Holders — by stockHoldings — by fund
MMBG INVESTMENT ADVISORS CO.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001765876
$1.26B
disclosed book value
177
positions
9.6%
largest position share
Positions, as of 2026-06-30
top 100 of 177 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 421,075 | $121.8M | 9.6% |
| 2 | GOOGLALPHABET INC | 318,756 | $113.9M | 9% |
| 3 | AMZNAMAZON COM INC | 399,306 | $95.2M | 7.5% |
| 4 | MSFTMICROSOFT CORP | 202,940 | $75.7M | 6% |
| 5 | BETTERWARE DE MEXC S A P I D | 3.3M | $58.7M | 4.6% |
| 6 | NVDANVIDIA CORPORATION | 272,239 | $54.5M | 4.3% |
| 7 | METAMETA PLATFORMS INC | 89,563 | $50.4M | 4% |
| 8 | JPMJPMORGAN CHASE & CO | 150,943 | $49.4M | 3.9% |
| 9 | MUMICRON TECHNOLOGY INC | 32,508 | $37.5M | 3% |
| 10 | GSGOLDMAN SACHS GROUP INC | 36,173 | $36.6M | 2.9% |
| 11 | GOOGALPHABET INC | 103,033 | $36.4M | 2.9% |
| 12 | XLVSELECT SECTOR SPDR TR | 173,104 | $27.5M | 2.2% |
| 13 | SMHVANECK ETF TRUST | 36,962 | $24.2M | 1.9% |
| 14 | AVGOBROADCOM INC | 57,103 | $21.6M | 1.7% |
| 15 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 43,990 | $21.0M | 1.7% |
| 16 | WMTWALMART INC | 167,546 | $19.0M | 1.5% |
| 17 | VVISA INC | 50,852 | $17.4M | 1.4% |
| 18 | SPYSTATE STR SPDR S&P 500 ETF T | 19,470 | $14.6M | 1.2% |
| 19 | VOOVANGUARD INDEX FDS | 19,529 | $13.4M | 1.1% |
| 20 | BACBANK AMERICA CORP | 228,673 | $13.0M | 1% |
| 21 | XLFSELECT SECTOR SPDR TR | 226,025 | $12.1M | 1% |
| 22 | CXCEMEX SA EURO MTN BE 144A | 929,427 | $11.2M | 0.9% |
| 23 | LLYELI LILLY & CO | 9,070 | $10.9M | 0.9% |
| 24 | QQQINVESCO QQQ TR | 14,525 | $10.7M | 0.8% |
| 25 | UBERUBER TECHNOLOGIES INC | 139,147 | $10.0M | 0.8% |
| 26 | EATON CORP PLC | 23,277 | $9.9M | 0.8% |
| 27 | GEGE AEROSPACE | 23,495 | $8.8M | 0.7% |
| 28 | XLKSELECT SECTOR SPDR TR | 45,230 | $8.6M | 0.7% |
| 29 | SHOPSHOPIFY INC | 66,915 | $7.6M | 0.6% |
| 30 | COSTCOSTCO WHOLESALE CORPORATION | 8,005 | $7.5M | 0.6% |
| 31 | IBBISHARES TR | 37,637 | $7.2M | 0.6% |
| 32 | TMOTHERMO FISHER SCIENTIFIC INC | 14,105 | $7.1M | 0.6% |
| 33 | XLYSELECT SECTOR SPDR TR | 58,966 | $6.9M | 0.5% |
| 34 | VGTVANGUARD WORLD FD | 57,800 | $6.9M | 0.5% |
| 35 | MELIMERCADOLIBRE | 4,050 | $6.9M | 0.5% |
| 36 | GEVGE VERNOVA INC | 5,495 | $6.5M | 0.5% |
| 37 | CRMSALESFORCE INC | 39,720 | $6.2M | 0.5% |
| 38 | FMXFOMENTO ECONOMICO MEXICANO S | 43,038 | $5.5M | 0.4% |
| 39 | RTXRTX CORPORATION | 27,040 | $5.1M | 0.4% |
| 40 | BABAALIBABA GROUP HLDG LTD | 50,656 | $4.9M | 0.4% |
| 41 | ASML HLDG NV | 2,389 | $4.8M | 0.4% |
| 42 | SHYISHARES TR | 55,554 | $4.6M | 0.4% |
| 43 | UNHUNITEDHEALTH GROUP INC | 10,928 | $4.5M | 0.4% |
| 44 | IAUISHARES GOLD TR | 59,820 | $4.5M | 0.4% |
| 45 | SGOVISHARES TR | 42,825 | $4.3M | 0.3% |
| 46 | ABBVABBVIE INC | 17,115 | $4.3M | 0.3% |
| 47 | XLESELECT SECTOR SPDR TR | 80,460 | $4.3M | 0.3% |
| 48 | CRWDCROWDSTRIKE HLDGS INC | 5,598 | $4.3M | 0.3% |
| 49 | NFLXNETFLIX INC. | 59,627 | $4.3M | 0.3% |
| 50 | DISDISNEY WALT CO | 43,807 | $4.2M | 0.3% |
| 51 | CODERE ONLINE LUXEMBOURG S A | 443,667 | $4.2M | 0.3% |
| 52 | DHRDANAHER CORP DEL | 21,570 | $4.1M | 0.3% |
| 53 | MCDMCDONALDS CORP | 14,424 | $3.9M | 0.3% |
| 54 | XLPSELECT SECTOR SPDR TR | 46,002 | $3.8M | 0.3% |
| 55 | IYWISHARES TR | 14,991 | $3.8M | 0.3% |
| 56 | VGKVANGUARD INTL EQUITY INDEX F | 40,931 | $3.6M | 0.3% |
| 57 | CRH PLC | 32,500 | $3.5M | 0.3% |
| 58 | SHVISHARES TR | 29,110 | $3.2M | 0.3% |
| 59 | PANWPALO ALTO NETWORKS INC | 9,371 | $3.2M | 0.3% |
| 60 | IEMGISHARES INC | 38,045 | $3.2M | 0.2% |
| 61 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,838 | $2.9M | 0.2% |
| 62 | MRKMERCK & CO INC | 22,563 | $2.9M | 0.2% |
| 63 | IEIISHARES TR | 24,690 | $2.9M | 0.2% |
| 64 | FCXFREEPORT MCMORAN INC | 45,675 | $2.9M | 0.2% |
| 65 | SBUXSTARBUCKS CORP | 27,652 | $2.8M | 0.2% |
| 66 | XLISELECT SECTOR SPDR TR | 14,137 | $2.6M | 0.2% |
| 67 | APOAPOLLO GLOBAL MGMT INC | 22,039 | $2.6M | 0.2% |
| 68 | ASTRAZENECA PLC | 13,514 | $2.6M | 0.2% |
| 69 | IYJISHARES TR | 14,330 | $2.4M | 0.2% |
| 70 | NOWSERVICENOW INC | 22,670 | $2.3M | 0.2% |
| 71 | PFFISHARES TR | 73,205 | $2.2M | 0.2% |
| 72 | ANGXANGEL STUDIOS INC | 597,543 | $2.2M | 0.2% |
| 73 | AMGNAMGEN INC | 6,044 | $2.2M | 0.2% |
| 74 | VCSHVANGUARD SCOTTSDALE FDS | 27,493 | $2.2M | 0.2% |
| 75 | EWJISHARES INC | 23,042 | $2.1M | 0.2% |
| 76 | GLDSPDR GOLD TR | 5,815 | $2.1M | 0.2% |
| 77 | IGSBISHARES TR | 40,637 | $2.1M | 0.2% |
| 78 | FDXFEDEX CORP | 6,532 | $2.1M | 0.2% |
| 79 | AAXJISHARES TR | 16,482 | $2.0M | 0.2% |
| 80 | DSIISHARES TR | 13,785 | $2.0M | 0.2% |
| 81 | BABOEING CO | 9,005 | $1.9M | 0.2% |
| 82 | DELLDELL TECHNOLOGIES INC | 4,406 | $1.9M | 0.2% |
| 83 | IJHISHARES TR | 24,295 | $1.9M | 0.1% |
| 84 | SPGIS&P GLOBAL INC | 4,575 | $1.9M | 0.1% |
| 85 | IVVISHARES TR | 2,474 | $1.9M | 0.1% |
| 86 | IYFISHARES TR | 14,501 | $1.8M | 0.1% |
| 87 | IYHISHARES TR | 27,470 | $1.8M | 0.1% |
| 88 | SPOTIFY TECHNOLOGY S A | 3,943 | $1.8M | 0.1% |
| 89 | CIBRFIRST TR EXCHANGE-TRADED FD | 18,532 | $1.7M | 0.1% |
| 90 | ORCLORACLE CORP | 11,287 | $1.7M | 0.1% |
| 91 | BBARRICK MNG CORP | 43,200 | $1.6M | 0.1% |
| 92 | MAMASTERCARD INCORPORATED | 3,030 | $1.6M | 0.1% |
| 93 | EZUISHARES INC | 21,235 | $1.5M | 0.1% |
| 94 | USIGISHARES TR | 27,795 | $1.4M | 0.1% |
| 95 | RSPINVESCO EXCHANGE TRADED FD T | 6,266 | $1.3M | 0.1% |
| 96 | XLBSELECT SECTOR SPDR TR | 25,160 | $1.3M | 0.1% |
| 97 | GDXVANECK ETF TRUST | 16,815 | $1.3M | 0.1% |
| 98 | FEZSPDR INDEX SHS FDS | 17,984 | $1.2M | 0.1% |
| 99 | EMBISHARES TR | 12,348 | $1.2M | 0.1% |
| 100 | DEDEERE & CO | 1,755 | $1.1M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.