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 PRK
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $782,271 | 4,786 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $726,659 | 4,775 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $772,667 | 4,754 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $793,648 | 4,745 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $716,879 | 4,735 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $810,006 | 4,725 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $829,821 | 4,940 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $712,127 | 5,003 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $691,340 | 5,089 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $674,530 | 5,077 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $478,554 | 5,063 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $516,306 | 5,046 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $616,326 | 5,198 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $729,788 | 5,185 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $668,208 | 5,368 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $649,293 | 5,355 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $701,831 | 5,342 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $731,724 | 5,329 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $654,017 | 5,363 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $625,613 | 5,328 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $687,229 | 5,315 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $556,553 | 5,300 | Shares | Sole | 2021-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||