Mmbg Investment Advisors Co.

Mmbg Investment Advisors Co. reported 177 holdings worth US$1.26B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 10, 2026

Mmbg Investment Advisors Co. reported 177 holdings worth US$1.26B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Amazon.com, Inc. Filed Aug 10, 2026 (Form 13F).

Holdings
177
Value as reported
US$1.26B

The filing in full

CompanySharesValue as reported% of portfolio
Alphabet Inc (google) Class C421KUS$150M11.9%
Apple Inc421KUS$122M9.6%
Amazon.com, Inc.399KUS$95.2M7.5%
Microsoft Corp.203KUS$75.7M6.0%
Nvidia Corporation272KUS$54.5M4.3%
Meta Platforms, Inc.89,563US$50.4M4.0%
Jp Morgan Chase & Co.151KUS$49.4M3.9%
Micron Technology, Inc.32,508US$37.5M3.0%
Goldman Sachs Group, Inc. (the)36,173US$36.6M2.9%
Broadcom Inc.57,103US$21.6M1.7%
Taiwan Semiconductor Manufacturing Co., Ltd.43,990US$21M1.7%
Walmart Inc.168KUS$19M1.5%
Visa Inc.50,852US$17.4M1.4%
Bank Of America Corporation229KUS$13M1.0%
Eli Lilly And Company9,070US$10.9M0.86%
Uber Technologies, Inc.139KUS$10M0.79%
Ge Aerospace23,495US$8.78M0.69%
Shopify Inc.66,915US$7.64M0.60%
Costco Wholesale Corporation8,005US$7.49M0.59%
Thermo Fisher Scientific Inc14,105US$7.08M0.56%
Mercadolibre, Inc.4,050US$6.87M0.54%
Ge Vernova Inc.5,495US$6.46M0.51%
Salesforce, Inc.39,720US$6.24M0.49%
Fomento Economico Mexicano Sab De Cv Units Cons. Of 5 Shsb43,038US$5.5M0.44%
Rtx Corporation27,040US$5.13M0.41%
Asml Holding Nv2,389US$4.75M0.38%
Unitedhealth Group Incorporated10,928US$4.54M0.36%
Abbvie Inc.17,115US$4.31M0.34%
Crowdstrike Holdings, Inc.5,598US$4.27M0.34%
Netflix, Inc.59,627US$4.26M0.34%
Walt Disney Company (the)43,807US$4.25M0.34%
Danaher Corporation21,570US$4.12M0.33%
Mcdonald's Corporation14,424US$3.9M0.31%
Palo Alto Networks, Inc.9,371US$3.2M0.25%
Berkshire Hathaway Inc.5,838US$2.92M0.23%
Merck & Company, Inc.22,563US$2.92M0.23%
Freeport-mcmoran, Inc.45,675US$2.87M0.23%
Starbucks Corporation27,652US$2.83M0.22%
Apollo Global Management, Inc. (new)22,039US$2.61M0.21%
Servicenow, Inc.22,670US$2.25M0.18%
Angel Studios, Inc.598KUS$2.19M0.17%
Amgen Inc.6,044US$2.19M0.17%
Fedex Corporation6,532US$2.05M0.16%
Boeing Company (the)9,005US$1.95M0.15%
Dell Technologies Inc.4,406US$1.9M0.15%
S&p Global Inc.4,575US$1.86M0.15%
Oracle Corporation11,287US$1.65M0.13%
Barrick Mining Corporation43,200US$1.59M0.13%
Mastercard Incorporated3,030US$1.56M0.12%
Deere & Company1,755US$1.12M0.09%
Cadence Design Systems, Inc.2,740US$1.03M0.08%
Waste Management, Inc.4,260US$949K0.08%
Cullen/frost Bankers, Inc.6,070US$938K0.07%
Home Depot, Inc. (the)2,650US$935K0.07%
Energy Transfer Lp41,905US$801K0.06%
Cvs Health Corporation6,975US$722K0.06%
Novo Nordisk A/s Class B14,630US$701K0.06%
Johnson & Johnson2,602US$661K0.05%
Las Vegas Sands Corp.14,200US$656K0.05%
Nike, Inc.14,702US$610K0.05%
Tko Group Holdings, Inc.3,005US$605K0.05%
C.h. Robinson Worldwide, Inc.3,200US$605K0.05%
Chevron Corporation3,450US$572K0.05%
Tesla, Inc.1,323US$556K0.04%
Urban Outfitters, Inc.7,815US$554K0.04%
Snowflake Inc.2,080US$529K0.04%
Constellation Brands, Inc.3,740US$520K0.04%
Nu Holdings Ltd.33,655US$450K0.04%
Starwood Property Trust Inc.24,715US$405K0.03%
Honeywell International Inc.1,686US$377K0.03%
Grab Holdings Limited96,485US$364K0.03%
Paypal Holdings, Inc.8,202US$354K0.03%
Advanced Micro Devices Inc590US$343K0.03%
Cummins Inc.380US$271K0.02%
Biogen Inc.1,248US$270K0.02%
Opendoor Technologies Inc50,897US$231K0.02%
Regeneron Pharmaceuticals, Inc.370US$231K0.02%
Lululemon Athletica Inc.2,001US$228K0.02%
Embraer S.a.3,455US$220K0.02%
International Bancshares Corporation2,667US$203K0.02%
Moderna, Inc.2,860US$200K0.02%
Western Digital Corporation0US$00.00%
Coca-cola Company (the)0US$00.00%
Intuit Inc.0US$00.00%
Novartis Ag0US$00.00%
Pfizer, Inc.0US$00.00%

Source

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