MTM Investment Management, LLC Q1 2025 Filing

Filed May 1, 2025

Portfolio Value

$258.7B

Holdings

280

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (280 positions)

#StockSharesValue% PortfolioType
101
KRPKIMBELL RTY PARTNERS LP
43,003$611.5M0.24%
102
IHDGWISDOMTREE TR
13,729$597.1M0.23%
103
FVDFIRST TR VALUE LINE DIVID IN
13,190$588.0M0.23%
104
VLOVALERO ENERGY CORP
4,375$585.1M0.23%
105
BSXBOSTON SCIENTIFIC CORP
5,772$584.4M0.23%
106
CRCRANE COMPANY
3,685$570.9M0.22%
107
MMM3M CO
3,826$564.9M0.22%
108
KNGFIRST TR EXCHANGE-TRADED FD
11,140$562.1M0.22%
109
IWVISHARES TR
1,760$561.2M0.22%
110
PYPLPAYPAL HLDGS INC
8,488$561.1M0.22%
111
MDLZMONDELEZ INTL INC
8,055$544.9M0.21%
112
FXDFIRST TR EXCHANGE TRADED FD
9,322$543.7M0.21%
113
USFRWISDOMTREE TR
10,639$535.5M0.21%
114
RGLDROYAL GOLD INC
3,163$519.6M0.20%
115
IBDSISHARES TR
21,545$519.5M0.20%
116
8CWCROWN CASTLE INC
4,956$518.4M0.20%
117
PAYCPAYCOM SOFTWARE INC
2,337$516.2M0.20%
118
AYIACUITY INC
1,947$513.4M0.20%
119
MTUMISHARES TR
2,522$513.3M0.20%
120
ROKROCKWELL AUTOMATION INC
1,958$506.6M0.20%
121
GEVGE VERNOVA INC
1,567$494.7M0.19%
122
HIGHARTFORD INSURANCE GROUP INC
3,955$492.0M0.19%
123
QQQEDIREXION SHS ETF TR
5,603$491.0M0.19%
124
AFLAFLAC INC
4,323$486.1M0.19%
125
TTTRANE TECHNOLOGIES PLC
1,402$479.0M0.19%
126
DNOVFIRST TR EXCHNG TRADED FD VI
10,895$457.5M0.18%
127
FDLFIRST TR MORNINGSTAR DIVID L
10,497$453.1M0.18%
128
PAYXPAYCHEX INC
2,923$451.9M0.17%
129
METAMETA PLATFORMS INC
742$434.8M0.17%
130
INTCINTEL CORP
19,509$430.2M0.17%
131
UNHUNITEDHEALTH GROUP INC
816$426.9M0.17%
132
GOOGLALPHABET INC
2,694$423.2M0.16%
133
EMLPFIRST TR EXCHANGE-TRADED FD
11,077$417.5M0.16%
134
PSXPHILLIPS 66
3,337$415.0M0.16%
135
DDECFIRST TR EXCHNG TRADED FD VI
10,570$414.7M0.16%
136
FLRNSPDR SER TR
13,140$403.7M0.16%
137
STESTERIS PLC
1,778$401.3M0.16%
138
DEDEERE & CO
828$396.0M0.15%
139
DVOLFIRST TR EXCHANGE-TRADED FD
10,693$381.4M0.15%
140
RJFRAYMOND JAMES FINL INC
2,752$380.1M0.15%
141
HSYHERSHEY CO
2,237$379.5M0.15%
142
TFCTRUIST FINL CORP
9,245$379.2M0.15%
143
EMREMERSON ELEC CO
3,415$375.7M0.15%
144
SONSONOCO PRODS CO
7,766$372.2M0.14%
145
CEGCONSTELLATION ENERGY CORP
1,778$367.9M0.14%
146
FASTFASTENAL CO
4,679$363.2M0.14%
147
IWRISHARES TR
4,229$360.9M0.14%
148
MCDMCDONALDS CORP
1,135$355.8M0.14%
149
WELLWELLTOWER INC
2,300$354.5M0.14%
150
PFEPFIZER INC
14,325$351.5M0.14%
151
FDXFEDEX CORP
1,435$347.2M0.13%
152
PTFINVESCO EXCHANGE TRADED FD T
5,700$338.9M0.13%
153
ABGCENCORA INC
1,192$330.7M0.13%
154
FTAFIRST TR LRG CP VL ALPHADEX
4,242$325.0M0.13%
155
LINLINDE PLC
680$317.6M0.12%
156
RTXRTX CORPORATION
2,318$307.9M0.12%
157
A4SAMERIPRISE FINL INC
626$305.9M0.12%
158
SDYSPDR SER TR
2,250$305.1M0.12%
159
COPCONOCOPHILLIPS
2,815$296.7M0.11%
160
CIBRFIRST TR EXCHANGE TRADED FD
4,600$292.2M0.11%
161
CTVACORTEVA INC
4,581$291.1M0.11%
162
WECWEC ENERGY GROUP INC
2,625$285.8M0.11%
163
DISDISNEY WALT CO
2,926$285.8M0.11%
164
FXHFIRST TR EXCHANGE TRADED FD
2,582$265.4M0.10%
165
EOGEOG RES INC
2,034$263.0M0.10%
166
FQIDIGITAL RLTY TR INC
1,778$259.7M0.10%
167
IVVISHARES TR
459$258.9M0.10%
168
WPMWHEATON PRECIOUS METALS CORP
3,350$257.4M0.10%
169
IQVIQVIA HLDGS INC
1,500$256.9M0.10%
170
DRIDARDEN RESTAURANTS INC
1,218$255.2M0.10%
171
VOVANGUARD INDEX FDS
974$252.7M0.10%
172
TROWPRICE T ROWE GROUP INC
2,710$250.0M0.10%
173
BKNGBOOKING HOLDINGS INC
53$248.3M0.10%
174
DHID R HORTON INC
1,943$247.6M0.10%
175
DLNWISDOMTREE TR
3,122$247.5M0.10%
176
XFEBFIRST TR EXCHNG TRADED FD VI
6,000$245.9M0.10%
177
USMVISHARES TR
2,611$244.4M0.09%
178
ARLPALLIANCE RESOURCE PARTNERS L
9,038$243.4M0.09%
179
CNPCENTERPOINT ENERGY INC
6,571$241.8M0.09%
180
IWDISHARES TR
1,280$240.5M0.09%
181
ORCLORACLE CORP
1,693$240.3M0.09%
182
PEOEXELON CORP
5,148$236.4M0.09%
183
DONWISDOMTREE TR
4,676$232.1M0.09%
184
PRNINVESCO EXCHANGE TRADED FD T
1,659$230.9M0.09%
185
PHPARKER-HANNIFIN CORP
378$230.5M0.09%
186
FBTCFIDELITY WISE ORIGIN BITCOIN
3,084$228.8M0.09%
187
FXOFIRST TR EXCHANGE TRADED FD
4,221$224.1M0.09%
188
DGROISHARES TR
3,629$223.6M0.09%
189
IWBISHARES TR
726$223.4M0.09%
190
AEPAMERICAN ELEC PWR CO INC
2,031$220.1M0.09%
191
DONSPDR DOW JONES INDL AVERAGE
519$217.8M0.08%
192
GEHCGE HEALTHCARE TECHNOLOGIES I
2,574$204.8M0.08%
193
AMATAPPLIED MATLS INC
1,383$201.4M0.08%
194
GPCGENUINE PARTS CO
1,690$200.2M0.08%
195
DWASINVESCO EXCH TRADED FD TR II
2,329$180.8M0.07%
196
SGUSTAR GROUP L P
12,127$160.9M0.06%
197
LMBSFIRST TR EXCHANGE-TRADED FD
3,098$152.3M0.06%
198
ELANELANCO ANIMAL HEALTH INC
14,468$149.7M0.06%
199
SAUGFIRST TR EXCHNG TRADED FD VI
6,560$147.9M0.06%
200
PSLINVESCO EXCHANGE TRADED FD T
1,329$145.1M0.06%
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