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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 $313,294,068
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 45,076 $12,254,342 3.91%
2.
Lowes Companies Inc
 LOW 45,307 $10,926,169 3.49%
3.
T Rowe Price Etf Inc Capital Appreciation Equity
 282,873 $10,811,424 3.45%
4.
Eli Lilly & Co
 LLY 9,054 $9,729,612 3.11%
5.
Jpmorgan Chase & Co
 JPM 28,527 $9,192,125 2.93%
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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