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MTM Investment Management, LLC - Portfolio Stock Holdings

MTM Investment Management, LLC disclosed 735 stock positions in a recent SEC 13F filing. $346,697,213 of stock holdings were filed, with the largest holdings including AAPL, TCAF, and LLY. This filing represented positions held on June 30, 2026, and was filed on Aug. 3, 2026.

We estimate the fund has a total AUM of $678,092,743 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

735

Est. Stock Holding Value:

$346,697,213

Top Stock Holdings By Sector

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Portfolio Stock Holdings - MTM Investment Management, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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