coca Cola Co | $3.48M | 1.1% |
| Invesco Dwa Momentum ETF | $3.42M | 1.1% |
| Costco Wholesale Corp /New | $3.36M | 1.1% |
| First Trust Nasdaq-100 Technology Index Fund | $3.32M | 1.1% |
| Walmart Inc. | $3.32M | 1.1% |
| Exxon Mobil Corp | $3.19M | 1.0% |
| TJX Cos Inc/The | $2.93M | 0.9% |
| Bank of America Corp /De | $2.72M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.