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Portfolio (Quarterly) Guide ↗

MTM Investment Management, LLC

· CIK 0001831416
13F Portfolio $350M AUM 708 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 708 New
Page 10 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 DWAS INVESCO DWA SMALLCAP MOMENTUM ETF 2,164.0 $276K 0.08% NEW $127.31 -14.4%
182 DGRO ISHARES TR CORE DIV GRWTH 3,629.0 $275K 0.08% NEW $75.79 +4.4%
183 ZTS ZOETIS INCORPORATED CLASS A Healthcare 3,801.0 $273K 0.08% NEW $71.87 +7.2%
184 CNP CENTERPOINT ENERGY INCORPORATED Utilities 6,167.0 $272K 0.08% NEW $44.04 -9.8%
185 CAT CATERPILLAR INCORPORATED Industrials 251.0 $267K 0.08% NEW $1064.90 -25.4%
186 DIS DISNEY WALT COMPANY Communication Services 2,777.0 $267K 0.08% NEW $96.23 +11.8%
187 SDY STATE STREET SPDR S&P DIVIDEND ETF 1,743.0 $265K 0.08% NEW $152.18 +2.8%
188 FTA FIRST TRUST LARGE CAP VALUE ALPHADEX FUND 2,705.0 $262K 0.07% NEW $96.80 +6.0%
189 DAL DELTA AIR LINES INCORPORATED COM NEW Industrials 2,766.0 $259K 0.07% NEW $93.66 -16.6%
190 DVN DEVON ENERGY CORPORATION NEW Energy 6,241.0 $258K 0.07% NEW $41.32 +16.4%
191 DRI DARDEN RESTAURANTS INCORPORATED Consumer Cyclical 1,236.0 $255K 0.07% NEW $206.03 +4.2%
192 COP CONOCOPHILLIPS Energy 2,435.0 $253K 0.07% NEW $103.96 +27.2%
193 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 6,969.0 $253K 0.07% NEW $36.24 +2.2%
194 D DOMINION ENERGY INCORPORATED Utilities 3,540.0 $242K 0.07% NEW $68.29 -3.5%
195 TRV TRAVELERS COMPANIES INCORPORATED Financial Services 732.0 $242K 0.07% NEW $330.12 +11.4%
196 SLV ISHARES SILVER TRUST Financial Services 4,510.0 $241K 0.07% NEW $53.47 +11.8%
197 ADI ANALOG DEVICES INCORPORATED Technology 606.0 $241K 0.07% NEW $397.42 -8.4%
198 EXC EXELON CORPORATION Utilities 5,148.0 $240K 0.07% NEW $46.62 -6.3%
199 FXO FIRST TRUST FINANCIALS ALPHADEX FUND 3,811.0 $238K 0.07% NEW $62.46 +5.6%
200 BKNG BOOKING HOLDINGS INCORPORATED Consumer Cyclical 1,325.0 $236K 0.07% NEW $178.24 +12.3%
Page 10 of 36  ·  708 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 18.9%
Technology 18.8%
Healthcare 13.3%
Consumer Cyclical 11.8%
Energy 10.7%
Industrials 10.1%
Consumer Defensive 7.9%
Utilities 4.6%
Real Estate 1.4%
Communication Services 1.2%