MTM Investment Management, LLC Q2 2025 Filing

Filed August 8, 2025

Portfolio Value

$297.7M

Holdings

731

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (731 positions)

StockValue
CARRCARRIER GLOBAL CORPORATION
$71K
MFCMANULIFE FINL CORPORATION (CANADA)
$71K
XLGINVESCO S&P 500 TOP 50 ETF
$70K
CNXCNX RES CORPORATION
$67K
CHWYCHEWY INCORPORATED CLASS A
$67K
CMICUMMINS INCORPORATED
$66K
DSUBLACKROCK DEBT STRATEGIES FD I COM NEW
$63K
LNGCHENIERE ENERGY INCORPORATED COM NEW
$62K
GLGLOBE LIFE INCORPORATED
$61K
IPAYAMPIFY DIGITAL PAYMENTS ETF
$60K
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
$60K
FFORD MTR COMPANY
$60K
AQLTISHARES TR SELECT DIVID ETF
$60K
AZNASTRAZENECA PLC SPONSORED ADR
$59K
ADPAUTOMATIC DATA PROCESSING INCORPORATED
$59K
CRMSALESFORCE INCORPORATED
$59K
MGNIMAGNITE INCORPORATED
$58K
FDLOFIDELITY LOW VOLATILITY FACTOR ETF
$58K
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
$58K
VWOVANGUARD FTSE EMERGING MARKETS ETF
$57K
AQLTISHARES TR CORE MSCI EAFE
$57K
AMGNAMGEN INCORPORATED
$56K
KHCKRAFT HEINZ COMPANY
$56K
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$55K
ARCCARES CAPITAL CORPORATION
$55K
IEIINSIGHT ENTERPRISES INCORPORATED
$55K
APDAIR PRODUCTS & CHEMICALS INCORPORATED
$54K
HRHEALTHCARE RLTY TR CLASS A COM REIT
$53K
HTGCHERCULES CAPITAL INCORPORATED
$53K
FLOFLOWERS FOODS INCORPORATED
$53K
LULULULULEMON ATHLETICA INCORPORATED
$52K
VRTXVERTEX PHARMACEUTICALS INCORPORATED
$52K
BHPBHP GROUP LIMITED SPONSORED ADS (AUSTRALIA)
$52K
BBWBUILD-A-BEAR WORKSHOP INCORPORATED
$52K
OGEOGE ENERGY CORPORATION
$51K
MGKVANGUARD MEGA CAP GROWTH ETF
$51K
DGDOLLAR GENERAL CORPORATION NEW
$51K
GPNGLOBAL PMTS INCORPORATED
$50K
FRIFIRST TRUST S&P REIT INDEX FUND
$49K
TSLXSIXTH STREET SPECIALTY LENDING
$49K
IBDRISHARES TR IBONDS DEC2026
$49K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$48K
ULTAULTA BEAUTY INCORPORATED
$47K
JBHTHUNT J B TRANS SVCS INCORPORATED
$47K
LHXL3HARRIS TECHNOLOGIES INCORPORATED
$47K
TCPCBLACKROCK TCP CAPITAL CORPORATION
$46K
CAGCONAGRA BRANDS INCORPORATED
$46K
SUSUNCOR ENERGY INCORPORATED NEW (CANADA)
$44K
OKEONEOK INCORPORATED NEW
$44K
PPLPPL CORPORATION
$44K
TRVCCITIGROUP INCORPORATED COM NEW
$43K
RIORIO TINTO PLC SPONSORED ADR (UNITED KINGDOM)
$43K
FCXFREEPORT-MCMORAN INCORPORATED CLASS B
$43K
HZOMARINEMAX INCORPORATED
$42K
DLTRDOLLAR TREE INCORPORATED
$42K
GBDCGOLUB CAP BDC INCORPORATED
$41K
QQEWFIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND
$41K
IYY*ISHARES TR DOW JONES US ETF
$41K
LLOEWS CORPORATION
$41K
OTISOTIS WORLDWIDE CORPORATION
$40K
CLFCLEVELAND-CLIFFS INCORPORATED NEW
$40K
SOLVSOLVENTUM CORPORATION COM SHS
$40K
DKSDICKS SPORTING GOODS INCORPORATED
$40K
CLCOLGATE PALMOLIVE COMPANY
$39K
ITTITT INCORPORATED
$39K
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
$39K
EXREXTRA SPACE STORAGE INCORPORATED REIT
$38K
NMFCNEW MTN FIN CORPORATION
$38K
SCHDSCHWAB US DIVIDEND EQUITY ETF
$38K
SYKSTRYKER CORPORATION
$38K
CLXCLOROX COMPANY DEL
$37K
METMETLIFE INCORPORATED
$37K
GSKGSK PLC SPONSORED ADR (UNITED KINGDOM)
$37K
FIDUFIDELITY MSCI INDUSTRIALS INDEX ETF
$37K
MGVVANGUARD MEGA CAP VALUE ETF
$37K
RSPNINVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
$37K
TSNTYSON FOODS INCORPORATED CLASS A
$36K
IYFISHARES TR U.S. FINLS ETF
$36K
LMTLOCKHEED MARTIN CORPORATION
$36K
SNYSANOFI SPONSORED ADR (FRANCE)
$36K
FFC0OAKTREE SPECIALTY LENDING CORPORATION
$34K
JCIJOHNSON CONTROLS INTERNATIONAL PLC SHS (IRELAND)
$32K
FNVFRANCO NEV CORPORATION (CANADA)
$32K
OXYOCCIDENTAL PETE CORPORATION
$32K
WYNNWYNN RESORTS LIMITED
$31K
FXNFIRST TRUST ENERGY ALPHADEX FUND
$31K
PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A
$31K
PANWPALO ALTO NETWORKS INCORPORATED
$31K
FYTFIRST TRUST SMALL CAP VALUE ALPHADEX FUND
$31K
PHYS/USPROTT PHYSICAL GOLD TR UNIT (CANADA)
$30K
MCXMCCORMICK & COMPANY INCORPORATED COM NON VTG
$30K
EAELECTRONIC ARTS INCORPORATED
$30K
BAXBAXTER INTERNATIONAL INCORPORATED
$30K
BWINTHE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A
$30K
NATRNATURES SUNSHINE PRODUCTS INCORPORATED
$30K
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (SINGAPORE)
$29K
DGXQUEST DIAGNOSTICS INCORPORATED
$29K
SBUXSTARBUCKS CORPORATION
$28K
0VVBPARAMOUNT GLOBAL CLASS B COM
$28K
WPCWP CAREY INCORPORATED REIT
$28K
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