MTM Investment Management, LLC
•CIK: 1831416•Filing: Q4 2025
**MTM Investment Management, LLC** manages $313M across a diversified portfolio of 709 positions. The fund exhibits notable concentration in mega-cap technology and defensive sectors, with AAPL representing the largest single holding at $12.3M. Key allocations also include significant exposure to consumer staples (LOW at $10.9M), healthcare (LLY at $9.7M), and financial services (JPM at $9.2M). This structure suggests a tactical approach balancing growth potential with established sector stability.
Total AUM
$313.2M
QoQ Performance
-0.5%
Positions
709
Top 10 Concentration
30.6%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL3.9%
LOW3.5%
TCAF3.5%
LLY3.1%
JPM2.9%
MSFT2.7%
DIVO2.5%
MCK2.5%
📈 Biggest Buys
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
+95.9%
0.9% of portfolio
CBSH
COMMERCE BANCSHARES INCORPORATED
+26.3%
1.5% of portfolio
IBDS
ISHARES TR IBONDS 27 ETF
+54.9%
0.8% of portfolio
LOW
LOWES COMPANIES INCORPORATED
+3.6%
3.5% of portfolio
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET
+18.6%
0.5% of portfolio
📉 Biggest Sells
Sector Breakdown
Other55.5%
Technology12.5%
Consumer8.5%
Financial6.3%
Healthcare6.1%
ETF2.9%
Industrial2.4%
Consumer Staples2.0%
🚪 Exited Positionssold since Q3 2025
+521 more exited positions
Changes from Q3 2025
↑52 increased
↓82 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023