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Manager Profile

MTM Investment Management, LLC

Diversified · Financial Services 23%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

SPARTANBURG, SC

Portfolio Value

$350.5M

Latest reported 13F value

Holdings

708

Distinct positions in last filing

Top Position

Apple Inc

Latest disclosed holding

Top 4

AAPL 87283Q867 LLY 548661107 JPM

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
22.5%
Technology
11%
Healthcare
8.5%
Energy
6.8%
Industrials
5.7%
Consumer Defensive
4.8%
Consumer Cyclical
3.5%
Utilities
2.2%
Communication Services
1.3%
Real Estate
0.7%
Basic Materials
0.6%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Apple Inc

Shares: 46.1K

13.3M

Position Value
2
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY

Shares: 290.4K

11.9M

Position Value
3
Lilly(Eli) & Co

Shares: 9K

10.8M

Position Value
4
LOWES COMPANIES INCORPORATED

Shares: 45.4K

10M

Position Value
5
JPMorgan Chase & Co

Shares: 28.8K

9.4M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID