Institutional Manager · CIK 0001831416
MTM Investment Management, LLC
SPARTANBURG, SC · File #028-20468
Latest AUM
$313.3M
Positions
710
Top-10 Concentration
44.9%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025710 pos · $313.3M
- 13F HOLDINGS REPORTQ/E Sep 2025726 pos · $314.7M
- 13F HOLDINGS REPORTQ/E Jun 2025731 pos · $297.7M
- 13F HOLDINGS REPORTQ/E Mar 2025280 pos · $258.7M
- 13F HOLDINGS REPORTQ/E Dec 2024266 pos · $259.9M
- 13F HOLDINGS REPORTQ/E Sep 2024270 pos · $256.9M
- 13F HOLDINGS REPORTQ/E Jun 2024265 pos · $244.0M
- 13F HOLDINGS REPORTQ/E Mar 2024287 pos · $242.4M
- 13F HOLDINGS REPORTQ/E Dec 2023252 pos · $198.0M
- 13F HOLDINGS REPORTQ/E Sep 2023262 pos · $204.9M
- 13F HOLDINGS REPORTQ/E Jun 2023262 pos · $194.8M
- 13F HOLDINGS REPORTQ/E Mar 2023268 pos · $192.6M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | APPLE INCORPORATED | AAPL | 45,076 | $12.3M | 6.12% |
| 2 | LOWES COMPANIES INCORPORATED | 548661107 | 45,307 | $10.9M | 5.46% |
| 3 | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | 87283Q867 | 282,873 | $10.8M | 5.40% |
| 4 | ELI LILLY & COMPANY | LLY | 9,054 | $9.7M | 4.86% |
| 5 | JPMORGAN CHASE & COMPANY. | VYLD | 28,527 | $9.2M | 4.59% |
| 6 | MICROSOFT CORPORATION | MSFT | 17,790 | $8.6M | 4.30% |
| 7 | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 032108409 | 176,599 | $7.9M | 3.93% |
| 8 | MCKESSON CORPORATION | MCK | 9,549 | $7.8M | 3.91% |
| 9 | KINDER MORGAN INCORPORATED DEL | EP-PC | 234,121 | $6.4M | 3.21% |
| 10 | BROADCOM INCORPORATED | AVGO | 18,102 | $6.3M | 3.13% |
| 11 | ISHARES TR RUS 1000 GRW ETF | 464287614 | 12,501 | $5.9M | 2.96% |
| 12 | SPDR S&P 500 ETF | SPY | 7,910 | $5.4M | 2.69% |
| 13 | CHEVRON CORPORATION NEW | CVX | 30,362 | $4.6M | 2.31% |
| 14 | COMMERCE BANCSHARES INCORPORATED | CBSH | 87,961 | $4.6M | 2.30% |
| 15 | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | 33734Y109 | 35,640 | $4.0M | 2.01% |
| 16 | SOUTHERN COMPANY | SOMN | 43,626 | $3.8M | 1.90% |
| 17 | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 81369Y209 | 22,551 | $3.5M | 1.74% |
| 18 | COCA COLA COMPANY | KO | 49,746 | $3.5M | 1.74% |
| 19 | INVESCO DWA MOMENTUM ETF | IVZ | 29,423 | $3.4M | 1.71% |
| 20 | COSTCO WHOLESALE CORPORATION NEW | 22160K105 | 3,900 | $3.4M | 1.68% |