Long-term investor

Mtm Financial Group, LLC @mtmfinancialgroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002132054).

Record

  • Tracked since 2022-12-31 (1664 days), 172 trades recorded
  • Returns: week n/a · month n/a · 90 days -0.1% · 6 months +7.2% · 1 year +6.5% · all +12.4%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921908844 · 13.7% · long · since 2025-06-30
  • 45783Y855 · 11.6% · long · since 2025-06-30
  • 46090E103 · 8.0% · long · since 2025-06-30
  • 45783Y814 · 5.5% · long · since 2025-06-30
  • 46641Q332 · 5.5% · long · since 2025-06-30
  • 46654Q203 · 3.6% · long · since 2025-06-30
  • 14020W106 · 3.4% · long · since 2025-09-30
  • 45782C813 · 2.4% · long · since 2025-06-30
  • 00162Q858 · 2.1% · long · since 2025-06-30
  • 45782C748 · 2.0% · long · since 2025-06-30
  • 45782C870 · 1.8% · long · since 2025-06-30
  • 45782C508 · 1.7% · long · since 2025-06-30

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