Institutional Fund
Mtm Investment Management, LLC
Spartanburg, SCCIK 18314165 filings on record
Portfolio Value
$315.65M
Q1 2026
Holdings
709
Reported positions
New Buys
12
Opened this quarter
QoQ Change
+0.8%
from $313.21M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Apple Inc3.7%
- Lowes Cos Inc3.4%
- T Rowe Price ETF Inc3.2%
- Jpmorgan Chase & Co.2.7%
- Amplify ETF Tr2.7%
- Eli Lilly & Co2.6%
- Other81.7%
Portfolio Holdings
709 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 46.0K | $11.68M | 3.7% | +950 | Added |
| 2 | Lowes Cos Inc | 45.4K | $10.73M | 3.4% | +123 | Added |
| 3 | T Rowe Price ETF Inc | 285.2K | $10.15M | 3.2% | +2.4K | Added |
| 4 | Jpmorgan Chase & Co. | 28.7K | $8.44M | 2.7% | +161 | Added |
| 5 | Amplify ETF Tr | 187.7K | $8.42M | 2.7% | +11.1K | Added |
| 6 | Eli Lilly & Co | 9.0K | $8.31M | 2.6% | −15 | Reduced |
| 7 | Mckesson Corp | 9.5K | $8.18M | 2.6% | −93 | Reduced |
| 8 | Kinder Morgan Inc Del | 232.0K | $7.78M | 2.5% | −2.1K | Reduced |
| 9 | Microsoft Corp | 18.2K | $6.72M | 2.1% | +362 | Added |
| 10 | Chevron Corp New | 30.5K | $6.31M | 2.0% | +140 | Added |
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