MTM INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LULU | 3K | $451.05K |
 | ARCC | 3K | $51.43K |
 | OCSL | 3K | $32.63K |
 | SCS | 3K | $43.00K |
 | TSLA | 2K | $1.10M |
 | GEHC | 2K | $180.92K |
 | RTX | 2K | $388.21K |
 | WELL | 2K | $409.72K |
 | NEE | 2K | $169.25K |
 | CAG | 2K | $40.94K |
 | MFC | 2K | $68.85K |
 | EOG | 2K | $243.86K |
 | KHC | 2K | $56.25K |
 | SHEL | 2K | $153.80K |
 | WBD | 2K | $41.34K |
 | LZB | 2K | $71.28K |
 | TSLX | 2K | $46.63K |
 | GIS | 2K | $102.85K |
 | AEP | 2K | $228.69K |
 | NOK | 2K | $9.62K |
Lululemon Athletica Inc.
LULU
Shares Held
3K
Value
$451.05K
Ares Capital Corporation
ARCC
Shares Held
3K
Value
$51.43K
Oaktree Specialty Lending Corporation
OCSL
Shares Held
3K
Value
$32.63K
Steelcase Inc.
SCS
Shares Held
3K
Value
$43.00K
Tesla, Inc.
TSLA
Shares Held
2K
Value
$1.10M
GE HealthCare Technologies Inc.
GEHC
Shares Held
2K
Value
$180.92K
RTX Corporation
RTX
Shares Held
2K
Value
$388.21K
Welltower Inc.
WELL
Shares Held
2K
Value
$409.72K
NextEra Energy, Inc.
NEE
Shares Held
2K
Value
$169.25K
Conagra Brands, Inc.
CAG
Shares Held
2K
Value
$40.94K
Manulife Financial Corporation
MFC
Shares Held
2K
Value
$68.85K
EOG Resources, Inc.
EOG
Shares Held
2K
Value
$243.86K
The Kraft Heinz Company
KHC
Shares Held
2K
Value
$56.25K
Shell plc
SHEL
Shares Held
2K
Value
$153.80K
Warner Bros. Discovery, Inc.
WBD
Shares Held
2K
Value
$41.34K
La-Z-Boy Incorporated
LZB
Shares Held
2K
Value
$71.28K
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
2K
Value
$46.63K
General Mills, Inc.
GIS
Shares Held
2K
Value
$102.85K
American Electric Power Company, Inc.
AEP
Shares Held
2K
Value
$228.69K
Nokia Oyj
NOK
Shares Held
2K
Value
$9.62K