| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LOWES COS INC | 15 | Q2 2024 | 5.2% |
| APPLE INC | 15 | Q2 2024 | 5.9% |
| MICROSOFT CORP | 15 | Q2 2024 | 3.6% |
| JPMORGAN CHASE & CO. | 15 | Q2 2024 | 2.7% |
| LILLY ELI & CO | 15 | Q2 2024 | 4.0% |
| MCKESSON CORP | 15 | Q2 2024 | 2.9% |
| KINDER MORGAN INC DEL | 15 | Q2 2024 | 2.5% |
| COCA COLA CO | 15 | Q2 2024 | 2.5% |
| CHEVRON CORP NEW | 15 | Q2 2024 | 2.6% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 2.4% |
View MTM Investment Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-11-08 |
| 13F-HR | 2024-07-25 |
| N-PX | 2024-07-12 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-28 |
View MTM Investment Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.