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MMBG INVESTMENT ADVISORS CO. — 13F Holdings & Portfolio

CIK 1765876 · latest 13F-HR filed 2026-08-10

Backtest portfolio

MMBG INVESTMENT ADVISORS CO. manages $1.26B in 13F-reported U.S. long-equity assets across 177 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AAPL (9.64%), GOOGL (9.02%), AMZN (7.53%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 12 new positions and exited 7; 91 existing positions rose in reported value and 36 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.26B

Long-equity book

Holdings
177

Distinct positions

Period
2026-06-30

Filed 2026-08-10

Q/Q Activity
+12 / −7 / ↑91 / ↓36

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
AAPL9.6% · +6%GOOGL9.0% · -0%AMZN7.5% · +1%MSFT6.0% · +4%BWMX4.6% · -5%NVDA4.3% · +3%META4.0% · +6%JPM3.9% · +5%MU3.0% · -24%GS2.9% · +0%GOOG2.9% · -8%XLV2.2% · +2%SMH1.9% · -6%AVGO1.7% · +5%TSM1.7% · -3%WMT1.5% · +1%V1.4% · +12%SPY1.2% · -9%VOO1.1% · +16%BAC1.0% · +4%XLF1.0% · +3%CX0.9% · 0%LLY0.9% · +1%QQQ0.8% · -2%UBER0.8% · +6%ETN0.8% · -1%GE0.7% · newXLK0.7% · -5%SHOP0.6% · -14%COST0.6% · -8%IBB0.6% · -0%TMO0.6% · -12%XLY0.5% · +2%VGT0.5% · +697%MELI0.5% · +26%GEV0.5% · +324%CRM0.5% · -35%FMX0.4% · -1%RTX0.4% · -4%BABA0.4% · +3%ASML0.4% · +0%SHY0.4% · +26%UNH0.4% · -35%IAU0.4% · newSGOV0.3% · +95%ABBV0.3% · 0%XLE0.3% · -4%CRWD0.3% · +25%NFLX0.3% · +1%DIS0.3% · -10%CDRO0.3% · +21%DHR0.3% · -17%MCD0.3% · -2%XLP0.3% · -9%IYW0.3% · 0%VGK0.3% · -2%CRH0.3% · newSHV0.3% · +12%PANW0.3% · +7%IEMG0.2% · -3%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 54.9%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management
$2.98B
Discretionary
$2.98B
Employees
14
Accounts
234
Address
1221 BRICKELL AVENUE
1221 BRICKELL BUILDING, SUITE 1030
MIAMI, FL 33131
Phone
(305) 374-0704
Website
Name Title / Status Ownership Type
Aguilar Calvo, Andres ControlPRINCIPAL OFFICER AND CHIEF COMPLIANCE OFFICER
since Aug 2016
Less than 5%Individual
CONTROLADORA MG INTERNACIONAL S.A.P.I. DE C.V. ControlSOLE SHAREHOLDER
since Aug 2016
75% or moreForeign Entity
Guerra Trevi?o, Bernardo, Luis Control
Indirect owner via CONTROLADORA MG INTERNACIONAL S.A.P.I. DE C.V.
SHAREHOLDER
since Jun 2016
25–50%Individual
Morales Sada, Mauricio Control
Indirect owner via CONTROLADORA MG INTERNACIONAL S.A.P.I. DE C.V.
SHAREHOLDER
since Jun 2016
25–50%Individual
Ownership & leadership changes · 1 filing with changes since Sep 22, 2016

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 30, 2022 filing
  • ChangedGuerra Trevi?o, Bernardo, Luis · indirect via CONTROLADORA MG INTERNACIONAL S.A.P.I. DE C.V.: ownership 50–75% → 25–50%
  • ChangedMorales Sada, Mauricio · indirect via CONTROLADORA MG INTERNACIONAL S.A.P.I. DE C.V.: ownership 50–75% → 25–50%
Sep 22, 2016 filing (earliest on record)
  • ListedAguilar Calvo, Andres · PRINCIPAL OFFICER AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedCONTROLADORA MG INTERNACIONAL S.A.P.I. DE C.V. · SOLE SHAREHOLDER · 75% or more · control person
  • ListedGuerra Trevi?o, Bernardo, Luis · SHAREHOLDER · 50–75% · indirect via CONTROLADORA MG INTERNACIONAL S.A.P.I. DE C.V. · control person
  • ListedMorales Sada, Mauricio · SHAREHOLDER · 50–75% · indirect via CONTROLADORA MG INTERNACIONAL S.A.P.I. DE C.V. · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 91 →

Top Trims

Show all 36 →

New Positions

Show all 12 →

Exited Positions

Show all 7 →

MMBG INVESTMENT ADVISORS CO. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 APPLE INC AAPL 037833100 $121.8M 9.64% 421,075 SH
2 ALPHABET INC GOOGL 02079K305 $113.9M 9.02% 318,756 SH
3 AMAZON COM INC AMZN 023135106 $95.2M 7.53% 399,306 SH
4 MICROSOFT CORP MSFT 594918104 $75.7M 5.99% 202,940 SH
5 BETTERWARE DE MEXC S A P I D BWMX P1666E105 $58.7M 4.65% 3,263,970 SH
6 NVIDIA CORPORATION NVDA 67066G104 $54.5M 4.31% 272,239 SH
7 META PLATFORMS INC META 30303M102 $50.4M 3.99% 89,563 SH
8 JPMORGAN CHASE & CO JPM 46625H100 $49.4M 3.91% 150,943 SH
9 MICRON TECHNOLOGY INC MU 595112103 $37.5M 2.97% 32,508 SH
10 GOLDMAN SACHS GROUP INC GS 38141G104 $36.6M 2.90% 36,173 SH
11 ALPHABET INC GOOG 02079K107 $36.4M 2.88% 103,033 SH
12 SELECT SECTOR SPDR TR XLV 81369Y209 $27.5M 2.17% 173,104 SH
13 VANECK ETF TRUST SMH 92189F676 $24.2M 1.92% 36,962 SH
14 BROADCOM INC AVGO 11135F101 $21.6M 1.71% 57,103 SH
15 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $21.0M 1.67% 43,990 SH
16 WALMART INC WMT 931142103 $19.0M 1.50% 167,546 SH
17 VISA INC V 92826C839 $17.4M 1.38% 50,852 SH
18 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $14.6M 1.15% 19,470 SH
19 VANGUARD INDEX FDS VOO 922908363 $13.4M 1.06% 19,529 SH
20 BANK AMERICA CORP BAC 060505104 $13.0M 1.03% 228,673 SH
21 SELECT SECTOR SPDR TR XLF 81369Y605 $12.1M 0.96% 226,025 SH
22 CEMEX SA EURO MTN BE 144A CX 151290889 $11.2M 0.88% 929,427 SH
23 ELI LILLY & CO LLY 532457108 $10.9M 0.86% 9,070 SH
24 INVESCO QQQ TR QQQ 46090E103 $10.7M 0.85% 14,525 SH
25 UBER TECHNOLOGIES INC UBER 90353T100 $10.0M 0.79% 139,147 SH
26 EATON CORP PLC ETN G29183103 $9.9M 0.79% 23,277 SH
27 GE AEROSPACE GE 369604301 $8.8M 0.69% 23,495 SH
28 SELECT SECTOR SPDR TR XLK 81369Y803 $8.6M 0.68% 45,230 SH
29 SHOPIFY INC SHOP 82509L107 $7.6M 0.60% 66,915 SH
30 COSTCO WHOLESALE CORPORATION COST 22160K105 $7.5M 0.59% 8,005 SH
31 ISHARES TR IBB 464287556 $7.2M 0.57% 37,637 SH
32 THERMO FISHER SCIENTIFIC INC TMO 883556102 $7.1M 0.56% 14,105 SH
33 SELECT SECTOR SPDR TR XLY 81369Y407 $6.9M 0.55% 58,966 SH
34 VANGUARD WORLD FD VGT 92204A702 $6.9M 0.55% 57,800 SH
35 MERCADOLIBRE MELI 58733R102 $6.9M 0.54% 4,050 SH
36 GE VERNOVA INC GEV 36828A101 $6.5M 0.51% 5,495 SH
37 SALESFORCE INC CRM 79466L302 $6.2M 0.49% 39,720 SH
38 FOMENTO ECONOMICO MEXICANO S FMX 344419106 $5.5M 0.44% 43,038 SH
39 RTX CORPORATION RTX 75513E101 $5.1M 0.41% 27,040 SH
40 ALIBABA GROUP HLDG LTD BABA 01609W102 $4.9M 0.39% 50,656 SH
41 ASML HLDG NV ASML N07059210 $4.8M 0.38% 2,389 SH
42 ISHARES TR SHY 464287457 $4.6M 0.36% 55,554 SH
43 UNITEDHEALTH GROUP INC UNH 91324P102 $4.5M 0.36% 10,928 SH
44 ISHARES GOLD TR IAU 464285204 $4.5M 0.36% 59,820 SH
45 ISHARES TR SGOV 46436E718 $4.3M 0.34% 42,825 SH
46 ABBVIE INC ABBV 00287Y109 $4.3M 0.34% 17,115 SH
47 SELECT SECTOR SPDR TR XLE 81369Y506 $4.3M 0.34% 80,460 SH
48 CROWDSTRIKE HLDGS INC CRWD 22788C105 $4.3M 0.34% 5,598 SH
49 NETFLIX INC. NFLX 64110L106 $4.3M 0.34% 59,627 SH
50 DISNEY WALT CO DIS 254687106 $4.2M 0.34% 43,807 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $1.26B 177 0001765876-26-000005
2026-03-31 2026-04-30 $1.09B 172 0001765876-26-000003
2025-12-31 2026-02-09 $1.19B 177 0001765876-26-000002
Filer Information
Address
1221 BRICKELL AVENUE, SUITE 1030
MIAMI, FL 33131
Phone
(305) 374-0704
Filing Manager
MMBG INVESTMENT ADVISORS CO.
MIAMI, FL
Signatory
ANDRES AGUILAR
PRINCIPAL OFFICER AND CHIEF COMPLIANCE OFFICER