MTM Investment Management, LLC
Top Portfolio Positions
518 positions ·
$212,920,614 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,026 | $11,680,938 | 5.49% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
45,430 | $10,734,200 | 5.04% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
28,688 | $8,438,862 | 3.96% | |
| LLY |
ELI LILLY & Co
Healthcare
|
9,039 | $8,313,801 | 3.90% | |
| MCK |
Mckesson Corp
Healthcare
|
9,456 | $8,182,844 | 3.84% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
231,990 | $7,778,624 | 3.65% | |
| MSFT |
Microsoft Corp
Technology
|
18,152 | $6,719,325 | 3.16% | |
| CVX |
Chevron Corp
Energy
|
30,502 | $6,310,863 | 2.96% | |
| AVGO |
Broadcom Inc.
Technology
|
18,186 | $5,628,748 | 2.64% | |
| SPY |
Spdr S&P 500 ETF Trust
|
7,909 | $5,143,539 | 2.42% |
Portfolio Trend
22 quarters · across all stocks
Holdings in CBSH
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,341,506 | 88,242 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,603,878 | 87,961 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,962,999 | 69,631 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,094,218 | 69,148 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,968,853 | 66,966 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,743,350 | 63,080 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,225,328 | 59,864 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,017,128 | 59,634 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $2,901,513 | 60,130 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,903,321 | 59,931 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,458,837 | 59,325 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,493,676 | 59,276 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,856,899 | 56,679 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $3,107,183 | 52,842 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,864,261 | 50,117 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $2,791,764 | 49,228 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,865,020 | 46,328 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,750,490 | 46,320 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $2,530,479 | 44,142 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $2,707,210 | 44,134 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $2,830,425 | 44,908 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $2,280,815 | 42,197 | Shares | Sole | 2021-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||