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CIK: 0001765876
Total reported value
$1.3B
$1.3B
179 檔
33.5%
At the close of Q3 2025, Mmbg Investment Advisors Co. disclosed equity holdings valued at approximately $1.3B, spread across 179 reported holdings.
In Q3 2025, Mmbg Investment Advisors Co. displayed an active expansion posture, initiating 9 new positions and adding to 26 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 33.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
MS
市值: $1.9M
Top Position Liquidated / Trimmed
AAPL
前期市值: $92.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.10% | +0.37% | -3.52% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.54% | -0.66% | -1.92% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.46% | -0.04% | +2.96% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.08% | +0.56% | +0.88% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.28% | -0.47% | -3.89% | |
| 6 | ✓ | Betterware De Mexc S A P I D | Stock-Other | 4.88% | -0.66% | -0.98% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.16% | +0.08% | -3.76% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.05% | +0.02% | +1.19% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 2.46% | -0.13% | +0.32% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.45% | -0.08% | +19.74% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.41% | +0.10% | +2.16% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.67% | -0.56% | +8.22% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | +0.16% | +4.90% | |
| 14 | WMT | Walmart Inc | Stock-Consumer Staples | 1.53% | -0.40% | +6.78% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.38% | +0.12% | +3.51% | |
| 16 | TCEHY | Tencent Holdings Ltd-uns Adr | Stock-Other | 1.25% | — | -6.01% | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.19% | +0.54% | -6.17% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | -0.14% | -8.78% | |
| 19 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 1.11% | -0.10% | -3.61% | |
| 20 | BAC | Bank Of America CORP | Stock-Financials | 1.09% | +0.05% | +0.54% | |
| 21 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.05% | -0.25% | -11.32% | |
| 22 | UBER | Uber Technologies Inc | Stock-Industrials | 1.05% | -0.08% | -5.70% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.00% | +0.25% | +9.52% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.94% | +0.13% | -21.63% | |
| 25 | MU | Micron Technology Inc | Stock-Tech | 0.88% | +1.64% | -1.48% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.85% | +0.06% | -4.16% | |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.84% | -0.03% | -11.50% | |
| 28 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.82% | -0.18% | -2.12% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.78% | +0.01% | +31.10% | |
| 30 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.72% | -0.09% | -26.93% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.66% | -0.17% | — | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.64% | -0.03% | -5.93% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.10% | -9.17% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.09% | -0.39% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.10% | +72.95% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | -0.06% | +20.83% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.53% | -0.21% | +20.83% | |
| 38 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.50% | -0.02% | -7.44% | |
| 39 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.46% | -0.52% | EXIT | |
| 40 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.45% | -0.24% | -4.76% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.44% | -0.09% | +0.27% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.40% | -0.13% | +0.02% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.39% | -0.11% | — | |
| 44 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.38% | — | +0.82% | |
| 45 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.37% | +0.03% | +3.76% | |
| 46 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.35% | -0.08% | — | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | — | +88.91% | |
| 48 | XLE | Ss Energy Select Sector | ETF-Other | 0.33% | -0.13% | -20.91% | |
| 49 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.32% | +0.05% | -22.32% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.32% | -0.03% | -0.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.5% | -3.76% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +1.4% | +0.88% | Add |
| 3 | MSFT | Microsoft CORP | +1% | -1.92% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.9% | +19.74% | Add |
| 5 | AVGO | Broadcom Inc | +0.7% | +4.90% | Add |
| 6 | GS | Goldman Sachs Group Inc | +0.3% | +2.16% | Add |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +9.52% | Add |
| 8 | LLY | Eli Lilly & Co | +0.3% | +72.95% | Add |
| 9 | ETN | Eaton Corporation plc | +0.3% | +31.10% | Add |
| 10 | WMT | Walmart Inc | +0.2% | +6.78% | Add |
| 11 | CX | Cemex Sab-spons Adr Part Cer | +0.2% | -3.61% | Unchanged |
| 12 | MU | Micron Technology Inc | +0.2% | -1.48% | Trim |
| 13 | UBER | Uber Technologies Inc | +0.1% | -5.70% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | +53.84% | Add |
| 15 | SMH | Vaneck Semiconductor ETF | +0.1% | -6.17% | Trim |
| 16 | NOW | Servicenow Inc | +0.1% | +123.78% | Add |
| 17 | ABBV | Abbvie Inc | +0.1% | +88.91% | Add |
| 18 | ASML | ASML Holding N.V. | +0.1% | +146.93% | Add |
| 19 | SPOT | Spotify Technology S.A. | +0.1% | +1.43% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +69.54% | Add |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +1.19% | Trim |
| 22 | VGT | Vanguard Info Tech ETF | 0% | -0.39% | Trim |
| 23 | QQQ | Invesco Qqq Trust Series 1 | 0% | -4.16% | Add |
| 24 | BABA | Alibaba Group Holding-sp Adr | 0% | -2.12% | Trim |
| 25 | META | Meta Platforms Inc-class A | — | -3.89% | Add |
| 26 | SHOP | Shopify Inc - Class A | — | -11.32% | Trim |
| 27 | RTX | Rtx CORP | 0% | +0.27% | Add |
| 28 | UNH | Unitedhealth Group Inc | 0% | +20.83% | Add |
| 29 | COST | Costco Wholesale CORP | 0% | +20.83% | Add |
| 30 | TCEHY | Tencent Holdings Ltd-uns Adr | -0.1% | -6.01% | Trim |
| 31 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | Add |
| 32 | BAC | Bank Of America CORP | -0.1% | +0.54% | Trim |
| 33 | IGV | Ishares Expanded Tech-softwa | -0.1% | — | Trim |
| 34 | V | Visa Inc-class A Shares | -0.2% | +3.51% | Add |
| 35 | STZ | Constellation Brands Inc-a | -0.4% | -18.87% | Trim |
| 36 | XLF | Ss Financial Select Sector | -0.4% | -11.50% | Trim |
| 37 | ✓ | Betterware De Mexc S A P I D | -0.5% | -0.98% | Trim |
| 38 | DIS | Walt Disney Co/the | -0.5% | -26.93% | Trim |
| 39 | AMZN | Amazon.com Inc | -0.5% | +2.96% | Add |
| 40 | XLV | Ss Health Care Select Sector | -0.8% | +0.32% | Add |
| 41 | AAPL | Apple Inc | -1.3% | -3.52% | Trim |
| 42 | MS | Morgan Stanley | — | NEW | New buy |
| 43 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 44 | MA | Mastercard Inc - A | — | NEW | New buy |
| 45 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 46 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 47 | ISRG | Intuitive Surgical Inc | — | NEW | New buy |
| 48 | B | Barrick Mining CORP | — | NEW | New buy |
| 49 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 50 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
According to official SEC Form 13F filings, Mmbg Investment Advisors Co. reported a total U.S. public equity portfolio value of $1.3B across 179 disclosed positions in Q3 2025.
During Q3 2025, Mmbg Investment Advisors Co.'s top holdings by market value included AAPL (9.1%)、MSFT (8.5%)、AMZN (7.5%). The largest single position, AAPL, represented 9.1% of total portfolio value.
In Q3 2025, Mmbg Investment Advisors Co. made 49 total portfolio adjustments, initiating 9 new buys, adding to 26 positions, trimming 14 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.
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