MTM Investment Management, LLC
All 13F Filings
- Location
- Spartanburg, SC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 315,651
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/6/2026 | 709 | 315,651 | 13F-HR | MTM Investment Management, LLC |
| Q4 2025 | 2/9/2026 | 710 | 313,294 | 13F-HR | MTM Investment Management, LLC |
| Q3 2025 | 11/3/2025 | 726 | 314,709 | 13F-HR | MTM Investment Management, LLC |
| Q2 2025 | 8/8/2025 | 731 | 297,688 | 13F-HR | MTM Investment Management, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 212.5 K | 68.1% | 0 | 74.88 K | -74.88 K |
| ETFs | 96.23 K | 30.8% | 77.02 K | 0 | 77.02 K |
| Debt | 2.873 K | 0.9% | 290 | 0 | 290 |
| Other | 371 | 0.1% | 0 | 54 | -54 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
315,651
Holdings
709
QoQ value change ($000)
2,357
(0.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.