StockDriftsStockDriftsTop 50 MTM Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INCORPORATED | 3.81% | 46.1K | $13.3M | +0.13%(+60) | $125.86(+142.64%) | 2026-06-30 | |
| TCAF | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | 3.41% | 290.4K | $11.9M | +1.82%(+5.18K) | $29.50(+45.55%) | 2026-06-30 | |
| LLY | ELI LILLY & COMPANY | 3.09% | 9.0K | $10.8M | -0.06%(-5) | $162.51(+625.71%) | 2026-06-30 | |
| LOW | LOWES COMPANIES INCORPORATED | 2.86% | 45.4K | $10.0M | -0.08%(-37) | $169.30(+27.10%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & COMPANY | 2.69% | 28.8K | $9.4M | +0.30%(+86) | $117.81(+209.59%) | 2026-06-30 | |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 2.53% | 194.2K | $8.9M | +3.48%(+6.53K) | $37.98(+27.57%) | 2026-06-30 | |
| KMI | KINDER MORGAN INCORPORATED DEL | 2.12% | 232.3K | $7.4M | +0.12%(+284) | $15.21(+115.73%) | 2026-06-30 | |
| MCK | MCKESSON CORPORATION | 2.04% | 9.5K | $7.1M | +0.00%(+0) | $161.69(+441.12%) | 2026-06-30 | |
| AVGO | BROADCOM INCORPORATED | 1.96% | 18.2K | $6.9M | +0.08%(+15) | $59.78(+558.71%) | 2026-06-30 | |
| MSFT | MICROSOFT CORPORATION | 1.94% | 18.2K | $6.8M | +0.50%(+90) | $234.12(+107.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.18% | +48.85% | +10.46% | +64.45% |
| Top 20 Holdings Unweighted | +14.21% | +48.98% | +10.47% | +64.55% |
MTM Investment Management, LLC reports $350.46M in US-listed equity holdings across 708 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (3.8%), TCAF (3.4%) and LLY (3.1%). The top 20 holdings account for 40.34% of reported assets. Its disclosed equity book has returned +48.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from MTM Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1831416). View MTM Investment Management, LLC’s 13F filings on SEC