§ 13F · FUND PROFILE
MTM Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $315M (13F)Positions · 726Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$752K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 46K | $12M | 3.7% | +2% |
| 2 | LOW | LOWES COMPANIES INCORPORATED | 45K | $11M | 3.4% | ±0% |
| 3 | TCAF | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | 285K | $10M | 3.2% | +1% |
| 4 | JPM | JPMORGAN CHASE & COMPANY | 29K | $8M | 2.7% | +1% |
| 5 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 188K | $8M | 2.7% | +6% |
| 6 | LLY | ELI LILLY & COMPANY | 9K | $8M | 2.6% | ±0% |
| 7 | MCK | MCKESSON CORPORATION | 9K | $8M | 2.6% | −1% |
| 8 | KMI | KINDER MORGAN INCORPORATED DEL | 232K | $8M | 2.5% | −1% |
| 9 | MSFT | MICROSOFT CORPORATION | 18K | $7M | 2.1% | +2% |
| 10 | CVX | CHEVRON CORPORATION | 31K | $6M | 2.0% | ±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 $315 million in assets. The fund runs a broad portfolio of 726 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed