Filed: 2/9/2026ACC: 0001765876-26-000002
📋 What this filing means
MMBG INVESTMENT ADVISORS CO. filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $1.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$1.19B
Total AUM (reported)
11.75M
Total Shares
Allocation by class
COM$613.88M51.7%
CAP STK CL A$100.83M8.5%
CL A$71.61M6.0%
SHS NEW$57.93M4.9%
CAP STK CL C$35.39M3.0%
SBI HEALTHCARE$26.47M2.2%
SPONSORED ADS$19.99M1.7%
Portfolio Concentration
Top 3$299.16M25.2%
4–10$360.38M30.3%
11–25$230.35M19.4%
Rest$297.82M25.1%
Top 3 weight
25.2%
Top 10 weight
55.5%
Voting Authority Distribution
Total shares with voting rights: 11.75M
Sole
Full voting authority
11.75M
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)
Sole177
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings177
Rows:
APPLE INC
SOLEShares396.54K
TypeSH
Market value$107.80M
9.08%
Sole
396.54K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares322.14K
TypeSH
Market value$100.83M
8.49%
Sole
322.14K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares187.19K
TypeSH
Market value$90.53M
7.62%
Sole
187.19K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares381.35K
TypeSH
Market value$88.02M
7.41%
Sole
381.35K
Shared
0.00
None
0.00
BETTERWARE DE MXC S A B DE C
SOLEShares4.08M
TypeSH
Market value$57.93M
4.88%
Sole
4.08M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares82.47K
TypeSH
Market value$54.44M
4.58%
Sole
82.47K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares256.38K
TypeSH
Market value$47.81M
4.03%
Sole
256.38K
Shared
0.00
None
0.00
JP MORGAN CHASE & CO
SOLEShares142.33K
TypeSH
Market value$45.86M
3.86%
Sole
142.33K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares112.76K
TypeSH
Market value$35.39M
2.98%
Sole
112.76K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares35.20K
TypeSH
Market value$30.94M
2.60%
Sole
35.20K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares171.01K
TypeSH
Market value$26.47M
2.23%
Sole
171.01K
Shared
0.00
None
0.00
SALESFORCE COM INC
SOLEShares73.72K
TypeSH
Market value$19.56M
1.65%
Sole
73.72K
Shared
0.00
None
0.00
WALMART INC
SOLEShares168.06K
TypeSH
Market value$18.76M
1.58%
Sole
168.06K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares50.48K
TypeSH
Market value$17.47M
1.47%
Sole
50.48K
Shared
0.00
None
0.00
VISA INC
SOLEShares45.64K
TypeSH
Market value$16.01M
1.35%
Sole
45.64K
Shared
0.00
None
0.00
CEMEX SAB DE CV
SOLEShares1.36M
TypeSH
Market value$15.62M
1.32%
Sole
1.36M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares54.52K
TypeSH
Market value$15.57M
1.31%
Sole
54.52K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares22.40K
TypeSH
Market value$15.32M
1.29%
Sole
22.40K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares40.15K
TypeSH
Market value$14.46M
1.22%
Sole
40.15K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares42.32K
TypeSH
Market value$12.90M
1.09%
Sole
42.32K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares228.77K
TypeSH
Market value$12.58M
1.06%
Sole
228.77K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares77.75K
TypeSH
Market value$12.52M
1.05%
Sole
77.75K
Shared
0.00
None
0.00
TENCENT MUSIC ENTMT GROUP
SOLEShares162.63K
TypeSH
Market value$12.45M
1.05%
Sole
162.63K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares16.73K
TypeSH
Market value$10.49M
0.88%
Sole
16.73K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares124.57K
TypeSH
Market value$10.18M
0.86%
Sole
124.57K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 396.54K | SH | $107.80M 9.08% | 396.54K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 322.14K | SH | $100.83M 8.49% | 322.14K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 187.19K | SH | $90.53M 7.62% | 187.19K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 381.35K | SH | $88.02M 7.41% | 381.35K | 0.00 | 0.00 |
BETTERWARE DE MXC S A B DE CSOLE | SHS NEW | 4.08M | SH | $57.93M 4.88% | 4.08M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 82.47K | SH | $54.44M 4.58% | 82.47K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 256.38K | SH | $47.81M 4.03% | 256.38K | 0.00 | 0.00 |
JP MORGAN CHASE & COSOLE | COM | 142.33K | SH | $45.86M 3.86% | 142.33K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 112.76K | SH | $35.39M 2.98% | 112.76K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 35.20K | SH | $30.94M 2.60% | 35.20K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 171.01K | SH | $26.47M 2.23% | 171.01K | 0.00 | 0.00 |
SALESFORCE COM INCSOLE | COM | 73.72K | SH | $19.56M 1.65% | 73.72K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 168.06K | SH | $18.76M 1.58% | 168.06K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 50.48K | SH | $17.47M 1.47% | 50.48K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 45.64K | SH | $16.01M 1.35% | 45.64K | 0.00 | 0.00 |
CEMEX SAB DE CVSOLE | SPON ADR NEW | 1.36M | SH | $15.62M 1.32% | 1.36M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 54.52K | SH | $15.57M 1.31% | 54.52K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 22.40K | SH | $15.32M 1.29% | 22.40K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 40.15K | SH | $14.46M 1.22% | 40.15K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 42.32K | SH | $12.90M 1.09% | 42.32K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 228.77K | SH | $12.58M 1.06% | 228.77K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 77.75K | SH | $12.52M 1.05% | 77.75K | 0.00 | 0.00 |
TENCENT MUSIC ENTMT GROUPSOLE | SPON ADS | 162.63K | SH | $12.45M 1.05% | 162.63K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.73K | SH | $10.49M 0.88% | 16.73K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 124.57K | SH | $10.18M 0.86% | 124.57K | 0.00 | 0.00 |
Page 1 of 8
…