13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001765876
Total reported value
$1.3B
$1.3B
160 檔
28.3%
The Q1 2024 SEC filing reveals that Mmbg Investment Advisors Co. held a total portfolio value of $1.3B, covering 160 public equity positions.
During Q1 2024, Mmbg Investment Advisors Co.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Betterware De Mexc S A P I D | Stock-Other | 8.56% | -0.66% | -1.92% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.29% | -0.66% | -1.13% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.07% | +0.37% | -0.10% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.65% | -0.04% | -0.13% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.20% | -0.47% | -7.73% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.19% | +0.56% | +0.10% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 3.70% | -0.13% | +0.85% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.59% | +0.02% | -0.22% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 2.42% | -0.56% | -0.65% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.35% | +0.08% | -3.48% | |
| 11 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.29% | -0.09% | +0.07% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.98% | -0.08% | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | -0.14% | — | |
| 14 | BAC | Bank Of America CORP | Stock-Financials | 1.59% | +0.05% | -2.23% | |
| 15 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.38% | +0.10% | +0.13% | |
| 16 | XLF | Ss Financial Select Sector | ETF-Other | 1.36% | -0.03% | +1.13% | |
| 17 | MU | Micron Technology Inc | Stock-Tech | 1.31% | +1.64% | -1.08% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.15% | +0.12% | — | |
| 19 | IBB | Ishares Biotechnology ETF | ETF-Tech | 1.14% | -0.02% | — | |
| 20 | WMT | Walmart Inc | Stock-Consumer Staples | 1.13% | -0.40% | +200.25% | |
| 21 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 1.08% | -0.03% | — | |
| 22 | FDX | Fedex CORP | Stock-Industrials | 0.96% | -0.11% | — | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.95% | -0.24% | +2.56% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.94% | +0.06% | -1.43% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.90% | +0.13% | -11.76% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.85% | +0.05% | -4.40% | |
| 27 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.84% | +0.54% | -1.56% | |
| 28 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.69% | -0.01% | — | |
| 29 | UBER | Uber Technologies Inc | Stock-Industrials | 0.69% | -0.08% | -10.98% | |
| 30 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.68% | -0.25% | -0.88% | |
| 31 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.68% | -0.02% | +2.16% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.10% | -0.49% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.65% | -0.04% | +0.32% | |
| 34 | TCEHY | Tencent Holdings Ltd-uns Adr | Stock-Other | 0.64% | — | -0.64% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.60% | +0.16% | +1.86% | |
| 36 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.57% | — | — | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.54% | +0.09% | — | |
| 38 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.54% | -0.52% | EXIT | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.54% | -0.11% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.53% | -0.17% | +5.51% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.25% | -0.71% | |
| 42 | XLE | Ss Energy Select Sector | ETF-Other | 0.49% | -0.13% | — | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.48% | -0.06% | +8.60% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.47% | -0.01% | — | |
| 45 | SNOW | Snowflake Inc | Stock-Tech | 0.42% | +0.01% | -2.08% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.41% | -0.08% | — | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.40% | -0.13% | +1.42% | |
| 48 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.38% | -0.18% | +2.27% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.37% | -0.09% | +8.09% | |
| 50 | FEZ | State Street Spdr Euro Stoxx | ETF-Other | 0.34% | -0.02% | — |
According to official SEC Form 13F filings, Mmbg Investment Advisors Co. reported a total U.S. public equity portfolio value of $1.3B across 160 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BETTERWARE DE MEXC S A P I D, MSFT, AAPL) accounted for 28.3% of total reported equity market value during Q1 2024.
During Q1 2024, Mmbg Investment Advisors Co.'s top holdings by market value included BETTERWARE DE MEXC S A P I D (8.6%)、MSFT (8.3%)、AAPL (8.1%). The largest single position, BETTERWARE DE MEXC S A P I D, represented 8.6% of total portfolio value.
In Q1 2024, Mmbg Investment Advisors Co. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.