MTM Investment Management, LLC: 13F holdings
CIK 18314162026Q2
| Positions | 708 |
|---|---|
| Reported value | $350.5m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AAPL APPLE INCORPORATED | 46,086 | $13.3m | 3.8% |
| T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY | 290,407 | $11.9m | 3.4% |
| LLY ELI LILLY & COMPANY | 9,034 | $10.8m | 3.1% |
| LOW LOWES COMPANIES INCORPORATED | 45,393 | $10.0m | 2.9% |
| JPM JPMORGAN CHASE & COMPANY | 28,774 | $9.4m | 2.7% |
| DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 194,245 | $8.9m | 2.5% |
| KMI KINDER MORGAN INCORPORATED DEL | 232,274 | $7.4m | 2.1% |
| MCK MCKESSON CORPORATION | 9,456 | $7.1m | 2.0% |
| AVGO BROADCOM INCORPORATED | 18,201 | $6.9m | 2.0% |
| MSFT MICROSOFT CORPORATION | 18,242 | $6.8m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1831416")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.