MI

Mmbg Investment Advisors Co.

Diversified strategyMomentum followerSector-focused

Total reported value

$1.1B

Reporting period: 2026-03-31 · Number of holdings: 172

MMBG INVESTMENT ADVISORS CO. disclosed 172 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.1B and a quarterly turnover rate of 14.1%.

Personality snowflake

Concentration
15.7
Portfolio Stability
14.1
Momentum/Contrarian
100
Sector conviction
71.38
Diversification
100
Sizing Uniformity
75.94

Recent moves

  • Trim MSFT

    +4.5%　-$18.1M

  • Trim CRM

    -16.7%　-$8.1M

  • Trim SHV

    -61.4%　-$4.6M

  • Trim CX

    -31.6%　-$5.0M

  • Add TSM

    +7.6%　$2.5M

  • Add WMT

    -1.1%　$1.9M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1AAPLApple INCStock-Tech9.27%+0.19%+0.24%
2GOOGLAlphabet Inc-cl AStock-Comm Services8.46%-0.03%-0.56%
3AMZNAmazon.com INCStock-Consumer Disc7.57%+0.16%+3.77%
4MSFTMicrosoft CORPStock-Tech6.65%-0.97%+4.51%
5✓ Betterware De Mexc S A P I DStock-Other5.31%—-15.87%
6METAMeta Platforms Inc-class AStock-Comm Services4.46%-0.12%+2.80%
7NVDANvidia CORPStock-Tech4.23%+0.20%+3.09%
8JPMJpmorgan Chase & CoStock-Financials3.89%+0.03%+1.19%
9GOOGAlphabet Inc-cl CStock-Comm Services2.96%-0.02%-0.47%
10GSGoldman Sachs Group INCStock-Financials2.80%—+2.53%
11XLVSs Health Care Select SectorETF-Other2.30%+0.07%-0.24%
12WMTWalmart INCStock-Consumer Staples1.90%+0.32%-1.13%
13AVGOBroadcom INCStock-Tech1.55%—+8.04%
14TSMTaiwan Semiconductor-sp AdrStock-Tech1.42%+0.33%+7.61%
15SMHVaneck Semiconductor ETFETF-Other1.38%—-2.20%
16MUMicron Technology INCStock-Tech1.33%+0.02%-21.30%
17SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.29%—-4.24%
18VVisa Inc-class A SharesStock-Financials1.26%-0.09%-0.71%
19CRMSalesforce INCStock-Tech1.05%-0.60%-16.73%
20XLFSs Financial Select SectorETF-Other0.99%+0.14%+18.61%
21BACBank Of America CORPStock-Financials0.98%-0.08%-3.92%
22CXCemex Sab-spons Adr Part CerStock-Other0.98%-0.34%-31.63%
23VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.93%—+0.88%
24UBERUber Technologies INCStock-Industrials0.87%+0.01%+5.85%
25SHOPShopify INC - Class AStock-Tech0.85%-0.20%-0.02%
26COSTCostco Wholesale CORPStock-Consumer Staples0.80%+0.17%-0.10%
27QQQInvesco Qqq Trust Series 1ETF-Tech0.79%—-0.30%
28ETNEaton Corporation plcStock-Industrials0.77%+0.14%—
29LLYEli Lilly & CoStock-Healthcare0.76%—+6.80%
30TMOThermo Fisher Scientific INCStock-Healthcare0.73%-0.06%—
31IBBIshares Biotechnology ETFETF-Tech0.59%—-0.84%
32XLKSs Technology Select SectorETF-Tech0.58%-0.02%-4.36%
33XLYSs Consumer Disc Select SectETF-Other0.58%——
34BABAAlibaba Group Holding-sp AdrStock-Consumer Disc0.57%-0.03%+1.32%
35NFLXNetflix INCStock-Comm Services0.52%+0.17%+33.37%
36DXJWisdomtree Japan Hedged EqETF-Other0.52%——
37MELIMercadolibre INCStock-Consumer Disc0.51%+0.14%+46.88%
38RTXRtx CORPStock-Industrials0.50%—-2.48%
39XLESs Energy Select SectorETF-Other0.47%+0.15%—
40VGTVanguard Info Tech ETFETF-Tech0.46%—-0.96%
41SBUXStarbucks CORPStock-Consumer Disc0.46%——
42DHRDanaher CORPStock-Healthcare0.46%—+9.78%
43FMXFomento Economico Mex-sp AdrStock-Other0.44%——
44DISWalt Disney Co/theStock-Comm Services0.43%-0.05%-0.56%
45UNHUnitedhealth Group INCStock-Healthcare0.42%-0.09%-8.11%
46MCDMcdonald's CORPStock-Consumer Disc0.42%——
47XLPSs Consumer Staples Sel SectETF-Other0.38%——
48ABBVAbbvie INCStock-Healthcare0.34%—-0.16%
49SHYIshares 1-3 Year Treasury BoETF-Gov Bonds0.33%—+1.77%
50VGKVanguard Ftse Europe ETFETF-Other0.32%—-11.39%
1–50 of 172

Holding changes this quarter

Mmbg Investment Advisors Co.'s most significant position changes for 2026-03-31: Sold out: Tencent Holdings Ltd-uns Adr (TCEHY); Sold out: Ishares Gold Trust (IAU); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: AstraZeneca PLC (AZN); New buy: Ishares Floating Rate Bond E (FLOT).

Position changes disclosed by Mmbg Investment Advisors Co. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1TSMTaiwan Semiconductor-sp Adr+0.3%+7.61%Add
2WMTWalmart INC+0.3%-1.13%Trim
3NVDANvidia CORP+0.2%+3.09%Add
4AAPLApple INC+0.2%+0.24%Add
5SGOVIshares 0-3 Month Treasury B+0.2%+962.71%Add
6FCXFreeport-mcmoran INC+0.2%+129.93%Add
7NFLXNetflix INC+0.2%+33.37%Add
8COSTCostco Wholesale CORP+0.2%-0.10%Trim
9AMZNAmazon.com INC+0.2%+3.77%Add
10XLESs Energy Select Sector+0.2%—Unchanged
11MELIMercadolibre INC+0.1%+46.88%Add
12ETNEaton Corporation plc+0.1%—Unchanged
13XLFSs Financial Select Sector+0.1%+18.61%Add
14ANGXAngel Studios INC+0.1%+519.32%Add
15XLBSs Materials Select Sector+0.1%+403.20%Add
16XLVSs Health Care Select Sector+0.1%-0.24%Trim
17CRWDCrowdstrike Holdings INC - A+0.1%+107.35%Add
18IEMGIshares Core Msci Emerging+0.1%+24.88%Add
19JPMJpmorgan Chase & Co0%+1.19%Add
20MUMicron Technology INC0%-21.30%Trim
21UBERUber Technologies INC0%+5.85%Add
22SPYSs Spdr S&p 500 ETF Trust-us—-4.24%Trim
23LLYEli Lilly & Co—+6.80%Add
24GOOGAlphabet Inc-cl C0%-0.47%Trim
25XLKSs Technology Select Sector0%-4.36%Trim
26GOOGLAlphabet Inc-cl A0%-0.56%Trim
27BABAAlibaba Group Holding-sp Adr0%+1.32%Add
28DISWalt Disney Co/the-0.1%-0.56%Trim
29IBITIshares Bitcoin Trust ETF-0.1%-47.67%Trim
30NKENike INC -cl B-0.1%-33.22%Trim
31TMOThermo Fisher Scientific INC-0.1%—Unchanged
32PFEPfizer INC-0.1%-74.05%Trim
33APOApollo Global Management INC-0.1%-7.80%Trim
34NVONovo-nordisk A/s-spons Adr-0.1%-40.95%Trim
35BACBank Of America CORP-0.1%-3.92%Trim
36VVisa Inc-class A Shares-0.1%-0.71%Trim
37UNHUnitedhealth Group INC-0.1%-8.11%Trim
38NOWServicenow INC-0.1%-7.03%Trim
39METAMeta Platforms Inc-class A-0.1%+2.80%Add
40BRK-BBerkshire Hathaway Inc-cl B-0.2%-40.56%Trim
41SHOPShopify INC - Class A-0.2%-0.02%Trim
42CXCemex Sab-spons Adr Part Cer-0.3%-31.63%Trim
43SHVIshares 0-1 Year Treasury Bo-0.4%-61.45%Trim
44CRMSalesforce INC-0.6%-16.73%Trim
45MSFTMicrosoft CORP-1%+4.51%Add
46TCEHYTencent Holdings Ltd-uns Adr—EXITSold out
47IAUIshares Gold Trust—EXITSold out
48AZNNAstrazeneca Plc-spons Adr—EXITSold out
49AZNAstraZeneca PLC—NEWNew buy
50FLOTIshares Floating Rate Bond E—NEWNew buy

FAQ

What is Mmbg Investment Advisors Co. and what type of investor is it?
Mmbg Investment Advisors Co. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $1.1B, spread across 172 disclosed positions.
What are Mmbg Investment Advisors Co.'s largest equity positions?
Based on the latest 13F filing, Mmbg Investment Advisors Co.'s top holdings by market value are: 1. Apple INC (AAPL) — $100.9M (9.3%) 2. Alphabet Inc-cl A (GOOGL) — $92.1M (8.5%) 3. Amazon.com INC (AMZN) — $82.4M (7.6%) 4. Microsoft CORP (MSFT) — $72.4M (6.7%) 5. Betterware De Mexc S A P I D — $57.8M (5.3%)
What changes did Mmbg Investment Advisors Co. make in its most recent portfolio filing?
In the latest reported quarter, Mmbg Investment Advisors Co. made 47 notable position adjustments: 2 new positions were initiated, 19 existing holdings were added to, 23 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Tencent Holdings Ltd-uns Adr (TCEHY); Sold out: Ishares Gold Trust (IAU); Sold out: Astrazeneca Plc-spons Adr (AZNN); New buy: AstraZeneca PLC (AZN); New buy: Ishares Floating Rate Bond E (FLOT)
What sectors does Mmbg Investment Advisors Co. focus on?
Mmbg Investment Advisors Co. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 37.7% • Communication Services: 23.4% • Financials: 13.6% • Consumer Discretionary: 13.5% • Health Care: 4.7% • Consumer Staples: 3.8%