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)
| Stock | Value |
|---|---|
STZCONSTELLATION BRANDS INCORPORATED CLASS A | $14K |
DPZDOMINOS PIZZA INCORPORATED | $14K |
RIVNRIVIAN AUTOMOTIVE INCORPORATED COM CLASS A | $14K |
ZBHZIMMER BIOMET HOLDINGS INCORPORATED | $13K |
NFLXNETFLIX INCORPORATED | $13K |
GNSSGENASYS INCORPORATED | $13K |
DOWDOW INCORPORATED | $13K |
FPFFIRST TRUST EMERGING MARKETS ALPHADEX FUND | $13K |
EFVISHARES TR EAFE VALUE ETF | $13K |
BNDVANGUARD TOTAL BOND MARKET ETF | $13K |
WBAWALGREENS BOOTS ALLIANCE INCORPORATED | $13K |
ELVELEVANCE HEALTH INCORPORATED | $12K |
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $12K |
EWLISHARES INCORPORATED MSCI SWITZERLAND | $12K |
LWLAMB WESTON HLDGS INCORPORATED | $12K |
IYMISHARES TR U.S. BAS MTL ETF | $12K |
DHRDANAHER CORPORATION | $12K |
HMCHONDA MOTOR LIMITED ADR ECH CNV IN 3 (JAPAN) | $12K |
SYU1SYNOVUS FINL CORPORATION COM NEW | $12K |
CBOECBOE GLOBAL MKTS INCORPORATED | $12K |
BABAALIBABA GROUP HLDG LIMITED SPONSORED ADS | $12K |
VLUEISHARES TR MSCI USA VALUE | $11K |
GILDGILEAD SCIENCES INCORPORATED | $11K |
TIPISHARES TR TIPS BD ETF | $11K |
CMSCMS ENERGY CORPORATION | $11K |
NDAQNASDAQ INCORPORATED | $11K |
HYLSFIRST TRUST TACTICAL HIGH YIELD ETF | $11K |
EGPEASTGROUP PPTYS INCORPORATED REIT | $11K |
CPRTCOPART INCORPORATED | $11K |
COINCOINBASE GLOBAL INCORPORATED COM CLASS A | $11K |
BDXBECTON DICKINSON & COMPANY | $11K |
APPAPPLOVIN CORPORATION COM CLASS A | $11K |
DENNDENNYS CORPORATION | $10K |
NOKNOKIA CORPORATION SPONSORED ADR (FINLAND) | $10K |
HLNHALEON PLC SPON ADS (UNITED KINGDOM) | $10K |
SPGPINVESCO S&P 500 GARP ETF | $10K |
ISIIONIS PHARMACEUTICALS INCORPORATED | $10K |
HALHALLIBURTON COMPANY | $10K |
SJMSMUCKER J M COMPANY COM NEW | $10K |
KDKYNDRYL HLDGS INCORPORATED COMMON STOCK | $10K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CLASS A | $10K |
FTXRFIRST TRUST NASDAQ TRANSPORTATION ETF | $10K |
SCHBSCHWAB U.S. BROAD MARKET ETF | $10K |
ECLECOLAB INCORPORATED | $9K |
BROBROWN & BROWN INCORPORATED | $9K |
BTCGRAYSCALE BITCOIN MINI TR ETF SHS NEW | $9K |
IFVFIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF | $9K |
IJSISHARES TR SP SMCP600VL ETF | $9K |
FNBF N B CORPORATION | $9K |
QBTSD-WAVE QUANTUM INCORPORATED | $9K |
THOTHOR INDUSTRIES INCORPORATED | $9K |
ALCALCON AG ORD SHS (SWITZERLAND) | $9K |
SMRNUSCALE PWR CORPORATION CLASS A COM | $9K |
VTRSVIATRIS INCORPORATED | $8K |
WABWABTEC | $8K |
ESMLISHARES TR ESG AWARE MSCI | $8K |
VODVODAFONE GROUP PLC NEW SPONSORED ADR | $8K |
PEZINVESCO DWA CONSUMER CYCLICALSMOMENTUM ETF | $8K |
DYT1DYNEX CAP INCORPORATED REIT | $8K |
QSIQUANTUM SI INCORPORATED COM CLASS A | $8K |
PYZINVESCO DWA BASIC MATERIALS MOMENTUM ETF | $8K |
QSQUANTUMSCAPE CORPORATION COM CLASS A | $8K |
IDXXIDEXX LABS INCORPORATED | $8K |
IYZISHARES TR US TELECOM ETF | $8K |
ESEVERSOURCE ENERGY | $8K |
MTNVAIL RESORTS INCORPORATED | $8K |
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $8K |
ROPROPER TECHNOLOGIES INCORPORATED | $8K |
LHLABCORP HOLDINGS INCORPORATED COM SHS | $8K |
VMCVULCAN MATLS COMPANY | $8K |
TMCITREACE MED CONCEPTS INCORPORATED | $8K |
LUVSOUTHWEST AIRLS COMPANY | $8K |
VBVANGUARD SMALL-CAP ETF | $8K |
SRESEMPRA | $8K |
CSGPCOSTAR GROUP INCORPORATED | $7K |
LYVLIVE NATION ENTERTAINMENT INCORPORATED | $7K |
CPSCOOPER STD HLDGS INCORPORATED | $7K |
EEMISHARES TR MSCI EMG MKT ETF | $7K |
GNRCGENERAC HLDGS INCORPORATED | $7K |
ISRGINTUITIVE SURGICAL INCORPORATED COM NEW | $7K |
SIRISIRIUSXM HOLDINGS INCORPORATED COMMON STOCK | $7K |
IEXIDEX CORPORATION | $7K |
SMHVANECK SEMICONDUCTOR ETF | $7K |
DYDYCOM INDUSTRIES INCORPORATED | $7K |
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $7K |
FERGFERGUSON ENTERPRISES INCORPORATED COMMON STOCK NEW | $7K |
ODFLOLD DOMINION FREIGHT LINE INCORPORATED | $7K |
SLVMSYLVAMO CORPORATION COMMON STOCK | $6K |
QCOMQUALCOMM INCORPORATED | $6K |
QQQMINVESCO NASDAQ 100 ETF | $6K |
BPBP PLC SPONSORED ADR (UNITED KINGDOM) | $6K |
PPGPPG INDUSTRIES INCORPORATED | $6K |
SCHXSCHWAB U.S. LARGE-CAP ETF | $6K |
EWAISHARES INCORPORATED MSCI AUST ETF | $6K |
IBBISHARES TR ISHARES BIOTECH | $6K |
LTCLTC PPTYS INCORPORATED REIT | $6K |
PINSPINTEREST INCORPORATED CLASS A | $6K |
RYNRAYONIER INCORPORATED REIT | $6K |
HELEHELEN OF TROY LIMITED (BERMUDA) | $6K |
AIVLWISDOMTREE U.S. AI ENHANCED VALUE FUND | $6K |