Mtm Investment Management, LLC Portfolio Holdings

Mtm Investment Management, LLC

  • $291 Million
  • Q3 2025

Mtm Investment Management, LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $291 Million distributed in 726 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $12.3M, Lowes Companies Inc with a value of $11M, Microsoft Corp with a value of $9.26M, Jpmorgan Chase & CO with a value of $8.99M, and Mckesson Corp with a value of $7.71M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $277M to 291M.

Mtm Investment Management, LLC is based out at Spartanburg, SC

Below you can find more details about Mtm Investment Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
ETFs: $87.3 Million
Technology: $38.9 Million
Financial Services: $31.5 Million
Consumer Cyclical: $27.6 Million
Healthcare: $25.6 Million
Energy: $22.7 Million
Industrials: $21.3 Million
Consumer Defensive: $17.1 Million
Other: $18.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$92,000 0.03% of portfolio
884
Q3 2022 Reduced 31.15%
$0
$91,000 0.03% of portfolio
2,120
Q4 2024 Added 92.73%
$39.2B
$94,000 0.03% of portfolio
565
Q2 2025 New
$7.32B
$91,000 0.03% of portfolio
1,200
Q2 2025 New
$0
$100,000 0.03% of portfolio
3,000
Q1 2025 New
$63.4B
$86,000 0.03% of portfolio
190
Q2 2025 New
$0
$77,000 0.03% of portfolio
1,346
Q2 2025 Added 109.66%
$222B
$87,000 0.03% of portfolio
180
Q2 2025 New
$51.1B
$94,000 0.03% of portfolio
1,049
Q2 2025 New
$120B
$86,000 0.03% of portfolio
2,765
Q3 2025 Reduced 6.71%
$0
$95,000 0.03% of portfolio
1,625
Q1 2024 Added 400.0%
$42.4B
$74,000 0.03% of portfolio
488
Q3 2025 Added 0.21%
$0
$97,000 0.03% of portfolio
970
Q3 2025 Reduced 11.17%
$181B
$90,000 0.03% of portfolio
3,216
Q3 2025 Added 0.88%
$29.5B
$76,000 0.03% of portfolio
1,191
Q2 2025 New
$0
$93,000 0.03% of portfolio
675
Q2 2025 New
$41.3B
$78,000 0.03% of portfolio
941
Q3 2025 Added 0.75%
$512B
$101,000 0.03% of portfolio
178
Q2 2025 New
$0
$82,000 0.03% of portfolio
171
Q2 2025 Added 4.91%
$30.4B
$101,000 0.03% of portfolio
1,232
Q2 2025 New
$283B
$84,000 0.03% of portfolio
657
Q2 2025 New
$0
$82,000 0.03% of portfolio
2,577
Q2 2025 New
$139M
$90,000 0.03% of portfolio
17,975
Q2 2025 Reduced 3.23%
$0
$79,000 0.03% of portfolio
665
Q3 2025 Reduced 31.09%
$65.2B
$84,000 0.03% of portfolio
200
Q2 2025 New
$21B
$86,000 0.03% of portfolio
3,652
Q2 2025 New
$26.1B
$91,000 0.03% of portfolio
1,700
Q2 2025 New
$0
$87,000 0.03% of portfolio
530
Q3 2024 Added 1,666.67%
$2.24B
$54,000 0.02% of portfolio
2,900
Q2 2025 New
$8.96B
$53,000 0.02% of portfolio
1,157
Q2 2025 New
$1.31B
$71,000 0.02% of portfolio
2,077
Q3 2025 Reduced 41.93%
$3.16B
$45,000 0.02% of portfolio
400
Q2 2025 New
$24.9B
$44,000 0.02% of portfolio
444
Q2 2025 New
$0
$47,000 0.02% of portfolio
2,000
Q2 2025 New
$15.3B
$44,000 0.02% of portfolio
248
Q2 2025 New
$56.6B
$70,000 0.02% of portfolio
964
Q2 2025 New
$0
$58,000 0.02% of portfolio
415
Q3 2025 Reduced 7.78%
$30.4B
$56,000 0.02% of portfolio
2,160
Q2 2025 New
$0
$59,000 0.02% of portfolio
680
Q4 2024 New
$55.4B
$56,000 0.02% of portfolio
186
Q2 2025 New
$6.64B
$64,000 0.02% of portfolio
2,000
Q2 2025 New
$0
$64,000 0.02% of portfolio
6,089
Q3 2025 Added 2.84%
$190B
$51,000 0.02% of portfolio
510
Q2 2025 New
$138B
$61,000 0.02% of portfolio
1,100
Q3 2025 Added 1.57%
$0
$56,000 0.02% of portfolio
140
Q2 2025 New
$0
$60,000 0.02% of portfolio
919
Q2 2025 New
$64.9B
$68,000 0.02% of portfolio
2,210
Q3 2025 Added 0.09%
$0
$46,000 0.02% of portfolio
2,040
Q2 2025 New
$53.1B
$70,000 0.02% of portfolio
285
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 726
  • Current Value $291 Million
  • Prior Value $277 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 117 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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