Mtm Investment Management, LLC Portfolio Holdings

Mtm Investment Management, LLC

  • $291 Million
  • Q3 2025

Mtm Investment Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Million distributed in 726 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.3M, Lowes Companies Inc with a value of $11M, Microsoft Corp with a value of $9.26M, Jpmorgan Chase & CO with a value of $8.99M, and Mckesson Corp with a value of $7.71M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $277M to 291M.

Mtm Investment Management, LLC is based out at Spartanburg, SC

Below you can find more details about Mtm Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
ETFs: $87.3 Million
Technology: $38.9 Million
Financial Services: $31.5 Million
Consumer Cyclical: $27.6 Million
Healthcare: $25.6 Million
Energy: $22.7 Million
Industrials: $21.3 Million
Consumer Defensive: $17.1 Million
Other: $18.5 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$139M
$90,000 0.03% of portfolio
17,975
Q2 2025 Reduced 3.23%
$193M
$24,000 0.01% of portfolio
12,250
Q2 2025 New
$83.8M
$17,000 0.01% of portfolio
7,737
Q2 2025 New
$168M
$8,000 0.0% of portfolio
1,330
Q2 2025 New
$71.7M
$0 0.0% of portfolio
20
Q2 2025 New
$66.1M
$0 0.0% of portfolio
500
Q2 2025 New
$170M
$5,000 0.0% of portfolio
4,125
Q2 2025 New
$136M
$0 0.0% of portfolio
22
Q2 2025 New
$209M
$0 0.0% of portfolio
500
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 726
  • Current Value $291 Million
  • Prior Value $277 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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