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MCP
Mirador Capital Partners Portfolio holdings
AUM
$859M
Turnover
15.83%
1-Year Est. Return
41.74%
This Fund
S&P 500
This Quarter
Est. Return
+8.95%
1 Year Est. Return
+41.74%
3 Year Est. Return
+120.18%
5 Year Est. Return
+144.47%
10 Year Est. Return
+416.11%
AUM
$859M
AUM Growth
+$42.4M
(+5.2%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
38.68%
Holding
240
New
22
Increased
131
Reduced
58
Closed
16
Avg Time Held Equity + Options
4.1
years
Top 10 Avg Time Held Equity + Options
3.4
years
Top 20 Avg Time Held Equity + Options
4.2
years
Avg Time Held Equity only
4.1
years
Top 10 Avg Time Held Equity only
3.4
years
Top 20 Avg Time Held Equity only
4.2
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$18.6M |
| 2 |
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
|
+$17.9M |
| 3 |
VanEck Gold Miners ETF
GDX
|
+$11.1M |
| 4 |
American Express
AXP
|
+$4.05M |
| 5 |
Boeing
BA
|
+$3.88M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
+$31.7M |
| 2 |
SPDR Gold Trust
GLD
|
+$7.24M |
| 3 |
Champion Homes
SKY
|
+$4.55M |
| 4 |
Phillips 66
PSX
|
+$4.02M |
| 5 |
Dell
DELL
|
+$3.56M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.23% |
| 2 | Miscellaneous | 22.45% |
| 3 | Healthcare | 12.6% |
| 4 | Financials | 12.5% |
| 5 | Communication Services | 10.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$946M
| $71.3M | 8.3% |
3,226,238
+831,078
| +35% | +$18.6M |
2025 Q3
4 quarters
|
|
2
Alphabet (Google) Class C
GOOG
$4.2T
| $41.9M | 4.88% |
122,987
+2,328
| +2% | +$803K |
2016 Q1
42 quarters
|
|
3
Apple
AAPL
$5.01T
| $41.7M | 4.86% |
125,280
+1,481
| +1% | +$476K |
2016 Q1
42 quarters
|
|
4
Amazon
AMZN
$2.74T
| $31.4M | 3.66% |
126,130
+1,737
| +1% | +$441K |
2017 Q2
37 quarters
|
|
|
5
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$735M
| $30.4M | 3.54% |
1,331,615
-1,383,132
| -51% | -$31.7M |
2024 Q2
9 quarters
|
|
|
6
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$777M
| $29.7M | 3.46% |
1,386,430
+825,509
| +147% | +$17.9M |
2026 Q1
2 quarters
|
|
7
Berkshire Hathaway Class B
BRK.B
$1.13T
| $26.7M | 3.11% |
53,667
+1,397
| +3% | +$705K |
2016 Q1
42 quarters
|
|
8
Palo Alto Networks
PANW
$307B
| $20M | 2.33% |
50,406
+208
| +0.4% | +$74K |
2020 Q4
23 quarters
|
|
9
Alphabet (Google) Class A
GOOGL
$4.25T
| $19.8M | 2.31% |
57,592
+1,597
| +3% | +$554K |
2016 Q1
42 quarters
|
|
10
Chevron
CVX
$436B
| $19.4M | 2.26% |
94,887
+1,671
| +2% | +$329K |
2016 Q1
42 quarters
|
|
11
JPMorgan Chase
JPM
$890B
| $18.9M | 2.2% |
57,227
+487
| +0.9% | +$170K |
2016 Q1
42 quarters
|
|
12
AbbVie
ABBV
$501B
| $18.5M | 2.16% |
70,834
+2,072
| +3% | +$531K |
2016 Q1
42 quarters
|
|
13
Microsoft
MSFT
$3.96T
| $18.3M | 2.13% |
35,622
+297
| +0.8% | +$137K |
2016 Q2
41 quarters
|
|
14
Meta Platforms (Facebook)
META
$1.88T
| $18.2M | 2.12% |
25,116
+259
| +1% | +$162K |
2016 Q1
42 quarters
|
|
15
NVIDIA
NVDA
$5.34T
| $17M | 1.98% |
74,467
+1,524
| +2% | +$327K |
2021 Q2
21 quarters
|
|
16
Iovance Biotherapeutics
IOVA
$6.44B
| $16.2M | 1.89% |
1,095,740
+15,452
| +1% | +$111K |
2025 Q3
4 quarters
|
|
17
Cytokinetics
CYTK
$8.82B
| $13.8M | 1.6% |
208,896
+6,526
| +3% | +$498K |
2019 Q4
27 quarters
|
|
18
Blackstone
BX
$84.8B
| $12.6M | 1.46% |
112,150
+1,507
| +1% | +$197K |
2016 Q1
42 quarters
|
|
19
Intel
INTC
$519B
| $12.1M | 1.41% |
101,051
-106
| -0.1% | -$10.8K |
2016 Q1
42 quarters
|
|
20
KLA
KLAC
$233B
| $11.5M | 1.34% |
58,960
| – | – |
2016 Q4
39 quarters
|
|
|
21
VanEck Gold Miners ETF
GDX
$25B
| $11.1M | 1.3% |
+126,965
| New | +$11.1M |
2026 Q3
0 quarters
|
|
22
Kinder Morgan
KMI
$74.3B
| $10.5M | 1.23% |
349,704
+9,439
| +3% | +$299K |
2019 Q2
29 quarters
|
|
23
UnitedHealth
UNH
$355B
| $10.3M | 1.2% |
28,030
+1,527
| +6% | +$615K |
2018 Q2
33 quarters
|
|
24
Snowflake
SNOW
$118B
| $10.3M | 1.2% |
30,299
+434
| +1% | +$134K |
2024 Q2
9 quarters
|
|
25
Uber
UBER
$142B
| $9.56M | 1.11% |
139,537
+2,657
| +2% | +$194K |
2023 Q4
11 quarters
|
|
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Mirador Capital Partners's Q3 2026 Portfolio in Review
As of Q3 2026, Mirador Capital Partners held 240 positions worth $859M, up 5.2% from $817M the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Mirador Capital Partners's Q3 2026 filing shows 22 new, 131 increased, 58 reduced and 16 closed positions. Its largest new stake was VanEck Gold Miners ETF: 126,965 shares worth $11.1M. The largest sale was Invesco BulletShares 2026 High Yield Corporate Bond ETF, an estimated $31.7M.
By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Miscellaneous and Healthcare.
- Mirador Capital Partners's largest Q3 2026 buy was VanEck Gold Miners ETF: 126,965 shares worth $11.1M.
- Mirador Capital Partners added most to Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2026, an estimated $18.6M increase.
- Mirador Capital Partners's biggest Q3 2026 reduction was Invesco BulletShares 2026 High Yield Corporate Bond ETF, cutting an estimated $31.7M.
- Mirador Capital Partners fully exited Champion Homes in Q3 2026, selling an estimated $4.55M.
- Mirador Capital Partners's ten largest holdings make up 39% of its $859M portfolio in Q3 2026.
- Mirador Capital Partners opened 22 new positions and closed 16 in Q3 2026.
- Mirador Capital Partners's portfolio value rose 5.2% quarter-over-quarter to $859M.
Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.