Mtm Investment Management, LLC Portfolio Holdings

Mtm Investment Management, LLC

  • $245 Million
  • Q4 2024

Mtm Investment Management, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $245 Million distributed in 266 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 $10.9M, Kinder Morgan, Inc. with a value of $8.36M, Microsoft Corp with a value of $7.88M, and Eli Lilly & CO with a value of $7.46M.

Examining the 13F form we can see an increase of $1.36M in the current position value, from $244M to 245M.

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 $245 Million
ETFs: $76.5 Million
Technology: $34.5 Million
Financial Services: $24 Million
Healthcare: $22.8 Million
Consumer Cyclical: $21.4 Million
Energy: $21.2 Million
Industrials: $16.3 Million
Consumer Defensive: $15.1 Million
Other: $13.2 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$138M
$139,000 0.06% of portfolio
18,575
Q4 2024 Added 10.4%
$94.1M
$9,000 0.0% of portfolio
15,000
Q2 2022 New

Summary

  • Portfolio
  • No. of Stocks 266
  • Current Value $245 Million
  • Prior Value $244 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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