Stock Taper 
MTM INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 RTX Corporation | RTX | 2.31K | $438.85K |
 GE HealthCare Technologies Inc. | GEHC | 2.39K | $152.92K |
 ConocoPhillips | COP | 2.44K | $253.14K |
 Oaktree Specialty Lending Corporation | OCSL | 2.5K | $29.85K |
 Ares Capital Corporation | ARCC | 2.52K | $46.7K |
 WEC Energy Group, Inc. | WEC | 2.61K | $304.77K |
 The Kroger Co. | KR | 2.71K | $150.76K |
 Berkshire Hathaway Inc. | BRK-B | 2.75K | $1.37M |
 Raymond James Financial, Inc. | RJF | 2.75K | $418.39K |
 Delta Air Lines, Inc. | DAL | 2.77K | $259.06K |
 The Walt Disney Company | DIS | 2.78K | $267.24K |
 Golub Capital BDC, Inc. | GBDC | 2.8K | $36.06K |
 Alphabet Inc. | GOOGL | 2.89K | $1.03M |
 Comcast Corporation | CMCSA | 2.9K | $71.08K |
 Hercules Capital, Inc. | HTGC | 2.9K | $45.73K |
 Phillips 66 | PSX | 2.91K | $492.27K |
 AT&T Inc. | T | 3.13K | $64.68K |
 Verisk Analytics, Inc. | VRSK | 3.13K | $561.89K |
 T. Rowe Price Group, Inc. | TROW | 3.17K | $360.93K |
 Royal Gold, Inc. | RGLD | 3.18K | $633.94K |