MMBG INVESTMENT ADVISORS CO. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$1.0T
Holdings
178
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (178 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 189,916 | $94.5B | 9.40% | |
| 2 | AAPLAPPLE INC | 418,665 | $85.9B | 8.55% | |
| 3 | AMZNAMAZON COM INC | 373,002 | $81.8B | 8.14% | |
| 4 | METAMETA PLATFORMS INC | 84,539 | $62.4B | 6.21% | |
| 5 | GOOGLALPHABET INC | 326,049 | $57.5B | 5.72% | |
| 6 | JPMJP MORGAN CHASE & CO | 143,207 | $41.5B | 4.13% | |
| 7 | NVDANVIDIA CORPORATION | 261,816 | $41.4B | 4.12% | |
| 8 | BWMXBETTERWARE DE MXC S A B DE C | 4,142,988 | $35.8B | 3.57% | |
| 9 | XLVSELECT SECTOR SPDR TR | 198,854 | $26.8B | 2.67% | |
| 10 | GSGOLDMAN SACHS GROUP INC | 33,524 | $23.7B | 2.36% | |
| 11 | CRMSALESFORCE COM INC | 73,582 | $20.1B | 2.00% | |
| 12 | GOOGALPHABET INC | 94,733 | $16.8B | 1.67% | |
| 13 | VVISA INC | 44,095 | $15.7B | 1.56% | |
| 14 | WMTWALMART INC | 157,381 | $15.4B | 1.53% | |
| 15 | AVGOBROADCOM INC | 50,431 | $13.9B | 1.38% | |
| 16 | SPYSPDR S&P 500 ETF TR | 21,069 | $13.1B | 1.30% | |
| 17 | VOOVANGUARD INDEX FDS | 21,989 | $12.5B | 1.25% | |
| 18 | SMHVANECK ETF TRUST | 43,818 | $12.2B | 1.22% | |
| 19 | DISDISNEY WALT CO | 97,620 | $12.2B | 1.21% | |
| 20 | UBERUBER TECHNOLOGIES INC | 127,969 | $11.9B | 1.19% | |
| 21 | TCEHYTENCENT MUSIC ENTMT GROUP | 175,845 | $11.3B | 1.13% | |
| 22 | BACBANK AMERICA CORP | 237,133 | $11.2B | 1.12% | |
| 23 | XLFSELECT SECTOR SPDR TR | 199,119 | $10.4B | 1.04% | |
| 24 | SHOPSHOPIFY INC | 89,865 | $10.4B | 1.03% | |
| 25 | CXCEMEX SAB DE CV | 1,441,427 | $10.0B | 0.99% | |
| 26 | NDQINVESCO QQQ TR | 16,732 | $9.2B | 0.92% | |
| 27 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 36,802 | $8.4B | 0.83% | |
| 28 | MUMICRON TECHNOLOGY INC | 60,110 | $7.4B | 0.74% | |
| 29 | XLYSELECT SECTOR SPDR TR | 32,116 | $7.0B | 0.69% | |
| 30 | XLKSELECT SECTOR SPDR TR | 26,291 | $6.7B | 0.66% | |
| 31 | ETNEATON CORP PLC | 17,862 | $6.4B | 0.63% | |
| 32 | TMOTHERMO FISHER SCIENTIFIC INC | 15,251 | $6.2B | 0.62% | |
| 33 | BABAALIBABA GROUP HLDG LTD | 52,820 | $6.1B | 0.61% | |
| 34 | VGTVANGUARD WORLD FDS | 8,885 | $5.9B | 0.59% | |
| 35 | SBUXSTARBUCKS CORP | 63,017 | $5.8B | 0.57% | |
| 36 | STZCONSTELLATION BRANDS INC | 32,971 | $5.4B | 0.53% | |
| 37 | IBBISHARES TR | 42,349 | $5.4B | 0.53% | |
| 38 | COSTCOSTCO WHSL CORP NEW | 5,304 | $5.3B | 0.52% | |
| 39 | UNHUNITEDHEALTH GROUP INC | 15,098 | $4.7B | 0.47% | |
| 40 | DXJWISDOMTREE TR | 40,377 | $4.6B | 0.46% | |
| 41 | DHRDANAHER CORPORATION | 23,005 | $4.6B | 0.45% | |
| 42 | MLB1MERCADOLIBRE INC | 1,728 | $4.5B | 0.45% | |
| 43 | XLESELECT SECTOR SPDR TR | 53,240 | $4.5B | 0.45% | |
| 44 | FMXFOMENTO ECONOMICO MEXICANO S | 43,223 | $4.5B | 0.44% | |
| 45 | RTXRTX CORPORATION | 29,790 | $4.3B | 0.43% | |
| 46 | MCDMCDONALDS CORP | 14,644 | $4.3B | 0.43% | |
| 47 | IYWISHARES TR | 24,053 | $4.2B | 0.41% | |
| 48 | XLFISELECT SECTOR SPDR TR | 50,602 | $4.1B | 0.41% | |
| 49 | LLYELI LILLY & CO | 4,839 | $3.8B | 0.38% | |
| 50 | VGKVANGUARD INTL EQUITY INDEX | 45,820 | $3.6B | 0.35% | |
| 51 | APOAPOLLO GLOBAL MGMT INC | 24,239 | $3.4B | 0.34% | |
| 52 | NKENIKE INC | 37,815 | $2.7B | 0.27% | |
| 53 | FDXFEDEX CORP | 11,589 | $2.7B | 0.26% | |
| 54 | CDROCODERE ONLINE LUXEMBOURG S A | 295,700 | $2.5B | 0.25% | |
| 55 | SHYISHARES TR | 29,354 | $2.4B | 0.24% | |
| 56 | SPGIS&P GLOBAL INC | 4,575 | $2.4B | 0.24% | |
| 57 | XLISELECT SECTOR SPDR TR | 15,710 | $2.3B | 0.23% | |
| 58 | NVONOVO-NORDISK A S | 33,262 | $2.3B | 0.23% | |
| 59 | IYJISHARES TR | 15,600 | $2.2B | 0.22% | |
| 60 | SHVISHARES TR | 19,405 | $2.1B | 0.21% | |
| 61 | DEDEERE & CO | 4,030 | $2.1B | 0.20% | |
| 62 | IYFISHARES TR | 15,701 | $1.9B | 0.19% | |
| 63 | SPOTSPOTIFY TECHNOLOGY S A | 2,385 | $1.8B | 0.18% | |
| 64 | IVVISHARES TR | 2,924 | $1.8B | 0.18% | |
| 65 | MRKMERCK & CO INC | 22,563 | $1.8B | 0.18% | |
| 66 | TMUST-MOBILE US INC | 7,400 | $1.8B | 0.18% | |
| 67 | AMGNAMGEN INC | 6,102 | $1.7B | 0.17% | |
| 68 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,503 | $1.7B | 0.17% | |
| 69 | DWDMORGAN STANLEY | 12,065 | $1.7B | 0.17% | |
| 70 | ABBVABBVIE INC | 9,060 | $1.7B | 0.17% | |
| 71 | PANWPALO ALTO NETWORKS INC | 8,158 | $1.7B | 0.17% | |
| 72 | AAXJISHARES TR | 19,930 | $1.6B | 0.16% | |
| 73 | IYHISHARES TR | 29,125 | $1.6B | 0.16% | |
| 74 | IYTISHARES TR | 23,940 | $1.6B | 0.16% | |
| 75 | VCSHVAGUARD SCOTTSDALE FDS | 19,903 | $1.6B | 0.16% | |
| 76 | PFEPFIZER INC | 64,735 | $1.6B | 0.16% | |
| 77 | NEENEXTERA ENERGY INC | 22,355 | $1.6B | 0.15% | |
| 78 | EWJISHARES INC | 20,691 | $1.6B | 0.15% | |
| 79 | IEMGISHARES INC | 25,637 | $1.5B | 0.15% | |
| 80 | IJHISHARES TR | 24,570 | $1.5B | 0.15% | |
| 81 | EZUISHARES INC | 24,620 | $1.5B | 0.15% | |
| 82 | USIGISHARES TR | 27,795 | $1.4B | 0.14% | |
| 83 | HDHOME DEPOT INC | 3,620 | $1.3B | 0.13% | |
| 84 | GQ9SPDR GOLD TR | 4,295 | $1.3B | 0.13% | |
| 85 | BABOEING CO | 5,830 | $1.2B | 0.12% | |
| 86 | STWDSTARWOOD PPTY TR INC | 58,615 | $1.2B | 0.12% | |
| 87 | IGSBISHARES TR | 22,582 | $1.2B | 0.12% | |
| 88 | NOWSERVICENOW INC | 1,110 | $1.1B | 0.11% | |
| 89 | CRWDCROWDSTRIKE HLDGS INC | 2,160 | $1.1B | 0.11% | |
| 90 | ORCLORACLE | 5,030 | $1.1B | 0.11% | |
| 91 | FEZSPDR INDEX SHS FDS | 18,037 | $1.1B | 0.11% | |
| 92 | INTUINTUIT | 1,345 | $1.1B | 0.11% | |
| 93 | PFFISHARES TR | 33,755 | $1.0B | 0.10% | |
| 94 | VGSHVANGUARD SCOTTSDALE FDS | 16,615 | $976.6M | 0.10% | |
| 95 | WMWASTE MGMT INC DEL | 4,260 | $974.8M | 0.10% | |
| 96 | AZNASTRAZENECA PLC | 13,879 | $969.9M | 0.10% | |
| 97 | MDLZMONDELEZ INTL INC | 14,280 | $969.8M | 0.10% | |
| 98 | HONHONEYWELL INTL INC | 4,002 | $932.0M | 0.09% | |
| 99 | IHIISHARES TR | 14,775 | $925.5M | 0.09% | |
| 100 | CDNSCADENCE DESIGN SYSTEM INC | 2,948 | $908.4M | 0.09% |
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