MMBG INVESTMENT ADVISORS CO.
CIK: 0001765876SEC EDGAR →
Portfolio Value
$1.2B
Holdings
177
As of
Q4 2025
New Positions
13
Closed Positions
15
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 396,540 | $107.8M | 9.08% |
| 2 | ALPHABET INC | 322,143 | $100.8M | 8.49% |
| 3 | MICROSOFT CORP | 187,190 | $90.5M | 7.62% |
| 4 | AMAZON COM INC | 381,345 | $88.0M | 7.41% |
| 5 | BETTERWARE DE MXC S A B DE C | 4,076,421 | $57.9M | 4.88% |
| 6 | META PLATFORMS INC | 82,470 | $54.4M | 4.58% |
| 7 | NVIDIA CORPORATION | 256,377 | $47.8M | 4.03% |
| 8 | JP MORGAN CHASE & CO | 142,327 | $45.9M | 3.86% |
| 9 | ALPHABET INC | 112,763 | $35.4M | 2.98% |
| 10 | GOLDMAN SACHS GROUP INC | 35,198 | $30.9M | 2.60% |
Quarterly Changes
Top Buys
New Positions (13)
Closed Positions (15)
$1.9M · 12K shares
$1.8M · 7K shares
$1.7M · 22K shares
$1.6M · 38K shares
$1.6M · 4K shares
$899K · 14K shares
$762K · 22K shares
$523K · 3K shares
$500K · 10K shares
$487K · 10K shares
$421K · 5K shares
$383K · 9K shares
$334K · 3K shares
$227K · 3K shares
$205K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 20 | $348.7M | 29.4% |
| Financial Services | 91 | $304.4M | 25.6% |
| Communication Services | 9 | $204.1M | 17.2% |
| Consumer Cyclical | 14 | $170.9M | 14.4% |
| Healthcare | 14 | $45.0M | 3.8% |
| Unknown | 8 | $40.7M | 3.4% |
| Consumer Defensive | 5 | $31.4M | 2.6% |
| Industrials | 9 | $20.7M | 1.7% |
| Basic Materials | 3 | $18.5M | 1.6% |
| Energy | 2 | $1.4M | 0.1% |
| Real Estate | 1 | $1.0M | 0.1% |
| Utilities | 1 | $846K | 0.1% |