13F Insight
DOSSIER · 13F-HR · Q1 2026

MTM Investment Management, LLC

MTM Investment's pension fund based in Omaha, NE — $316M in tracked AUM across 709 positions as of Q1 2026.

MI
MTM Investment·Omaha, NE·Pension Fund
CIK 0001831416 · last filed Mar 31, 2026
Total AUM
$316M
▲ 6.9%
vs prior
Holdings
709
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
Top sector
Financials
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

MTM Investment Management, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INCORPORATED
$12M46K3.7%
02
LOW
LOWES COMPANIES INCORPORATED
$11M45K3.4%
03
TCAF
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY
$10M285K3.2%
04
JPM
JPMORGAN CHASE & COMPANY
$8M29K2.7%
05
DIVO
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF
$8M188K2.7%
06
LLY
ELI LILLY & COMPANY
$8M9K2.6%
07
MCK
MCKESSON CORPORATION
$8M9K2.6%
08
KMI
KINDER MORGAN INCORPORATED DEL
$8M232K2.5%
09
MSFT
MICROSOFT CORPORATION
$7M18K2.1%
10
CVX
CHEVRON CORPORATION
$6M31K2.0%

Filing history

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