MTM Investment Management, LLC
All 13F Filings
- Location
- Spartanburg, SC
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 346,177
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/30/2026 | 706 | 346,177 | 13F-HR | MTM Investment Management, LLC |
| Q2 2026 | 8/3/2026 | 708 | 350,459 | 13F-HR | MTM Investment Management, LLC |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 222 K | 64.3% | 0 | 4.579 K | -4.579 K |
| ETFs | 120.1 K | 34.8% | 583 | 0 | 583 |
| Debt | 2.771 K | 0.8% | 0 | 289 | -289 |
| Other | 348 | 0.1% | 0 | 4 | -4 |
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Fund Snapshot
Q3 2026
Latest filed
10/30/2026
Total value ($000)
346,177
Holdings
706
QoQ value change ($000)
-4,282
(-1.2%)
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.