1y return+24.1%S&P 500 +20.9%
3y return+73.4%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $153 against $157 in the S&P 500.2
Mmbg Investment Advisors Co.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $121.8M | 9.6% | +5.9% |
| GOOGLAlphabet Inc | $113.9M | 9.0% | |
| AMZNAmazon Com Inc | $95.2M | 7.5% | |
| MSFTMicrosoft Corp | $75.7M | 6.0% | +3.7% |
| Betterware De Mexc S A P I DCUSIP P1666E105 | $58.7M | 4.6% | −4.8% |
| NVDANvidia Corporation | $54.5M | 4.3% | +3.0% |
| METAMeta Platforms Inc | $50.4M | 4.0% | +5.6% |
| JPMJpmorgan Chase & Co | $49.4M | 3.9% | +4.8% |
| MUMicron Technology Inc | $37.5M | 3.0% | −24.2% |
| GSGoldman Sachs Group Inc | $36.6M | 2.9% | |
| GOOGAlphabet Inc | $36.4M | 2.9% | −8.2% |
| XLVSelect Sector Spdr Tr | $27.5M | 2.2% | +1.5% |
| SMHVaneck Etf Trust | $24.2M | 1.9% | −5.9% |
| AVGOBroadcom Inc | $21.6M | 1.7% | +4.7% |
| TSMTaiwan Semiconductor Manufac | $21.0M | 1.7% | −3.4% |
| WMTWalmart Inc | $19.0M | 1.5% | |
| VVisa Inc | $17.4M | 1.4% | +12.2% |
| SPYState Str Spdr S&p 500 Etf T | $14.6M | 1.2% | −9.2% |
| VOOVanguard Index Fds | $13.4M | 1.1% | +15.7% |
| BACBank America Corp | $13.0M | 1.0% | +4.0% |
| XLFSelect Sector Spdr Tr | $12.1M | 1.0% | +3.3% |
| CXCemex Sa Euro Mtn Be 144a | $11.2M | 0.9% | |
| LLYEli Lilly & Co | $10.9M | 0.9% | +1.4% |
| QQQInvesco Qqq Tr | $10.7M | 0.8% | −2.0% |
| UBERUber Technologies Inc | $10.0M | 0.8% | +5.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2021 | +580.3% | $54.5M |
| SMHVaneck Etf Trust | June 30, 2022 | +543.9% | $24.2M |
| AVGOBroadcom Inc | December 31, 2021 | +467.7% | $21.6M |
| TSMTaiwan Semiconductor Manufac | December 31, 2021 | +296.9% | $21.0M |
| GEVGe Vernova Inc | March 31, 2025 | +284.8% | $6.5M |
| GSGoldman Sachs Group Inc | December 31, 2021 | +164.4% | $36.6M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $113.9M |
| GOOGAlphabet Inc | December 31, 2021 | +144.2% | $36.4M |
| WMTWalmart Inc | December 31, 2021 | +134.8% | $19.0M |
| RTXRtx Corporation | December 31, 2021 | +120.5% | $5.1M |
Sold off last quarter
- DXJWisdomtree Tr was $5.6M
- HEDJWisdomtree Tr was $679K
- WDCWestern Digital Corp was $339K
- INTUIntuit was $290K
- PFEPfizer Inc was $261K
- NVSNovartis Ag was $228K
- KOCoca Cola Co was $214K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.2% | +14.8% |
| March 31, 2026 | −6.4% | −4.6% |
| December 31, 2025 | +5.6% | +2.4% |
| September 30, 2025 | +11.8% | +7.8% |
| June 30, 2025 | +10.6% | +10.5% |
| March 31, 2025 | −5.9% | −4.6% |
| December 31, 2024 | +3.9% | +2.1% |
| September 30, 2024 | +2.2% | +5.4% |
| June 30, 2024 | +2.9% | +4.0% |
| March 31, 2024 | +12.9% | +10.0% |
| December 31, 2023 | +10.6% | +11.2% |
| September 30, 2023 | −1.4% | −3.6% |
| June 30, 2023 | +11.1% | +8.3% |
| March 31, 2023 | +16.3% | +7.0% |
| December 31, 2022 | +3.3% | +7.1% |
| September 30, 2022 | −6.7% | −5.3% |
| June 30, 2022 | −21.0% | −16.5% |
| March 31, 2022 | −9.9% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mmbg Investment Advisors Co. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1765876&type=13F-HR&dateb=&owner=include&count=40CIK 1765876
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1765876/000176587626000005/Filed August 10, 2026 · accession 0001765876-26-000005