§ 13F · FUND PROFILE
MTM Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $297.7T (13F)Positions · 731Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$430.3B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | 45K | $12.3T | 3.9% | −7% |
| 2 | LOW | LOWES COMPANIES INCORPORATED | 45K | $10.9T | 3.5% | +4% |
| 3 | TCAF | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | 283K | $10.8T | 3.5% | −1% |
| 4 | LLY | ELI LILLY & COMPANY | 9K | $9.7T | 3.1% | −6% |
| 5 | JPM | JPMORGAN CHASE & COMPANY. | 29K | $9.2T | 2.9% | ±0% |
| 6 | MSFT | MICROSOFT CORPORATION | 18K | $8.6T | 2.7% | ±0% |
| 7 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 177K | $7.9T | 2.5% | +3% |
| 8 | MCK | MCKESSON CORPORATION | 10K | $7.8T | 2.5% | −4% |
| 9 | KMI | KINDER MORGAN INCORPORATED DEL | 234K | $6.4T | 2.1% | −10% |
| 10 | AVGO | BROADCOM INCORPORATED | 18K | $6.3T | 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 $297688.5 trillion in assets. The fund runs a broad portfolio of 731 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed