FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.32-0.17%
XLE56.76-0.18%
STOXX50E5,860.32-0.39%
XLF51.760.65%
FTSE10,321.09-0.56%
IXIC24,869.800.13%
RUT2,788.130.04%
GSPC7,172.360.10%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:25 PM

Institutional Manager · CIK 0001765876

MMBG INVESTMENT ADVISORS CO.

MIAMI, FL · File #028-21976

Latest AUM
$1.19B
Positions
177
Top-10 Concentration
63.1%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDISHARES TR464288679+48,160+$5.3M-$6,596
REDUCESELECT SECTOR SPDR TR81369Y209-28,485-$4.4M+$3.1M
ADDNETFLIX INCNFLX+44,155+$4.1M-$281,816
ADDSELECT SECTOR SPDR TR81369Y803+25,671+$3.7M-$3.3M
ADDSERVICENOW INCNOW+21,991+$3.4M-$1.9M
ADDSELECT SECTOR SPDR TR81369Y407+27,413+$3.3M-$3.6M
REDUCECONSTELLATION BRANDS INCSTZ-23,011-$3.2M+$88,008
REDUCEDISNEY WALT CO254687106-22,133-$2.5M+$12,164
ADDSPDR S&P 500 ETF TRSPY+3,184+$2.2M+$305,649
REDUCEALPHABET INCGOOG-6,773-$2.1M+$23.0M

Sector Allocation

Technology
27.9%$330.9M
Healthcare
3.2%$38.0M
Financials
3.2%$37.9M
Industrials
1.5%$18.1M
Materials
0.1%$1.0M
Real Estate
0.1%$1.0M
Energy
0.1%$731,568

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1APPLE INCAAPL396,540$107.8M10.31%
2ALPHABET INCGOOG322,143$100.8M9.64%
3MICROSOFT CORPMSFT187,190$90.5M8.66%
4AMAZON COM INCAMZN381,345$88.0M8.42%
5BETTERWARE DE MXC S A B DE CP1666E1054,076,421$57.9M5.54%
6META PLATFORMS INCMETA82,470$54.4M5.21%
7NVIDIA CORPORATIONNVDA256,377$47.8M4.57%
8JP MORGAN CHASE & COVYLD142,327$45.9M4.39%
9ALPHABET INCGOOG112,763$35.4M3.38%
10GOLDMAN SACHS GROUP INCGSCE35,198$30.9M2.96%
11SELECT SECTOR SPDR TR81369Y209171,009$26.5M2.53%
12SALESFORCE COM INCCRM73,716$19.6M1.87%
13WALMART INCWMT168,056$18.8M1.79%
14BROADCOM INCAVGO50,475$17.5M1.67%
15VISA INCV45,641$16.0M1.53%
16CEMEX SAB DE CVCXMSF1,359,427$15.6M1.49%
17MICRON TECHNOLOGY INCMU54,523$15.6M1.49%
18SPDR S&P 500 ETF TRSPY22,403$15.3M1.47%
19VANECK ETF TRUST92189F67640,148$14.5M1.38%
20TAIWAN SEMICONDUCTOR MFG LTD87403910042,323$12.9M1.23%