MTM Investment Management, LLC Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$313.3M
Holdings
709
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (709 positions)
| Stock | Value |
|---|---|
MHKMOHAWK INDUSTRIES INCORPORATED | $28K |
OXYOCCIDENTAL PETE CORPORATION | $28K |
SPGIS&P GLOBAL INCORPORATED | $27K |
ECPGENCORE CAP GROUP INCORPORATED | $27K |
MTDMETTLER TOLEDO INTERNATIONAL | $27K |
MCXMCCORMICK & COMPANY INCORPORATED COM NON VTG | $27K |
PANWPALO ALTO NETWORKS INCORPORATED | $27K |
HFXINYLI FTSE INTERNATIONAL EQUITY CURRENCY NEUTRAL ETF | $27K |
ADPAUTOMATIC DATA PROCESSING INCORPORATED | $27K |
AG8AGILENT TECHNOLOGIES INCORPORATED | $27K |
WTSWATTS WATER TECHNOLOGIES INCORPORATED CLASS A | $27K |
ELLAUDER ESTEE COMPANIES INCORPORATED CLASS A | $26K |
SPHQINVESCO S&P 500 QUALITY ETF | $26K |
FDDFIRST TRUST DJ STOXX EUROPEAN DIV INDEX FUND | $26K |
HBANHUNTINGTON BANCSHARES INCORPORATED | $26K |
URAGLOBAL X URANIUM ETF | $25K |
SHWSHERWIN WILLIAMS COMPANY | $24K |
CLCOLGATE PALMOLIVE COMPANY | $24K |
HWMHOWMET AEROSPACE INCORPORATED | $24K |
HLTHILTON WORLDWIDE HLDGS INCORPORATED | $23K |
MKLMARKEL GROUP INCORPORATED | $23K |
NRANRG ENERGY INCORPORATED COM NEW | $23K |
ANETARISTA NETWORKS INCORPORATED COM SHS | $22K |
CNRCORE NATURAL RESOURCES INCORPORATED COM SHS | $22K |
MBCMASTERBRAND INCORPORATED COMMON STOCK | $22K |
BKRBAKER HUGHES COMPANY CLASS A | $22K |
TKRTIMKEN COMPANY | $21K |
CCCHEMOURS COMPANY | $21K |
VGKVANGUARD FTSE EUROPE ETF | $21K |
GMEDGLOBUS MED INCORPORATED CLASS A | $21K |
EAELECTRONIC ARTS INCORPORATED | $21K |
VENVENTAS INCORPORATED REIT | $21K |
ISIIONIS PHARMACEUTICALS INCORPORATED | $20K |
HOGHARLEY DAVIDSON INCORPORATED | $20K |
TDTORONTO DOMINION BK ONT COM NEW (CANADA) | $20K |
MUSAMURPHY USA INCORPORATED | $20K |
YUMCYUM CHINA HLDGS INCORPORATED | $19K |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - (NETHERLANDS) | $19K |
SWKSTANLEY BLACK & DECKER INCORPORATED | $19K |
FLRFLUOR CORPORATION NEW | $19K |
QUALISHARES TR MSCI USA QLT FCT | $19K |
BNBROOKFIELD CORPORATION CLASS A LTD VT SH (CANADA) | $19K |
IEMGISHARES INCORPORATED CORE MSCI EMKT | $19K |
LPXLOUISIANA PAC CORPORATION | $19K |
SCISERVICE CORPORATION INTERNATIONAL | $19K |
EWEDWARDS LIFESCIENCES CORPORATION | $19K |
MSCIMSCI INCORPORATED | $18K |
GRNYFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $18K |
ULUNILEVER PLC SPON ADR NEW (UNITED KINGDOM) | $18K |
XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $18K |
CWISPDR MSCI ACWI EX-US ETF | $18K |
VOEVANGUARD MID-CAP VALUE ETF | $18K |
SSBSOUTHSTATE BK CORPORATION | $18K |
FBNCFIRST BANCORP N C | $18K |
GMGENERAL MTRS COMPANY | $18K |
VNQVANGUARD REAL ESTATE ETF | $17K |
XLISTATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $17K |
CROXCROCS INCORPORATED | $17K |
SLYVSTATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $17K |
MUBISHARES TR NATIONAL MUN ETF | $17K |
IBITISHARES BITCOIN TRUST ETF SHS BEN INT | $17K |
XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF | $17K |
SNASNAP ON INCORPORATED | $16K |
BWINTHE BALDWIN INSURANCE GRP INCORPORATED COM CLASS A | $16K |
SBUXSTARBUCKS CORPORATION | $16K |
ACNACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | $16K |
KDPKEURIG DR PEPPER INCORPORATED | $16K |
GNSSGENASYS INCORPORATED | $16K |
WYWEYERHAEUSER COMPANY MTN BE COM NEW REIT | $16K |
FIDFIRST TRUST S&P INTERNATIONAL DIVIDEND ARISTOCRATS ETF | $16K |
EFVISHARES TR EAFE VALUE ETF | $15K |
NVONOVO-NORDISK A S ADR (DENMARK) | $15K |
IGSBISHARES TR ISHS 1-5YR INVS | $15K |
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | $15K |
DEODIAGEO PLC SPON ADR NEW (UNITED KINGDOM) | $15K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $15K |
FBIOFORTRESS BIOTECH INCORPORATED COM NEW | $15K |
AQLTISHARES TR US TREAS BD ETF | $15K |
OREALTY INCOME CORPORATION REIT | $14K |
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $14K |
KKRKKR & COMPANY INCORPORATED | $14K |
T7DTRANSDIGM GROUP INCORPORATED | $14K |
CXTCRANE NXT COMPANY | $14K |
BRBROADRIDGE FINL SOLUTIONS INCORPORATED | $14K |
FPFFIRST TRUST EMERGING MARKETS ALPHADEX FUND | $14K |
BABAALIBABA GROUP HLDG LIMITED SPONSORED ADS | $14K |
NKENIKE INCORPORATED CLASS B | $14K |
BAXBAXTER INTERNATIONAL INCORPORATED | $13K |
SLBSLB LIMITED COM STK (CURACAO) | $13K |
EWLISHARES INCORPORATED MSCI SWITZERLAND | $13K |
FTNTFORTINET INCORPORATED | $13K |
ZBHZIMMER BIOMET HOLDINGS INCORPORATED | $13K |
VLUEISHARES TR MSCI USA VALUE | $13K |
DHRDANAHER CORPORATION | $13K |
IYMISHARES TR U.S. BAS MTL ETF | $13K |
QSQUANTUMSCAPE CORPORATION COM CLASS A | $12K |
FASTFASTENAL COMPANY | $12K |
NOKNOKIA CORPORATION SPONSORED ADR (FINLAND) | $12K |
AMHAMERICAN HOMES 4 RENT CLASS A REIT | $12K |
CBOECBOE GLOBAL MKTS INCORPORATED | $12K |