StockDriftsStockDriftsTop 50 Mmbg Investment Advisors CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 9.64% | 421.1K | $121.8M | +5.94%(+23.59K) | $166.12(+83.83%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 9.02% | 318.8K | $113.9M | -0.50%(-1.60K) | $137.80(+150.16%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 7.53% | 399.3K | $95.2M | +0.90%(+3.57K) | $164.40(+59.70%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.99% | 202.9K | $75.7M | +3.74%(+7.31K) | $322.71(+50.62%) | 2026-06-30 | |
| BWMX | BETTERWARE DE MEXC S A P I D | 4.65% | 3.26M | $58.7M | -4.82%(-165.38K) | $26.79(-38.75%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.31% | 272.2K | $54.5M | +3.00%(+7.93K) | $59.87(+277.58%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.99% | 89.6K | $50.4M | +5.64%(+4.78K) | $339.33(+71.01%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.91% | 150.9K | $49.4M | +4.81%(+6.92K) | $168.59(+116.33%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2.97% | 32.5K | $37.5M | -24.24%(-10.40K) | $82.37(+1131.97%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 2.9% | 36.2K | $36.6M | +0.24%(+85) | $422.31(+148.02%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.25% | +96.51% | — | — | +63.67% |
| Top 20 Holdings Unweighted | +31.70% | +128.44% | — | — | +96.18% |
Mmbg Investment Advisors CO reports $1.26B in US-listed equity holdings across 177 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (9.6%), GOOGL (9.0%) and AMZN (7.5%). The top 20 holdings account for 71.38% of reported assets. Its disclosed equity book has returned +96.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mmbg Investment Advisors CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1765876). View Mmbg Investment Advisors CO’s 13F filings on SEC