Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MTM Investment Management, LLC (CIK 1831416) reported $315.7M across 702 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($11.7M, 3.70%), LOW ($10.7M, 3.40%), TCAF ($10.2M, 3.22%), JPM ($8.4M, 2.67%), DIVO ($8.4M, 2.67%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INCORPORATED | $11.7M | 3.70% | 46,026 | Added |
| 2 | LOW | LOWES COMPANIES INCORPORATED | $10.7M | 3.40% | 45,430 | Added |
| 3 | TCAF | T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | $10.2M | 3.22% | 285,230 | Added |
| 4 | JPM | JPMORGAN CHASE & COMPANY | $8.4M | 2.67% | 28,688 | Added |
| 5 | DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $8.4M | 2.67% | 187,715 | Added |
| 6 | LLY | ELI LILLY & COMPANY | $8.3M | 2.63% | 9,039 | Trimmed |
| 7 | MCK | MCKESSON CORPORATION | $8.2M | 2.59% | 9,456 | Trimmed |
| 8 | KMI | KINDER MORGAN INCORPORATED DEL | $7.8M | 2.46% | 231,990 | Trimmed |
| 9 | MSFT | MICROSOFT CORPORATION | $6.7M | 2.13% | 18,152 | Added |
| 10 | CVX | CHEVRON CORPORATION | $6.3M | 2.00% | 30,502 | Added |
| 11 | AVGO | BROADCOM INCORPORATED | $5.6M | 1.78% | 18,186 | Added |
| 12 | IWF | ISHARES TR RUS 1000 GRW ETF | $5.4M | 1.70% | 12,556 | Added |
| 13 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | $5.1M | 1.63% | 7,909 | Trimmed |
| 14 | XOM | EXXON MOBIL CORPORATION | $4.5M | 1.41% | 26,290 | Trimmed |
| 15 | CBSH | COMMERCE BANCSHARES INCORPORATED | $4.3M | 1.38% | 88,242 | Added |
| 16 | FYX | FIRST TRUST SMALL CAP CORE ALPHADEX FUND | $4.3M | 1.37% | 36,261 | Added |
| 17 | SO | SOUTHERN COMPANY | $4.2M | 1.33% | 43,647 | Added |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $3.9M | 1.22% | 3,874 | Trimmed |
| 19 | KO | COCA COLA COMPANY | $3.8M | 1.20% | 49,696 | Trimmed |
| 20 | WMT | WALMART INCORPORATED | $3.7M | 1.16% | 29,453 | Trimmed |
| 21 | PDP | INVESCO DWA MOMENTUM ETF | $3.5M | 1.11% | 28,978 | Trimmed |
| 22 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $3.3M | 1.06% | 22,745 | Added |
| 23 | QTEC | FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND | $3.1M | 0.99% | 14,405 | Hold |
| 24 | TJX | TJX COMPANIES INCORPORATED NEW | $3.1M | 0.97% | 19,224 | Added |
| 25 | IBDS | ISHARES TR IBONDS 27 ETF | $2.8M | 0.88% | 114,766 | Added |
Source: SEC Form 13F filings · as of 2026-03-31