MMBG INVESTMENT ADVISORS CO.
Sector Allocation
- Technology45.6%$576.8M
- Other22.2%$280.3M
- Financials10.9%$137.3M
- Consumer Discretionary9.3%$117.5M
- Healthcare3.3%$41.4M
- Industrials3.0%$38.3M
- Consumer Staples2.6%$32.5M
- Materials1.5%$19.1M
- Communication Services1.4%$17.4M
- Energy0.1%$1.4M
AUM History
13fpro.ai/research/fund/mmbg-investment-advisors-co-1765876
Conviction and streaks
Stable · top 10 = 54.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
AAPL
$121.8MGOOGL
$113.9MAMZN
$95.2MMSFT
$75.7M- BETTERWARE$58.7M
NVDA
$54.5MMETA
$50.4MJPM
$49.4MMU
$37.5MGS
$36.6MGOOG
$36.4M- SELECT$27.5M
- VANECK$24.2M
AVGO
$21.6MTSM
$21.0MWMT
$19.0MV
$17.4MSPY
$14.6M- VANGUARD$13.4M
BAC
$13.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mmbg-investment-advisors-co-1765876
MMBG INVESTMENT ADVISORS CO. 13F holdings — Q2 2026
$1.3B portfolio (+16.1% QoQ) · 177 holdings · Q2 2026 13F · top 10 are 55% of the stock portfolio
$121.8M
9.6% of stocks
+6%This quarter+11.6%Since filed10+ qtrsHeld$113.9M
9.0% of stocks
-0.5%This quarter-11.7%Since filed10+ qtrsHeld$95.2M
7.5% of stocks
+0.9%This quarter-10.4%Since filed10+ qtrsHeld$75.7M
6.0% of stocks
+4%This quarter+5.2%Since filed10+ qtrsHeld- 5
BETTERWARE DE MEXC S A P I D - SHS
$58.7M
4.7% of stocks
-5%This quarter—Since filed—HeldAIQuality—Est. buy— $54.5M
4.3% of stocks
+3%This quarter-0.7%Since filed10+ qtrsHeld$50.4M
4.0% of stocks
+6%This quarter+6.0%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$49.4M
3.9% of stocks
+5%This quarter-7.2%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row$37.5M
3.0% of stocks
-24%This quarter+5.0%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$36.6M
2.9% of stocks
+0.2%This quarter-13.7%Since filed10+ qtrsHeld
All holdings — MMBG INVESTMENT ADVISORS CO. (Q2 2026)
177 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Alphabet Inc. | Technology | $36.4M | 2.9% | 103K | -8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | — | SELECT SECTOR SPDR TR - STATE STREET HEAetf/fund | — | $27.5M | 2.2% | 173K | +1% | — | — | 13F |
| 13 | — | VANECK ETF TRUST - SEMICONDUCTR ETFetf/fund | — | $24.2M | 1.9% | 37K | -6% | — | — | 13F |
| 14 | Broadcom Inc. | Technology | $21.6M | 1.7% | 57K | +5% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $21.0M | 1.7% | 44K | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Walmart Inc. | Consumer Staples | $19.0M | 1.5% | 168K | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | VISA INC. | Financials | $17.4M | 1.4% | 51K | +12% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | SPDR S&P 500 ETF TRUSTetf/fund | — | $14.6M | 1.1% | 19K | -9% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $13.4M | 1.1% | 20K | +16% | — | — | 13F |
| 20 | BANK OF AMERICA CORP /DE/ | Financials | $13.0M | 1.0% | 229K | +4% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | — | SELECT SECTOR SPDR TR - STATE STREET FINetf/fund | — | $12.1M | 1.0% | 226K | +3% | — | — | 13F |
| 22 | CEMEX SAB DE CVadr | Materials | $11.2M | 0.9% | 929K | — | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ELI LILLY & Co | Healthcare | $10.9M | 0.9% | 9,070 | +1% | 7 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $10.7M | 0.8% | 15K | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Uber Technologies, Inc | Technology | $10.0M | 0.8% | 139K | +6% | 10+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $ETN | Eaton Corp plc | Industrials | $9.9M | 0.8% | 23K | -1% | |||
| 27 | $GE | GENERAL ELECTRIC CO | Industrials | $8.8M | 0.7% | 23K | New | |||
| 28 | — | SELECT SECTOR SPDR TR - STATE STREET TEC | — | $8.6M | 0.7% | 45K | -5% | |||
| 29 | $SHOP | SHOPIFY INC. | Technology | $7.6M | 0.6% | 67K | -14% | |||
| 30 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $7.5M | 0.6% | 8,005 | -8% | |||
| 31 | — | ISHARES TR - ISHARES BIOTECH | — | $7.2M | 0.6% | 38K | -0.4% | |||
| 32 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $7.1M | 0.6% | 14K | -12% | |||
| 33 | — | SELECT SECTOR SPDR TR - STATE STREET CON | — | $6.9M | 0.6% | 59K | +2% | |||
| 34 | — | VANGUARD WORLD FD - INF TECH ETF | — | $6.9M | 0.6% | 58K | +697% | |||
| 35 | $MELI | MERCADOLIBRE INC | Consumer Discretionary | $6.9M | 0.5% | 4,050 | +26% | |||
| 36 | $GEV | GE Vernova Inc. | Industrials | $6.5M | 0.5% | 5,495 | +324% | |||
| 37 | $CRM | Salesforce, Inc. | Technology | $6.2M | 0.5% | 40K | -35% | |||
| 38 | $FMX | MEXICAN ECONOMIC DEVELOPMENT INC | Consumer Staples | $5.5M | 0.4% | 43K | -1% | |||
| 39 | $RTX | RTX Corp | Industrials | $5.1M | 0.4% | 27K | -4% | |||
| 40 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $4.9M | 0.4% | 51K | +3% | |||
| 41 | $ASML | ASML HOLDING NV | Technology | $4.8M | 0.4% | 2,389 | +0.1% | |||
| 42 | — | ISHARES TR - 1 3 YR TREAS BD | — | $4.6M | 0.4% | 56K | +26% | |||
| 43 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $4.5M | 0.4% | 11K | -35% | |||
| 44 | $IAU | ISHARES GOLD TRUST | Financials | $4.5M | 0.4% | 60K | New | |||
| 45 | — | ISHARES TR - 0-3 MNTH TREASRY | — | $4.3M | 0.3% | 43K | +95% | |||
| 46 | $ABBV | AbbVie Inc. | Healthcare | $4.3M | 0.3% | 17K | — | |||
| 47 | — | SELECT SECTOR SPDR TR - STATE STREET ENE | — | $4.3M | 0.3% | 80K | -4% | |||
| 48 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $4.3M | 0.3% | 5,598 | +25% | |||
| 49 | $NFLX | NETFLIX INC | Communication Services | $4.3M | 0.3% | 60K | +0.7% | |||
| 50 | $DIS | Walt Disney Co | Communication Services | $4.2M | 0.3% | 44K | -10% | |||
| 51 | $CDRO | Codere Online Luxembourg, S.A. | Communication Services | $4.2M | 0.3% | 444K | +21% | |||
| 52 | $DHR | DANAHER CORP /DE/ | Healthcare | $4.1M | 0.3% | 22K | -17% | |||
| 53 | $MCD | MCDONALDS CORP | Consumer Discretionary | $3.9M | 0.3% | 14K | -2% | |||
| 54 | — | SELECT SECTOR SPDR TR - STATE STREET CON | — | $3.8M | 0.3% | 46K | -9% | |||
| 55 | — | ISHARES TR - U.S. TECH ETF | — | $3.8M | 0.3% | 15K | — | |||
| 56 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | — | $3.6M | 0.3% | 41K | -2% | |||
| 57 | $CRH | CRH PUBLIC LTD CO | Materials | $3.5M | 0.3% | 33K | New | |||
| 58 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $3.2M | 0.3% | 29K | +12% | |||
| 59 | $PANW | Palo Alto Networks Inc | Technology | $3.2M | 0.3% | 9,371 | +7% | |||
| 60 | — | ISHARES INC - CORE MSCI EMKT | — | $3.2M | 0.3% | 38K | -3% | |||
| 61 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.9M | 0.2% | 5,838 | +4% | |||
| 62 | $MRK | Merck & Co., Inc. | Healthcare | $2.9M | 0.2% | 23K | — | |||
| 63 | — | ISHARES TR - 3 7 YR TREAS BD | — | $2.9M | 0.2% | 25K | +7% | |||
| 64 | $FCX | FREEPORT-MCMORAN INC | Materials | $2.9M | 0.2% | 46K | — | |||
| 65 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $2.8M | 0.2% | 28K | -51% | |||
| 66 | — | SELECT SECTOR SPDR TR - STATE STREET IND | — | $2.6M | 0.2% | 14K | -16% | |||
| 67 | $APO | Apollo Global Management, Inc. | Financials | $2.6M | 0.2% | 22K | -15% | |||
| 68 | $AZN | ASTRAZENECA PLC | Healthcare | $2.6M | 0.2% | 14K | +23% | |||
| 69 | — | ISHARES TR - US INDUSTRIALS | — | $2.4M | 0.2% | 14K | — | |||
| 70 | $NOW | ServiceNow, Inc. | Technology | $2.3M | 0.2% | 23K | -0.4% | |||
| 71 | — | ISHARES TR - PFD AND INCM SEC | — | $2.2M | 0.2% | 73K | — | |||
| 72 | $ANGX | Angel Studios, Inc. | Communication Services | $2.2M | 0.2% | 598K | — | |||
| 73 | $AMGN | AMGEN INC | Healthcare | $2.2M | 0.2% | 6,044 | — | |||
| 74 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $2.2M | 0.2% | 27K | — | |||
| 75 | — | ISHARES INC - MSCI JAPAN ETF | — | $2.1M | 0.2% | 23K | +5% | |||
| 76 | $GLD | SPDR GOLD TRUST | Financials | $2.1M | 0.2% | 5,815 | — | |||
| 77 | — | ISHARES TR - ISHS 1-5YR INVS | — | $2.1M | 0.2% | 41K | +2% | |||
| 78 | $FDX | FEDEX CORP | Industrials | $2.1M | 0.2% | 6,532 | -20% | |||
| 79 | — | ISHARES TR - MSCI AC ASIA ETF | — | $2.0M | 0.2% | 16K | +0.7% | |||
| 80 | — | ISHARES TR - ESG MSCI KLD 400 | — | $2.0M | 0.2% | 14K | — | |||
| 81 | $BA | BOEING CO | Industrials | $1.9M | 0.1% | 9,005 | +9% | |||
| 82 | $DELL | Dell Technologies Inc. | Technology | $1.9M | 0.1% | 4,406 | — | |||
| 83 | — | ISHARES TR - CORE S&P MCP ETF | — | $1.9M | 0.1% | 24K | -1% | |||
| 84 | $SPGI | S&P Global Inc. | Financials | $1.9M | 0.1% | 4,575 | — | |||
| 85 | — | ISHARES TR - CORE S&P500 ETF | — | $1.9M | 0.1% | 2,474 | — | |||
| 86 | — | ISHARES TR - U.S. FINLS ETF | — | $1.8M | 0.1% | 15K | — | |||
| 87 | — | ISHARES TR - US HLTHCARE ETF | — | $1.8M | 0.1% | 27K | — | |||
| 88 | $SPOT | Spotify Technology S.A. | Communication Services | $1.8M | 0.1% | 3,943 | -1% | |||
| 89 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ CYB ETF | — | $1.7M | 0.1% | 19K | +2% | |||
| 90 | $ORCL | ORACLE CORP | Technology | $1.7M | 0.1% | 11K | +13% | |||
| 91 | $B | BARRICK MINING CORP | Materials | $1.6M | 0.1% | 43K | — | |||
| 92 | $MA | Mastercard Inc | Financials | $1.6M | 0.1% | 3,030 | — | |||
| 93 | — | ISHARES INC - MSCI EURZONE ETF | — | $1.5M | 0.1% | 21K | — | |||
| 94 | — | ISHARES TR - USD INV GRDE ETF | — | $1.4M | 0.1% | 28K | — | |||
| 95 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.1% | 6,266 | — | |||
| 96 | — | SELECT SECTOR SPDR TR - STATE STREET MAT | — | $1.3M | 0.1% | 25K | — | |||
| 97 | — | VANECK ETF TRUST - GOLD MINERS ETF | — | $1.3M | 0.1% | 17K | — | |||
| 98 | $STT | STATE STREET CORP | Financials | $1.2M | 0.1% | 18K | -14% | |||
| 99 | — | ISHARES TR - JPMORGAN USD EMG | — | $1.2M | 0.1% | 12K | +9% | |||
| 100 | $DE | DEERE & CO | Industrials | $1.1M | 0.1% | 1,755 | -5% | |||
| 101 | $CDNS | CADENCE DESIGN SYSTEMS INC | Technology | $1.0M | 0.1% | 2,740 | -8% | |||
| 102 | — | ISHARES TR - ESG OPTIMIZED | — | $982K | 0.1% | 6,365 | — | |||
| 103 | — | ISHARES TR - US TRSPRTION | — | $979K | 0.1% | 11K | — | |||
| 104 | — | ISHARES TR - RUS 1000 GRW ETF | — | $978K | 0.1% | 7,874 | +300% | |||
| 105 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | — | $967K | 0.1% | 17K | — | |||
| 106 | $WM | WASTE MANAGEMENT INC | Utilities | $949K | 0.1% | 4,260 | — | |||
| 107 | $CFR | CULLEN/FROST BANKERS, INC. | Financials | $938K | 0.1% | 6,070 | — | |||
| 108 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $935K | 0.1% | 2,650 | — | |||
| 109 | — | ISHARES TR - IBOXX INV CP ETF | — | $882K | 0.1% | 8,088 | +8% | |||
| 110 | — | ISHARES TR - 7-10 YR TRSY BD | — | $880K | 0.1% | 9,304 | -17% | |||
| 111 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | — | $872K | 0.1% | 15K | — | |||
| 112 | — | ISHARES TR - 0-5YR INVT GR CP | — | $854K | 0.1% | 17K | — | |||
| 113 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $832K | 0.1% | 28K | — | |||
| 114 | — | ISHARES TR - TOP 20 U S ETF | — | $823K | 0.1% | 25K | New | |||
| 115 | $ET | Energy Transfer LP | Energy | $801K | 0.1% | 42K | — | |||
| 116 | — | ISHARES TR - FLTG RATE NT ETF | — | $788K | 0.1% | 15K | — | |||
| 117 | — | SELECT SECTOR SPDR TR - STATE STREET COM | — | $722K | 0.1% | 6,737 | +10% | |||
| 118 | $CVS | CVS HEALTH Corp | Healthcare | $722K | 0.1% | 6,975 | — | |||
| 119 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $712K | 0.1% | 2,691 | — | |||
| 120 | — | ISHARES TR - 0-5YR HI YL CP | — | $708K | 0.1% | 17K | +0.4% | |||
| 121 | $NVO | NOVO NORDISK A S | Healthcare | $701K | 0.1% | 15K | -17% | |||
| 122 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | — | $671K | 0.1% | 4,243 | +12% | |||
| 123 | $JNJ | JOHNSON & JOHNSON | Healthcare | $661K | 0.1% | 2,602 | — | |||
| 124 | $LVS | LAS VEGAS SANDS CORP | Consumer Discretionary | $656K | 0.1% | 14K | — | |||
| 125 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $637K | 0.1% | 11K | +7% | |||
| 126 | $NKE | NIKE, Inc. | Consumer Discretionary | $610K | 0.1% | 15K | — | |||
| 127 | $TKO | TKO Group Holdings, Inc. | Communication Services | $605K | 0.1% | 3,005 | — | |||
| 128 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $605K | 0.1% | 3,200 | — | |||
| 129 | — | SPDR SERIES TRUST - STATE STREET SPD | — | $581K | 0.1% | 6,343 | — | |||
| 130 | $CVX | CHEVRON CORP | Energy | $572K | 0.1% | 3,450 | — | |||
| 131 | $TSLA | Tesla, Inc. | Consumer Discretionary | $556K | 0.0% | 1,323 | -13% | |||
| 132 | $URBN | URBAN OUTFITTERS INC | Consumer Discretionary | $554K | 0.0% | 7,815 | — | |||
| 133 | — | ISHARES TR - BROAD USD HIGH | — | $535K | 0.0% | 14K | — | |||
| 134 | $SNOW | Snowflake Inc. | Technology | $529K | 0.0% | 2,080 | — | |||
| 135 | $STZ | CONSTELLATION BRANDS, INC. | Consumer Staples | $520K | 0.0% | 3,740 | — | |||
| 136 | — | ISHARES TR - FALN ANGLS USD | — | $520K | 0.0% | 19K | +17% | |||
| 137 | — | ISHARES TR - U.S. MED DVC ETF | — | $516K | 0.0% | 10K | — | |||
| 138 | — | ISHARES TR - MSCI EMG MKT ETF | — | $498K | 0.0% | 7,275 | — | |||
| 139 | — | ISHARES TR - 20 YR TR BD ETF | — | $488K | 0.0% | 5,644 | — | |||
| 140 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $459K | 0.0% | 3,037 | New | |||
| 141 | $NU | Nu Holdings Ltd. | Financials | $450K | 0.0% | 34K | — | |||
| 142 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $438K | 0.0% | 9,000 | — | |||
| 143 | — | ISHARES TR - CORE S&P US VLU | — | $432K | 0.0% | 3,919 | — | |||
| 144 | — | ISHARES TR - MSCI EAFE ETF | — | $410K | 0.0% | 3,950 | — | |||
| 145 | — | ISHARES TR - EUROPE ETF | — | $408K | 0.0% | 5,600 | — | |||
| 146 | — | ISHARES U S ETF TR - U.S. TECH INDEPD | — | $405K | 0.0% | 3,774 | — | |||
| 147 | $STWD | STARWOOD PROPERTY TRUST, INC. | Real Estate | $405K | 0.0% | 25K | — | |||
| 148 | $IBIT | iShares Bitcoin Trust ETF | Financials | $395K | 0.0% | 12K | — | |||
| 149 | — | ISHARES TR - GLOB HLTHCRE ETF | — | $384K | 0.0% | 3,900 | — | |||
| 150 | — | GLOBAL X FDS - RBTCS ARTFL INTE | — | $380K | 0.0% | 10K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 11 new, 47 added to, 40 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
$GEGENERAL ELECTRIC CO$8.8M
first bought this quarter
$IAUISHARES GOLD TRUST$4.5M
first bought this quarter
$CRHCRH PUBLIC LTD CO$3.5M
first bought this quarter
- ISHARES TR - TOP 20 U S ETF$823K
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$459K
first bought this quarter
$HONAHoneywell Aerospace Inc.$373K
first bought this quarter
+5 more in the Excel export
Added to (47)
now $121.8M · held 10+ qtrs
- VANGUARD WORLD FD - INF TECH ETF+697%
now $6.9M
$GEVGE Vernova Inc.+324%
now $6.5M · held 6 qtrs
now $75.7M · held 10+ qtrs, 2 adds in a row
now $50.4M · held 10+ qtrs, 3 adds in a row
now $49.4M · held 10+ qtrs, 2 adds in a row
+41 more in the Excel export
Trimmed (40)
now $37.5M · held 10+ qtrs, 5 trims in a row
$CRMSalesforce, Inc.-35%
now $6.2M · held 10+ qtrs, 3 trims in a row
now $36.4M · held 10+ qtrs
- BETTERWARE DE MEXC S A P I D - SHS-5%
now $58.7M
$SBUXSTARBUCKS CORP-51%
now $2.8M · held 10+ qtrs
$UNHUNITEDHEALTH GROUP INC-35%
now $4.5M · held 10+ qtrs, 2 trims in a row
+34 more in the Excel export
Holdings by quarter
Every 13F MMBG INVESTMENT ADVISORS CO. has filed, 18 earlier quarters. Pick one to see what it held then.
Is it too late to follow MMBG INVESTMENT ADVISORS?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MMBG INVESTMENT ADVISORS's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-2.0%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 14% over the last 4
Top 10 weight
55%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MMBG INVESTMENT ADVISORS CO. disclosed 177 positions worth $1.3B in its Form 13F-HR for Q2 2026, led by $AAPL (Apple Inc.) at 9.6% of the equity portfolio, followed by $GOOGL and $AMZN. During the quarter the fund opened 11 new positions and exited 7 — including a new stake in $GE and a full exit from $WT. The portfolio is most concentrated in Technology (45.6% of disclosed assets). All figures are sourced directly from MMBG INVESTMENT ADVISORS CO.’s Form 13F-HR filing with the SEC under CIK 1765876.
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