Data as of Q4 2025 (Dec 31, 2025)

MMBG INVESTMENT ADVISORS CO.

โ€ขCIK: 1765876โ€ขFiling: Q4 2025

**MMBG INVESTMENT ADVISORS CO.** manages $1.2B across a diversified portfolio of 177 positions. The fund maintains significant exposure to mega-cap technology leaders, notably holding $107.8M in AAPL and $100.8M in GOOGL. Further concentration is evident in MSFT ($90.5M) and AMZN ($88.0M), signaling a core focus on established growth pillars. The top ten holdings alone represent substantial allocations, underpinning a large-cap, technology-weighted mandate.

Total AUM
$1.2B
QoQ Performance
+5.1%
Positions
119
Top 10 Concentration
55.5%
Latest Filing
Q4 2025

Top Holdings Allocation

AAPL
GOOGL
MSFT
AMZN
AAPL9.1%
GOOGL8.5%
MSFT7.6%
AMZN7.4%
BETTERWARE4.9%
META4.6%
NVDA4.0%
JPM3.9%

๐Ÿ“ˆ Biggest Buys

SHV
ISHARES TR
+248.2%
0.6% of portfolio
NFLX
NETFLIX INC
+17315.7%
0.4% of portfolio
XLK
SELECT SECTOR SPDR TR
+107.5%
0.6% of portfolio
NOW
SERVICENOW INC
+885.3%
0.3% of portfolio
XLY
SELECT SECTOR SPDR TR
+90.7%
0.6% of portfolio

๐Ÿ“‰ Biggest Sells

XLV
SELECT SECTOR SPDR TR
-14.3%
2.2% of portfolio
CB1A
CONSTELLATION BRANDS INC
-86.0%
0.0% of portfolio
DIS
DISNEY WALT CO
-31.0%
0.5% of portfolio
GOOGL
ALPHABET INC
-2.1%
8.5% of portfolio
AAPL
APPLE INC
-1.8%
9.1% of portfolio

Sector Breakdown

Technology40.1%
Other31.1%
Consumer11.5%
Financial9.4%
Healthcare3.4%
ETF2.3%
Communication1.0%
Industrial1.0%

๐Ÿšช Exited Positionssold since Q3 2025

DWD
MORGAN STANLEY
SOLD
$1.9M
TMUS
T-MOBILE US INC
SOLD
$1.8M
NEE
NEXTERA ENERGY INC
SOLD
$1.7M
SLV
ISHARES SILVER TR
SOLD
$1.6M
ISRG
INTUITIVE SURGICAL INC
SOLD
$1.6M
+10 more exited positions

Changes from Q3 2025

NEW13 new positions
โ†‘58 increased
โ†“45 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023