Filed: 8/10/2026ACC: 0001765876-26-000005
๐ What this filing means
MMBG INVESTMENT ADVISORS CO. filed this quarterly 13FโHR report disclosing 177 equity positions with a total reported market value of $1.26B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$1.26B
Total AUM (reported)
11.03M
Total Shares
Allocation by class
COM$638.65M50.5%
CAP STK CL A$113.91M9.0%
SHS$70.89M5.6%
CL A$57.40M4.5%
CAP STK CL C$36.40M2.9%
STATE STREET HEA$27.46M2.2%
SPONSORED ADS$26.19M2.1%
Portfolio Concentration
Top 3$330.93M26.2%
4โ10$362.86M28.7%
11โ25$263.06M20.8%
Rest$306.69M24.3%
Top 3 weight
26.2%
Top 10 weight
54.9%
Voting Authority Distribution
Total shares with voting rights: 11.03M
Sole
Full voting authority
11.03M
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 ยท 100.0% of voting shares
Institutional Holdings177
Rows:
APPLE INC
SOLEShares421.07K
TypeSH
Market value$121.84M
9.64%
Sole
421.07K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares318.76K
TypeSH
Market value$113.91M
9.02%
Sole
318.76K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares399.31K
TypeSH
Market value$95.17M
7.53%
Sole
399.31K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares202.94K
TypeSH
Market value$75.70M
5.99%
Sole
202.94K
Shared
0.00
None
0.00
BETTERWARE DE MEXC S A P I D
SOLEShares3.26M
TypeSH
Market value$58.72M
4.65%
Sole
3.26M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares272.24K
TypeSH
Market value$54.47M
4.31%
Sole
272.24K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares89.56K
TypeSH
Market value$50.45M
3.99%
Sole
89.56K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares150.94K
TypeSH
Market value$49.41M
3.91%
Sole
150.94K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares32.51K
TypeSH
Market value$37.52M
2.97%
Sole
32.51K
Shared
0.00
None
0.00
GOLDMAN SACHS GROUP INC
SOLEShares36.17K
TypeSH
Market value$36.58M
2.90%
Sole
36.17K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares103.03K
TypeSH
Market value$36.40M
2.88%
Sole
103.03K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares173.10K
TypeSH
Market value$27.46M
2.17%
Sole
173.10K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares36.96K
TypeSH
Market value$24.24M
1.92%
Sole
36.96K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares57.10K
TypeSH
Market value$21.57M
1.71%
Sole
57.10K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares43.99K
TypeSH
Market value$21.05M
1.67%
Sole
43.99K
Shared
0.00
None
0.00
WALMART INC
SOLEShares167.55K
TypeSH
Market value$18.98M
1.50%
Sole
167.55K
Shared
0.00
None
0.00
VISA INC
SOLEShares50.85K
TypeSH
Market value$17.45M
1.38%
Sole
50.85K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares19.47K
TypeSH
Market value$14.58M
1.15%
Sole
19.47K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares19.53K
TypeSH
Market value$13.41M
1.06%
Sole
19.53K
Shared
0.00
None
0.00
BANK AMERICA CORP
SOLEShares228.67K
TypeSH
Market value$13.03M
1.03%
Sole
228.67K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares226.03K
TypeSH
Market value$12.12M
0.96%
Sole
226.03K
Shared
0.00
None
0.00
CEMEX SA EURO MTN BE 144A
SOLEShares929.43K
TypeSH
Market value$11.15M
0.88%
Sole
929.43K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares9.07K
TypeSH
Market value$10.88M
0.86%
Sole
9.07K
Shared
0.00
None
0.00
INVESCO QQQ TR
SOLEShares14.53K
TypeSH
Market value$10.70M
0.85%
Sole
14.53K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares139.15K
TypeSH
Market value$10.04M
0.79%
Sole
139.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 421.07K | SH | $121.84M 9.64% | 421.07K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 318.76K | SH | $113.91M 9.02% | 318.76K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 399.31K | SH | $95.17M 7.53% | 399.31K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 202.94K | SH | $75.70M 5.99% | 202.94K | 0.00 | 0.00 |
BETTERWARE DE MEXC S A P I DSOLE | SHS | 3.26M | SH | $58.72M 4.65% | 3.26M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 272.24K | SH | $54.47M 4.31% | 272.24K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 89.56K | SH | $50.45M 3.99% | 89.56K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 150.94K | SH | $49.41M 3.91% | 150.94K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 32.51K | SH | $37.52M 2.97% | 32.51K | 0.00 | 0.00 |
GOLDMAN SACHS GROUP INCSOLE | COM | 36.17K | SH | $36.58M 2.90% | 36.17K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 103.03K | SH | $36.40M 2.88% | 103.03K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET HEA | 173.10K | SH | $27.46M 2.17% | 173.10K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 36.96K | SH | $24.24M 1.92% | 36.96K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 57.10K | SH | $21.57M 1.71% | 57.10K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 43.99K | SH | $21.05M 1.67% | 43.99K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 167.55K | SH | $18.98M 1.50% | 167.55K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 50.85K | SH | $17.45M 1.38% | 50.85K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 19.47K | SH | $14.58M 1.15% | 19.47K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 19.53K | SH | $13.41M 1.06% | 19.53K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 228.67K | SH | $13.03M 1.03% | 228.67K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | STATE STREET FIN | 226.03K | SH | $12.12M 0.96% | 226.03K | 0.00 | 0.00 |
CEMEX SA EURO MTN BE 144ASOLE | SPON ADR NEW | 929.43K | SH | $11.15M 0.88% | 929.43K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 9.07K | SH | $10.88M 0.86% | 9.07K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 14.53K | SH | $10.70M 0.85% | 14.53K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 139.15K | SH | $10.04M 0.79% | 139.15K | 0.00 | 0.00 |
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