EdgeMarket › What Mmbg Investment Advisors Co. reported owning
What Mmbg Investment Advisors Co. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.1BPositions
172Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AAPL Apple Inc. | 100.9M | 9.3% | 397.5K | 309.35 | +36.9% |
| GOOGL Alphabet Inc. | 92.1M | 8.5% | 320.4K | 344.82 | +73.0% |
| AMZN AMAZON COM INC | 82.4M | 7.6% | 395.7K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 72.4M | 6.7% | 195.6K | 483.24 | -4.4% |
| BWMX BETTERWARE DE MEXICO, S.A.P.I. DE C.V | 57.8M | 5.3% | 3.4M | 16.05 | +22.3% |
| META Meta Platforms, Inc. | 48.5M | 4.5% | 84.8K | 549.90 | -26.5% |
| NVDA NVIDIA CORP | 46.1M | 4.2% | 264.3K | 214.72 | +22.4% |
| JPM JPMORGAN CHASE & CO | 42.4M | 3.9% | 144.0K | 351.58 | +20.3% |
| GOOG Alphabet Inc. | 32.2M | 3.0% | 112.2K | 341.75 | +70.7% |
| GS GOLDMAN SACHS GROUP INC | 30.5M | 2.8% | 36.1K | 1,039.28 | +44.2% |
| XLV State Street Health Care Select Sector SPDR ET | 25.0M | 2.3% | 170.6K | 174.62 | +27.0% |
| WMT Walmart Inc. | 20.7M | 1.9% | 166.2K | 103.70 | +1.1% |
| AVGO Broadcom Inc. | 16.9M | 1.6% | 54.5K | 368.45 | +26.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 15.4M | 1.4% | 45.5K | 418.95 | +83.3% |
| SMH VanEck Semiconductor ETF | 15.1M | 1.4% | 39.3K | 560.42 | +93.9% |
| MU MICRON TECHNOLOGY INC | 14.5M | 1.3% | 42.9K | 966.78 | +724.8% |
| SPY SPDR S&P 500 ETF TRUST | 14.0M | 1.3% | 21.5K | 765.72 | +20.0% |
| V VISA INC. | 13.7M | 1.3% | 45.3K | 371.04 | +7.9% |
| CRM Salesforce, Inc. | 11.5M | 1.1% | 61.4K | 209.17 | -15.1% |
| XLF State Street Financial Select Sector SPDR ETF | 10.8M | 1.0% | 218.8K | 57.48 | +8.7% |
| BAC BANK OF AMERICA CORP /DE/ | 10.7M | 1.0% | 219.8K | 61.69 | +27.6% |
| CX CEMEX SAB DE CV | 10.6M | 1.0% | 929.4K | 11.11 | +28.4% |
| VOO Vanguard S&P 500 ETF | 10.1M | 0.9% | 16.9K | 703.71 | +20.0% |
| UBER Uber Technologies, Inc | 9.5M | 0.9% | 131.9K | 78.80 | -15.9% |
| SHOP SHOPIFY INC. | 9.2M | 0.8% | 77.7K | 149.25 | +8.7% |
| COST COSTCO WHOLESALE CORP /NEW | 8.7M | 0.8% | 8.7K | 947.74 | -4.7% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 8.6M | 0.8% | 14.8K | 713.44 | +26.1% |
| ETN Eaton Corp plc | 8.4M | 0.8% | 23.6K | 419.20 | +21.1% |
| LLY ELI LILLY & Co | 8.2M | 0.8% | 8.9K | 1,255.40 | +78.0% |
| TMO THERMO FISHER SCIENTIFIC INC. | 7.9M | 0.7% | 16.1K | 629.27 | +27.2% |
| IBB iShares Biotechnology ETF | 6.4M | 0.6% | 37.8K | 213.56 | +54.3% |
| XLK State Street Technology Select Sector SPDR ETF | 6.3M | 0.6% | 47.4K | 183.31 | +41.1% |
| XLY State Street Consumer Discretionary Select Sec | 6.3M | 0.6% | 57.6K | 118.02 | +3.7% |
| BABA Alibaba Group Holding Ltd | 6.2M | 0.6% | 49.1K | 119.34 | -0.1% |
| NFLX NETFLIX INC | 5.7M | 0.5% | 59.2K | 79.59 | -34.4% |
| DXJ WisdomTree Japan Hedged Equity Fund | 5.6M | 0.5% | 35.4K | 177.54 | +41.1% |
| MELI MERCADOLIBRE INC | 5.5M | 0.5% | 3.2K | 1,922.73 | -17.7% |
| RTX RTX Corp | 5.4M | 0.5% | 28.2K | 209.91 | +34.1% |
| XLE State Street Energy Select Sector SPDR ETF | 5.2M | 0.5% | 84.2K | 63.64 | +48.3% |
| VGT Vanguard Information Tech ETF | 5.1M | 0.5% | 7.2K | 118.42 | +38.5% |
| SBUX STARBUCKS CORP | 5.0M | 0.5% | 55.9K | 107.08 | +19.6% |
| DHR DANAHER CORP /DE/ | 5.0M | 0.5% | 26.1K | 218.85 | +3.5% |
| FMX MEXICAN ECONOMIC DEVELOPMENT INC | 4.8M | 0.4% | 43.6K | 120.68 | +40.0% |
| DIS Walt Disney Co | 4.7M | 0.4% | 48.9K | 107.78 | -7.9% |
| UNH UNITEDHEALTH GROUP INC | 4.6M | 0.4% | 16.9K | 390.11 | +30.1% |
| MCD MCDONALDS CORP | 4.6M | 0.4% | 14.6K | 270.95 | -13.5% |
| XLP State Street Consumer Staples Select Sector SP | 4.1M | 0.4% | 50.6K | 85.99 | +3.3% |
| ABBV AbbVie Inc. | 3.7M | 0.3% | 17.1K | 264.96 | +26.7% |
| SHY iShares 1-3 Year Treasury Bond ETF | 3.6M | 0.3% | 43.9K | 82.00 | -0.9% |
| VGK Vanguard FTSE Europe ETF | 3.4M | 0.3% | 41.8K | 92.72 | +16.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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