MMBG INVESTMENT ADVISORS CO. — 13F Holdings & Portfolio

CIK 1765876 · latest 13F-HR filed 2026-04-30

MMBG INVESTMENT ADVISORS CO. manages $1.09B in 13F-reported U.S. long-equity assets across 172 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are AAPL (9.27%), GOOGL (8.46%), AMZN (7.57%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 11, added to 43, and trimmed 73.

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

$1.09B

Long-equity book

Holdings

172

Distinct positions

Period

2026-03-31

Filed 2026-04-30

Q/Q Activity

+6 / −11 / ↑43 / ↓73

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • TAIWAN SEMICONDUCTOR MANUFAC$2.5M +19.7%
  • ISHARES TR$2.0M +965.7%
  • WALMART INC$1.9M +10.3%
  • FREEPORT MCMORAN INC$1.7M +166.1%
  • NETFLIX INC.$1.5M +36.8%
Show all 43

Top Trims

  • MICROSOFT CORP-$18.1M -20.0%
  • ALPHABET INC-$8.7M -8.6%
  • SALESFORCE INC-$8.1M -41.4%
  • APPLE INC-$6.9M -6.4%
  • META PLATFORMS INC-$5.9M -10.9%
Show all 73

New Positions

  • ASTRAZENECA PLC$2.2M
  • ISHARES TR$786.4K
  • WESTERN DIGITAL CORP$339.5K
  • ISHARES INC$282.4K
  • EMBRAER S.A.$205.0K
Show all 6

Exited Positions

  • TENCENT MUSIC ENTMT GROUP$12.4M
  • ISHARES GOLD TR$3.5M
  • ASTRAZENECA PLC$2.6M
  • BLUE OWL CAPITAL CORPORATION$544.7K
  • INTERNATIONAL BANCSHARES COR$376.5K
Show all 11
All Holdings

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 $100.9M 9.27% 397,484 SH
2 ALPHABET INC GOOGL 02079K305 $92.1M 8.46% 320,353 SH
3 AMAZON COM INC AMZN 023135106 $82.4M 7.57% 395,732 SH
4 MICROSOFT CORP MSFT 594918104 $72.4M 6.65% 195,632 SH
5 BETTERWARE DE MEXC S A P I D BWMX P1666E105 $57.8M 5.31% 3,429,352 SH
6 META PLATFORMS INC META 30303M102 $48.5M 4.46% 84,780 SH
7 NVIDIA CORPORATION NVDA 67066G104 $46.1M 4.23% 264,310 SH
8 JPMORGAN CHASE & CO JPM 46625H100 $42.4M 3.89% 144,021 SH
9 ALPHABET INC GOOG 02079K107 $32.2M 2.96% 112,228 SH
10 GOLDMAN SACHS GROUP INC GS 38141G104 $30.5M 2.80% 36,088 SH
11 SELECT SECTOR SPDR TR XLV 81369Y209 $25.0M 2.30% 170,600 SH
12 WALMART INC WMT 931142103 $20.7M 1.90% 166,151 SH
13 BROADCOM INC AVGO 11135F101 $16.9M 1.55% 54,532 SH
14 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $15.4M 1.42% 45,545 SH
15 VANECK ETF TRUST SMH 92189F676 $15.1M 1.38% 39,263 SH
16 MICRON TECHNOLOGY INC MU 595112103 $14.5M 1.33% 42,910 SH
17 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $14.0M 1.29% 21,454 SH
18 VISA INC V 92826C839 $13.7M 1.26% 45,317 SH
19 SALESFORCE INC CRM 79466L302 $11.5M 1.05% 61,381 SH
20 SELECT SECTOR SPDR TR XLF 81369Y605 $10.8M 0.99% 218,768 SH
21 BANK AMERICA CORP BAC 060505104 $10.7M 0.98% 219,808 SH
22 CEMEX SA EURO MTN BE 144A CX 151290889 $10.6M 0.98% 929,427 SH
23 VANGUARD INDEX FDS VOO 922908363 $10.1M 0.93% 16,876 SH
24 UBER TECHNOLOGIES INC UBER 90353T100 $9.5M 0.87% 131,857 SH
25 SHOPIFY INC SHOP 82509L107 $9.2M 0.85% 77,735 SH
26 COSTCO WHOLESALE CORPORATION COST 22160K105 $8.7M 0.80% 8,699 SH
27 INVESCO QQQ TR QQQ 46090E103 $8.6M 0.79% 14,824 SH
28 EATON CORP PLC ETN G29183103 $8.4M 0.77% 23,567 SH
29 ELI LILLY & CO LLY 532457108 $8.2M 0.76% 8,947 SH
30 THERMO FISHER SCIENTIFIC INC TMO 883556102 $7.9M 0.73% 16,105 SH
31 ISHARES TR IBB 464287556 $6.4M 0.59% 37,787 SH
32 SELECT SECTOR SPDR TR XLK 81369Y803 $6.3M 0.58% 47,392 SH
33 SELECT SECTOR SPDR TR XLY 81369Y407 $6.3M 0.58% 57,626 SH
34 ALIBABA GROUP HLDG LTD BABA 01609W102 $6.2M 0.57% 49,056 SH
35 NETFLIX INC. NFLX 64110L106 $5.7M 0.52% 59,230 SH
36 WISDOMTREE TR DXJ 97717W851 $5.6M 0.52% 35,417 SH
37 MERCADOLIBRE MELI 58733R102 $5.5M 0.51% 3,202 SH
38 RTX CORPORATION RTX 75513E101 $5.4M 0.50% 28,170 SH
39 SELECT SECTOR SPDR TR XLE 81369Y506 $5.2M 0.47% 84,220 SH
40 VANGUARD WORLD FD VGT 92204A702 $5.1M 0.46% 7,250 SH
41 STARBUCKS CORP SBUX 855244109 $5.0M 0.46% 55,907 SH
42 DANAHER CORP DEL DHR 235851102 $5.0M 0.46% 26,095 SH
43 FOMENTO ECONOMICO MEXICANO S FMX 344419106 $4.8M 0.44% 43,578 SH
44 DISNEY WALT CO DIS 254687106 $4.7M 0.43% 48,927 SH
45 UNITEDHEALTH GROUP INC UNH 91324P102 $4.6M 0.42% 16,858 SH
46 MCDONALDS CORP MCD 580135101 $4.6M 0.42% 14,644 SH
47 SELECT SECTOR SPDR TR XLP 81369Y308 $4.1M 0.38% 50,602 SH
48 ABBVIE INC ABBV 00287Y109 $3.7M 0.34% 17,115 SH
49 ISHARES TR SHY 464287457 $3.6M 0.33% 43,949 SH
50 VANGUARD INTL EQUITY INDEX F VGK 922042874 $3.4M 0.32% 41,821 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-30 $1.09B 172 0001765876-26-000003
2025-12-31 2026-02-09 $1.19B 177 0001765876-26-000002