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

1.1B

Positions

172

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
AAPL
Apple Inc.
100.9M9.3%397.5K309.35+36.9%
GOOGL
Alphabet Inc.
92.1M8.5%320.4K344.82+73.0%
AMZN
AMAZON COM INC
82.4M7.6%395.7K258.63+15.6%
MSFT
MICROSOFT CORP
72.4M6.7%195.6K483.24-4.4%
BWMX
BETTERWARE DE MEXICO, S.A.P.I. DE C.V
57.8M5.3%3.4M16.05+22.3%
META
Meta Platforms, Inc.
48.5M4.5%84.8K549.90-26.5%
NVDA
NVIDIA CORP
46.1M4.2%264.3K214.72+22.4%
JPM
JPMORGAN CHASE & CO
42.4M3.9%144.0K351.58+20.3%
GOOG
Alphabet Inc.
32.2M3.0%112.2K341.75+70.7%
GS
GOLDMAN SACHS GROUP INC
30.5M2.8%36.1K1,039.28+44.2%
XLV
State Street Health Care Select Sector SPDR ET
25.0M2.3%170.6K174.62+27.0%
WMT
Walmart Inc.
20.7M1.9%166.2K103.70+1.1%
AVGO
Broadcom Inc.
16.9M1.6%54.5K368.45+26.5%
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
15.4M1.4%45.5K418.95+83.3%
SMH
VanEck Semiconductor ETF
15.1M1.4%39.3K560.42+93.9%
MU
MICRON TECHNOLOGY INC
14.5M1.3%42.9K966.78+724.8%
SPY
SPDR S&P 500 ETF TRUST
14.0M1.3%21.5K765.72+20.0%
V
VISA INC.
13.7M1.3%45.3K371.04+7.9%
CRM
Salesforce, Inc.
11.5M1.1%61.4K209.17-15.1%
XLF
State Street Financial Select Sector SPDR ETF
10.8M1.0%218.8K57.48+8.7%
BAC
BANK OF AMERICA CORP /DE/
10.7M1.0%219.8K61.69+27.6%
CX
CEMEX SAB DE CV
10.6M1.0%929.4K11.11+28.4%
VOO
Vanguard S&P 500 ETF
10.1M0.9%16.9K703.71+20.0%
UBER
Uber Technologies, Inc
9.5M0.9%131.9K78.80-15.9%
SHOP
SHOPIFY INC.
9.2M0.8%77.7K149.25+8.7%
COST
COSTCO WHOLESALE CORP /NEW
8.7M0.8%8.7K947.74-4.7%
QQQ
INVESCO QQQ TRUST, SERIES 1
8.6M0.8%14.8K713.44+26.1%
ETN
Eaton Corp plc
8.4M0.8%23.6K419.20+21.1%
LLY
ELI LILLY & Co
8.2M0.8%8.9K1,255.40+78.0%
TMO
THERMO FISHER SCIENTIFIC INC.
7.9M0.7%16.1K629.27+27.2%
IBB
iShares Biotechnology ETF
6.4M0.6%37.8K213.56+54.3%
XLK
State Street Technology Select Sector SPDR ETF
6.3M0.6%47.4K183.31+41.1%
XLY
State Street Consumer Discretionary Select Sec
6.3M0.6%57.6K118.02+3.7%
BABA
Alibaba Group Holding Ltd
6.2M0.6%49.1K119.34-0.1%
NFLX
NETFLIX INC
5.7M0.5%59.2K79.59-34.4%
DXJ
WisdomTree Japan Hedged Equity Fund
5.6M0.5%35.4K177.54+41.1%
MELI
MERCADOLIBRE INC
5.5M0.5%3.2K1,922.73-17.7%
RTX
RTX Corp
5.4M0.5%28.2K209.91+34.1%
XLE
State Street Energy Select Sector SPDR ETF
5.2M0.5%84.2K63.64+48.3%
VGT
Vanguard Information Tech ETF
5.1M0.5%7.2K118.42+38.5%
SBUX
STARBUCKS CORP
5.0M0.5%55.9K107.08+19.6%
DHR
DANAHER CORP /DE/
5.0M0.5%26.1K218.85+3.5%
FMX
MEXICAN ECONOMIC DEVELOPMENT INC
4.8M0.4%43.6K120.68+40.0%
DIS
Walt Disney Co
4.7M0.4%48.9K107.78-7.9%
UNH
UNITEDHEALTH GROUP INC
4.6M0.4%16.9K390.11+30.1%
MCD
MCDONALDS CORP
4.6M0.4%14.6K270.95-13.5%
XLP
State Street Consumer Staples Select Sector SP
4.1M0.4%50.6K85.99+3.3%
ABBV
AbbVie Inc.
3.7M0.3%17.1K264.96+26.7%
SHY
iShares 1-3 Year Treasury Bond ETF
3.6M0.3%43.9K82.00-0.9%
VGK
Vanguard FTSE Europe ETF
3.4M0.3%41.8K92.72+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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