MTM INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ARR | 37 | $553 |
 | ECL | 35 | $9.59K |
 | MSCI | 32 | $18.16K |
 | ELV | 32 | $10.34K |
 | DPZ | 31 | $13.38K |
 | APP | 30 | $21.56K |
 | TNL | 30 | $1.78K |
 | LH | 30 | $8.61K |
 | LEN | 30 | $3.78K |
 | VMC | 30 | $9.23K |
 | VRT | 30 | $4.53K |
 | COIN | 30 | $10.13K |
 | WH | 30 | $2.40K |
 | GFL | 30 | $1.42K |
 | FERG | 30 | $6.74K |
 | KTB | 28 | $2.23K |
 | VAC | 27 | $1.80K |
 | USB | 27 | $1.30K |
 | DY | 27 | $7.88K |
 | NLOP | 26 | $786 |
ARMOUR Residential REIT, Inc.
ARR
Shares Held
37
Value
$553
Ecolab Inc.
ECL
Shares Held
35
Value
$9.59K
MSCI Inc.
MSCI
Shares Held
32
Value
$18.16K
Elevance Health Inc.
ELV
Shares Held
32
Value
$10.34K
Domino's Pizza, Inc.
DPZ
Shares Held
31
Value
$13.38K
AppLovin Corporation
APP
Shares Held
30
Value
$21.56K
Travel + Leisure Co.
TNL
Shares Held
30
Value
$1.78K
Labcorp Holdings Inc.
LH
Shares Held
30
Value
$8.61K
Lennar Corporation
LEN
Shares Held
30
Value
$3.78K
Vulcan Materials Company
VMC
Shares Held
30
Value
$9.23K
Vertiv Holdings Co
VRT
Shares Held
30
Value
$4.53K
Coinbase Global, Inc.
COIN
Shares Held
30
Value
$10.13K
Wyndham Hotels & Resorts, Inc.
WH
Shares Held
30
Value
$2.40K
GFL Environmental Inc.
GFL
Shares Held
30
Value
$1.42K
Ferguson plc
FERG
Shares Held
30
Value
$6.74K
Kontoor Brands, Inc.
KTB
Shares Held
28
Value
$2.23K
Marriott Vacations Worldwide Corporation
VAC
Shares Held
27
Value
$1.80K
U.S. Bancorp
USB
Shares Held
27
Value
$1.30K
Dycom Industries, Inc.
DY
Shares Held
27
Value
$7.88K
Net Lease Office Properties
NLOP
Shares Held
26
Value
$786