Filed: 4/30/2026ACC: 0001765876-26-000003
๐ What this filing means
MMBG INVESTMENT ADVISORS CO. filed this quarterly 13FโHR report disclosing 172 equity positions with a total reported market value of $1.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
172
Positions
$1.09B
Total AUM (reported)
10.91M
Total Shares
Allocation by class
COM$554.52M50.9%
CAP STK CL A$92.12M8.5%
SHS$68.64M6.3%
CL A$52.94M4.9%
CAP STK CL C$32.19M3.0%
STATE STREET HEA$25.01M2.3%
SPONSORED ADS$21.79M2.0%
Portfolio Concentration
Top 3$275.42M25.3%
4โ10$329.93M30.3%
11โ25$207.66M19.1%
Rest$275.73M25.3%
Top 3 weight
25.3%
Top 10 weight
55.6%
Voting Authority Distribution
Total shares with voting rights: 10.91M
Sole
Full voting authority
10.91M
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)
Sole172
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings172
Rows:
APPLE INC
SOLEShares397.48K
TypeSH
Market value$100.88M
9.27%
Sole
397.48K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares320.35K
TypeSH
Market value$92.12M
8.46%
Sole
320.35K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares395.73K
TypeSH
Market value$82.42M
7.57%
Sole
395.73K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares195.63K
TypeSH
Market value$72.42M
6.65%
Sole
195.63K
Shared
0.00
None
0.00
BETTERWARE DE MEXC S A P I D
SOLEShares3.43M
TypeSH
Market value$57.82M
5.31%
Sole
3.43M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares84.78K
TypeSH
Market value$48.51M
4.46%
Sole
84.78K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares264.31K
TypeSH
Market value$46.10M
4.23%
Sole
264.31K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares144.02K
TypeSH
Market value$42.37M
3.89%
Sole
144.02K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares112.23K
TypeSH
Market value$32.19M
2.96%
Sole
112.23K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares36.09K
TypeSH
Market value$30.53M
2.80%
Sole
36.09K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares170.60K
TypeSH
Market value$25.01M
2.30%
Sole
170.60K
Shared
0.00
None
0.00
WALMART INC
SOLEShares166.15K
TypeSH
Market value$20.69M
1.90%
Sole
166.15K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares54.53K
TypeSH
Market value$16.88M
1.55%
Sole
54.53K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares45.55K
TypeSH
Market value$15.43M
1.42%
Sole
45.55K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares39.26K
TypeSH
Market value$15.05M
1.38%
Sole
39.26K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares42.91K
TypeSH
Market value$14.50M
1.33%
Sole
42.91K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares21.45K
TypeSH
Market value$13.99M
1.29%
Sole
21.45K
Shared
0.00
None
0.00
VISA INC
SOLEShares45.32K
TypeSH
Market value$13.70M
1.26%
Sole
45.32K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares61.38K
TypeSH
Market value$11.46M
1.05%
Sole
61.38K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares218.77K
TypeSH
Market value$10.80M
0.99%
Sole
218.77K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares219.81K
TypeSH
Market value$10.72M
0.98%
Sole
219.81K
Shared
0.00
None
0.00
CEMEX SA EURO MTN BE 144A
SOLEShares929.43K
TypeSH
Market value$10.63M
0.98%
Sole
929.43K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares16.88K
TypeSH
Market value$10.08M
0.93%
Sole
16.88K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares131.86K
TypeSH
Market value$9.48M
0.87%
Sole
131.86K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares77.73K
TypeSH
Market value$9.22M
0.85%
Sole
77.73K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 397.48K | SH | $100.88M 9.27% | 397.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 320.35K | SH | $92.12M 8.46% | 320.35K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 395.73K | SH | $82.42M 7.57% | 395.73K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 195.63K | SH | $72.42M 6.65% | 195.63K | 0.00 | 0.00 |
BETTERWARE DE MEXC S A P I DSOLE | SHS | 3.43M | SH | $57.82M 5.31% | 3.43M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 84.78K | SH | $48.51M 4.46% | 84.78K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 264.31K | SH | $46.10M 4.23% | 264.31K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 144.02K | SH | $42.37M 3.89% | 144.02K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 112.23K | SH | $32.19M 2.96% | 112.23K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 36.09K | SH | $30.53M 2.80% | 36.09K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 170.60K | SH | $25.01M 2.30% | 170.60K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 166.15K | SH | $20.69M 1.90% | 166.15K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 54.53K | SH | $16.88M 1.55% | 54.53K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 45.55K | SH | $15.43M 1.42% | 45.55K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 39.26K | SH | $15.05M 1.38% | 39.26K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 42.91K | SH | $14.50M 1.33% | 42.91K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 21.45K | SH | $13.99M 1.29% | 21.45K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 45.32K | SH | $13.70M 1.26% | 45.32K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 61.38K | SH | $11.46M 1.05% | 61.38K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 218.77K | SH | $10.80M 0.99% | 218.77K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 219.81K | SH | $10.72M 0.98% | 219.81K | 0.00 | 0.00 |
CEMEX SA EURO MTN BE 144ASOLE | SPON ADR NEW | 929.43K | SH | $10.63M 0.98% | 929.43K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 16.88K | SH | $10.08M 0.93% | 16.88K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 131.86K | SH | $9.48M 0.87% | 131.86K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 77.73K | SH | $9.22M 0.85% | 77.73K | 0.00 | 0.00 |
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