SEC Form 13F

MTM Investment Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-04
Reported value$350,459,051
Positions708

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCORPORATEDAAPLCOM$13,335,44046,086
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITYTCAFCAP APPRECIATION$11,935,747290,407
ELI LILLY & COMPANYLLYCOM$10,835,7069,034
LOWES COMPANIES INCORPORATEDLOWCOM$10,008,69845,393
JPMORGAN CHASE & COMPANYJPMCOM$9,418,43528,774
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFDIVOCWP ENHANCED DIV$8,876,974194,245
KINDER MORGAN INCORPORATED DELKMICOM$7,425,809232,274
MCKESSON CORPORATIONMCKCOM$7,144,9549,456
BROADCOM INCORPORATEDAVGOCOM$6,875,38718,201
MICROSOFT CORPORATIONMSFTCOM$6,804,75618,242

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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