Mmbg Investment Advisors Co.
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$1.1B
Holdings
172
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Sold 82.9% (396.5k → 67.7k shares)
9.3%
02
$GOOGL
ALPHABET INC
Q1 2026: Sold 74.4% (322.1k → 82.5k shares)
8.5%
03
$AMZN
AMAZON COM INC
Q1 2026: Sold 93.6% (381.3k → 24.2k shares)
7.6%
04
$MSFT
MICROSOFT CORP
Q1 2026: Sold 86.3% (187.2k → 25.7k shares)
6.7%
05
$BWMX
BETTERWARE DE MEXC S A P I D
Q1 2026: Exited (was 4.08M shares)
5.3%
06
$META
META PLATFORMS INC
Q1 2026: Sold 92.3% (82.5k → 6.3k shares)
4.5%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 85.0% (256.4k → 38.5k shares)
4.2%
08
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 74.3% (142.3k → 36.6k shares)
3.9%
09
$GOOG
ALPHABET INC
Q1 2026: Sold 88.7% (112.8k → 12.7k shares)
3.0%
10
$GS
GOLDMAN SACHS GROUP INC
Q1 2026: Sold 93.0% (35.2k → 2.5k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:23 UTC.