Mmbg Investment Advisors Co. Portfolio Holdings

Mmbg Investment Advisors Co.

  • $1 Billion
  • Q2 2025

Mmbg Investment Advisors Co. has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1 Billion distributed in 178 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $94.5M, Apple Inc. with a value of $85.9M, Amazon Com Inc with a value of $81.8M, Meta Platforms, Inc. with a value of $62.4M, and Alphabet Inc. with a value of $57.5M.

Examining the 13F form we can see an increase of $119M in the current position value, from $883M to 1B.

Below you can find more details about Mmbg Investment Advisors Co. portfolio as well as his latest detailed transactions.

Portfolio value $1 Billion
Technology: $303 Million
ETFs: $183 Million
Communication Services: $165 Million
Consumer Cyclical: $148 Million
Financial Services: $104 Million
Consumer Defensive: $32.7 Million
Healthcare: $31.2 Million
Industrials: $19.7 Million
Other: $15.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.8 Million 2.68% of portfolio
198,854
Q2 2025 Added 0.87%
$0
$13 Million 1.3% of portfolio
21,069
Q2 2025 Reduced 8.47%
$0
$12.5 Million 1.25% of portfolio
21,989
Q2 2025 Added 13.23%
$0
$12.2 Million 1.22% of portfolio
43,818
Q2 2025 Reduced 3.56%
$0
$10.4 Million 1.04% of portfolio
199,119
Q2 2025 Reduced 11.55%
$0
$9.23 Million 0.92% of portfolio
16,732
Q2 2025 Added 5.6%
$0
$6.98 Million 0.7% of portfolio
32,116
Q2 2025 Reduced 6.94%
$0
$6.66 Million 0.66% of portfolio
26,291
Q2 2025 Reduced 7.46%
$0
$5.89 Million 0.59% of portfolio
8,885
Q2 2025 Reduced 1.82%
$0
$5.36 Million 0.53% of portfolio
42,349
Q1 2025 Added 0.06%
$0
$4.61 Million 0.46% of portfolio
40,377
Q2 2025 Reduced 8.05%
$0
$4.52 Million 0.45% of portfolio
53,240
Q2 2025 Added 21.39%
$0
$4.17 Million 0.42% of portfolio
24,053
Q4 2024 Reduced 50.79%
$0
$3.85 Million 0.38% of portfolio
50,602
Q2 2025 Reduced 1.2%
$0
$3.55 Million 0.35% of portfolio
45,820
Q2 2025 Reduced 3.83%
$0
$2.43 Million 0.24% of portfolio
29,354
Q2 2025 Added 7.71%
$0
$2.22 Million 0.22% of portfolio
15,600
Q3 2023 Reduced 27.78%
$0
$2.14 Million 0.21% of portfolio
19,405
Q2 2025 Added 9.48%
$0
$1.9 Million 0.19% of portfolio
15,701
Q4 2024 Reduced 6.91%
$0
$1.82 Million 0.18% of portfolio
2,924
Q1 2022 Reduced 97.47%
$0
$1.64 Million 0.16% of portfolio
29,125
Q1 2024 Added 400.0%
$0
$1.64 Million 0.16% of portfolio
23,940
Q1 2024 Added 300.0%
$0
$1.58 Million 0.16% of portfolio
19,903
Q2 2025 Added 4.16%
$0
$1.65 Million 0.16% of portfolio
19,930
Q2 2025 Reduced 10.06%
$0
$1.52 Million 0.15% of portfolio
24,570
Q1 2025 Added 132.01%
$0
$1.46 Million 0.15% of portfolio
24,620
Q1 2022 Reduced 28.01%
$0
$1.55 Million 0.15% of portfolio
20,691
Q2 2025 Reduced 14.01%
$0
$1.38 Million 0.14% of portfolio
25,637
Q1 2025 Added 1.79%
$0
$1.43 Million 0.14% of portfolio
27,795
Q3 2024 New
$115B
$1.31 Million 0.13% of portfolio
4,295
Q2 2025 Reduced 38.73%
$0
$1.19 Million 0.12% of portfolio
22,582
Q2 2025 Added 16.81%
$0
$1.08 Million 0.11% of portfolio
18,037
Q2 2025 Reduced 23.29%
$0
$1.04 Million 0.1% of portfolio
33,755
Q4 2022 Reduced 0.03%
$0
$976,000 0.1% of portfolio
16,615
Q3 2024 Added 37.43%
$0
$884,000 0.09% of portfolio
14,793
Q4 2024 New
$0
$925,000 0.09% of portfolio
14,775
Q3 2024 Added 180.09%
$0
$858,000 0.09% of portfolio
16,964
Q1 2022 Reduced 59.16%
$0
$769,000 0.08% of portfolio
17,840
Q2 2025 Added 19.99%
$0
$835,000 0.08% of portfolio
1,969
Q1 2022 Reduced 49.76%
$0
$780,000 0.08% of portfolio
4,295
Q2 2025 Reduced 4.66%
$0
$787,000 0.08% of portfolio
26,080
Q2 2025 Reduced 7.12%
$0
$826,000 0.08% of portfolio
8,923
Q4 2024 Added 20.21%
$0
$834,000 0.08% of portfolio
16,020
Q2 2025 Added 34.4%
$0
$685,000 0.07% of portfolio
6,320
Q4 2024 Added 16.61%
$0
$685,000 0.07% of portfolio
13,856
Q2 2025 Reduced 9.65%
$0
$558,000 0.06% of portfolio
4,690
Q2 2025 Added 41.69%
$0
$625,000 0.06% of portfolio
12,990
Q1 2025 Reduced 43.86%
$0
$603,000 0.06% of portfolio
6,299
Q2 2025 Added 3.28%
$0
$486,000 0.05% of portfolio
9,535
Q2 2025 Reduced 14.37%

Summary

  • Portfolio
  • No. of Stocks 178
  • Current Value $1 Billion
  • Prior Value $883 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
Track This Portfolio

Track Mmbg Investment Advisors Co. Portfolio

Follow Mmbg Investment Advisors Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mmbg Investment Advisors Co., based on Form 13F filings with the SEC.

News

Stay updated on Mmbg Investment Advisors Co. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email