account_balance
Investment manager · 13F filer · SEC CIK 1831416
MTM Investment Management, LLC
Reported value$346Mas of Sep 30, 2026
Positions706 16 new, 18 sold out
Top 10 weight27.8%AAPL alone is 4%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
4.4%
TCAFT Rowe Price ETF Inc Capital Appreciation Equity
3.7%Added +3%
LLYELI Lilly & Co
3.0%
JPMJPMorgan Chase & Co
2.7%
MSFTMicrosoft Corp
2.7%
DIVOAmplify CWP Enhanced Dividend Income ETF
2.7%Added +3%
LOWLowe's Companies Inc
2.4%
MCKMcKesson Corp
2.3%
KMIKinder Morgan, Inc.
2.0%
AVGOBroadcom Inc.
1.8%
CVXChevron Corp
1.8%
IWFiShares Tr Rus 1000 GRW ETF
1.8%
AAPLApple Inc.
4.4%
TCAFT Rowe Price ETF Inc Capital Appreciation Equity
3.7%Added +3%
LLYELI Lilly & Co
3.0%
JPMJPMorgan Chase & Co
2.7%
MSFTMicrosoft Corp
2.7%
DIVOAmplify CWP Enhanced Dividend Income ETF
2.7%
LOWLowe's Companies Inc
2.4%
MCKMcKesson Corp
2.3%
KMIKinder Morgan, Inc.
2.0%
AVGO1.8%CVX1.8%IWF1.8%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 4.4% Held
TCAF T Rowe Price ETF Inc Capital Appreciation Equity 3.7% Added +3%
LLY ELI Lilly & Co 3.0% HeldJPM JPMorgan Chase & Co 2.7% HeldMSFT Microsoft Corp 2.7% HeldDIVO Amplify CWP Enhanced Dividend Income ETF 2.7% Added +3%
LOW Lowe's Companies Inc 2.4% HeldMCK McKesson Corp 2.3% HeldKMI Kinder Morgan, Inc. 2.0% HeldAVGO Broadcom Inc. 1.8% HeldCVX Chevron Corp 1.8% HeldIWF iShares Tr Rus 1000 GRW ETF 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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