Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MMBG INVESTMENT ADVISORS CO. (CIK 1765876) reported $1.09B across 171 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($100.9M, 9.27%), GOOGL ($92.1M, 8.46%), AMZN ($82.4M, 7.57%), MSFT ($72.4M, 6.65%), BWMX ($57.8M, 5.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $100.9M | 9.27% | 397,484 | Added |
| 2 | GOOGL | ALPHABET INC | $92.1M | 8.46% | 320,353 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $82.4M | 7.57% | 395,732 | Added |
| 4 | MSFT | MICROSOFT CORP | $72.4M | 6.65% | 195,632 | Added |
| 5 | BWMX | BETTERWARE DE MEXC S A P I D | $57.8M | 5.31% | 3.4M | Trimmed |
| 6 | META | META PLATFORMS INC | $48.5M | 4.46% | 84,780 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $46.1M | 4.23% | 264,310 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $42.4M | 3.89% | 144,021 | Added |
| 9 | GOOG | ALPHABET INC | $32.2M | 2.96% | 112,228 | Trimmed |
| 10 | GS | GOLDMAN SACHS GROUP INC | $30.5M | 2.80% | 36,088 | Added |
| 11 | XLV | SELECT SECTOR SPDR TR | $25.0M | 2.30% | 170,600 | Trimmed |
| 12 | WMT | WALMART INC | $20.7M | 1.90% | 166,151 | Trimmed |
| 13 | AVGO | BROADCOM INC | $16.9M | 1.55% | 54,532 | Added |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $15.4M | 1.42% | 45,545 | Added |
| 15 | SMH | VANECK ETF TRUST | $15.1M | 1.38% | 39,263 | Trimmed |
| 16 | MU | MICRON TECHNOLOGY INC | $14.5M | 1.33% | 42,910 | Trimmed |
| 17 | SPY | STATE STR SPDR S&P 500 ETF T | $14.0M | 1.29% | 21,454 | Trimmed |
| 18 | V | VISA INC | $13.7M | 1.26% | 45,317 | Trimmed |
| 19 | CRM | SALESFORCE INC | $11.5M | 1.05% | 61,381 | Trimmed |
| 20 | XLF | SELECT SECTOR SPDR TR | $10.8M | 0.99% | 218,768 | Added |
| 21 | CX | CEMEX SA EURO MTN BE 144A | $10.6M | 0.98% | 929,427 | Trimmed |
| 22 | BAC | BANK AMERICA CORP | $10.7M | 0.98% | 219,808 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $10.1M | 0.93% | 16,876 | Added |
| 24 | UBER | UBER TECHNOLOGIES INC | $9.5M | 0.87% | 131,857 | Added |
| 25 | SHOP | SHOPIFY INC | $9.2M | 0.85% | 77,735 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31