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CIK: 0001765876
Total reported value
$1.3B
$1.3B
177 檔
35.2%
As reported in its official Q4 2025 Form 13F filing, Mmbg Investment Advisors Co.'s tracked investment portfolio stood at $1.3B with 177 total positions.
Mmbg Investment Advisors Co. executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 7 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.08% | +0.37% | -1.83% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.49% | +0.56% | -2.06% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.62% | -0.66% | +0.49% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.41% | -0.04% | -0.70% | |
| 5 | ✓ | Betterware De Mexc S A P I D | Stock-Other | 4.88% | -0.66% | -0.63% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.58% | -0.47% | +1.50% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.03% | +0.08% | +1.75% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.86% | +0.02% | -1.78% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.98% | -0.08% | -0.59% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.60% | +0.10% | +2.77% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.23% | -0.13% | -14.28% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.65% | -0.56% | -7.42% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.58% | -0.40% | — | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.47% | +0.16% | -4.59% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.35% | +0.12% | — | |
| 16 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 1.32% | -0.10% | -2.16% | |
| 17 | MU | Micron Technology Inc | Stock-Tech | 1.31% | +1.64% | -7.93% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | -0.14% | +16.57% | |
| 19 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.22% | +0.54% | -2.35% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.09% | +0.25% | +5.01% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.06% | +0.05% | -4.05% | |
| 22 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.05% | -0.25% | -2.43% | |
| 23 | TCEHY | Tencent Holdings Ltd-uns Adr | Stock-Other | 1.05% | — | -1.61% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | +0.13% | -2.92% | |
| 25 | UBER | Uber Technologies Inc | Stock-Industrials | 0.86% | -0.08% | +3.22% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.85% | -0.03% | +4.67% | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.79% | -0.17% | +5.60% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.06% | -7.28% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.10% | +0.10% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.21% | +35.87% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.63% | +0.01% | +0.64% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.63% | -0.01% | +248.25% | |
| 33 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.10% | +107.50% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.60% | -0.18% | -6.35% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.58% | -0.03% | +90.73% | |
| 36 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.54% | -0.02% | -2.79% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | -0.06% | +0.56% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.48% | -0.09% | -31.03% | |
| 39 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.46% | +0.09% | -17.29% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.46% | -0.13% | +3.30% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.45% | -0.09% | -3.30% | |
| 42 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.43% | -0.52% | EXIT | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.02% | +59.44% | |
| 44 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.40% | -0.24% | -6.85% | |
| 45 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.38% | -0.11% | — | |
| 46 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.37% | — | — | |
| 47 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.37% | +0.03% | +21.58% | |
| 48 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.18% | +17315.69% | |
| 49 | APO | Apollo Global Management Inc | Stock-Financials | 0.34% | -0.06% | +16.38% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.33% | -0.03% | +3.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.4% | -2.06% | Trim |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | -0.59% | Trim |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | +0.4% | +248.25% | Add |
| 4 | MU | Micron Technology Inc | +0.4% | -7.93% | Trim |
| 5 | NFLX | Netflix Inc | +0.3% | +17315.69% | Add |
| 6 | CX | Cemex Sab-spons Adr Part Cer | +0.2% | -2.16% | Trim |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +2.77% | Add |
| 8 | LLY | Eli Lilly & Co | +0.2% | +0.10% | Add |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +16.57% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +59.44% | Add |
| 11 | TMO | Thermo Fisher Scientific Inc | +0.1% | +5.60% | Add |
| 12 | NOW | Servicenow Inc | +0.1% | +885.31% | Add |
| 13 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +82.87% | Add |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +149.14% | Add |
| 15 | COST | Costco Wholesale CORP | +0.1% | +35.87% | Add |
| 16 | PFF | Ishares Preferred & Income S | +0.1% | +116.87% | Add |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.01% | Add |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +35.78% | Add |
| 19 | DHR | Danaher CORP | +0.1% | +3.30% | Add |
| 20 | ASML | ASML Holding N.V. | +0.1% | +29.27% | Add |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +49.67% | Add |
| 22 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 23 | APO | Apollo Global Management Inc | +0.1% | +16.38% | Add |
| 24 | IBB | Ishares Biotechnology ETF | 0% | -2.79% | Trim |
| 25 | SMH | Vaneck Semiconductor ETF | 0% | -2.35% | Trim |
| 26 | ✓ | Betterware De Mexc S A P I D | — | -0.63% | Trim |
| 27 | AAPL | Apple Inc | 0% | -1.83% | Trim |
| 28 | AMZN | Amazon.com Inc | -0.1% | -0.70% | Trim |
| 29 | IYT | Ishares US Transportation Et | -0.1% | -52.88% | Trim |
| 30 | NKE | Nike Inc -cl B | -0.1% | -37.38% | Trim |
| 31 | VGT | Vanguard Info Tech ETF | -0.1% | -17.29% | Trim |
| 32 | NVDA | Nvidia CORP | -0.1% | +1.75% | Add |
| 33 | ETN | Eaton Corporation plc | -0.2% | +0.64% | Add |
| 34 | UBER | Uber Technologies Inc | -0.2% | +3.22% | Add |
| 35 | TCEHY | Tencent Holdings Ltd-uns Adr | -0.2% | -1.61% | Trim |
| 36 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -6.35% | Trim |
| 37 | XLV | Ss Health Care Select Sector | -0.2% | -14.28% | Trim |
| 38 | DIS | Walt Disney Co/the | -0.2% | -31.03% | Trim |
| 39 | STZ | Constellation Brands Inc-a | -0.3% | -86.02% | Trim |
| 40 | META | Meta Platforms Inc-class A | -0.7% | +1.50% | Add |
| 41 | MSFT | Microsoft CORP | -0.9% | +0.49% | Add |
| 42 | MS | Morgan Stanley | — | EXIT | Sold out |
| 43 | DSI | Ishares Esg Msci Kld 400 ETF | — | NEW | New buy |
| 44 | TMUS | T-mobile US Inc | — | EXIT | Sold out |
| 45 | NEE | Nextera Energy Inc | — | EXIT | Sold out |
| 46 | SLV | Ishares Silver Trust | — | EXIT | Sold out |
| 47 | ISRG | Intuitive Surgical Inc | — | EXIT | Sold out |
| 48 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 49 | SUSA | Ishares Esg Optimized Msci U | — | NEW | New buy |
| 50 | SLB | Slb LTD | — | EXIT | Sold out |
According to official SEC Form 13F filings, Mmbg Investment Advisors Co. reported a total U.S. public equity portfolio value of $1.3B across 177 disclosed positions in Q4 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 AAPL, GOOGL, MSFT) accounted for 35.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
DSI
市值: $1.8M
Top Position Liquidated / Trimmed
MS
前期市值: $1.9M
During Q4 2025, Mmbg Investment Advisors Co.'s top holdings by market value included AAPL (9.1%)、GOOGL (8.5%)、MSFT (7.6%). The largest single position, AAPL, represented 9.1% of total portfolio value.
In Q4 2025, Mmbg Investment Advisors Co. made 49 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 17 holdings, and fully liquidating 7 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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