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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 26 of 36  ·  708 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IJS ISHARES TR SP SMCP600VL ETF 90.0 $12K 0.00% NEW $136.68 -0.1%
502 MUB ISHARES TR NATIONAL MUN ETF 114.0 $12K 0.00% NEW $107.72 -2.5%
503 CBOE CBOE GLOBAL MKTS INCORPORATED Financial Services 50.0 $12K 0.00% NEW $242.68 +25.4%
504 LUV SOUTHWEST AIRLS COMPANY Industrials 235.0 $12K 0.00% NEW $51.42 -24.8%
505 GOVT ISHARES TR US TREAS BD ETF 527.0 $12K 0.00% NEW $22.79 -1.6%
506 SPACE EXPLORATION TECHN CORPORATION CLASS A COM STK 69.0 $12K 0.00% NEW $170.86
507 SCHB SCHWAB U.S. BROAD MARKET ETF 402.0 $12K 0.00% NEW $28.96 +2.2%
508 FNB F N B CORPORATION Financial Services 606.0 $12K 0.00% NEW $19.08 -4.6%
509 IYZ ISHARES TR US TELECOM ETF 270.0 $11K 0.00% NEW $42.31 +2.0%
510 SJM SMUCKER J M COMPANY COM NEW Consumer Defensive 101.0 $11K 0.00% NEW $112.50 +16.9%
511 OKE ONEOK INCORPORATED NEW Energy 130.0 $11K 0.00% NEW $86.94 +10.0%
512 VSNT VERSANT MEDIA GROUP INCORPORATED COM CLASS A Industrials 313.0 $11K 0.00% NEW $35.96 +14.6%
513 ESML ISHARES TR ESG AWARE MSCI 200.0 $11K 0.00% NEW $55.93 -2.2%
514 HMC HONDA MOTOR COMPANY LIMITED ADR ECH CNV IN 3 (JAPAN) Consumer Cyclical 406.0 $11K 0.00% NEW $27.11 +17.9%
515 PYZ INVESCO DWA BASIC MATERIALS MOMENTUM ETF 87.0 $11K 0.00% NEW $125.84 -1.9%
516 TIP ISHARES TR TIPS BD ETF 100.0 $11K 0.00% NEW $109.43 -2.4%
517 IFV FIRST TRUST DORSEY WRIGHT INTERNATIONAL FOCUS 5 ETF 406.0 $11K 0.00% NEW $26.93 -3.0%
518 TMUS T-MOBILE US INCORPORATED Communication Services 64.0 $11K 0.00% NEW $167.73 +8.0%
519 NXT NEXTPOWER INCORPORATED CLASS A COM Technology 90.0 $11K 0.00% NEW $119.14 -31.3%
520 KKR KKR & COMPANY INCORPORATED 113.0 $10K 0.00% NEW $91.78
Page 26 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%