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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.2B
$908,000 0.09% of portfolio
2,948
Q2 2025 Reduced 25.65%
$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%
$94.2B
$824,000 0.08% of portfolio
11,955
Q1 2025 Reduced 18.67%
$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%
$78.3B
$844,000 0.08% of portfolio
11,366
Q1 2025 Reduced 19.82%
$0
$780,000 0.08% of portfolio
4,295
Q2 2025 Reduced 4.66%
$53B
$759,000 0.08% of portfolio
41,905
Q4 2022 Added 121.66%
$55.1B
$778,000 0.08% of portfolio
56,715
Q2 2025 Added 39.99%
$0
$787,000 0.08% of portfolio
26,080
Q2 2025 Reduced 7.12%
$148B
$800,000 0.08% of portfolio
22,442
Q1 2025 Reduced 2.12%
$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%
$8.24B
$780,000 0.08% of portfolio
6,070
Q1 2023 Added 51.75%
$41.3B
$720,000 0.07% of portfolio
16,560
Q1 2025 Reduced 5.69%
$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%
$6.64B
$566,000 0.06% of portfolio
7,815
Q3 2023 New
$0
$625,000 0.06% of portfolio
12,990
Q1 2025 Reduced 43.86%
$20.3B
$556,000 0.06% of portfolio
2,341
Q1 2025 Reduced 26.29%
$0
$603,000 0.06% of portfolio
6,299
Q2 2025 Added 3.28%
$72.2B
$622,000 0.06% of portfolio
2,782
Q1 2025 Reduced 2.86%
$320B
$601,000 0.06% of portfolio
750
Q2 2025 Reduced 16.76%
$0
$486,000 0.05% of portfolio
9,535
Q2 2025 Reduced 14.37%
$0
$516,000 0.05% of portfolio
6,836
Q4 2024 Reduced 41.92%
$463B
$486,000 0.05% of portfolio
3,182
Q1 2024 Reduced 6.69%
$0
$541,000 0.05% of portfolio
14,440
Q3 2024 New
$12.5B
$452,000 0.05% of portfolio
8,695
Q1 2024 Added 4.13%
$1.1T
$471,000 0.05% of portfolio
1,485
Q1 2025 Added 17.39%
$84.6B
$513,000 0.05% of portfolio
3,370
Q1 2023 Reduced 80.61%
$41.8B
$463,000 0.05% of portfolio
4,695
Q2 2025 Added 6.58%
$31.4B
$540,000 0.05% of portfolio
4,406
Q1 2025 Added 27.27%
$0
$518,000 0.05% of portfolio
9,318
Q2 2025 New
$0
$537,000 0.05% of portfolio
6,086
Q3 2024 Added 168.11%
$0
$384,000 0.04% of portfolio
4,193
Q2 2025 Added 13.54%
$0
$370,000 0.04% of portfolio
3,919
Q1 2022 Reduced 64.37%
$0
$403,000 0.04% of portfolio
4,625
Q2 2025 New
$79.5B
$431,000 0.04% of portfolio
3,450
Q2 2023 Reduced 3.09%
$0
$354,000 0.04% of portfolio
3,488
Q4 2023 New
$0
$389,000 0.04% of portfolio
9,200
Q1 2025 Reduced 73.1%
$275B
$422,000 0.04% of portfolio
3,492
Q4 2024 Reduced 30.19%
$0
$354,000 0.04% of portfolio
5,600
Q2 2025 Reduced 49.09%
$4.38B
$377,000 0.04% of portfolio
5,667
Q2 2022 Reduced 19.04%
$0
$288,000 0.03% of portfolio
1,070
Q1 2024 New
$0
$308,000 0.03% of portfolio
3,825
Q2 2025 Reduced 7.27%
$125B
$303,000 0.03% of portfolio
3,480
Q3 2023 New
$120B
$347,000 0.03% of portfolio
750
Q3 2024 Reduced 26.47%

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
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