Top 50 MTM Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 3.7% | 46.0K | $11.7M | +2.11%(+950) | $125.67(+145.58%) | 2026-03-31 | |
| LOW | LOWES COMPANIES INCORPORATED | 3.4% | 45.4K | $10.7M | +0.27%(+123) | $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) | $29.35(+41.08%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & COMPANY | 2.67% | 28.7K | $8.4M | +0.56%(+161) | $117.25(+185.27%) | 2026-03-31 | |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 2.67% | 187.7K | $8.4M | +6.29%(+11.12K) | $37.74(+23.02%) | 2026-03-31 | |
| LLY | ELI LILLY & COMPANY | 2.63% | 9.0K | $8.3M | -0.17%(-15) | $162.51(+646.95%) | 2026-03-31 | |
| MCK | MCKESSON CORPORATION | 2.59% | 9.5K | $8.2M | -0.97%(-93) | $161.69(+386.29%) | 2026-03-31 | |
| KMI | KINDER MORGAN INCORPORATED DEL | 2.46% | 232.0K | $7.8M | -0.91%(-2.13K) | $15.19(+111.03%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 2.13% | 18.2K | $6.7M | +2.03%(+362) | $233.47(+67.26%) | 2026-03-31 | |
| CVX | CHEVRON CORPORATION | 2% | 30.5K | $6.3M | +0.46%(+140) | $93.87(+80.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.67% | +50.76% |
| Top 20 Holdings Unweighted | +14.77% | +51.18% |
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