MMBG INVESTMENT ADVISORS CO.
13F Reported Value
ⓘ$1.1B
Holdings
172
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
MMBG INVESTMENT ADVISORS CO. disclosed 172 positions worth $1.1B in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 9.3% of the equity portfolio, followed by $GOOG and $AMZN. During the quarter the fund opened 3 new positions and exited 8 — including a new stake in $WDC. The portfolio is most concentrated in Technology (45.3% of disclosed assets). All figures are sourced directly from MMBG INVESTMENT ADVISORS CO.’s Form 13F-HR filing with the SEC under CIK 1765876.
AI Fund Analysis
Stable
$AAPL
$GOOG
$AMZN
$MSFT
$LLY
$MELISector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.1#112
Quality
$100.9M397,484 sh - 80.2#45
Quality
$92.1M320,353 sh - 74.6#152
Quality
$82.4M395,732 sh - 83.7
Quality
$72.4M195,632 sh BETTERWARE DE MEXC S A P I D
—Quality
$57.8M3,429,352 sh- 80.9
Quality
$48.5M84,780 sh - 90.2
Quality
$46.1M264,310 sh - 35.6
Quality
$42.4M144,021 sh - 80.2
Quality
$32.2M112,228 sh - —
Quality
$30.5M36,088 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Apple Inc.$AAPL | 76.1#112 | $100.9M | 397,484 |
| Alphabet Inc.$GOOG | 80.2#45 | $92.1M | 320,353 |
| AMAZON COM INC$AMZN | 74.6#152 | $82.4M | 395,732 |
| MICROSOFT CORP$MSFT | 83.7 | $72.4M | 195,632 |
| BETTERWARE DE MEXC S A P I D | — | $57.8M | 3,429,352 |
 Meta Platforms, Inc.$META | 80.9 | $48.5M | 84,780 |
 NVIDIA CORP$NVDA | 90.2 | $46.1M | 264,310 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $42.4M | 144,021 |
 Alphabet Inc.$GOOGL | 80.2 | $32.2M | 112,228 |
 GOLDMAN SACHS GROUP INC$GS | — | $30.5M | 36,088 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MMBG INVESTMENT ADVISORS CO.'s 172 positions.
Showing top 10 of 172 holdings.
Sector Allocation
Technology
$492.7M
Other
$246.4M
Consumer Discretionary
$130.4M
Financials
$119.8M
Industrials
$31.6M
Healthcare
$26.3M
Communication Services
$17.9M
Materials
$15.1M
Full Holdings — MMBG INVESTMENT ADVISORS CO. (Q1 2026)
All 172 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AAPL | Apple Inc. | $100.9M | 9.3% | +0% | 76.1 |
| 2 | $GOOG | Alphabet Inc. | $92.1M | 8.5% | -1% | 80.2 |
| 3 | $AMZN | AMAZON COM INC | $82.4M | 7.6% | +4% | 74.6 |
| 4 | $MSFT | MICROSOFT CORP | $72.4M | 6.7% | +5% | 83.7 |
| 5 | — | BETTERWARE DE MEXC S A P I D | $57.8M | 5.3% | -16% | — |
| 6 | $META | Meta Platforms, Inc. | $48.5M | 4.5% | +3% | 80.9 |
| 7 | $NVDA | NVIDIA CORP | $46.1M | 4.2% | +3% | 90.2 |
| 8 | $JPM | JPMORGAN CHASE & CO | $42.4M | 3.9% | +1% | 35.6 |
| 9 | $GOOGL | Alphabet Inc. | $32.2M | 3.0% | -0% | 80.2 |
| 10 | $GS | GOLDMAN SACHS GROUP INC | $30.5M | 2.8% | +3% | — |
| 11 | — | SELECT SECTOR SPDR TR | $25.0M | 2.3% | -0% | — |
| 12 |  $WMT | Walmart Inc. | $20.7M | 1.9% | -1% | 63.2 |
| 13 |  $AVGO | Broadcom Inc. | $16.9M | 1.6% | +8% | 86.4 |
| 14 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $15.4M | 1.4% | +8% | — |
| 15 | — | VANECK ETF TRUST | $15.1M | 1.4% | -2% | — |
| 16 |  $MU | MICRON TECHNOLOGY INC | $14.5M | 1.3% | -21% | 88.4 |
| 17 |  $SPY | SPDR S&P 500 ETF TRUST | $14.0M | 1.3% | -4% | — |
| 18 |  $V | VISA INC. | $13.7M | 1.3% | -1% | 83.5 |
| 19 |  $CRM | Salesforce, Inc. | $11.5M | 1.1% | -17% | 75.2 |
| 20 | — | SELECT SECTOR SPDR TR | $10.8M | 1.0% | +19% | — |
| 21 |  $BAC | BANK OF AMERICA CORP /DE/ | $10.7M | 1.0% | -4% | 68.4 |
| 22 |  $CX | CEMEX SAB DE CV | $10.6M | 1.0% | -32% | — |
| 23 | — | VANGUARD INDEX FDS | $10.1M | 0.9% | +1% | — |
| 24 |  $UBER | Uber Technologies, Inc | $9.5M | 0.9% | +6% | 79.3 |
| 25 |  $SHOP | SHOPIFY INC. | $9.2M | 0.8% | -0% | — |
| 26 |  $COST | COSTCO WHOLESALE CORP /NEW | $8.7M | 0.8% | -0% | 67 |
| 27 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.6M | 0.8% | -0% | — |
| 28 |  $ETN | Eaton Corp plc | $8.4M | 0.8% | +0% | — |
| 29 | $LLY | ELI LILLY & Co | $8.2M | 0.8% | +7% | 89.3 |
| 30 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $7.9M | 0.7% | +0% | 63.7 |
| 31 | — | ISHARES TR | $6.4M | 0.6% | -1% | — |
| 32 | — | SELECT SECTOR SPDR TR | $6.3M | 0.6% | -4% | — |
| 33 | — | SELECT SECTOR SPDR TR | $6.3M | 0.6% | +0% | — |
| 34 |  $BABA | Alibaba Group Holding Ltd | $6.2M | 0.6% | +1% | — |
| 35 |  $NFLX | NETFLIX INC | $5.7M | 0.5% | +33% | 86.7 |
| 36 |  $WT | WisdomTree, Inc. | $5.6M | 0.5% | +0% | 62.9 |
| 37 | $MELI | MERCADOLIBRE INC | $5.5M | 0.5% | +47% | 77.5 |
| 38 |  $RTX | RTX Corp | $5.4M | 0.5% | -2% | 70 |
| 39 | — | SELECT SECTOR SPDR TR | $5.2M | 0.5% | +0% | — |
| 40 | — | VANGUARD WORLD FD | $5.1M | 0.5% | -1% | — |
| 41 |  $SBUX | STARBUCKS CORP | $5.0M | 0.5% | +0% | 54.6 |
| 42 |  $DHR | DANAHER CORP /DE/ | $5.0M | 0.5% | +10% | 63.9 |
| 43 |  $FMX | MEXICAN ECONOMIC DEVELOPMENT INC | $4.8M | 0.4% | +0% | — |
| 44 |  $DIS | Walt Disney Co | $4.7M | 0.4% | -1% | 68.9 |
| 45 |  $UNH | UNITEDHEALTH GROUP INC | $4.6M | 0.4% | -8% | 66.8 |
| 46 |  $MCD | MCDONALDS CORP | $4.6M | 0.4% | +0% | 73.9 |
| 47 | — | SELECT SECTOR SPDR TR | $4.1M | 0.4% | +0% | — |
| 48 |  $ABBV | AbbVie Inc. | $3.7M | 0.3% | -0% | 59.3 |
| 49 | — | ISHARES TR | $3.6M | 0.3% | +2% | — |
| 50 | — | VANGUARD INTL EQUITY INDEX F | $3.4M | 0.3% | -11% | — |
| 51 |  $ASML | ASML HOLDING NV | $3.2M | 0.3% | -0% | — |
| 52 |  $CDRO | Codere Online Luxembourg, S.A. | $3.1M | 0.3% | +0% | — |
| 53 |  $FDX | FEDEX CORP | $2.9M | 0.3% | +0% | 60.3 |
| 54 |  $APO | Apollo Global Management, Inc. | $2.9M | 0.3% | -8% | 55.7 |
| 55 | — | ISHARES TR | $2.9M | 0.3% | -61% | — |
| 56 | — | ISHARES INC | $2.7M | 0.3% | +25% | — |
| 57 | — | ISHARES TR | $2.7M | 0.3% | +23% | — |
| 58 |  $MRK | Merck & Co., Inc. | $2.7M | 0.3% | +0% | 70.9 |
| 59 | — | ISHARES TR | $2.7M | 0.3% | -1% | — |
| 60 | — | SELECT SECTOR SPDR TR | $2.7M | 0.3% | +6% | — |
| 61 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.7M | 0.3% | -41% | 64.5 |
| 62 |  $FCX | FREEPORT-MCMORAN INC | $2.7M | 0.3% | +130% | 73.1 |
| 63 |  $GLD | SPDR GOLD TRUST | $2.5M | 0.2% | +0% | — |
| 64 |  $NOW | ServiceNow, Inc. | $2.4M | 0.2% | -7% | 76 |
| 65 | — | ISHARES TR | $2.2M | 0.2% | +0% | — |
| 66 | — | ISHARES TR | $2.2M | 0.2% | +963% | — |
| 67 | — | VANGUARD SCOTTSDALE FDS | $2.2M | 0.2% | +0% | — |
| 68 |  $AZN | ASTRAZENECA PLC | $2.2M | 0.2% | -61% | — |
| 69 |  $AMGN | AMGEN INC | $2.1M | 0.2% | +0% | 79.5 |
| 70 | — | ISHARES TR | $2.1M | 0.2% | -8% | — |
| 71 | — | ISHARES TR | $2.1M | 0.2% | +1% | — |
| 72 |  $SPGI | S&P Global Inc. | $1.9M | 0.2% | +0% | 79.4 |
| 73 |  $SPOT | Spotify Technology S.A. | $1.9M | 0.2% | +1% | — |
| 74 | — | ISHARES INC | $1.9M | 0.2% | +8% | — |
| 75 |  $ANGX | Angel Studios, Inc. | $1.8M | 0.2% | +519% | 26 |
| 76 |  $B | BARRICK MINING CORP | $1.8M | 0.2% | -1% | — |
| 77 |  $CRWD | CrowdStrike Holdings, Inc. | $1.8M | 0.2% | +107% | 55 |
| 78 | — | ISHARES TR | $1.7M | 0.2% | +0% | — |
| 79 | — | ISHARES TR | $1.7M | 0.2% | -3% | — |
| 80 | — | ISHARES TR | $1.7M | 0.1% | +0% | — |
| 81 | — | ISHARES TR | $1.7M | 0.1% | +0% | — |
| 82 |  $BA | BOEING CO | $1.6M | 0.1% | +0% | 51.8 |
| 83 | — | ISHARES TR | $1.6M | 0.1% | -11% | — |
| 84 | — | ISHARES TR | $1.6M | 0.1% | +0% | — |
| 85 | — | VANECK ETF TRUST | $1.5M | 0.1% | +0% | — |
| 86 |  $MA | Mastercard Inc | $1.5M | 0.1% | +0% | 81.7 |
| 87 |  $ORCL | ORACLE CORP | $1.5M | 0.1% | +6% | 67.2 |
| 88 | — | ISHARES TR | $1.4M | 0.1% | +0% | — |
| 89 |  $PANW | Palo Alto Networks Inc | $1.4M | 0.1% | -1% | 66.5 |
| 90 | — | ISHARES INC | $1.3M | 0.1% | +0% | — |
| 91 |  $STT | STATE STREET CORP | $1.3M | 0.1% | +0% | 61.5 |
| 92 | — | SELECT SECTOR SPDR TR | $1.3M | 0.1% | +403% | — |
| 93 |  $IVZ | Invesco Ltd. | $1.2M | 0.1% | +36% | — |
| 94 | — | FIRST TR EXCHANGE-TRADED FD | $1.1M | 0.1% | +102% | — |
| 95 |  $GEV | GE Vernova Inc. | $1.1M | 0.1% | +0% | 70.1 |
| 96 | — | ISHARES TR | $1.1M | 0.1% | +35% | — |
| 97 | — | ISHARES TR | $1.1M | 0.1% | +20% | — |
| 98 |  $DE | DEERE & CO | $1.0M | 0.1% | -32% | 57.4 |
| 99 |  $WM | WASTE MANAGEMENT INC | $978,905 | 0.1% | +0% | 70.7 |
| 100 | — | VANGUARD SCOTTSDALE FDS | $972,642 | 0.1% | +0% | — |
| 101 | — | VANGUARD SCOTTSDALE FDS | $880,923 | 0.1% | +0% | — |
| 102 |  $HD | HOME DEPOT, INC. | $871,559 | 0.1% | -11% | 69.2 |
| 103 | — | ISHARES TR | $856,512 | 0.1% | +0% | — |
| 104 | — | ISHARES TR | $841,488 | 0.1% | +0% | — |
| 105 |  $CFR | CULLEN/FROST BANKERS, INC. | $840,999 | 0.1% | +0% | 66.5 |
| 106 | — | ISHARES TR | $840,817 | 0.1% | +0% | — |
| 107 | — | ISHARES TR | $839,394 | 0.1% | +0% | — |
| 108 | — | SPDR SERIES TRUST | $833,691 | 0.1% | +0% | — |
| 109 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $825,274 | 0.1% | -1% | 74.4 |
| 110 | — | ISHARES TR | $813,937 | 0.1% | +37% | — |
| 111 |  $ET | Energy Transfer LP | $808,767 | 0.1% | +0% | 64.5 |
| 112 | — | ISHARES TR | $786,413 | 0.1% | +647% | — |
| 113 |  $NKE | NIKE, Inc. | $784,063 | 0.1% | -33% | 53.4 |
| 114 |  $LVS | LAS VEGAS SANDS CORP | $765,096 | 0.1% | +0% | 73.7 |
| 115 |  $HON | HONEYWELL INTERNATIONAL INC | $762,173 | 0.1% | -16% | 65.7 |
| 116 |  $DELL | Dell Technologies Inc. | $723,157 | 0.1% | +0% | 76 |
| 117 |  $CVX | CHEVRON CORP | $713,805 | 0.1% | -28% | 54.7 |
| 118 | — | ISHARES TR | $703,742 | 0.1% | -20% | — |
| 119 | — | SELECT SECTOR SPDR TR | $681,789 | 0.1% | +0% | — |
| 120 | $WT | WisdomTree, Inc. | $679,377 | 0.1% | +0% | 62.9 |
| 121 |  $NVO | NOVO NORDISK A S | $667,087 | 0.1% | -41% | — |
| 122 |  $JNJ | JOHNSON & JOHNSON | $636,033 | 0.1% | +0% | 72.8 |
| 123 | — | FIRST TR EXCHANGE-TRADED FD | $629,775 | 0.1% | +0% | — |
| 124 |  $TKO | TKO Group Holdings, Inc. | $605,958 | 0.1% | +0% | 73.1 |
| 125 | — | SPDR SERIES TRUST | $581,273 | 0.1% | +0% | — |
| 126 |  $TSLA | Tesla, Inc. | $567,291 | 0.1% | -8% | 50.1 |
| 127 | — | VANGUARD WHITEHALL FDS | $563,521 | 0.1% | +1% | — |
| 128 |  $STZ | CONSTELLATION BRANDS, INC. | $561,000 | 0.1% | +0% | 65 |
| 129 | — | ISHARES TR | $556,707 | 0.1% | +0% | — |
| 130 | — | VANGUARD INTL EQUITY INDEX F | $539,960 | 0.1% | -2% | — |
| 131 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $533,440 | 0.1% | +0% | 59.8 |
| 132 | — | ISHARES TR | $531,970 | 0.1% | +0% | — |
| 133 |  $CVS | CVS HEALTH Corp | $500,945 | 0.1% | -28% | 51.3 |
| 134 |  $URBN | URBAN OUTFITTERS INC | $495,080 | 0.1% | +0% | 63.6 |
| 135 | — | ISHARES TR | $489,278 | 0.0% | +0% | — |
| 136 |  $NU | Nu Holdings Ltd. | $483,622 | 0.0% | -19% | — |
| 137 | — | FIRST TR EXCHANGE-TRADED FD | $457,200 | 0.0% | +0% | — |
| 138 |  $IBIT | iShares Bitcoin Trust ETF | $455,661 | 0.0% | -48% | — |
| 139 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $437,456 | 0.0% | -56% | 54.6 |
| 140 | — | ISHARES TR | $435,269 | 0.0% | +20% | — |
| 141 | — | ISHARES TR | $413,147 | 0.0% | +0% | — |
| 142 | — | ISHARES TR | $400,732 | 0.0% | +0% | — |
| 143 |  $PYPL | PayPal Holdings, Inc. | $389,068 | 0.0% | +36% | 70.5 |
| 144 | — | ISHARES TR | $383,664 | 0.0% | +0% | — |
| 145 | — | ISHARES TR | $380,464 | 0.0% | +0% | — |
| 146 | — | ISHARES TR | $364,806 | 0.0% | +0% | — |
| 147 | — | PIMCO ETF TR | $357,526 | 0.0% | +0% | — |
| 148 | — | ISHARES TR | $351,311 | 0.0% | +0% | — |
| 149 |  $GRAB | Grab Holdings Ltd | $341,661 | 0.0% | +0% | — |
| 150 |  $WDC | WESTERN DIGITAL CORP | $339,465 | 0.0% | NEW | 76.8 |
| 151 | — | ISHARES TR | $337,167 | 0.0% | +0% | — |
| 152 | — | ISHARES U S ETF TR | $333,546 | 0.0% | +0% | — |
| 153 | — | GLOBAL X FDS | $332,200 | 0.0% | +0% | — |
| 154 |  $SNOW | Snowflake Inc. | $313,706 | 0.0% | -1% | 49.6 |
| 155 |  $LULU | lululemon athletica inc. | $306,353 | 0.0% | -5% | 62.9 |
| 156 | — | ISHARES TR | $304,317 | 0.0% | +0% | — |
| 157 | — | ISHARES TR | $300,563 | 0.0% | +0% | — |
| 158 |  $INTU | INTUIT INC. | $289,695 | 0.0% | -50% | 82 |
| 159 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $285,877 | 0.0% | +0% | 75.1 |
| 160 | — | ISHARES INC | $282,358 | 0.0% | -77% | — |
| 161 | — | VANGUARD INDEX FDS | $282,313 | 0.0% | +0% | — |
| 162 |  $ONON | On Holding AG | $279,134 | 0.0% | -2% | — |
| 163 | — | ISHARES TR | $269,216 | 0.0% | +0% | — |
| 164 | — | GLOBAL X FDS | $261,748 | 0.0% | +0% | — |
| 165 |  $PFE | PFIZER INC | $261,377 | 0.0% | -74% | 69 |
| 166 | — | ISHARES TR | $254,760 | 0.0% | +0% | — |
| 167 |  $BIIB | BIOGEN INC. | $228,796 | 0.0% | +0% | 65.6 |
| 168 |  $NVS | NOVARTIS AG | $227,903 | 0.0% | +0% | — |
| 169 |  $KO | COCA COLA CO | $214,424 | 0.0% | -15% | 74 |
| 170 |  $EMBJ | EMBRAER S.A. | $205,020 | 0.0% | NEW | — |
| 171 |  $SE | Sea Ltd | $204,458 | 0.0% | +39% | — |
| 172 |  $CMI | CUMMINS INC | $204,448 | 0.0% | NEW | 58.9 |
New Positions (3)
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