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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 15 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 JBHT HUNT J B TRANS SVCS INCORPORATED Industrials 328.0 $95K 0.03% NEW $289.37 -8.3%
282 INGERSOLL RAND INCORPORATED 1,156.0 $95K 0.03% NEW $81.99
283 IJR ISHARES TR CORE S&P SCP ETF 637.0 $95K 0.03% NEW $148.42 -2.6%
284 BHP BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA) Basic Materials 1,100.0 $92K 0.03% NEW $83.33 +12.7%
285 MFC MANULIFE FINL CORPORATION (CANADA) Financial Services 2,218.0 $90K 0.03% NEW $40.50 +4.7%
286 ORLY OREILLY AUTOMOTIVE INCORPORATED Consumer Cyclical 958.0 $88K 0.03% NEW $92.09 -3.6%
287 ASTS AST SPACEMOBILE INCORPORATED COM CLASS A Technology 990.0 $88K 0.03% NEW $88.86 -33.5%
288 GL GLOBE LIFE INCORPORATED Financial Services 490.0 $88K 0.03% NEW $178.68 -3.4%
289 UPS UNITED PARCEL SVCS INCORPORATED CLASS B Industrials 811.0 $87K 0.03% NEW $107.50 -3.0%
290 FVC FIRST TRUST DORSEY WRIGHT DYNAMIC FOCUS 5 ETF 1,968.0 $86K 0.03% NEW $43.80 -3.4%
291 FLEX FLEX LIMITED ORD (SINGAPORE) Technology 522.0 $85K 0.02% NEW $162.07 -32.6%
292 IYC ISHARES TR US CONSUM DISCRE 829.0 $84K 0.02% NEW $101.10 +0.1%
293 LZB LA Z BOY INCORPORATED Consumer Cyclical 2,077.0 $83K 0.02% NEW $40.12 -21.1%
294 AZN ASTRAZENECA PLC ORD (UNITED KINGDOM) Healthcare 424.0 $80K 0.02% NEW $189.62 -14.5%
295 NGG NATIONAL GRID PLC SPONSORED ADR NE Utilities 964.0 $80K 0.02% NEW $82.87 -4.5%
296 DOCT FT VEST US EQUITY DEEP BFFR ETF OCT 1,705.0 $80K 0.02% NEW $46.68 +2.1%
297 MSI MOTOROLA SOLUTIONS INCORPORATED COM NEW Technology 190.0 $79K 0.02% NEW $415.29 +16.9%
298 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 964.0 $78K 0.02% NEW $81.14 -9.6%
299 YUM YUM BRANDS INCORPORATED Consumer Cyclical 489.0 $78K 0.02% NEW $159.86 -4.1%
300 GAB GABELLI EQUITY TR INCORPORATED Financial Services 13,530.0 $77K 0.02% NEW $5.66 +0.2%
Page 15 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%