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CIK: 0001765876
Total reported value
$1.3B
$1.3B
178 檔
30.2%
As reported in its official Q2 2025 Form 13F filing, Mmbg Investment Advisors Co.'s tracked investment portfolio stood at $1.3B with 178 total positions.
In Q2 2025, Mmbg Investment Advisors Co. displayed an active expansion posture, initiating 7 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 9.40% | -0.66% | +6.15% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.55% | +0.37% | +0.67% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.14% | -0.04% | +1.18% | |
| 4 | META | Meta Platforms Inc-class A | Stock-Comm Services | 6.21% | -0.47% | +4.30% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.72% | +0.56% | +1.01% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.13% | +0.02% | -1.18% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.12% | +0.08% | +19.79% | |
| 8 | ✓ | Betterware De Mexc S A P I D | Stock-Other | 3.57% | -0.66% | -0.07% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 2.67% | -0.13% | +0.87% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.36% | +0.10% | -1.69% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 2.00% | -0.56% | +0.77% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.67% | -0.08% | +5.14% | |
| 13 | V | Visa Inc-class A Shares | Stock-Financials | 1.56% | +0.12% | +9.43% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | -0.40% | +21.23% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.38% | +0.16% | +12.53% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | -0.14% | -8.47% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.13% | +13.23% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.22% | +0.54% | -3.56% | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.21% | -0.09% | -6.80% | |
| 20 | UBER | Uber Technologies Inc | Stock-Industrials | 1.19% | -0.08% | +15.40% | |
| 21 | TCEHY | Tencent Holdings Ltd-uns Adr | Stock-Other | 1.13% | — | -2.13% | |
| 22 | BAC | Bank Of America CORP | Stock-Financials | 1.12% | +0.05% | -4.53% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 1.04% | -0.03% | -11.55% | |
| 24 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.03% | -0.25% | -8.04% | |
| 25 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 0.99% | -0.10% | +3.74% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | +0.06% | +5.60% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.83% | +0.25% | -1.25% | |
| 28 | MU | Micron Technology Inc | Stock-Tech | 0.74% | +1.64% | -8.88% | |
| 29 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.69% | -0.03% | -6.94% | |
| 30 | XLK | Ss Technology Select Sector | ETF-Tech | 0.66% | +0.10% | -7.46% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | +0.01% | +6.13% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.62% | -0.17% | +21.13% | |
| 33 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.61% | -0.18% | -1.94% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.59% | +0.09% | -1.82% | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.57% | -0.24% | +16.66% | |
| 36 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.53% | -0.01% | -2.65% | |
| 37 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.53% | -0.02% | — | |
| 38 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.21% | -0.93% | |
| 39 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | -0.06% | +47.79% | |
| 40 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.46% | -0.52% | EXIT | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.45% | -0.13% | — | |
| 42 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.45% | +0.03% | +0.93% | |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.45% | -0.13% | +21.39% | |
| 44 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.44% | — | +3.60% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.43% | -0.09% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.11% | -9.07% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.41% | +0.05% | — | |
| 48 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.41% | -0.08% | -1.20% | |
| 49 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.10% | +59.49% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.35% | -0.03% | -3.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.8% | +6.15% | Add |
| 2 | NVDA | Nvidia CORP | +1.4% | +19.79% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.9% | +4.30% | Add |
| 4 | AVGO | Broadcom Inc | +0.5% | +12.53% | Add |
| 5 | UBER | Uber Technologies Inc | +0.3% | +15.40% | Add |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | -1.69% | Trim |
| 7 | WMT | Walmart Inc | +0.2% | +21.23% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | +1.18% | Add |
| 9 | TMUS | T-mobile US Inc | +0.2% | NEW | New buy |
| 10 | MS | Morgan Stanley | +0.2% | NEW | New buy |
| 11 | NEE | Nextera Energy Inc | +0.2% | NEW | New buy |
| 12 | SMH | Vaneck Semiconductor ETF | +0.1% | -3.56% | Trim |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.25% | Trim |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +13.23% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | -1.18% | Trim |
| 16 | CX | Cemex Sab-spons Adr Part Cer | +0.1% | +3.74% | Add |
| 17 | ETN | Eaton Corporation plc | +0.1% | +6.13% | Add |
| 18 | SPOT | Spotify Technology S.A. | +0.1% | +98.75% | Add |
| 19 | LLY | Eli Lilly & Co | +0.1% | +59.49% | Add |
| 20 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | New buy |
| 21 | MU | Micron Technology Inc | +0.1% | -8.88% | Trim |
| 22 | B | Barrick Mining CORP | +0.1% | NEW | New buy |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.01% | Add |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +5.14% | Add |
| 25 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.60% | Add |
| 26 | MELI | Mercadolibre Inc | +0.1% | +0.93% | Add |
| 27 | SLB | Slb LTD | +0.1% | NEW | New buy |
| 28 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | NEW | New buy |
| 29 | DIS | Walt Disney Co/the | 0% | -6.80% | Trim |
| 30 | VGT | Vanguard Info Tech ETF | 0% | -1.82% | Trim |
| 31 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 32 | XLK | Ss Technology Select Sector | — | -7.46% | Trim |
| 33 | SHOP | Shopify Inc - Class A | 0% | -8.04% | Trim |
| 34 | V | Visa Inc-class A Shares | 0% | +9.43% | Add |
| 35 | BAC | Bank Of America CORP | -0.1% | -4.53% | Trim |
| 36 | ABX | Barrick Gold CORP | -0.1% | EXIT | Sold out |
| 37 | ABBV | Abbvie Inc | -0.1% | -18.82% | Trim |
| 38 | GLD | Spdr Gold Shares | -0.1% | -38.73% | Trim |
| 39 | PFE | Pfizer Inc | -0.1% | -27.92% | Trim |
| 40 | FDX | Fedex CORP | -0.1% | -16.26% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | +47.79% | Add |
| 42 | IGV | Ishares Expanded Tech-softwa | -0.1% | -86.59% | Trim |
| 43 | MCD | Mcdonald's CORP | -0.1% | -9.07% | Trim |
| 44 | STZ | Constellation Brands Inc-a | -0.2% | -2.65% | Trim |
| 45 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -1.94% | Trim |
| 46 | XLF | Ss Financial Select Sector | -0.2% | -11.55% | Trim |
| 47 | IAU | Ishares Gold Trust | -0.3% | EXIT | Sold out |
| 48 | XLV | Ss Health Care Select Sector | -0.6% | +0.87% | Add |
| 49 | ✓ | Betterware De Mexc S A P I D | -1.8% | -0.07% | Trim |
| 50 | AAPL | Apple Inc | -1.9% | +0.67% | Add |
According to official SEC Form 13F filings, Mmbg Investment Advisors Co. reported a total U.S. public equity portfolio value of $1.3B across 178 disclosed positions in Q2 2025.
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 MSFT, AAPL, AMZN) accounted for 30.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
TMUS
市值: $1.8M
Top Position Liquidated / Trimmed
IAU
前期市值: $2.5M
During Q2 2025, Mmbg Investment Advisors Co.'s top holdings by market value included MSFT (9.4%)、AAPL (8.6%)、AMZN (8.1%). The largest single position, MSFT, represented 9.4% of total portfolio value.
In Q2 2025, Mmbg Investment Advisors Co. made 49 total portfolio adjustments, initiating 7 new buys, adding to 20 positions, trimming 20 holdings, and fully liquidating 2 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.
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