Latest MMBG INVESTMENT ADVISORS CO. Stock Portfolio

MMBG INVESTMENT ADVISORS CO. Performance:

2026 Q1: -6.29%YTD: -6.29%2025: 24.85%

Performance for 2026 Q1 is -6.29%, and YTD is -6.29%, and 2025 is 24.85%.

About MMBG INVESTMENT ADVISORS CO. and 13F Hedge Fund Stock Holdings

On 2026-04-30, the fund reported it's updated stock portfolio. In the 13F Holdings report, MMBG INVESTMENT ADVISORS CO. reported an equity portfolio of $1.1 Billions as of 31 Mar, 2026.

The top stock holdings of MMBG INVESTMENT ADVISORS CO. are AAPL, GOOG, AMZN. The fund has invested 9.3% of it's portfolio in APPLE INC and 8.5% of portfolio in ALPHABET INC.

The fund managers got completely rid off TENCENT MUSIC ENTMT GROUP, ISHARES GOLD TR (IAU) and ASTRAZENECA PLC (AZN) stocks. They significantly reduced their stock positions in PFIZER INC (PFE), ISHARES TR (AAXJ) and STARWOOD PPTY TR INC (STWD). MMBG INVESTMENT ADVISORS CO. opened new stock positions in ASTRAZENECA PLC, ISHARES TR (AMPS) and WESTERN DIGITAL CORP (WDC). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (DMXF), ANGEL STUDIOS INC and SELECT SECTOR SPDR TR (XLB).

MMBG INVESTMENT ADVISORS CO. Annual Return Estimates Vs S&P 500

Our best estimate is that MMBG INVESTMENT ADVISORS CO. made a return of -6.29% in the last quarter. In trailing 12 months, it's portfolio return was 24.47%.

Performance
S&P 500

New Buys

Ticker	$ Bought
astrazeneca plc	2,165,280
ishares tr	786,413
western digital corp	339,465
ishares inc	282,358
embraer s.a.	205,020
cummins inc	204,448

New stocks bought by MMBG INVESTMENT ADVISORS CO.

Additions

Ticker	% Inc.
ishares tr	962
angel studios inc	519
select sector spdr tr	403
freeport mcmoran inc	129
crowdstrike hldgs inc	107
first tr exchange-traded fd	102
mercadolibre	46.88
sea ltd	38.79

Additions to existing portfolio by MMBG INVESTMENT ADVISORS CO.

Reductions

Ticker	% Reduced
pfizer inc	-74.05
ishares tr	-61.45
starwood ppty tr inc	-55.65
intuit	-50.19
ishares bitcoin trust etf	-47.67
novo-nordisk a s	-40.95
berkshire hathaway inc del	-40.56
nike inc	-33.22

MMBG INVESTMENT ADVISORS CO. reduced stake in above stock

Sold off

Ticker	$ Sold
tencent music entmt group	-12,448,900
ishares gold tr	-3,482,190
blue owl capital corporation	-544,742
astrazeneca plc	-2,608,880
comcast corp new	-309,660
spinnaker etf series	-320,188
international bancshares cor	-376,515
global x fds	-200,524

MMBG INVESTMENT ADVISORS CO. got rid off the above stocks

Sector Distribution

MMBG INVESTMENT ADVISORS CO. has about 29.8% of it's holdings in Others sector.

Sector	%
Others	29.8
Technology	25.9
Communication Services	16.9
Financial Services	9.4
Consumer Cyclical	9.3
Healthcare	3.3
Consumer Defensive	2.8
Industrials	2

Market Cap. Distribution

MMBG INVESTMENT ADVISORS CO. has about 69.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	62
UNALLOCATED	29.8
LARGE-CAP	7.8

Stocks belong to which Index?

About 68.1% of the stocks held by MMBG INVESTMENT ADVISORS CO. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	68.1
Others	31.7

Top 5 Winners (%)		%
XLB	select sector spdr tr	37.0 %
	ge vernova inc	33.6 %
CVX	chevron corporation	30.7 %
DELL	dell technologies inc	30.4 %
ASML	asml hldg nv	23.4 %

Top 5 Winners ($)		$
BWMX	betterware de mexc s a p i d	9.9 M
MU	micron technology inc	2.6 M
WMT	walmart inc	2.2 M
TSM	taiwan semiconductor manufac	1.5 M
XLB	select sector spdr tr	1.4 M

Top 5 Losers (%)		%
SE	sea ltd	-31.7 %
SNOW	snowflake inc	-31.1 %
NOW	servicenow inc	-30.6 %
CRM	salesforce inc	-27.2 %
GRAB	grab holdings limited	-26.6 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-21.7 M
AMZN	amazon com inc	-8.8 M
GOOG	alphabet inc	-8.2 M
META	meta platforms inc	-7.4 M
AAPL	apple inc	-7.2 M

MMBG INVESTMENT ADVISORS CO. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MMBG INVESTMENT ADVISORS CO.

MMBG INVESTMENT ADVISORS CO. has 171 stocks in it's portfolio. About 55.6% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. BWMX was the most profitable stock for MMBG INVESTMENT ADVISORS CO. last quarter.

Last Reported on: 30 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	9.27	397,484	100,877,000	added	0.24

AAXJ	ishares tr	0.26	26,045	2,875,110	reduced	-61.45

AAXJ	ishares tr	0.25	23,170	2,747,960	added	22.85

AAXJ	ishares tr	0.20	73,205	2,219,580	unchanged	0.00

AAXJ	ishares tr	0.19	39,912	2,097,780	added	0.88

AAXJ	ishares tr	0.15	13,785	1,670,600	unchanged	0.00

AAXJ	ishares tr	0.14	16,360	1,575,300	unchanged	0.00

AAXJ	ishares tr	0.13	27,795	1,423,940	unchanged	0.00

AAXJ	ishares tr	0.10	11,303	1,061,690	added	19.82

AAXJ	ishares tr	0.08	6,365	840,817	unchanged	0.00

AAXJ	ishares tr	0.05	10,435	556,707	unchanged	0.00

AAXJ	ishares tr	0.03	3,488	351,311	unchanged	0.00

AAXJ	ishares tr	0.03	3,551	337,167	unchanged	0.00

AAXJ	ishares tr	0.03	3,825	304,317	unchanged	0.00

AAXJ	ishares tr	0.02	2,400	254,760	unchanged	0.00

ABBV	abbvie inc	0.34	17,115	3,722,340	reduced	-0.16

ACWF	ishares tr	0.08	16,964	856,512	unchanged	0.00

ACWF	ishares tr	0.06	16,633	703,742	reduced	-19.61

ACWV	ishares inc	0.12	21,235	1,330,160	unchanged	0.00

ACWV	ishares inc	0.03	7,355	282,358	new