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Midas Edge

13-F holdings, Q2 2026

MMBG Investment Advisors Co.

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$1.3B
Positions
177
Filed
Data as of

These holdings are as of , 130 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

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Top holdings

  1. AAPL$121.8M
    421,075 shares9.6% of the book
  2. GOOGL$113.9M
    318,756 shares9% of the book
  3. AMZN$95.2M
    399,306 shares7.5% of the book
  4. MSFT$75.7M
    202,940 shares6% of the book
  5. BWMX$58.7M
    3,263,970 shares4.6% of the book
  6. NVDA$54.5M
    272,239 shares4.3% of the book
  7. META$50.4M
    89,563 shares4% of the book
  8. JPM$49.4M
    150,943 shares3.9% of the book
  9. MU$37.5M
    32,508 shares3% of the book
  10. GS$36.6M
    36,173 shares2.9% of the book

What changed this quarter

10 new positions and 7 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • GE

    GE AEROSPACE

    +$8.8M

    New

  • AAPL

    APPLE INC

    +$6.8M

    +5.9% shares

  • GEV

    GE VERNOVA INC

    +$4.9M

    +324.3% shares

  • IAU

    ISHARES GOLD TR

    +$4.5M

    New

  • CRH

    CRH PLC

    +$3.5M

    New

Largest sells

  • MU

    MICRON TECHNOLOGY INC

    −$12M

    -24.2% shares

  • DXJ

    WISDOMTREE TR

    −$5.6M

    Sold out, was 0.52% of the book

  • CRM

    SALESFORCE INC

    −$3.4M

    -35.3% shares

  • GOOG

    ALPHABET INC

    −$3.2M

    -8.2% shares

  • BWMX

    BETTERWARE DE MEXC S A P I D

    −$3M

    -4.8% shares

What was sold out, by size

  • 1 real positions, 0.25% of the book or more
  • 6 small, between 0.015% and 0.25%

Not counted as trades: FDXF (newly listed or spun off), HONA (newly listed or spun off).

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.