13F Insight
DOSSIER · 13F-HR · Q2 2026

MTM Investment Management, LLC

$350M in tracked AUM across 708 positions as of Q2 2026.

MI
CIK 0001831416 · last filed Jun 30, 2026
Total AUM
$350M
as of Q2 2026
Holdings
708
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MTM Investment Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INCORPORATED
$13M46K3.8%02
TCAF
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
$12M290K3.4%03
LLY
ELI LILLY & COMPANY
$11M9K3.1%04
LOW
LOWES COMPANIES INCORPORATED
$10M45K2.9%05
JPM
JPMORGAN CHASE & COMPANY
$9M29K2.7%06
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
$9M194K2.5%07
KMI
KINDER MORGAN INCORPORATED DEL
$7M232K2.1%08
MCK
MCKESSON CORPORATION
$7M9K2.0%09
AVGO
BROADCOM INCORPORATED
$7M18K2.0%10
MSFT
MICROSOFT CORPORATION
$7M18K1.9%

Filing history

2026Q2Jun 30
$350M▲ 11.0%
708 positionsView →2026Q1Mar 31
$316M▲ 0.8%
709 positionsView →2025Q4Dec 31
$313M▼ 0.4%
710 positionsView →2025Q3Sep 30
$315M▲ 5.7%
726 positionsView →2025Q2Jun 30
$298M▲ 15.1%
731 positionsLocked2025Q1Mar 31
$259M▼ 0.5%
280 positionsLocked2024Q4Dec 31
$260M▲ 1.2%
266 positionsLocked2024Q3Sep 30
$257M▲ 5.3%
270 positionsLocked2024Q2Jun 30
$244M▲ 0.7%
265 positionsLocked2024Q1Mar 31
$242M▲ 10.8%
287 positionsLocked2023Q4Dec 31
$219M▲ 10.5%
257 positionsLocked2023Q3Sep 30
$198M▼ 3.3%
252 positionsLocked
Showing 12 of 23