MTM Investment Management, LLC

Est. AUM

$315.6M

13F long equity, this entity only

Positions

709

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INCORPORATED	COM	$11.7M	46026	3.70%	SOLE
2	LOWES COMPANIES INCORPORATED	COM	$10.7M	45430	3.40%	SOLE
3	T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY	CAP APPRECIATION	$10.2M	285230	3.22%	SOLE
4	JPMORGAN CHASE & COMPANY	COM	$8.4M	28688	2.67%	SOLE
5	AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	CWP ENHANCED DIV	$8.4M	187715	2.67%	SOLE
6	ELI LILLY & COMPANY	COM	$8.3M	9039	2.63%	SOLE
7	MCKESSON CORPORATION	COM	$8.2M	9456	2.59%	SOLE
8	KINDER MORGAN INCORPORATED DEL	COM	$7.8M	231990	2.46%	SOLE
9	MICROSOFT CORPORATION	COM	$6.7M	18152	2.13%	SOLE
10	CHEVRON CORPORATION	COM	$6.3M	30502	2.00%	SOLE
11	BROADCOM INCORPORATED	COM	$5.6M	18186	1.78%	SOLE
12	ISHARES TR RUS 1000 GRW ETF	RUS 1000 GRW ETF	$5.4M	12556	1.70%	SOLE
13	STATE STREET SPDR S&P 500 ETF TRUST	TR UNIT	$5.1M	7909	1.63%	SOLE
14	EXXON MOBIL CORPORATION	COM	$4.5M	26290	1.41%	SOLE
15	COMMERCE BANCSHARES INCORPORATED	COM	$4.3M	88242	1.38%	SOLE
16	FIRST TRUST SMALL CAP CORE ALPHADEX FUND	COM SHS	$4.3M	36261	1.37%	SOLE
17	SOUTHERN COMPANY	COM	$4.2M	43647	1.33%	SOLE
18	COSTCO WHOLESALE CORPORATION	COM	$3.9M	3874	1.22%	SOLE
19	COCA COLA COMPANY	COM	$3.8M	49696	1.20%	SOLE
20	WALMART INCORPORATED	COM	$3.7M	29453	1.16%	SOLE
21	INVESCO DWA MOMENTUM ETF	DORSEY WRIGHT MO	$3.5M	28978	1.11%	SOLE
22	STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	STATE STREET HEA	$3.3M	22745	1.06%	SOLE
23	FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND	SHS	$3.1M	14405	0.99%	SOLE
24	TJX COMPANIES INCORPORATED NEW	COM	$3.1M	19224	0.97%	SOLE
25	ISHARES TR IBONDS 27 ETF	IBONDS 27 ETF	$2.8M	114766	0.88%	SOLE
26	VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	S&P 500 ETF SHS	$2.7M	4554	0.86%	SOLE
27	CSX CORPORATION	COM	$2.6M	64362	0.84%	SOLE
28	JOHNSON & JOHNSON	COM	$2.5M	10331	0.80%	SOLE
29	NORFOLK SOUTHN CORPORATION	COM	$2.5M	8587	0.78%	SOLE
30	STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	STATE STREET TEC	$2.5M	18546	0.78%	SOLE
31	BANK AMERICA CORPORATION	COM	$2.4M	49537	0.77%	SOLE
32	FT VEST SMID RISING DIVID ACHIEVERS TARGET	FT VEST SMID	$2.4M	108540	0.75%	SOLE
33	FIRST TRUST TECHNOLOGY ALPHADEX FUND	TECH ALPHADEX	$2.3M	14512	0.73%	SOLE
34	INVESCO S&P 500 EQUAL WEIGHT ETF	S&P500 EQL WGT	$2.3M	11883	0.72%	SOLE
35	FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS	RISNG DIVD ACHIV	$2.2M	32169	0.70%	SOLE
36	AMAZON COM INCORPORATED	COM	$2.1M	10254	0.68%	SOLE
37	DECKERS OUTDOOR CORPORATION	COM	$2.1M	20572	0.65%	SOLE
38	BANK NEW YORK MELLON CORPORATION	COM	$2.0M	16984	0.64%	SOLE
39	FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND	NASD TECH DIV	$2.0M	21393	0.63%	SOLE
40	FIRST TRUST ETF II INDLS PROD DURABLE	INDLS PROD DUR	$2.0M	24378	0.63%	SOLE
41	HONEYWELL INTERNATIONAL INCORPORATED	COM	$1.9M	8584	0.61%	SOLE
42	STATE STREET FINANCIAL SELECT SECTOR SPDR ETF	STATE STREET FIN	$1.9M	38289	0.60%	SOLE
43	HOME DEPOT INCORPORATED	COM	$1.9M	5719	0.60%	SOLE
44	FIRST TRUST DOW JONES INTERNET INDEX FUND	DJ INTERNT IDX	$1.9M	7912	0.59%	SOLE
45	EATON CORPORATION PLC SHS (IRELAND)	SHS	$1.8M	4964	0.56%	SOLE
46	ALPHABET INCORPORATED CAP STK CLASS C	CAP STK CL C	$1.8M	6177	0.56%	SOLE
47	NVIDIA CORPORATION	COM	$1.7M	9842	0.54%	SOLE
48	ISHARES TR MSCI EAFE ETF	MSCI EAFE ETF	$1.7M	17510	0.54%	SOLE
49	GE AEROSPACE COM NEW	COM NEW	$1.7M	5916	0.53%	SOLE
50	DUKE ENERGY CORPORATION NEW COM NEW	COM NEW	$1.7M	12636	0.52%	SOLE

1–50 of 709

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.