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MTM Investment Management, LLC

Portfolio Manager
MTM Investment Management, LLC
Performance
-2.12% (2026 Q1)
AUM (13F)
$315.65M
# of Holdings
709
Performance Rank
Allocation (Top 20)
41.65%

MTM Investment Management, LLC Holdings Map

Top 50 MTM Investment Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INCORPORATED
3.7%46.0K$11.7M
+2.11%(+950)
2025-Q1: 48.3K shares2025-Q2: 48.7K shares2025-Q3: 48.3K shares2025-Q4: 45.1K shares2026-Q1: 46.0K shares
$125.67(+145.58%)
2026-03-31
LOW
LOWES COMPANIES INCORPORATED
3.4%45.4K$10.7M
+0.27%(+123)
2025-Q1: 44.2K shares2025-Q2: 44.7K shares2025-Q3: 43.7K shares2025-Q4: 45.3K shares2026-Q1: 45.4K shares
$169.30(+34.37%)
2026-03-31
TCAF
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
3.22%285.2K$10.2M
+0.83%(+2.36K)
2025-Q1: 213.1K shares2025-Q2: 289.0K shares2025-Q3: 286.0K shares2025-Q4: 282.9K shares2026-Q1: 285.2K shares
$29.35(+41.08%)
2026-03-31
JPM
JPMORGAN CHASE & COMPANY
2.67%28.7K$8.4M
+0.56%(+161)
2025-Q1: 28.4K shares2025-Q2: 28.7K shares2025-Q3: 28.5K shares2025-Q4: 28.5K shares2026-Q1: 28.7K shares
$117.25(+185.27%)
2026-03-31
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
2.67%187.7K$8.4M
+6.29%(+11.12K)
2025-Q1: 161.6K shares2025-Q2: 170.9K shares2025-Q3: 171.5K shares2025-Q4: 176.6K shares2026-Q1: 187.7K shares
$37.74(+23.02%)
2026-03-31
LLY
ELI LILLY & COMPANY
2.63%9.0K$8.3M
-0.17%(-15)
2025-Q1: 9.7K shares2025-Q2: 9.7K shares2025-Q3: 9.7K shares2025-Q4: 9.1K shares2026-Q1: 9.0K shares
$162.51(+646.95%)
2026-03-31
MCK
MCKESSON CORPORATION
2.59%9.5K$8.2M
-0.97%(-93)
2025-Q1: 10.1K shares2025-Q2: 10.1K shares2025-Q3: 10.0K shares2025-Q4: 9.5K shares2026-Q1: 9.5K shares
$161.69(+386.29%)
2026-03-31
KMI
KINDER MORGAN INCORPORATED DEL
2.46%232.0K$7.8M
-0.91%(-2.13K)
2025-Q1: 267.5K shares2025-Q2: 260.3K shares2025-Q3: 260.9K shares2025-Q4: 234.1K shares2026-Q1: 232.0K shares
$15.19(+111.03%)
2026-03-31
MSFT
MICROSOFT CORPORATION
2.13%18.2K$6.7M
+2.03%(+362)
2025-Q1: 17.7K shares2025-Q2: 18.2K shares2025-Q3: 17.9K shares2025-Q4: 17.8K shares2026-Q1: 18.2K shares
$233.47(+67.26%)
2026-03-31
CVX
CHEVRON CORPORATION
2%30.5K$6.3M
+0.46%(+140)
2025-Q1: 29.4K shares2025-Q2: 30.7K shares2025-Q3: 30.2K shares2025-Q4: 30.4K shares2026-Q1: 30.5K shares
$93.87(+80.24%)
2026-03-31

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