Filed: 8/12/2025ACC: 0001765876-25-000004
📋 What this filing means
MMBG INVESTMENT ADVISORS CO. filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $1.00B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
178
Positions
$1.00B
Total AUM (reported)
11.55M
Total Shares
Allocation by class
COM$546.46M54.4%
CL A$82.17M8.2%
CAP STK CL A$57.46M5.7%
SHS NEW$35.84M3.6%
SBI HEALTHCARE$26.80M2.7%
CAP STK CL C$16.80M1.7%
COM CL A$15.66M1.6%
Portfolio Concentration
Top 3$262.20M26.1%
4–10$289.11M28.8%
11–25$197.09M19.6%
Rest$256.51M25.5%
Top 3 weight
26.1%
Top 10 weight
54.9%
Voting Authority Distribution
Total shares with voting rights: 11.55M
Sole
Full voting authority
11.55M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole178
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings178
Rows:
MICROSOFT CORP
SOLEShares189.92K
TypeSH
Market value$94.47M
9.40%
Sole
189.92K
Shared
0.00
None
0.00
APPLE INC
SOLEShares418.67K
TypeSH
Market value$85.90M
8.55%
Sole
418.67K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares373K
TypeSH
Market value$81.83M
8.14%
Sole
373K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares84.54K
TypeSH
Market value$62.40M
6.21%
Sole
84.54K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares326.05K
TypeSH
Market value$57.46M
5.72%
Sole
326.05K
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
SOLEShares143.21K
TypeSH
Market value$41.52M
4.13%
Sole
143.21K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares261.82K
TypeSH
Market value$41.37M
4.12%
Sole
261.82K
Shared
0.00
None
0.00
BETTERWARE DE MXC S A B DE C
SOLEShares4.14M
TypeSH
Market value$35.84M
3.57%
Sole
4.14M
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares198.85K
TypeSH
Market value$26.80M
2.67%
Sole
198.85K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares33.52K
TypeSH
Market value$23.73M
2.36%
Sole
33.52K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares73.58K
TypeSH
Market value$20.10M
2.00%
Sole
73.58K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares94.73K
TypeSH
Market value$16.80M
1.67%
Sole
94.73K
Shared
0.00
None
0.00
VISA INC
SOLEShares44.09K
TypeSH
Market value$15.66M
1.56%
Sole
44.09K
Shared
0.00
None
0.00
WALMART INC
SOLEShares157.38K
TypeSH
Market value$15.39M
1.53%
Sole
157.38K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares50.43K
TypeSH
Market value$13.90M
1.38%
Sole
50.43K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares21.07K
TypeSH
Market value$13.05M
1.30%
Sole
21.07K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares21.99K
TypeSH
Market value$12.53M
1.25%
Sole
21.99K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares43.82K
TypeSH
Market value$12.22M
1.22%
Sole
43.82K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares97.62K
TypeSH
Market value$12.15M
1.21%
Sole
97.62K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares127.97K
TypeSH
Market value$11.94M
1.19%
Sole
127.97K
Shared
0.00
None
0.00
TENCENT MUSIC ENTMT GROUP
SOLEShares175.84K
TypeSH
Market value$11.34M
1.13%
Sole
175.84K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares237.13K
TypeSH
Market value$11.22M
1.12%
Sole
237.13K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares199.12K
TypeSH
Market value$10.43M
1.04%
Sole
199.12K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares89.86K
TypeSH
Market value$10.37M
1.03%
Sole
89.86K
Shared
0.00
None
0.00
CEMEX SAB DE CV
SOLEShares1.44M
TypeSH
Market value$9.99M
0.99%
Sole
1.44M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 189.92K | SH | $94.47M 9.40% | 189.92K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 418.67K | SH | $85.90M 8.55% | 418.67K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 373K | SH | $81.83M 8.14% | 373K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 84.54K | SH | $62.40M 6.21% | 84.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 326.05K | SH | $57.46M 5.72% | 326.05K | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COM | 143.21K | SH | $41.52M 4.13% | 143.21K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 261.82K | SH | $41.37M 4.12% | 261.82K | 0.00 | 0.00 |
BETTERWARE DE MXC S A B DE CSOLE | SHS NEW | 4.14M | SH | $35.84M 3.57% | 4.14M | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 198.85K | SH | $26.80M 2.67% | 198.85K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 33.52K | SH | $23.73M 2.36% | 33.52K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | COM | 73.58K | SH | $20.10M 2.00% | 73.58K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 94.73K | SH | $16.80M 1.67% | 94.73K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 44.09K | SH | $15.66M 1.56% | 44.09K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 157.38K | SH | $15.39M 1.53% | 157.38K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 50.43K | SH | $13.90M 1.38% | 50.43K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 21.07K | SH | $13.05M 1.30% | 21.07K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 21.99K | SH | $12.53M 1.25% | 21.99K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 43.82K | SH | $12.22M 1.22% | 43.82K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 97.62K | SH | $12.15M 1.21% | 97.62K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 127.97K | SH | $11.94M 1.19% | 127.97K | 0.00 | 0.00 |
TENCENT MUSIC ENTMT GROUPSOLE | SPON ADS | 175.84K | SH | $11.34M 1.13% | 175.84K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 237.13K | SH | $11.22M 1.12% | 237.13K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 199.12K | SH | $10.43M 1.04% | 199.12K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 89.86K | SH | $10.37M 1.03% | 89.86K | 0.00 | 0.00 |
CEMEX SAB DE CVSOLE | SPON ADR NEW | 1.44M | SH | $9.99M 0.99% | 1.44M | 0.00 | 0.00 |
Page 1 of 8
…