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Home > Institutional Investor > Mtm Investment Management, Llc > Profile

Instuitional Investor - Mtm Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Mtm Investment Management, Llc
Portfolio Value $315,651,326
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 46,026 $11,681,041 3.7%
2.
Lowes Companies Inc
 LOW 45,430 $10,734,124 3.4%
3.
T Rowe Price Etf Inc Capital Appreciation Equity
 285,230 $10,151,353 3.22%
4.
Jpmorgan Chase & Co
 JPM 28,688 $8,438,730 2.67%
5.
Amplify Cwp Enhanced Dividend Income Etf
 187,715 $8,419,023 2.67%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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