MTM Investment Management, LLC — 13F holdings

MTM Investment Management, LLC reported 708 holdings worth $350M in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

  1. AAPL APPLE INC — $13.3M (3.8%)
  2. TCAF T ROWE PRICE ETF INC — $11.9M (3.4%)
  3. LLY ELI LILLY & CO — $10.8M (3.1%)
  4. LOW LOWES COS INC — $10.0M (2.9%)
  5. JPM JPMorgan Chase & Co. — $9.42M (2.7%)
  6. DIVO AMPLIFY ETF TR — $8.88M (2.5%)
  7. KMI KINDER MORGAN INC DEL — $7.43M (2.1%)
  8. MCK MCKESSON CORP — $7.14M (2.0%)
  9. AVGO BROADCOM INC — $6.88M (2.0%)
  10. MSFT MICROSOFT CORP — $6.80M (1.9%)