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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Technology
10.7%$33.6M
Healthcare
8.6%$27.0M
Financials
7.0%$21.8M
Industrials
4.4%$13.9M
Energy
3.4%$10.8M
Utilities
1.7%$5.5M
Materials
0.7%$2.2M
Real Estate
0.4%$1.2M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCORPORATEDAAPL45,076$12.3M6.12%
2LOWES COMPANIES INCORPORATED54866110745,307$10.9M5.46%
3T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY87283Q867282,873$10.8M5.40%
4ELI LILLY & COMPANYLLY9,054$9.7M4.86%
5JPMORGAN CHASE & COMPANY.VYLD28,527$9.2M4.59%
6MICROSOFT CORPORATIONMSFT17,790$8.6M4.30%
7AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF032108409176,599$7.9M3.93%
8MCKESSON CORPORATIONMCK9,549$7.8M3.91%
9KINDER MORGAN INCORPORATED DELEP-PC234,121$6.4M3.21%
10BROADCOM INCORPORATEDAVGO18,102$6.3M3.13%
11ISHARES TR RUS 1000 GRW ETF46428761412,501$5.9M2.96%
12SPDR S&P 500 ETFSPY7,910$5.4M2.69%
13CHEVRON CORPORATION NEWCVX30,362$4.6M2.31%
14COMMERCE BANCSHARES INCORPORATEDCBSH87,961$4.6M2.30%
15FIRST TRUST SMALL CAP CORE ALPHADEX FUND33734Y10935,640$4.0M2.01%
16SOUTHERN COMPANYSOMN43,626$3.8M1.90%
17STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF81369Y20922,551$3.5M1.74%
18COCA COLA COMPANYKO49,746$3.5M1.74%
19INVESCO DWA MOMENTUM ETFIVZ29,423$3.4M1.71%
20COSTCO WHOLESALE CORPORATION NEW22160K1053,900$3.4M1.68%