Long-term investor

Mtm Investment Management, LLC @mtminvestmentmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001831416).

Record

  • Tracked since 2025-06-30 (465 days), 32 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.3% · 6 months +1.0% · 1 year -6.2% · all -6.2%
  • Max drawdown n/a · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 3.8% · long · since 2025-06-30
  • 87283Q867 · 3.4% · long · since 2025-06-30
  • LLY · 3.1% · long · since 2025-06-30
  • LOW · 2.9% · long · since 2025-06-30
  • JPM · 2.7% · long · since 2025-06-30
  • 032108409 · 2.5% · long · since 2025-06-30
  • KMI · 2.1% · long · since 2025-06-30
  • MCK · 2.0% · long · since 2025-06-30
  • AVGO · 2.0% · long · since 2025-06-30
  • MSFT · 1.9% · long · since 2025-06-30
  • 464287614 · 1.8% · long · since 2025-06-30
  • 78462F103 · 1.7% · long · since 2025-06-30

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