MTM Investment Management, LLC
Position in BR — Broadridge Financial Solutions, Inc.
CIK 1831416
SPARTANBURG, SC
Position in BR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,038
-$1,685 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#906
of 986 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BR Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026MTM Investment Management, LLC holds $1,053,765 across 6 Information Technology Services names. BR ranks #3 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,641 | $1,023,885 | |
| 2 | PENG |
Penguin Solutions, Inc.
|
128 | $9,729 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
This page
|
66 | $9,038 | |
| 4 | ACN |
Accenture plc
|
61 | $7,590 | |
| 5 | KD |
Kyndryl Holdings, Inc.
|
235 | $2,657 | |
| 6 | CHRN |
ChronoScale Holdings Corp
|
39 | $866 |
All Filings in BR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,038 | 66 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $10,723 | 66 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,729 | 66 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $15,719 | 66 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $16,039 | 66 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||