§ 13F · FUND PROFILE
MTM Investment Management, LLC.
AUM · $350M (13F)Positions · 708Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 46K | $13M | 3.8% | ±0% |
| 2 | TCAF | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | 290K | $12M | 3.4% | +2% |
| 3 | LLY | ELI LILLY & COMPANY | 9K | $11M | 3.1% | ±0% |
| 4 | LOW | LOWES COMPANIES INCORPORATED | 45K | $10M | 2.9% | ±0% |
| 5 | JPM | JPMORGAN CHASE & COMPANY | 29K | $9M | 2.7% | ±0% |
| 6 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 194K | $9M | 2.5% | +3% |
| 7 | KMI | KINDER MORGAN INCORPORATED DEL | 232K | $7M | 2.1% | ±0% |
| 8 | MCK | MCKESSON CORPORATION | 9K | $7M | 2.0% | ±0% |
| 9 | AVGO | BROADCOM INCORPORATED | 18K | $7M | 2.0% | ±0% |
| 10 | MSFT | MICROSOFT CORPORATION | 18K | $7M | 1.9% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MTM SIGNAL
AC read
MTM Investment Management, LLC is a Other fund managing $350 million in assets. The fund runs a broad portfolio of 708 positions.
Read the full dossier →