MTM FINANCIAL GROUP, LLC current holdings: USA Stocks
MTM FINANCIAL GROUP, LLC reported $0.01 billion in share positions in stocks (listed in the US), 18 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are SIGI, PPL, AAPL.
- SIGI: Country of operation United States; Class COM; Shares 18,000; Value $1,746,180.
- PPL: Country of operation United States; Class COM; Shares 30,887; Value $1,122,750.
- AAPL: Country of operation United States; Class COM; Shares 2,980; Value $862,436.
- GLD: Country of operation United States; Class GOLD SHS; Shares 2,075; Value $764,389.
Form 13F-HR as filed (SEC CIK 2132054): quarter ended 2026-06-30, filed 2026-07-27. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
SIGI
SELECTIVE INS GROUP INC | United States | COM | 18,000 | $1,746,180 | 17.96% | 2026-06-30 | 2026-07-27 | -12.76% |
|---|
PPL
PPL CORP | United States | COM | 30,887 | $1,122,750 | 11.55% | 2026-06-30 | 2026-07-27 | -10.37% |
|---|
AAPL
APPLE INC | United States | COM | 2,980 | $862,436 | 8.87% | 2026-06-30 | 2026-07-27 | |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 2,075 | $764,389 | 7.86% | 2026-06-30 | 2026-07-27 | +3.94% |
|---|
AMAT
APPLIED MATLS INC | United States | COM | 895 | $647,085 | 6.66% | 2026-06-30 | 2026-07-27 | -29.18% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 2,394 | $608,004 | 6.25% | 2026-06-30 | 2026-07-27 | +5.35% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 1,288 | $480,587 | 4.94% | 2026-06-30 | 2026-07-27 | +36.44% |
|---|
PM
PHILIP MORRIS INTL INC | United States | COM | 2,454 | $443,926 | 4.57% | 2026-06-30 | 2026-07-27 | +7.18% |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 8,155 | $436,048 | 4.49% | 2026-06-30 | 2026-07-27 | +3.76% |
|---|
PG
PROCTER & GAMBLE CO | United States | COM | 2,741 | $401,940 | 4.13% | 2026-06-30 | 2026-07-27 | +1.15% |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 1,157 | $378,721 | 3.90% | 2026-06-30 | 2026-07-27 | +2.34% |
|---|
TT
TRANE TECHNOLOGIES PLC | | SHS | 640 | $314,342 | 3.23% | 2026-06-30 | 2026-07-27 | -7.24% |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 5,390 | $310,572 | 3.19% | 2026-06-30 | 2026-07-27 | +9.09% |
|---|
APD
AIR PRODUCTS AND CHEMICALS I | United States | COM | 1,034 | $303,148 | 3.12% | 2026-06-30 | 2026-07-27 | -4.77% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 1,760 | $240,583 | 2.47% | 2026-06-30 | 2026-07-27 | |
|---|
MU
MICRON TECHNOLOGY INC | United States | COM | 204 | $235,475 | 2.42% | 2026-06-30 | 2026-07-27 | -7.73% |
|---|
LLY
ELI LILLY & CO | United States | COM | 185 | $221,943 | 2.28% | 2026-06-30 | 2026-07-27 | -1.23% |
|---|
WMT
WALMART INC | United States | COM | 1,802 | $204,097 | 2.10% | 2026-06-30 | 2026-07-27 | -5.70% |
|---|
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