MTM Investment Management, LLC

Top holdings

708 positions as of Q2 2026

View filing

#	Stock	Value	Shares	% Portfolio	Change
1	A AAPL APPLE INCORPORATED	$13.3M	46.1K	3.81%	Added(+0.1%)
2	? N/A T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY	$11.9M	290.4K	3.41%	Added(+1.8%)
3	L LLY ELI LILLY & COMPANY	$10.8M	9.0K	3.09%	Trimmed(-0.1%)
4	L LOW LOWES COMPANIES INCORPORATED	$10M	45.4K	2.86%	Trimmed(-0.1%)
5	J JPM-PM JPMORGAN CHASE & COMPANY	$9.4M	28.8K	2.69%	Added(+0.3%)
6	A AMPY AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	$8.9M	194.2K	2.53%	Added(+3.5%)
7	E EP-PC KINDER MORGAN INCORPORATED DEL	$7.4M	232.3K	2.12%	Added(+0.1%)
8	M MCK MCKESSON CORPORATION	$7.1M	9.5K	2.04%	Unchanged
9	A AVGO BROADCOM INCORPORATED	$6.9M	18.2K	1.96%	Added(+0.1%)
10	M MSFT MICROSOFT CORPORATION	$6.8M	18.2K	1.94%	Added(+0.5%)
11	E ETHA ISHARES TR RUS 1000 GRW ETF	$6.3M	50.7K	1.79%	Added(+303.4%)
12	S SPY STATE STREET SPDR S&P 500 ETF TRUST	$5.9M	7.9K	1.69%	Added(+0.5%)
13	F FPF FIRST TRUST SMALL CAP CORE ALPHADEX FUND	$5.3M	36.8K	1.51%	Added(+1.4%)
14	C CBSH COMMERCE BANCSHARES INCORPORATED	$5.1M	89.0K	1.47%	Added(+0.8%)
15	C CVX CHEVRON CORPORATION	$5M	30.4K	1.44%	Trimmed(-0.2%)
16	F FPF FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND	$4.8M	14.3K	1.37%	Trimmed(-0.7%)
17	? N/A INVESCO DWA MOMENTUM ETF	$4.4M	28.7K	1.24%	Trimmed(-1.0%)
18	S SOMN SOUTHERN COMPANY	$4.2M	43.7K	1.19%	Added(+0.1%)
19	K KO COCA COLA COMPANY	$4M	49.6K	1.15%	Trimmed(-0.1%)
20	S STT-PG STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF	$3.7M	23.0K	1.04%	Added(+1.1%)

A

1.AAPL

APPLE INCORPORATED

+0.1%

Value

$13.3M

Shares

46.1K

% Port

3.81%

?

2.N/A

T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY

+1.8%

Value

$11.9M

Shares

290.4K

% Port

3.41%

L

3.LLY

ELI LILLY & COMPANY

-0.1%

Value

$10.8M

Shares

9.0K

% Port

3.09%

L

4.LOW

LOWES COMPANIES INCORPORATED

-0.1%

Value

$10M

Shares

45.4K

% Port

2.86%

J

5.JPM-PM

JPMORGAN CHASE & COMPANY

+0.3%

Value

$9.4M

Shares

28.8K

% Port

2.69%

A

6.AMPY

AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF

+3.5%

Value

$8.9M

Shares

194.2K

% Port

2.53%

E

7.EP-PC

KINDER MORGAN INCORPORATED DEL

+0.1%

Value

$7.4M

Shares

232.3K

% Port

2.12%

M

8.MCK

MCKESSON CORPORATION

Unchanged

Value

$7.1M

Shares

9.5K

% Port

2.04%

A

9.AVGO

BROADCOM INCORPORATED

+0.1%

Value

$6.9M

Shares

18.2K

% Port

1.96%

M

10.MSFT

MICROSOFT CORPORATION

+0.5%

Value

$6.8M

Shares

18.2K

% Port

1.94%

E

11.ETHA

ISHARES TR RUS 1000 GRW ETF

+303.4%

Value

$6.3M

Shares

50.7K

% Port

1.79%

S

12.SPY

STATE STREET SPDR S&P 500 ETF TRUST

+0.5%

Value

$5.9M

Shares

7.9K

% Port

1.69%

F

13.FPF

FIRST TRUST SMALL CAP CORE ALPHADEX FUND

+1.4%

Value

$5.3M

Shares

36.8K

% Port

1.51%

C

14.CBSH

COMMERCE BANCSHARES INCORPORATED

+0.8%

Value

$5.1M

Shares

89.0K

% Port

1.47%

C

15.CVX

CHEVRON CORPORATION

-0.2%

Value

$5M

Shares

30.4K

% Port

1.44%

F

16.FPF

FIRST TRUST NASDAQ-100 TECHNOLOGY INDEX FUND

-0.7%

Value

$4.8M

Shares

14.3K

% Port

1.37%

?

17.N/A

INVESCO DWA MOMENTUM ETF

-1.0%

Value

$4.4M

Shares

28.7K

% Port

1.24%

S

18.SOMN

SOUTHERN COMPANY

+0.1%

Value

$4.2M

Shares

43.7K

% Port

1.19%

K

19.KO

COCA COLA COMPANY

-0.1%

Value

$4M

Shares

49.6K

% Port

1.15%

S

20.STT-PG

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

+1.1%

Value

$3.7M

Shares

23.0K

% Port

1.04%

View full portfolio (708 holdings) →