MMBG INVESTMENT ADVISORS CO.

Est. AUM

$1.09B

13F long equity only

Positions

172

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$100.9M	397,484	9.27%	SOLE
2	ALPHABET INC	CAP STK CL A	$92.1M	320,353	8.46%	SOLE
3	AMAZON COM INC	COM	$82.4M	395,732	7.57%	SOLE
4	MICROSOFT CORP	COM	$72.4M	195,632	6.65%	SOLE
5	BETTERWARE DE MEXC S A P I D	SHS	$57.8M	3,429,352	5.31%	SOLE
6	META PLATFORMS INC	CL A	$48.5M	84,780	4.46%	SOLE
7	NVIDIA CORPORATION	COM	$46.1M	264,310	4.23%	SOLE
8	JPMORGAN CHASE & CO	COM	$42.4M	144,021	3.89%	SOLE
9	ALPHABET INC	CAP STK CL C	$32.2M	112,228	2.96%	SOLE
10	GOLDMAN SACHS GROUP INC	COM	$30.5M	36,088	2.80%	SOLE
11	SELECT SECTOR SPDR TR	STATE STREET HEA	$25.0M	170,600	2.30%	SOLE
12	WALMART INC	COM	$20.7M	166,151	1.90%	SOLE
13	BROADCOM INC	COM	$16.9M	54,532	1.55%	SOLE
14	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$15.4M	45,545	1.42%	SOLE
15	VANECK ETF TRUST	SEMICONDUCTR ETF	$15.1M	39,263	1.38%	SOLE
16	MICRON TECHNOLOGY INC	COM	$14.5M	42,910	1.33%	SOLE
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$14.0M	21,454	1.29%	SOLE
18	VISA INC	COM CL A	$13.7M	45,317	1.26%	SOLE
19	SALESFORCE INC	COM	$11.5M	61,381	1.05%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET FIN	$10.8M	218,768	0.99%	SOLE
21	BANK AMERICA CORP	COM	$10.7M	219,808	0.98%	SOLE
22	CEMEX SA EURO MTN BE 144A	SPON ADR NEW	$10.6M	929,427	0.98%	SOLE
23	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.1M	16,876	0.93%	SOLE
24	UBER TECHNOLOGIES INC	COM	$9.5M	131,857	0.87%	SOLE
25	SHOPIFY INC	CL A SUB VTG SHS	$9.2M	77,735	0.85%	SOLE
26	COSTCO WHOLESALE CORPORATION	COM	$8.7M	8,699	0.80%	SOLE
27	INVESCO QQQ TR	UNIT SER 1	$8.6M	14,824	0.79%	SOLE
28	EATON CORP PLC	SHS	$8.4M	23,567	0.77%	SOLE
29	ELI LILLY & CO	COM	$8.2M	8,947	0.76%	SOLE
30	THERMO FISHER SCIENTIFIC INC	COM	$7.9M	16,105	0.73%	SOLE
31	ISHARES TR	ISHARES BIOTECH	$6.4M	37,787	0.59%	SOLE
32	SELECT SECTOR SPDR TR	STATE STREET TEC	$6.3M	47,392	0.58%	SOLE
33	SELECT SECTOR SPDR TR	STATE STREET CON	$6.3M	57,626	0.58%	SOLE
34	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$6.2M	49,056	0.57%	SOLE
35	NETFLIX INC.	COM	$5.7M	59,230	0.52%	SOLE
36	WISDOMTREE TR	JAPN HEDGE EQT	$5.6M	35,417	0.52%	SOLE
37	MERCADOLIBRE	INC COM	$5.5M	3,202	0.51%	SOLE
38	RTX CORPORATION	COM	$5.4M	28,170	0.50%	SOLE
39	SELECT SECTOR SPDR TR	STATE STREET ENE	$5.2M	84,220	0.47%	SOLE
40	VANGUARD WORLD FD	INF TECH ETF	$5.1M	7,250	0.46%	SOLE
41	STARBUCKS CORP	COM	$5.0M	55,907	0.46%	SOLE
42	DANAHER CORP DEL	COM	$5.0M	26,095	0.46%	SOLE
43	FOMENTO ECONOMICO MEXICANO S	SPON ADR UNITS	$4.8M	43,578	0.44%	SOLE
44	DISNEY WALT CO	COM	$4.7M	48,927	0.43%	SOLE
45	UNITEDHEALTH GROUP INC	COM	$4.6M	16,858	0.42%	SOLE
46	MCDONALDS CORP	COM	$4.6M	14,644	0.42%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET CON	$4.1M	50,602	0.38%	SOLE
48	ABBVIE INC	COM	$3.7M	17,115	0.34%	SOLE
49	ISHARES TR	1 3 YR TREAS BD	$3.6M	43,949	0.33%	SOLE
50	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$3.4M	41,821	0.32%	SOLE

1–50 of 172

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.