Mmbg Investment Advisors Co. Portfolio Holdings

Mmbg Investment Advisors Co.

  • $883 Million
  • Q1 2025

Mmbg Investment Advisors Co. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $883 Million distributed in 168 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $92.4M, Amazon Com Inc with a value of $70.1M, Microsoft Corp with a value of $67.2M, Alphabet Inc. with a value of $49.9M, and Betterware De Mexico, S.A.P.I. De C.V with a value of $47.1M.

Examining the 13F form we can see an decrease of $58.1M in the current position value, from $941M to 883M.

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

Portfolio value $883 Million
Technology: $247 Million
ETFs: $176 Million
Consumer Cyclical: $148 Million
Communication Services: $134 Million
Financial Services: $88.3 Million
Healthcare: $32.7 Million
Consumer Defensive: $28.1 Million
Industrials: $18.2 Million
Other: $11 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.11B
$1.16 Million 0.13% of portfolio
58,615
Q4 2022 Reduced 31.54%
$8.68B
$759,000 0.09% of portfolio
6,070
Q1 2023 Added 51.75%
$6.76B
$409,000 0.05% of portfolio
7,815
Q3 2023 New
$4.27B
$357,000 0.04% of portfolio
5,667
Q2 2022 Reduced 19.04%

Summary

  • Portfolio
  • No. of Stocks 168
  • Current Value $883 Million
  • Prior Value $941 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 14 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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