MTM Investment Management, LLC
Top Portfolio Positions
518 positions ·
$213,007,578 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
46,026 | $11,680,938 | 5.48% | |
| 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 | 3.15% | |
| 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 | 2.41% |
Portfolio Trend
22 quarters · across all stocks
Holdings in CUK
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,865 | 150 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,549 | 150 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,966 | 150 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,826 | 150 | Shares | Sole | 2025-08-08 | |
| No 13F history on record for this holder in this stock. | ||||||