MMBG Investment Advisors Co.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), MMBG Investment Advisors Co. reported 178 stock positions worth $1.0 billion. Its top holding was Microsoft (MSFT) at 9.4% of the portfolio, followed by Apple (AAPL, 8.5%) and Amazon.com (AMZN, 8.1%). Compared with Q1 2025, it opened 15 new positions, sold out of 5, added to 42 and reduced 43. The biggest buy was Microsoft (MSFT, shares +6%) and the biggest sale Betterware DE Mexico Sapi DE (BWMX, shares −0%).

Most Recent 13F
Q2 2026
Location
MIAMI, FL
CIK
0001765876
Portfolio Value
$1.0B (Q2 2025)
SEC Filing
0001765876-25-000004 ↗ filed Aug 12, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $948.1M Q1 2024 Q2 2024: $932.9M Q2 2024 Q3 2024: $958.3M Q3 2024 Q4 2024: $941.6M Q4 2024 Q1 2025: $884.7M Q1 2025 Q2 2025: $1.0B $1.0B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.1B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 178 stocks · $1.0B
MSFT Microsoft Corp. 9.40% 189,916 $94.5M Add +6.2%
AAPL Apple Inc. 8.55% 418,665 $85.9M Add +0.7%
AMZN Amazon.com Inc. 8.14% 373,002 $81.8M Add +1.2%
META Meta Platforms Inc. Class A 6.21% 84,539 $62.4M Add +4.3%
GOOGL Alphabet Inc. Class A 5.72% 326,049 $57.5M Add +1.0%
JPM JPMorgan Chase & Co. 4.13% 143,207 $41.5M Reduce -1.2%
NVDA Nvidia Corp. 4.12% 261,816 $41.4M Add +19.8%
BWMX Betterware DE Mexico Sapi DE 3.57% 4,142,988 $35.8M Reduce -0.1%
XLV SS Health Care Select Sector 2.67% 198,854 $26.8M Add +0.9%
GS Goldman Sachs Group Inc. 2.36% 33,524 $23.7M Reduce -1.7%
CRM Salesforce Inc. 2.00% 73,582 $20.1M Add +0.8%
GOOG Alphabet Inc. Class C 1.67% 94,733 $16.8M Add +5.1%
V Visa Inc. Class A 1.56% 44,095 $15.7M Add +9.4%
WMT Walmart Inc. 1.53% 157,381 $15.4M Add +21.2%
AVGO Broadcom Inc. 1.38% 50,431 $13.9M Add +12.5%
SPY SS SPDR S&P 500 ETF Trust-US 1.30% 21,069 $13.1M Reduce -8.5%
VOO Vanguard S&P 500 ETF 1.25% 21,989 $12.5M Add +13.2%
SMH Vaneck Semiconductor ETF 1.22% 43,818 $12.2M Reduce -3.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 1.21% 97,620 $12.2M Reduce -6.8%
UBER Uber Technologies Inc. 1.19% 127,969 $11.9M Add +15.4%
TCEHY Tencent Holdings Ltd.-Uns ADR 1.13% 175,845 $11.3M Reduce -2.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.12% 237,133 $11.2M Reduce -4.5%
XLF SS Financial Select Sector 1.04% 199,119 $10.4M Reduce -11.6%
SHOP Shopify Inc. Class A 1.03% 89,865 $10.4M Reduce -8.0%
CX Cemex Sab-Spons ADR Part Cer 0.99% 1,441,427 $10.0M Add +3.7%
QQQ Invesco QQQ Trust Series 1 0.92% 16,732 $9.2M Add +5.6%
TSM Taiwan Semiconductor-SP ADR 0.83% 36,802 $8.4M Reduce -1.3%
MU Micron Technology Inc. 0.74% 60,110 $7.4M Reduce -8.9%
XLY SS Consumer Disc Select Sect 0.69% 32,116 $7.0M Reduce -6.9%
XLK SS Technology Select Sector 0.66% 26,291 $6.7M Reduce -7.5%
ETN Eaton Corp. PLC 0.63% 17,862 $6.4M Add +6.1%
TMO Thermo Fisher Scientific Inc. 0.62% 15,251 $6.2M Add +21.1%
BABA Alibaba Group Holding-SP ADR 0.61% 52,820 $6.1M Reduce -1.9%
VGT Vanguard Info Tech ETF 0.59% 8,885 $5.9M Reduce -1.8%
SBUX Starbucks Corp. 0.57% 63,017 $5.8M Add +16.7%
STZ Constellation Brands Inc. Class A 0.53% 32,971 $5.4M Reduce -2.6%
IBB iShares Biotechnology ETF 0.53% 42,349 $5.4M No change
COST Costco Wholesale Corp. 0.52% 5,304 $5.3M Reduce -0.9%
UNH Unitedhealth Group Inc. 0.47% 15,098 $4.7M Add +47.8%
DXJ Wisdomtree Japan Hedged Eq 0.46% 40,377 $4.6M Reduce -8.1%
DHR Danaher Corp. 0.45% 23,005 $4.6M No change
MELI MercadoLibre Inc. 0.45% 1,728 $4.5M Add +0.9%
XLE SS Energy Select Sector 0.45% 53,240 $4.5M Add +21.4%
FMX Fomento Economico Mex-SP ADR 0.44% 43,223 $4.5M Add +3.6%
RTX RTX Corp. 0.43% 29,790 $4.3M No change
MCD McDonald's Corp. 0.43% 14,644 $4.3M Reduce -9.1%
IYW iShares Ustechnology ETF 0.41% 24,053 $4.2M No change
XLP SS Consumer Staples Sel Sect 0.41% 50,602 $4.1M Reduce -1.2%
LLY Eli Lilly & Co. 0.38% 4,839 $3.8M Add +59.5%
VGK Vanguard Ftse Europe ETF 0.35% 45,820 $3.6M Reduce -3.8%
APO Apollo Global Management Inc. 0.34% 24,239 $3.4M Add +4.4%
NKE Nike Inc. Class B 0.27% 37,815 $2.7M Reduce -10.2%
FDX FedEx Corp. 0.26% 11,589 $2.7M Reduce -16.3%
CDRO Codere Online Luxembourg SA 0.25% 295,700 $2.5M No change
SHY iShares 1-3 Year Treasury Bo 0.24% 29,354 $2.4M Add +7.7%
SPGI S&P Global Inc. 0.24% 4,575 $2.4M No change
XLI SS Industrial Select Sector 0.23% 15,710 $2.3M Add +12.0%
NVO Novo-Nordisk A/S-Spons ADR 0.23% 33,262 $2.3M Add +10.9%
IYJ iShares U.S. Industrials ETF 0.22% 15,600 $2.2M No change
SHV iShares 0-1 Year Treasury Bo 0.21% 19,405 $2.1M Add +9.5%
DE Deere & Co. 0.20% 4,030 $2.1M Add +0.5%
IYF iShares US Financials ETF 0.19% 15,701 $1.9M No change
SPOT Spotify Technology SA 0.18% 2,385 $1.8M Add +98.8%
IVV iShares Core S&P 500 ETF 0.18% 2,924 $1.8M No change
MRK Merck & Co. Inc. 0.18% 22,563 $1.8M No change
TMUS T-Mobile US Inc. 0.18% 7,400 $1.8M New
AMGN Amgen Inc. 0.17% 6,102 $1.7M No change
BRK.B Berkshire Hathaway Inc. Class B 0.17% 3,503 $1.7M Reduce -0.2%
MS Morgan Stanley 0.17% 12,065 $1.7M New
ABBV Abbvie Inc. 0.17% 9,060 $1.7M Reduce -18.8%
PANW Palo Alto Networks Inc. 0.17% 8,158 $1.7M No change
AAXJ iShares MSCI All Country Asi 0.16% 19,930 $1.6M Reduce -10.1%
IYH iShares U.S. Healthcare ETF 0.16% 29,125 $1.6M No change
IYT iShares US Transportation Et 0.16% 23,940 $1.6M No change
VCSH Vanguard S/T Corp. Bond ETF 0.16% 19,903 $1.6M Add +4.2%
PFE Pfizer Inc. 0.16% 64,735 $1.6M Reduce -27.9%
NEE Nextera Energy Inc. 0.15% 22,355 $1.6M New
EWJ iShares MSCI Japan ETF 0.15% 20,691 $1.6M Reduce -14.0%
IEMG iShares Core MSCI Emerging 0.15% 25,637 $1.5M No change
IJH iShares Core S&P Midcap ETF 0.15% 24,570 $1.5M No change
EZU iShares MSCI Eurozone ETF 0.15% 24,620 $1.5M No change
USIG iShares Broad Usd Investment 0.14% 27,795 $1.4M No change
HD Home Depot Inc. 0.13% 3,620 $1.3M Reduce -19.2%
GLD SPDR Gold Shares 0.13% 4,295 $1.3M Reduce -38.7%
BA The Boeing Co. 0.12% 5,830 $1.2M Reduce -29.1%
STWD Starwood Property Trust Inc. 0.12% 58,615 $1.2M No change
IGSB iShares 1-5Y Inv Grade Corp. 0.12% 22,582 $1.2M Add +16.8%
NOW ServiceNow Inc. 0.11% 1,110 $1.1M Add +2.3%
CRWD CrowdStrike Holdings Inc. Class A 0.11% 2,160 $1.1M No change
ORCL Oracle Corp. 0.11% 5,030 $1.1M No change
FEZ State Street SPDR Euro Stoxx 0.11% 18,037 $1.1M Reduce -23.3%
INTU Intuit Inc. 0.11% 1,345 $1.1M No change
PFF iShares Preferred & Income S 0.10% 33,755 $1.0M No change
VGSH Vanguard Short-Term Treasury 0.10% 16,615 $977K No change
WM Waste Management Inc. 0.10% 4,260 $975K No change
AZN Astrazeneca PLC-Spons ADR 0.10% 13,879 $970K No change
MDLZ Mondelez International Inc. Class A 0.10% 14,280 $970K New
HON Honeywell International Inc. 0.09% 4,002 $932K No change
IHI iShares U.S. Medical Devices 0.09% 14,775 $926K No change
CDNS Cadence Design SYS Inc. 0.09% 2,948 $908K Reduce -25.6%
B Barrick Mining Corp. 0.09% 43,200 $898K No change
VGIT Vanguard Intermediate-Term T 0.09% 14,793 $885K No change
CVX Chevron Corp. 0.09% 6,050 $866K Add +132.7%
SLQD iShares 0-5 YR Inv GRD Corp. 0.09% 16,964 $858K No change
PYPL PayPal Holdings Inc. 0.08% 11,366 $845K No change
IWF iShares Russell 1000 Growth 0.08% 1,969 $836K No change
GDX Vaneck Gold Miners ETF 0.08% 16,020 $834K Add +34.4%
EMB iShares JP Morgan Usd Emergi 0.08% 8,923 $826K No change
CVS CVS Health Corp. 0.08% 11,955 $825K No change
CMCSA Comcast Corp. Class A 0.08% 22,442 $801K No change
SPSB SS SPDR P St C Corp. ETF 0.08% 26,080 $787K Reduce -7.1%
RSP Invesco S&P 500 Equal Weight 0.08% 4,295 $781K Reduce -4.7%
CFR Cullen/Frost Bankers Inc. 0.08% 6,070 $780K No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.08% 56,715 $778K Add +40.0%
SHYG iShares 0-5 YR HY Corp. Bond 0.08% 17,840 $770K Add +20.0%
ET Energy Transfer LP 0.08% 41,905 $760K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.07% 21,995 $750K New
LVS Las Vegas Sands Corp. 0.07% 16,560 $721K No change
XLC SS Comm Select Sector SPDR 0.07% 6,320 $686K No change
VWO Vanguard Ftse Emerging Marke 0.07% 13,856 $685K Reduce -9.7%
HEDJ Wisdomtree Europe Hedged Equ 0.06% 12,990 $625K No change
SNOW Snowflake Inc. 0.06% 2,782 $623K No change
IEF iShares 7-10 Year Treasury B 0.06% 6,299 $603K Add +3.3%
ASML ASML Holding NV-NY Reg SHS 0.06% 750 $601K Reduce -16.8%
FISV Fiserv Inc. 0.06% 3,450 $595K No change
URBN Urban Outfitters Inc. 0.06% 7,815 $567K No change
IEI iShares 3-7 Year Treasury Bo 0.06% 4,690 $559K Add +41.7%
LULU Lululemon Athletica Inc. 0.06% 2,341 $556K No change
TKO Tko Group Holdings Inc. 0.05% 3,005 $547K No change
IBIT iShares Bitcoin Trust ETF 0.05% 8,872 $543K New
USHY iShares Broad Usd High Yield 0.05% 14,440 $542K No change
DELL Dell Technologies -C 0.05% 4,406 $540K No change
TLT iShares 20+ Year Treasury BD 0.05% 6,086 $537K No change
INDA iShares MSCI India ETF 0.05% 9,318 $519K New
CIBR First Trust Nasdaq Cybersecu 0.05% 6,836 $517K No change
MMM 3M Co. 0.05% 3,370 $513K No change
FLOT iShares Floating Rate Bond E 0.05% 9,535 $486K Reduce -14.4%
JNJ Johnson & Johnson 0.05% 3,182 $486K No change
TSLA Tesla Inc. 0.05% 1,485 $472K No change
TGT Target Corp. 0.05% 4,695 $463K Add +6.6%
GEV GE Vernova Inc. 0.05% 870 $460K No change
ONON On Holding AG Class A filed as ON HLDG AG 0.04% 8,695 $453K No change
NVS Novartis AG-Sponsored ADR 0.04% 3,492 $423K No change
VTWO Vanguard Russell 2000 ETF 0.04% 4,625 $403K New
EWG iShares MSCI Germany ETF 0.04% 9,200 $389K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.04% 4,193 $385K Add +13.5%
IBOC International Bancshares CRP 0.04% 5,667 $377K No change
IUSV iShares Core S&P U.S. Value 0.04% 3,919 $371K No change
TLH iShares 10-20 Year Treasury 0.04% 3,488 $354K No change
IEV iShares Europe ETF 0.04% 5,600 $354K Reduce -49.1%
KO The Coca-Cola Co. 0.04% 4,934 $352K No change
EEM iShares MSCI Emerging Market 0.03% 7,275 $351K No change
LMT Lockheed Martin Corp. 0.03% 750 $347K No change
IXJ iShares Global Healthcare Et 0.03% 3,900 $336K No change
MBB iShares MBS ETF 0.03% 3,551 $333K No change
BOTZ Global X Robotics & Artifici 0.03% 10,000 $327K No change
EFA iShares MSCI Eafe ETF 0.03% 3,600 $322K No change
CHRW C.H. Robinson Worldwide Inc. 0.03% 3,200 $309K No change
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 0.03% 3,825 $308K Reduce -7.3%
MDT Medtronic PLC 0.03% 3,480 $306K No change
MINT PIMCO Enhanced Short Maturit 0.03% 3,010 $303K No change
FCX Freeport-McMoran Inc. 0.03% 6,960 $302K New
VYM Vanguard High DVD Yield ETF 0.03% 2,260 $301K No change
MCHI iShares MSCI China ETF 0.03% 5,350 $295K No change
FDN First Trust DJ Internet Ind 0.03% 1,070 $288K No change
QCOM Qualcomm Inc. 0.03% 1,730 $276K Reduce -22.4%
FALN iShares Fallen Angels ETF 0.03% 10,150 $275K New
PEP Pepsico Inc. 0.03% 2,000 $264K No change
EWZ iShares MSCI Brazil ETF 0.03% 8,868 $256K New
IVE iShares S&P 500 Value ETF 0.02% 1,275 $249K No change
IGV iShares Expanded Tech-Softwa 0.02% 2,200 $241K Reduce -86.6%
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd 0.02% 2,280 $224K New
MLPX Global X MLP & Energy Infras 0.02% 3,540 $222K New
XLB SS Materials Select Sector 0.02% 2,500 $220K No change
VRSN Verisign Inc. 0.02% 738 $213K New
SGOV iShares 0-3 Month Treasury B 0.02% 2,065 $208K No change
UL Unilever PLC 0.02% 3,381 $207K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.02% 1,850 $203K New

Portfolio Sells Q1 2025 → Q2 2025
BWMX Betterware DE Mexico Sapi DE Reduce -0.1% 3.57% −1.76
IAU iShares Gold Trust Sold out 0.00% −0.29
XLF SS Financial Select Sector Reduce -11.6% 1.04% −0.23
BABA Alibaba Group Holding-SP ADR Reduce -1.9% 0.61% −0.20
STZ Constellation Brands Inc. Class A Reduce -2.6% 0.53% −0.17
TCEHY Tencent Holdings Ltd.-Uns ADR Reduce -2.1% 1.13% −0.17
SPY SS SPDR S&P 500 ETF Trust-US Reduce -8.5% 1.30% −0.16
MCD McDonald's Corp. Reduce -9.1% 0.43% −0.14
IGV iShares Expanded Tech-Softwa Reduce -86.6% 0.02% −0.14
FDX FedEx Corp. Reduce -16.3% 0.26% −0.12
PFE Pfizer Inc. Reduce -27.9% 0.16% −0.10
GLD SPDR Gold Shares Reduce -38.7% 0.13% −0.10
ABBV Abbvie Inc. Reduce -18.8% 0.17% −0.10
DXJ Wisdomtree Japan Hedged Eq Reduce -8.1% 0.46% −0.09
XLY SS Consumer Disc Select Sect Reduce -6.9% 0.69% −0.08
XLP SS Consumer Staples Sel Sect Reduce -1.2% 0.41% −0.07
BAC Bank of America Corp. Reduce -4.5% 1.12% −0.05
HD Home Depot Inc. Reduce -19.2% 0.13% −0.05
COST Costco Wholesale Corp. Reduce -0.9% 0.52% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 0.17% −0.04
FEZ State Street SPDR Euro Stoxx Reduce -23.3% 0.11% −0.04
IEV iShares Europe ETF Reduce -49.1% 0.04% −0.04
BA The Boeing Co. Reduce -29.1% 0.12% −0.04
NKE Nike Inc. Class B Reduce -10.2% 0.27% −0.04
ULTA Ulta Beauty Inc. Sold out 0.00% −0.04
EWJ iShares MSCI Japan ETF Reduce -14.0% 0.15% −0.03
RIVN Rivian Automotive Inc. Class A Sold out 0.00% −0.03
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.03
VRN Veren Inc. Sold out 0.00% −0.03
VGK Vanguard Ftse Europe ETF Reduce -3.8% 0.35% −0.02
CDNS Cadence Design SYS Inc. Reduce -25.6% 0.09% −0.02
SHOP Shopify Inc. Class A Reduce -8.0% 1.03% −0.02
AAXJ iShares MSCI All Country Asi Reduce -10.1% 0.16% −0.02
SPSB SS SPDR P St C Corp. ETF Reduce -7.1% 0.08% −0.02
FLOT iShares Floating Rate Bond E Reduce -14.4% 0.05% −0.02
QCOM Qualcomm Inc. Reduce -22.4% 0.03% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -4.7% 0.08% −0.01
VWO Vanguard Ftse Emerging Marke Reduce -9.7% 0.07% −0.01
ASML ASML Holding NV-NY Reg SHS Reduce -16.8% 0.06% −0.01
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Reduce -7.3% 0.03% −0.01
XLK SS Technology Select Sector Reduce -7.5% 0.66% −0.00
VGT Vanguard Info Tech ETF Reduce -1.8% 0.59% +0.03
DIS The Walt Disney Co. Reduce -6.8% 1.21% +0.04
MU Micron Technology Inc. Reduce -8.9% 0.74% +0.09
JPM JPMorgan Chase & Co. Reduce -1.2% 4.13% +0.11
SMH Vaneck Semiconductor ETF Reduce -3.6% 1.22% +0.13
TSM Taiwan Semiconductor-SP ADR Reduce -1.3% 0.83% +0.13
GS Goldman Sachs Group Inc. Reduce -1.7% 2.36% +0.26

Portfolio Buys Q1 2025 → Q2 2025
MSFT Microsoft Corp. Add +6.2% 9.40% +1.81
NVDA Nvidia Corp. Add +19.8% 4.12% +1.44
META Meta Platforms Inc. Class A Add +4.3% 6.21% +0.93
AVGO Broadcom Inc. Add +12.5% 1.38% +0.54
UBER Uber Technologies Inc. Add +15.4% 1.19% +0.27
WMT Walmart Inc. Add +21.2% 1.53% +0.24
AMZN Amazon.com Inc. Add +1.2% 8.14% +0.22
TMUS T-Mobile US Inc. New 0.18% +0.18
MS Morgan Stanley New 0.17% +0.17
NEE Nextera Energy Inc. New 0.15% +0.15
VOO Vanguard S&P 500 ETF Add +13.2% 1.25% +0.12
ETN Eaton Corp. PLC Add +6.1% 0.63% +0.12
CX Cemex Sab-Spons ADR Part Cer Add +3.7% 0.99% +0.11
SPOT Spotify Technology SA Add +98.8% 0.18% +0.11
MDLZ Mondelez International Inc. Class A New 0.10% +0.10
LLY Eli Lilly & Co. Add +59.5% 0.38% +0.09
GOOG Alphabet Inc. Class C Add +5.1% 1.67% +0.08
QQQ Invesco QQQ Trust Series 1 Add +5.6% 0.92% +0.08
GOOGL Alphabet Inc. Class A Add +1.0% 5.72% +0.08
SLB SLB Ltd. New 0.07% +0.07
MELI MercadoLibre Inc. Add +0.9% 0.45% +0.07
IBIT iShares Bitcoin Trust ETF New 0.05% +0.05
INDA iShares MSCI India ETF New 0.05% +0.05
VTWO Vanguard Russell 2000 ETF New 0.04% +0.04
CVX Chevron Corp. Add +132.7% 0.09% +0.04
NU Nu Holdings Ltd./Cayman Isl-A Add +40.0% 0.08% +0.03
FCX Freeport-McMoran Inc. New 0.03% +0.03
FALN iShares Fallen Angels ETF New 0.03% +0.03
EWZ iShares MSCI Brazil ETF New 0.03% +0.03
XLI SS Industrial Select Sector Add +12.0% 0.23% +0.02
QQQE Dirx Nasdaq-100EQ Wi ETF-Usd New 0.02% +0.02
MLPX Global X MLP & Energy Infras New 0.02% +0.02
VRSN Verisign Inc. New 0.02% +0.02
GDX Vaneck Gold Miners ETF Add +34.4% 0.08% +0.02
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.02% +0.02
NOW ServiceNow Inc. Add +2.3% 0.11% +0.02
IEI iShares 3-7 Year Treasury Bo Add +41.7% 0.06% +0.01
SHYG iShares 0-5 YR HY Corp. Bond Add +20.0% 0.08% +0.01
IGSB iShares 1-5Y Inv Grade Corp. Add +16.8% 0.12% +0.00
BIL SS SPDR BB 1-3M T-Bill ETF Add +13.5% 0.04% 0.00
IEF iShares 7-10 Year Treasury B Add +3.3% 0.06% −0.01
TGT Target Corp. Add +6.6% 0.05% −0.01
SHV iShares 0-1 Year Treasury Bo Add +9.5% 0.21% −0.01
DE Deere & Co. Add +0.5% 0.20% −0.01
NVO Novo-Nordisk A/S-Spons ADR Add +10.9% 0.23% −0.01
SHY iShares 1-3 Year Treasury Bo Add +7.7% 0.24% −0.01
VCSH Vanguard S/T Corp. Bond ETF Add +4.2% 0.16% −0.01
XLE SS Energy Select Sector Add +21.4% 0.45% −0.01
APO Apollo Global Management Inc. Add +4.4% 0.34% −0.02
FMX Fomento Economico Mex-SP ADR Add +3.6% 0.44% −0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$1.3BAAPL, GOOGL, AMZN, MSFT, BWMX
Q1 2026 172$1.1BAAPL, GOOGL, AMZN, MSFT, BWMX
Q4 2025 177$1.2BAAPL, GOOGL, MSFT, AMZN, BWMX
Q3 2025 179$1.1BAAPL, MSFT, AMZN, GOOGL, META
Q2 2025 178$1.0BMSFT, AAPL, AMZN, META, GOOGL
Q1 2025 168$884.7MAAPL, AMZN, MSFT, GOOGL, BWMX
Q4 2024 158$941.6MAAPL, AMZN, MSFT, GOOGL, META
Q3 2024 166$958.3MAAPL, MSFT, AMZN, GOOGL, BWMX
Q2 2024 152$932.9MAAPL, MSFT, AMZN, BWMX, GOOGL
Q1 2024 160$948.1MBWMX, MSFT, AAPL, AMZN, META