MTM Investment Management, LLC 13F Holdings

CIK 0001831416 · SPARTANBURG, SC

As of Sep 30, 2025, MTM Investment Management, LLC reported 726 positions worth $294.6M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology48,329 2.3M4.18%
LOWES COMPANIES INCLOWConsumer Cyclical43,737 1.0M3.73%
T ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF—285,990 0.8M3.66%
MICROSOFT CORPMSFTTechnology17,871$9.3M3.14%
JPMORGAN CHASE & COJPMFinancial Services28,511$9.0M3.05%
MCKESSON CORPMCKHealthcare9,980$7.7M2.62%
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFDIVO—171,468$7.6M2.59%
KINDER MORGAN INCKMIEnergy260,855$7.4M2.51%
ELI LILLY & COLLYHealthcare9,656$7.4M2.50%
BROADCOM INCAVGOTechnology18,105$6.0M2.03%
ISHARES RUSSELL 1000 GROWTH ETFIWF—12,433$5.8M1.98%
SPDR S&P 500 ETF TRUSTSPY—8,631$5.7M1.95%
CHEVRON CORPCHVEnergy30,183$4.7M1.59%
COMMERCE BANCSHARES INCCBSHFinancial Services69,631$4.2M1.41%
SOUTHERN COSOUtilities43,627$4.1M1.40%
FIRST TRUST SMALL CAP CORE ALPHADEX FUNDFYX—34,991$3.8M1.29%
COSTCO WHOLESALE CORPCOSTConsumer Defensive4,073$3.8M1.28%
INVESCO DORSEY WRIGHT MOMENTUM ETFPDP—29,742$3.5M1.19%
COCA COLA COKOConsumer Defensive50,143$3.3M1.13%
FIRST TRUST NASDAQ-100-TECHNOLOGY SECTOR INDEX FUNDQTEC—14,405$3.3M1.12%
WALMART INCWMTConsumer Defensive30,501$3.1M1.07%
THE HEALTH CARE SELECT SECTOR SPDR FUNDXLVEquity22,130$3.1M1.05%
EXXON MOBIL CORPXOMEnergy27,192$3.1M1.04%
VANGUARD 500 INDEX FUNDVOO—4,525$2.8M0.94%
TJX COMPANIES INCTJXConsumer Cyclical18,907$2.7M0.93%