Mtm Investment Management, LLC Portfolio Holdings

Mtm Investment Management, LLC

  • $277 Million
  • Q2 2025

Mtm Investment Management, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $277 Million distributed in 731 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.99M, Lowes Companies Inc with a value of $9.93M, Microsoft Corp with a value of $9.06M, Jpmorgan Chase & CO with a value of $8.32M, and Kinder Morgan, Inc. with a value of $7.65M.

Examining the 13F form we can see an increase of $34.8M in the current position value, from $242M to 277M.

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 $277 Million
ETFs: $81.6 Million
Technology: $37.8 Million
Financial Services: $29.8 Million
Healthcare: $25.2 Million
Consumer Cyclical: $23.9 Million
Energy: $22.4 Million
Industrials: $20.8 Million
Consumer Defensive: $17.6 Million
Other: $17.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$833M
$51,000 0.02% of portfolio
1,000
Q2 2025 New
$0
$57,000 0.02% of portfolio
1,158
Q2 2025 New
$2.96B
$57,000 0.02% of portfolio
2,396
Q2 2025 New
$5.21B
$67,000 0.02% of portfolio
2,000
Q2 2025 New
$26B
$51,000 0.02% of portfolio
448
Q2 2025 New
$0
$57,000 0.02% of portfolio
919
Q2 2025 New
$23.6B
$52,000 0.02% of portfolio
220
Q2 2025 New
$0
$48,000 0.02% of portfolio
2,040
Q2 2025 New
$53B
$44,000 0.02% of portfolio
1,178
Q2 2025 New
$64.2B
$53,000 0.02% of portfolio
190
Q2 2025 New
$232B
$58,000 0.02% of portfolio
215
Q2 2025 New
$0
$48,000 0.02% of portfolio
2,192
Q1 2025 New
$124B
$59,000 0.02% of portfolio
192
Q2 2025 New
$33.5B
$55,000 0.02% of portfolio
2,160
Q2 2025 New
$44.4B
$60,000 0.02% of portfolio
5,538
Q2 2025 Reduced 51.67%
$0
$55,000 0.02% of portfolio
2,520
Q2 2025 New
$0
$59,000 0.02% of portfolio
450
Q4 2020 New
$185B
$43,000 0.02% of portfolio
510
Q2 2025 New
$22.8B
$49,000 0.02% of portfolio
621
Q2 2025 New
$27.2B
$43,000 0.02% of portfolio
1,288
Q2 2025 New
$60.2B
$42,000 0.02% of portfolio
984
Q2 2025 New
$26.4B
$46,000 0.02% of portfolio
100
Q2 2025 New
$99.5B
$52,000 0.02% of portfolio
117
Q2 2025 New
$233B
$59,000 0.02% of portfolio
849
Q2 2025 New
$102B
$42,000 0.02% of portfolio
737
Q2 2025 New
$3.47B
$52,000 0.02% of portfolio
3,316
Q2 2025 New
$137B
$52,000 0.02% of portfolio
1,083
Q2 2025 New
$51.7B
$46,000 0.02% of portfolio
186
Q2 2025 New
$4.04B
$67,000 0.02% of portfolio
1,575
Q2 2025 New
$0
$57,000 0.02% of portfolio
2,085
Q1 2025 New
$2.45B
$53,000 0.02% of portfolio
2,900
Q2 2025 New
$33.1B
$43,000 0.02% of portfolio
538
Q2 2025 New
$0
$55,000 0.02% of portfolio
1,895
Q2 2025 Added 5.57%
$9.35B
$45,000 0.02% of portfolio
2,236
Q2 2025 New
$16.3B
$36,000 0.01% of portfolio
650
Q2 2025 New
$49.3B
$19,000 0.01% of portfolio
600
Q2 2025 New
$16.4B
$26,000 0.01% of portfolio
450
Q2 2025 New
$0
$30,000 0.01% of portfolio
1,200
Q2 2025 New
$108B
$28,000 0.01% of portfolio
310
Q2 2025 New
$535M
$41,000 0.01% of portfolio
1,661
Q2 2025 New
$10.6B
$17,000 0.01% of portfolio
255
Q2 2025 New
$26.1B
$21,000 0.01% of portfolio
11
Q2 2025 New
$21.2B
$20,000 0.01% of portfolio
250
Q2 2025 New
$1.49B
$26,000 0.01% of portfolio
2,500
Q2 2025 New
$314B
$15,000 0.01% of portfolio
64
Q2 2025 New
$22.5B
$40,000 0.01% of portfolio
444
Q2 2025 New
$113B
$36,000 0.01% of portfolio
78
Q2 2025 New
$7.05B
$20,000 0.01% of portfolio
240
Q2 2025 New
$142B
$37,000 0.01% of portfolio
95
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 731
  • Current Value $277 Million
  • Prior Value $242 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 458 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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