MMBG INVESTMENT ADVISORS CO.

CIK

1765876

Location

MIAMI, FL

Portfolio Value

Small $881,475,230

Diversification

Diversified

Filing Date

Global Rank

#1,897 / 8,623 ▼ 46 · as of Mar 2026

Top Industry

Internet Content & Information 16.7%

3Y Alpha vs SPY

+3.3%

Period ended 4 months ago

Filed Apr 30, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+81.2%

SPY

+67.9%

Annualised alpha

+3.1%

Max drawdown

−22.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

94 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

11.4%

+0.2 pts

Top 5

46.0%

−0.3 pts

Top 10

67.4%

+0.4 pts

HHI

567

Diversified−4

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	35.1%	$309,303,604	20
Consumer Cyclical	19.2%	$168,835,100	15
Communication Services	17.6%	$155,396,297	7
Financial Services	12.3%	$108,067,077	11
Healthcare	4.4%	$39,169,408	15
Consumer Defensive	4.0%	$34,930,902	5
Unclassified	2.9%	$25,466,307	4
Industrials	2.6%	$23,278,824	11
Basic Materials	1.7%	$15,079,548	3
Energy	0.2%	$1,522,571	2
Real Estate	0.0%	$425,592	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

22 positions

Ticker	Company	Δ Shares	Shares	Value
ANGX	Angel Studios, Inc.	+501,059	597,543	$1,822,506
FCX	Freeport-Mcmoran Inc	+25,810	45,675	$2,684,776
NFLX	Netflix Inc	+14,820	59,230	$5,694,964
AMZN	Amazon Com Inc	+14,387	395,732	$82,419,103
MSFT	Microsoft Corp	+8,442	195,632	$72,417,097
NVDA	Nvidia Corp	+7,933	264,310	$46,095,664
UBER	Uber Technologies, Inc	+7,290	131,857	$9,484,474
AVGO	Broadcom Inc.	+4,057	54,532	$16,878,199
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+3,222	45,545	$15,391,932
DHR	Danaher Corp /De/	+2,325	26,095	$4,947,612
CRWD	CrowdStrike Holdings, Inc.	+2,322	4,485	$1,750,988
META	Meta Platforms, Inc.	+2,310	84,780	$48,505,181
PYPL	PayPal Holdings, Inc.	+2,265	8,602	$389,068
JPM	Jpmorgan Chase & Co	+1,694	144,021	$42,365,217
MELI	Mercadolibre Inc	+1,022	3,202	$5,536,322
AAPL	Apple Inc.	+944	397,484	$100,877,464
GS	Goldman Sachs Group Inc	+890	36,088	$30,530,087
SE	Sea Ltd	+690	2,469	$204,457
BABA	Alibaba Group Holding Ltd	+641	49,056	$6,154,565
LLY	ELI LILLY & Co	+570	8,947	$8,229,182
ORCL	Oracle Corp	+566	9,947	$1,463,303
SPOT	Spotify Technology S.A.	+29	3,983	$1,931,396
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWMX	Betterware De Mexico, S.A.P.I. De C.V	−647,069	3,429,352	$57,818,874
CX	Cemex Sab De CV	−430,000	929,427	$10,632,644
STWD	Starwood Property Trust, Inc.	−31,010	24,715	$425,592
PFE	Pfizer Inc	−26,567	9,308	$261,368
CRM	Salesforce, Inc.	−12,335	61,381	$11,457,991
NVO	Novo Nordisk A S	−12,185	17,570	$645,697
MU	Micron Technology Inc	−11,613	42,910	$14,496,714
IBIT	iShares Bitcoin Trust ETF	−10,806	11,860	$455,661
BAC	Bank Of America Corp /De/	−8,958	219,808	$10,715,640
NU	Nu Holdings Ltd.	−7,652	33,655	$483,622
NKE	NIKE, Inc.	−7,315	14,702	$776,559
BRK-B	Berkshire Hathaway Inc	−3,841	5,628	$2,696,937
CVS	CVS HEALTH Corp	−2,780	6,975	$500,944
APO	Apollo Global Management, Inc.	−2,200	26,009	$2,897,922
WMT	Walmart Inc.	−1,905	166,151	$20,649,246
GOOGL	Alphabet Inc.	−1,790	320,353	$92,120,708
NOW	ServiceNow, Inc.	−1,720	22,755	$2,379,035
UNH	Unitedhealth Group Inc	−1,488	16,858	$4,561,606
CVX	Chevron Corp	−1,350	3,450	$713,805
SPY	Spdr S&P 500 ETF Trust	−949	21,454	$13,952,394
DE	Deere & Co	−875	1,845	$1,039,288
RTX	RTX Corp	−715	28,170	$5,433,993
INTU	Intuit Inc.	−675	670	$289,694
HON	Honeywell International Inc	−630	3,372	$762,173
KO	Coca Cola Co	−495	2,800	$212,940
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	10,979	$2,165,278
WDC	Western Digital Corp	1,255	$339,464
EMBJ	Embraer S.A.	3,455	$205,019
CMI	Cummins Inc	380	$204,447
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
IAU	Ishares Gold Trust	42,900	$3,482,193
OBDC	Blue Owl Capital Corp	42,558	$528,995
IBOC	International Bancshares Corp	5,667	$376,515
CMCSA	Comcast Corp	10,360	$309,660
LMT	Lockheed Martin Corp	500	$241,835
FISV	Fiserv Inc	3,450	$231,736
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

94 tracked positions · $881,475,230 total · filing declares 172 positions · $1,088,731,783 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Showing 1–50 of 94 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	397,484	+944	$100,877,464	−6.4%	11.44%
GOOGL	Alphabet Inc. Communication Services	Reduced	320,353	-1,790	$92,120,708	−8.6%	10.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	395,732	+14,387	$82,419,103	−6.4%	9.35%
MSFT	Microsoft Corp Technology	Added	195,632	+8,442	$72,417,097	−20.0%	8.22%
BWMX	Betterware De Mexico, S.A.P.I. De C.V Consumer Cyclical	Reduced	3,429,352	-647,069	$57,818,874	−0.2%	6.56%
META	Meta Platforms, Inc. Communication Services	Added	84,780	+2,310	$48,505,181	−10.9%	5.50%
NVDA	Nvidia Corp Technology	Added	264,310	+7,933	$46,095,664	−3.6%	5.23%
JPM	Jpmorgan Chase & Co Financial Services	Added	144,021	+1,694	$42,365,217	−7.6%	4.81%
GS	Goldman Sachs Group Inc Financial Services	Added	36,088	+890	$30,530,087	−1.3%	3.46%
WMT	Walmart Inc. Consumer Defensive	Reduced	166,151	-1,905	$20,649,246	+10.3%	2.34%
AVGO	Broadcom Inc. Technology	Added	54,532	+4,057	$16,878,199	−3.4%	1.91%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	45,545	+3,222	$15,391,932	+19.7%	1.75%
MU	Micron Technology Inc Technology	Reduced	42,910	-11,613	$14,496,714	−6.8%	1.64%
SPY	Spdr S&P 500 ETF Trust	Reduced	21,454	-949	$13,952,394	−8.7%	1.58%
V	Visa Inc. Financial Services	Reduced	45,317	-324	$13,696,610	−14.4%	1.55%
CRM	Salesforce, Inc. Technology	Reduced	61,381	-12,335	$11,457,991	−41.3%	1.30%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	219,808	-8,958	$10,715,640	−14.8%	1.22%
CX	Cemex Sab De CV Basic Materials	Reduced	929,427	-430,000	$10,632,644	−31.9%	1.21%
UBER	Uber Technologies, Inc Technology	Added	131,857	+7,290	$9,484,474	−6.8%	1.08%
SHOP	Shopify Inc. Technology	Reduced	77,735	-13	$9,220,925	−26.3%	1.05%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	8,699	-9	$8,667,944	+15.4%	0.98%
QQQ	Invesco Qqq Trust, Series 1	Reduced	14,824	-45	$8,556,116	−6.3%	0.97%
ETN	Eaton Corp plc Industrials	Held	23,567	0	$8,429,208	+12.3%	0.96%
LLY	ELI LILLY & Co Healthcare	Added	8,947	+570	$8,229,182	−8.6%	0.93%
TMO	Thermo Fisher Scientific Inc. Healthcare	Held	16,105	0	$7,916,090	−15.2%	0.90%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	49,056	+641	$6,154,565	−13.3%	0.70%
NFLX	Netflix Inc Communication Services	Added	59,230	+14,820	$5,694,964	+36.8%	0.65%
MELI	Mercadolibre Inc Consumer Cyclical	Added	3,202	+1,022	$5,536,322	+26.1%	0.63%
RTX	RTX Corp Industrials	Reduced	28,170	-715	$5,433,993	+2.6%	0.62%
SBUX	Starbucks Corp Consumer Cyclical	Held	55,907	0	$5,008,708	+6.4%	0.57%
DHR	Danaher Corp /De/ Healthcare	Added	26,095	+2,325	$4,947,612	−9.1%	0.56%
FMX	Mexican Economic Development Inc Consumer Defensive	Held	43,578	0	$4,839,772	+9.9%	0.55%
DIS	Walt Disney Co Communication Services	Reduced	48,927	-275	$4,715,584	−15.8%	0.53%
UNH	Unitedhealth Group Inc Healthcare	Reduced	16,858	-1,488	$4,561,606	−24.7%	0.52%
MCD	Mcdonalds Corp Consumer Cyclical	Held	14,644	0	$4,551,208	+1.7%	0.52%
ABBV	AbbVie Inc. Healthcare	Reduced	17,115	-27	$3,722,341	−5.0%	0.42%
ASML	Asml Holding NV Technology	Reduced	2,386	-8	$3,151,500	+23.0%	0.36%
CDRO	Codere Online Luxembourg, S.A. Consumer Cyclical	Held	366,325	0	$3,080,793	+4.7%	0.35%
FDX	Fedex Corp Industrials	Held	8,212	0	$2,924,950	+23.3%	0.33%
APO	Apollo Global Management, Inc. Financial Services	Reduced	26,009	-2,200	$2,897,922	−29.0%	0.33%
MRK	Merck & Co., Inc. Healthcare	Held	22,563	0	$2,714,103	+14.3%	0.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,628	-3,841	$2,696,937	−43.3%	0.31%
FCX	Freeport-Mcmoran Inc Basic Materials	Added	45,675	+25,810	$2,684,776	+166.1%	0.30%
GLD	Spdr Gold Trust	Held	5,815	0	$2,502,136	+8.6%	0.28%
NOW	ServiceNow, Inc. Technology	Reduced	22,755	-1,720	$2,379,035	−36.5%	0.27%
AZN	Astrazeneca PLC Healthcare	NEW	10,979	NEW	$2,165,278	NEW	0.25%
AMGN	Amgen Inc Healthcare	Held	6,044	0	$2,126,581	+7.5%	0.24%
SPGI	S&P Global Inc. Financial Services	Held	4,575	0	$1,945,930	−18.6%	0.22%
SPOT	Spotify Technology S.A. Communication Services	Added	3,983	+29	$1,931,396	−15.9%	0.22%
ANGX	Angel Studios, Inc. Communication Services	Added	597,543	+501,059	$1,822,506	+304.5%	0.21%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.