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CIK: 0001765876
Total reported value
$1.3B
$1.3B
172 檔
32.1%
The Q1 2026 SEC filing reveals that Mmbg Investment Advisors Co. held a total portfolio value of $1.3B, covering 172 public equity positions.
In Q1 2026, Mmbg Investment Advisors Co. adopted a defensive or profit-taking posture, trimming 54 positions and completely liquidating 11 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.27% | +0.37% | +0.24% | |
| 2 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.46% | +0.56% | -0.56% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.57% | -0.04% | +3.77% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.65% | -0.66% | +4.51% | |
| 5 | ✓ | Betterware De Mexc S A P I D | Stock-Other | 5.31% | -0.66% | -15.87% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.46% | -0.47% | +2.80% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.23% | +0.08% | +3.09% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.89% | +0.02% | +1.19% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.96% | -0.08% | -0.47% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.80% | +0.10% | +2.53% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.30% | -0.13% | -0.24% | |
| 12 | WMT | Walmart Inc | Stock-Consumer Staples | 1.90% | -0.40% | -1.13% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.55% | +0.16% | +8.04% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.42% | +0.25% | +7.61% | |
| 15 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.38% | +0.54% | -2.20% | |
| 16 | MU | Micron Technology Inc | Stock-Tech | 1.33% | +1.64% | -21.30% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | -0.14% | -4.24% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | +0.12% | -0.71% | |
| 19 | CRM | Salesforce Inc | Stock-Tech | 1.05% | -0.56% | -16.73% | |
| 20 | XLF | Ss Financial Select Sector | ETF-Other | 0.99% | -0.03% | +18.61% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 0.98% | +0.05% | -3.92% | |
| 22 | CX | Cemex Sab-spons Adr Part Cer | Stock-Other | 0.98% | -0.10% | -31.63% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.13% | +0.88% | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 0.87% | -0.08% | +5.85% | |
| 25 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.85% | -0.25% | -0.02% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.80% | -0.21% | -0.10% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.79% | +0.06% | -0.30% | |
| 28 | ETN | Eaton Corporation plc | Stock-Industrials | 0.77% | +0.01% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | +0.10% | +6.80% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.73% | -0.17% | — | |
| 31 | IBB | Ishares Biotechnology ETF | ETF-Tech | 0.59% | -0.02% | -0.84% | |
| 32 | XLK | Ss Technology Select Sector | ETF-Tech | 0.58% | +0.10% | -4.36% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.58% | -0.03% | — | |
| 34 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 0.57% | -0.18% | +1.32% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.18% | +33.37% | |
| 36 | DXJ | Wisdomtree Japan Hedged Eq | ETF-Other | 0.52% | -0.52% | EXIT | |
| 37 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.51% | +0.03% | +46.88% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.50% | -0.09% | -2.48% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.47% | -0.13% | — | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.46% | +0.09% | -0.96% | |
| 41 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.46% | -0.24% | — | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.46% | -0.13% | +9.78% | |
| 43 | FMX | Fomento Economico Mex-sp Adr | Stock-Other | 0.44% | — | — | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | -0.09% | -0.56% | |
| 45 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.42% | -0.06% | -8.11% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.42% | -0.11% | — | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.38% | -0.08% | — | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | — | -0.16% | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.33% | +0.03% | +1.77% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.32% | -0.03% | -11.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | Betterware De Mexc S A P I D | +0.4% | -15.87% | Trim |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +7.61% | Add |
| 3 | WMT | Walmart Inc | +0.3% | -1.13% | Trim |
| 4 | NVDA | Nvidia CORP | +0.2% | +3.09% | Add |
| 5 | GS | Goldman Sachs Group Inc | +0.2% | +2.53% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +0.24% | Add |
| 7 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +962.71% | Add |
| 8 | FCX | Freeport-mcmoran Inc | +0.2% | +129.93% | Add |
| 9 | NFLX | Netflix Inc | +0.2% | +33.37% | Add |
| 10 | COST | Costco Wholesale CORP | +0.2% | -0.10% | Trim |
| 11 | AMZN | Amazon.com Inc | +0.2% | +3.77% | Add |
| 12 | SMH | Vaneck Semiconductor ETF | +0.2% | -2.20% | Trim |
| 13 | XLE | Ss Energy Select Sector | +0.2% | — | Unchanged |
| 14 | MELI | Mercadolibre Inc | +0.1% | +46.88% | Add |
| 15 | ETN | Eaton Corporation plc | +0.1% | — | Unchanged |
| 16 | XLF | Ss Financial Select Sector | +0.1% | +18.61% | Add |
| 17 | ANGX | Angel Studios Inc | +0.1% | +519.32% | Add |
| 18 | XLB | Ss Materials Select Sector | +0.1% | +403.20% | Add |
| 19 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | — | Unchanged |
| 20 | AVGO | Broadcom Inc | +0.1% | +8.04% | Add |
| 21 | XLV | Ss Health Care Select Sector | +0.1% | -0.24% | Trim |
| 22 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +107.35% | Add |
| 23 | IEMG | Ishares Core Msci Emerging | +0.1% | +24.88% | Add |
| 24 | ASML | ASML Holding N.V. | +0.1% | -0.33% | Trim |
| 25 | FDX | Fedex CORP | +0.1% | — | Unchanged |
| 26 | FMX | Fomento Economico Mex-sp Adr | +0.1% | — | Unchanged |
| 27 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +22.85% | Add |
| 28 | SBUX | Starbucks CORP | +0.1% | — | Unchanged |
| 29 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +102.09% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.88% | Add |
| 31 | MRK | Merck & Co. Inc. | +0.1% | — | Unchanged |
| 32 | XLP | Ss Consumer Staples Sel Sect | +0.1% | — | Unchanged |
| 33 | RTX | Rtx CORP | +0.1% | -2.48% | Trim |
| 34 | IBB | Ishares Biotechnology ETF | +0.1% | -0.84% | Trim |
| 35 | RSP | Invesco S&p 500 Equal Weight | 0% | +35.77% | Add |
| 36 | XLI | Ss Industrial Select Sector | 0% | +5.82% | Add |
| 37 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 38 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 39 | JPM | Jpmorgan Chase & Co | 0% | +1.19% | Add |
| 40 | GEV | GE Vernova Inc | 0% | — | Unchanged |
| 41 | IEF | Ishares 7-10 Year Treasury B | 0% | +34.82% | Add |
| 42 | EWJ | Ishares Msci Japan ETF | 0% | +7.87% | Add |
| 43 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 44 | ✓ | Codere Online Luxembourg S A | 0% | — | Unchanged |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +1.77% | Add |
| 46 | MU | Micron Technology Inc | 0% | -21.30% | Trim |
| 47 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.30% | Trim |
| 48 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +37.20% | Add |
| 49 | DELL | Dell Technologies -c | 0% | — | Unchanged |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +19.82% | 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 172 disclosed positions in Q1 2026.
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, AMZN) accounted for 32.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
AZN
市值: $2.2M
Top Position Liquidated / Trimmed
TCEHY
前期市值: $12.4M
During Q1 2026, Mmbg Investment Advisors Co.'s top holdings by market value included AAPL (9.3%)、GOOGL (8.5%)、AMZN (7.6%). The largest single position, AAPL, represented 9.3% of total portfolio value.
In Q1 2026, Mmbg Investment Advisors Co. made 110 total portfolio adjustments, initiating 6 new buys, adding to 39 positions, trimming 54 holdings, and fully liquidating 11 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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