Mmbg Investment Advisors Co. reported 97 positions worth $1.04B for the quarter ended Jun 30, 2026, up 16.6% on the prior quarter. It opened 9 new positions, added to 26, trimmed 26 and exited 5. Its largest holding is Apple Inc. at 11.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GE General Electric Co | +23.5K | – | $8.78M | 0.845% |
| AAPL Apple Inc. | +23.6K | +5.9% | $6.83M | 11.73% |
| GEV GE Vernova Inc. | +4,200 | +324.3% | $4.94M | 0.622% |
| IAU Ishares Gold Trust | +59.8K | – | $4.52M | 0.435% |
| CRH Crh Public Ltd Co | +32.5K | – | $3.48M | 0.335% |
| MSFT Microsoft Corp | +7,308 | +3.7% | $2.73M | 7.29% |
| META Meta Platforms, Inc. | +4,783 | +5.6% | $2.69M | 4.86% |
| JPM Jpmorgan Chase & Co | +6,922 | +4.8% | $2.27M | 4.76% |
| V Visa Inc. | +5,535 | +12.2% | $1.90M | 1.68% |
| NVDA Nvidia Corp | +7,929 | +3.0% | $1.59M | 5.24% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | -10.4K | -24.2% | $12.01M | 3.61% |
| CRM Salesforce, Inc. | -21.7K | -35.3% | $3.40M | 0.601% |
| GOOG Alphabet Inc. | -9,195 | -8.2% | $3.25M | 3.5% |
| BWMX Betterware De Mexico, S.A.P.I. De C.V | -165.4K | -4.8% | $2.98M | 5.65% |
| SBUX Starbucks Corp | -28.3K | -50.5% | $2.89M | 0.272% |
| UNH Unitedhealth Group Inc | -5,930 | -35.2% | $2.46M | 0.437% |
| SHOP Shopify Inc. | -10.8K | -13.9% | $1.24M | 0.735% |
| TMO Thermo Fisher Scientific Inc. | -2,000 | -12.4% | $1.00M | 0.681% |
| DHR Danaher Corp | -4,525 | -17.3% | $863.73K | 0.396% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -1,555 | -3.4% | $744.08K | 2.03% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| GE General Electric Co | +23.5K | $8.78M | 0.845% |
| IAU Ishares Gold Trust | +59.8K | $4.52M | 0.435% |
| CRH Crh Public Ltd Co | +32.5K | $3.48M | 0.335% |
| FDXF FedEx Freight Holding Company, Inc. | +3,037 | $458.59K | 0.044% |
| HONA Honeywell Aerospace Inc. | +1,686 | $372.74K | 0.036% |
| AMD Advanced Micro Devices Inc | +590 | $342.74K | 0.033% |
| OPEN Opendoor Technologies Inc. | +50.9K | $231.30K | 0.022% |
| IBOC International Bancshares Corp | +2,667 | $202.56K | 0.019% |
| MRNA Moderna, Inc. | +2,860 | $200.29K | 0.019% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 421.1K | $121.84M | 11.73% | +23.6K | +5.9% | Added | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 318.8K | $113.91M | 10.96% | -1,597 | -0.5% | Reduced | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 399.3K | $95.17M | 9.16% | +3,574 | +0.9% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 202.9K | $75.70M | 7.29% | +7,308 | +3.7% | Added | 0% |
| 5 | BWMX Betterware De Mexico, S.A.P.I. De C.V | Consumer Staples | 3.26M | $58.72M | 5.65% | -165.4K | -4.8% | Reduced | 8.76% |
| 6 | NVDA Nvidia Corp | Technology | 272.2K | $54.47M | 5.24% | +7,929 | +3.0% | Added | 0% |
| 7 | META Meta Platforms, Inc. | Technology | 89.6K | $50.45M | 4.86% | +4,783 | +5.6% | Added | 0% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 150.9K | $49.41M | 4.76% | +6,922 | +4.8% | Added | 0.01% |
| 9 | MU Micron Technology Inc | Technology | 32.5K | $37.52M | 3.61% | -10.4K | -24.2% | Reduced | 0% |
| 10 | GS Goldman Sachs Group Inc | Financial Services | 36.2K | $36.58M | 3.52% | +85 | +0.2% | Added | 0.01% |
| 11 | GOOG Alphabet Inc. | Technology | 103.0K | $36.40M | 3.5% | -9,195 | -8.2% | Reduced | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 57.1K | $21.57M | 2.08% | +2,571 | +4.7% | Added | 0% |
| 13 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 44.0K | $21.05M | 2.03% | -1,555 | -3.4% | Reduced | 0% |
| 14 | WMT Walmart Inc. | Consumer Staples | 167.5K | $18.98M | 1.83% | +1,395 | +0.8% | Added | 0% |
| 15 | V Visa Inc. | Financial Services | 50.9K | $17.45M | 1.68% | +5,535 | +12.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Mmbg Investment Advisors.
As of its Q2 2026 13F filing, Mmbg Investment Advisors Co.’s five largest positions were Apple Inc. (AAPL) at 11.7%, Alphabet Inc. (GOOGL) at 11.0%, Amazon Com Inc (AMZN) at 9.2%, Microsoft Corp (MSFT) at 7.3%, Betterware De Mexico, S.A.P.I. De C.V (BWMX) at 5.7% of the reported portfolio.
Mmbg Investment Advisors Co. reported a 13F portfolio worth $1.04B across 97 positions for Q2 2026. That is up 16.6% from the previous quarter.
Its largest purchases by value were General Electric Co ($8.78M), Apple Inc. ($6.83M), GE Vernova Inc. ($4.94M). It opened 9 new positions.
Its largest sales by value were Micron Technology Inc ($12.01M), Salesforce, Inc. ($3.40M), Alphabet Inc. ($3.25M). It exited 5 positions entirely.
From the Form 13F-HR reports Mmbg Investment Advisors Co. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.