Stock Taper 
MTM INVESTMENT MANAGEMENT, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sabra Health Care REIT, Inc. | SBRA | 21 | $410 |
 Essent Group Ltd. | ESNT | 25 | $1.61K |
 Fortrea Holdings Inc. | FTRE | 26 | $452 |
 Avery Dennison Corporation | AVY | 26 | $4.22K |
 U.S. Bancorp | USB | 27 | $1.63K |
 Marriott Vacations Worldwide Corporation | VAC | 27 | $2.75K |
 Intuit Inc. | INTU | 27 | $7.05K |
 Dycom Industries, Inc. | DY | 27 | $13.65K |
 Kontoor Brands, Inc. | KTB | 28 | $2.33K |
 Adobe Inc. | ADBE | 30 | $6.15K |
 Vulcan Materials Company | VMC | 30 | $8.85K |
 Travel + Leisure Co. | TNL | 30 | $2.29K |
 GFL Environmental Inc. | GFL | 30 | $1.1K |
 Wyndham Hotels & Resorts, Inc. | WH | 30 | $2.53K |
 Ferguson plc | FERG | 30 | $7.12K |
 Domino's Pizza, Inc. | DPZ | 31 | $9.18K |
 MSCI Inc. | MSCI | 32 | $17.92K |
 Elevance Health Inc. | ELV | 32 | $12.38K |
 S&P Global Inc. | SPGI | 32 | $13.03K |
 EOG Resources, Inc. | EOG | 34 | $4.41K |