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John P. Moore

Mtm Investment Management, Llc

Assets Managed
$315.651M
Holdings
709
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
0.76%(2Q avg: 0.16%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Mtm Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 709 positions.

Assets under management

The assets under management (AUM) of Mtm Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 315.651M in assets, with a quarterly growth rate of 0.76% and a 2-quarter average growth rate of 0.16%. The portfolio is managed by John P. Moore, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 2.11%
3.71%
$11.681M
46,026 shares@ $253.8 avg price
LOW
Lowe's Cos Inc
Recent Activity
Increased 0.28%
3.41%
$10.734M
45,430 shares@ $236.28 avg price
TCAF
T Rowe Prc Cap Appreciation
Recent Activity
Increased 0.84%
3.22%
$10.151M
285,230 shares@ $35.6 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.57%
2.68%
$8.439M
28,688 shares@ $294.16 avg price
DIVO
Amplify Cwp Enhanced Dividen
Recent Activity
Increased 6.3%
2.67%
$8.419M
187,715 shares@ $44.86 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -0.16%
2.64%
$8.314M
9,039 shares@ $919.75 avg price
MCK
Mckesson Corp
Recent Activity
Decreased -0.97%
2.6%
$8.183M
9,456 shares@ $865.36 avg price
KMI
Kinder Morgan Inc
Recent Activity
Decreased -0.91%
2.47%
$7.779M
231,990 shares@ $33.53 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.04%
2.13%
$6.719M
18,152 shares@ $370.18 avg price
CVX
Chevron Corp
Recent Activity
Increased 0.47%
2%
$6.311M
30,502 shares@ $206.9 avg price

1-10 of 709