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 PROF
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,462 | 16,275 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $132,806 | 16,875 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $87,897 | 17,975 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $106,052 | 17,975 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $108,106 | 18,575 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $139,498 | 18,575 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $133,927 | 16,825 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $158,361 | 18,875 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $167,401 | 19,625 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $166,616 | 19,625 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $202,725 | 19,875 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $239,058 | 18,375 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $170,703 | 18,375 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $200,103 | 18,375 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $78,881 | 19,525 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $142,337 | 19,525 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $180,225 | 20,025 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $228,249 | 20,325 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $309,270 | 21,125 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $291,208 | 17,800 | Shares | Sole | 2021-07-20 | |
| No 13F history on record for this holder in this stock. | ||||||