Mtm Investment Management, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$315.7M
Q ending 2026-03-31
Prior quarter
$313.3M
Q ending 2025-12-31
Change
+0.8% QoQ · +22.0% YoY
Positions
709
reported holdings

Largest positions

Top 100 of 709 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple IncorporatedAAPLShares$11.7M46K
Lowes Companies IncorporatedLOWShares$10.7M45K
T Rowe Price Etf Inc Capital AppreTCAFShares$10.2M285K
Jpmorgan Chase & CompanyJPMShares$8.4M29K
Amplify Cwp Enhanced Dividend IncoDIVOShares$8.4M188K
Eli Lilly & CompanyLLYShares$8.3M9K
Mckesson CorporationMCKShares$8.2M9K
Kinder Morgan Incorporated DelKMIShares$7.8M232K
Microsoft CorporationMSFTShares$6.7M18K
Chevron CorporationCVXShares$6.3M31K
Broadcom IncorporatedAVGOShares$5.6M18K
Ishares Tr Rus 1000 Grw EtfIWFShares$5.4M13K
State Street Spdr S&P 500 Etf TrusSPYShares$5.1M8K
Exxon Mobil CorporationXOMShares$4.5M26K
Commerce Bancshares IncorporatedCBSHShares$4.3M88K
First Trust Small Cap Core AlphadeFYXShares$4.3M36K
Southern CompanySOShares$4.2M44K
Costco Wholesale CorporationCOSTShares$3.9M4K
Coca Cola CompanyKOShares$3.8M50K
Walmart IncorporatedWMTShares$3.7M29K
Invesco Dwa Momentum EtfPDPShares$3.5M29K
State Street Health Care Select SeXLVShares$3.3M23K
First Trust Nasdaq-100 Technology QTECShares$3.1M14K
Tjx Companies Incorporated NewTJXShares$3.1M19K
Ishares Tr Ibonds 27 EtfIBDSShares$2.8M115K
Vanguard Index Funds S&P 500 Etf SVOOShares$2.7M5K
Csx CorporationCSXShares$2.6M64K
Johnson & JohnsonJNJShares$2.5M10K
State Street Technology Select SecXLKShares$2.5M19K
Norfolk Southn CorporationNSCShares$2.5M9K
Bank America CorporationBACShares$2.4M50K
Ft Vest Smid Rising Divid AchieverSDVDShares$2.4M109K
First Trust Technology Alphadex FuFXLShares$2.3M15K
Invesco S&P 500 Equal Weight EtfRSPShares$2.3M12K
First Trust Nasdaq Rising DividendRDVYShares$2.2M32K
Amazon Com IncorporatedAMZNShares$2.1M10K
Deckers Outdoor CorporationDECKShares$2.1M21K
Bank New York Mellon CorporationBNYShares$2.0M17K
First Trust Nasdaq Technology DiviTDIVShares$2.0M21K
First Trust Etf Ii Indls Prod DuraFXRShares$2.0M24K
Honeywell International IncorporatHONGBPShares$1.9M9K
State Street Financial Select SectXLFShares$1.9M38K
Home Depot IncorporatedHDShares$1.9M6K
First Trust Dow Jones Internet IndFDNShares$1.9M8K
Eaton Corporation Plc Shs (IrelandShares$1.8M5K
Alphabet Incorporated Cap Stk ClasGOOGShares$1.8M6K
Nvidia CorporationNVDAShares$1.7M10K
Ishares Tr Msci Eafe EtfEFAShares$1.7M18K
Ge Aerospace Com NewGEShares$1.7M6K
Duke Energy Corporation New Com NeDUKShares$1.7M13K
Merck & Company IncorporatedMRKShares$1.6M13K
Ft Vest Rising Dividend Achievers RDVIShares$1.6M63K
Ft Vest Gold Target Income EtfIGLDShares$1.6M63K
First Trust Mid Cap Growth AlphadeFNYShares$1.6M18K
Williams Companies IncorporatedWMBShares$1.6M22K
First Trust Small Cap Growth AlphaFYCShares$1.5M16K
Wells Fargo & CompanyWFCShares$1.5M19K
Union Pac CorporationUNPShares$1.5M6K
Airbnb Incorporated Com Class AABNBShares$1.5M12K
Philip Morris International IncorpPMShares$1.5M9K
Vanguard Value EtfVTVShares$1.4M7K
Bristol-Myers Squibb CompanyBMYShares$1.4M23K
Ge Vernova IncorporatedGEVShares$1.3M2K
Enbridge Incorporated (Canada)ENBShares$1.3M25K
Ishares Ibonds Dec 2028 Term CorpoIBDTShares$1.3M52K
Waste Mgmt Incorporated DelWMShares$1.3M6K
Berkshire Hathaway Incorporated DeBRK/BShares$1.3M3K
Abbvie IncorporatedABBVShares$1.2M6K
Texas Instrs IncorporatedTXNShares$1.2M6K
Ft Vest U.S. Equity Buffer Etf - AFAPRShares$1.2M26K
American Express CompanyAXPShares$1.2M4K
Pepsico IncorporatedPEPShares$1.2M7K
Cisco Systems IncorporatedCSCOShares$1.1M15K
Intercontinental Exchange IncorporICEShares$1.1M7K
Fidelity Wise Origin Bitcoin FundFBTCShares$1.1M19K
Green Brick Partners IncorporatedGRBKShares$1.1M17K
Vanguard Ftse Developed Markets EtVEAShares$1.1M17K
First Trust Etf Iv First Trust EnhFTSMShares$1.1M18K
Visa Incorporated Com Class AVShares$1.1M4K
Altria Group IncorporatedMOShares$1.1M16K
First Trust Global Tactical CommodFTGCShares$1.0M37K
Vanguard Russell 1000 Growth EtfVONGShares$1.0M9K
Valero Energy CorporationVLOShares$1.0M4K
Eqt CorporationEQTShares$1.0M16K
Procter & Gamble CompanyPGShares$994K7K
First Trust Water EtfFIWShares$947K9K
Spdr Gold SharesGLDShares$928K2K
Invesco S&P 500 Low Volatility EtfSPLVShares$925K13K
International Business MachinesIBMShares$882K4K
State Street Consumer Staples SeleXLPShares$859K10K
Tesla IncorporatedTSLAShares$835K2K
Alphabet Incorporated Cap Stk ClasGOOGLShares$831K3K
Enterprise Products Partners L PEPDShares$812K21K
Royal Gold IncorporatedRGLDShares$808K3K
Blackrock IncorporatedBLKShares$788K820
American Tower Corporation ReitAMTShares$787K5K
Park Natl CorporationPRKShares$782K5K
Ft Vest S&P 500 Dividend AristocraKNGShares$765K16K
Verizon Communications IncorporateVZShares$765K15K
Lam Research Corporation Com NewLRCXShares$734K3K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.