Fund Holdings

MTM Investment Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Change
CHEVRON CORPORATION030,502+30,50206,310,778+6,310,778
KINDER MORGAN INCORPORATED DEL0231,990+231,99007,778,621+7,778,621
EXXON MOBIL CORPORATION026,290+26,29004,460,361+4,460,361
GODADDY INCORPORATED CLASS A07,082+7,0820585,469+585,469
AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF176,599187,715+11,1167,858,6598,419,023+560,364
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF051,949+51,94901,315,871+1,315,871
COSTCO WHOLESALE CORPORATION03,874+3,87403,859,957+3,859,957
SOUTHERN COMPANY043,647+43,64704,212,771+4,212,771
LAMAR ADVERTISING COMPANY CLASS A REIT05,760+5,7600729,562+729,562
JOHNSON & JOHNSON010,331+10,33102,525,210+2,525,210
MCKESSON CORPORATION09,456+9,45608,182,844+8,182,844
VALERO ENERGY CORPORATION04,100+4,10001,013,028+1,013,028
WALMART INCORPORATED029,453+29,45303,660,439+3,660,439
GE VERNOVA INCORPORATED01,532+1,53201,337,292+1,337,292
COCA COLA COMPANY049,696+49,69603,779,394+3,779,394
FIRST TRUST SMALL CAP CORE ALPHADEX FUND036,261+36,26104,327,881+4,327,881
CSX CORPORATION064,362+64,36202,642,060+2,642,060
HONEYWELL INTERNATIONAL INCORPORATED08,584+8,58401,940,242+1,940,242
WILLIAMS COMPANIES INCORPORATED021,801+21,80101,586,677+1,586,677
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND036,557+36,55701,049,558+1,049,558
FT VEST SMID RISING DIVID ACHIEVERS TARGET0108,540+108,54002,355,318+2,355,318
ISHARES TR IBONDS 27 ETF0114,766+114,76602,781,917+2,781,917
EATON CORPORATION PLC SHS (IRELAND)04,964+4,96401,775,474+1,775,474
WELLS FARGO & COMPANY019,142+19,14201,523,921+1,523,921
MERCK & COMPANY INCORPORATED013,469+13,46901,620,186+1,620,186
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF015,710+15,7100765,234+765,234
DUKE ENERGY CORPORATION NEW COM NEW012,636+12,63601,654,551+1,654,551
LAM RESEARCH CORPORATION COM NEW03,437+3,4370734,349+734,349
ENBRIDGE INCORPORATED (CANADA)024,577+24,57701,330,574+1,330,574
PHILLIPS 6603,012+3,0120548,726+548,726
EQT CORPORATION015,787+15,78701,004,684+1,004,684
BRISTOL-MYERS SQUIBB COMPANY22,82622,828+21,231,2341,384,537+153,303
VERIZON COMMUNICATIONS INCORPORATED015,243+15,2430765,215+765,215
FT VEST LADDERED BUFFER ETF07,150+7,1500241,456+241,456
TJX COMPANIES INCORPORATED NEW019,224+19,22403,070,073+3,070,073
ALTRIA GROUP INCORPORATED16,07616,084+8926,9201,061,392+134,472
TEXAS INSTRS INCORPORATED06,142+6,14201,192,408+1,192,408
ENTERPRISE PRODUCTS PARTNERS L P021,459+21,4590812,016+812,016
TOWNEBANK PORTSMOUTH VA06,969+6,9690234,646+234,646
APPLIED MATLS INCORPORATED1,3831,3830355,417472,696+117,279
KIMBELL RTY PARTNERS LP UNIT042,803+42,8030619,359+619,359
ISHARES TR MSCI EAFE ETF017,510+17,51001,700,746+1,700,746
FT VEST RISING DIVIDEND ACHIEVERS TARGET063,077+63,07701,611,617+1,611,617
ROYAL GOLD INCORPORATED03,174+3,1740807,722+807,722
FEDEX CORPORATION01,435+1,4350511,118+511,118
INTEL CORPORATION014,147+14,1470624,307+624,307
CONOCOPHILLIPS02,435+2,4350321,420+321,420
PEPSICO INCORPORATED07,435+7,43501,154,505+1,154,505
SONOCO PRODUCTS COMPANY07,866+7,8660425,472+425,472
PALANTIR TECHNOLOGIES INCORPORATED CLASS A0827+8270120,974+120,974
DEERE & COMPANY0795+7950448,076+448,076
UNION PAC CORPORATION06,262+6,26201,519,312+1,519,312
MARKETWISE INCORPORATED COM NEW CLASS A019,204+19,2040359,507+359,507
BANK NEW YORK MELLON CORPORATION16,71016,984+2741,939,8642,014,812+74,948
INVESCO DWA MOMENTUM ETF028,978+28,97803,498,931+3,498,931
SPDR GOLD SHARES02,156+2,1560927,705+927,705
CORTEVA INCORPORATED04,594+4,5940384,590+384,590
MARATHON PETE CORPORATION0790+7900192,991+192,991
GREEN BRICK PARTNERS INCORPORATED016,964+16,96401,093,330+1,093,330
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND09,615+9,6150488,442+488,442
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND010,477+10,4770457,426+457,426
VANGUARD FTSE DEVELOPED MARKETS ETF016,917+16,91701,084,010+1,084,010
SOLSTICE ADVANCED MATLS INCORPORATED COM SHS02,089+2,0890159,098+159,098
WASTE MGMT INCORPORATED DEL05,693+5,69301,308,194+1,308,194
HERSHEY COMPANY02,113+2,1130439,346+439,346
PARK NATL CORPORATION04,786+4,7860782,290+782,290
VANGUARD MID-CAP ETF01,493+1,4930428,760+428,760
DEVON ENERGY CORPORATION NEW03,686+3,6860185,480+185,480
LINDE PLC SHS (IRELAND)0722+7220357,939+357,939
WHEATON PRECIOUS METALS CORPORATION (CANADA)03,370+3,3700441,481+441,481
AMPLIFY CWP GROWTH & INCOME ETF01,700+1,700045,305+45,305
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF010,483+10,4830859,362+859,362
PHILIP MORRIS INTERNATIONAL INCORPORATED08,886+8,88601,469,211+1,469,211
VANGUARD VALUE ETF07,267+7,26701,425,760+1,425,760
SHELL PLC SPON ADS (UNITED KINGDOM)02,159+2,1590200,786+200,786
PFIZER INCORPORATED012,813+12,8130359,793+359,793
INVESCO DWA TECHNOLOGY MOMENTUM ETF03,966+3,9660342,365+342,365
TARGA RES CORPORATION0565+5650141,662+141,662
TRANE TECHNOLOGIES PLC SHS (IRELAND)01,352+1,3520563,432+563,432
ISHARES TR IBONDS DEC 2901,563+1,563036,355+36,355
TARGET CORPORATION01,494+1,4940181,073+181,073
STATE STREET ENERGY SELECT SECTOR SPDR ETF02,048+2,0480125,481+125,481
CATERPILLAR INCORPORATED2512510143,790177,823+34,033
COTERRA ENERGY INCORPORATED03,652+3,6520128,331+128,331
INVESCO DWA INDUSTRIALS MOMENTUM ETF01,601+1,6010311,445+311,445
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF0404+4040187,129+187,129
DIGITAL RLTY TR INCORPORATED REIT01,178+1,1780212,287+212,287
CENTERPOINT ENERGY INCORPORATED6,1676,1670236,443266,168+29,725
ANALOG DEVICES INCORPORATED6066060164,281192,830+28,549
NEXTERA ENERGY INCORPORATED02,242+2,2420208,237+208,237
EXELON CORPORATION05,148+5,1480252,355+252,355
WELLTOWER INCORPORATED REIT02,300+2,3000454,733+454,733
WEC ENERGY GROUP INCORPORATED02,610+2,6100302,160+302,160
KROGER COMPANY02,715+2,7150196,457+196,457
INVESCO S&P 500 QUALITY ETF0700+700052,633+52,633
FIRSTCASH HOLDINGS INCORPORATED0907+9070170,554+170,554
SUNCOR ENERGY INCORPORATED NEW (CANADA)01,178+1,178077,878+77,878
MONDELEZ INTERNATIONAL INCORPORATED CLASS A07,896+7,8960455,128+455,128
QNITY ELECTRONICS INCORPORATED COMMON STOCK0708+708081,720+81,720
ABRDN BLOOMBERG ALL COMMODITY STRATEGY4,9804,980097,259120,964+23,705
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