Stock Taper

MTM INVESTMENT MANAGEMENT, LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Carlisle Companies IncorporatedCSL500$181.38K
Baker Hughes CompanyBKR500$27.75K
Aegon Ltd.AEG501$4.23K
General Dynamics CorporationGD519$183.85K
Flex Ltd.FLEX522$84.6K
Solventum CorporationSOLV523$40.36K
Marriott International, Inc.MAR538$199.38K
Carrier Global CorporationCARR555$40.71K
Targa Resources Corp.TRGP565$151.5K
Keurig Dr Pepper Inc.KDP600$19.64K
Analog Devices, Inc.ADI606$240.84K
F.N.B. CorporationFNB606$11.56K
CoreWeave, Inc. Class A Common StockCRWV611$60.82K
Global Payments Inc.GPN621$45.06K
Ameriprise Financial, Inc.AMP626$287.18K
Tyson Foods, Inc.TSN650$37.21K
Novartis AGNVS662$103.77K
Dynex Capital, Inc.DX666$8.73K
Enviri CorporationNVRI666$14.62K
Occidental Petroleum CorporationOXY691$33.57K