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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
Cap. Flow
+$22M
Cap. Flow %
2.56%
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
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$18.6M
2
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$17.9M
3
GDX icon
VanEck Gold Miners ETF
GDX
+$11.1M
4
AXP icon
American Express
AXP
+$4.05M
5
BA icon
Boeing
BA
+$3.88M

Top Sells

Rank Stock Value
1
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$31.7M
2
GLD icon
SPDR Gold Trust
GLD
+$7.24M
3
SKY icon
Champion Homes
SKY
+$4.55M
4
PSX icon
Phillips 66
PSX
+$4.02M
5
DELL icon
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
CRF icon
226
Cornerstone Total Return Fund
CRF
$1.01B
– –
-79,017
Closed -$567K –
CWEN icon
227
Clearway Energy Class C
CWEN
$3.59B
– –
-6,338
Closed -$217K –
DUK icon
228
Duke Energy
DUK
$93.3B
– –
-1,653
Closed -$209K –
KMB icon
229
Kimberly-Clark
KMB
$34.6B
– –
-1,987
Closed -$218K –
NAC icon
230
Nuveen California Quality Municipal Income Fund
NAC
$1.57B
– –
-32,175
Closed -$390K –
NMZ icon
231
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.94B
– –
-25,438
Closed -$269K –
NZF icon
232
Nuveen Municipal Credit Income Fund
NZF
$2.13B
– –
-22,729
Closed -$288K –
PLUG icon
233
CALL
Plug Power
PLUG
$2.03B
– –
-2,000
Closed -$5.42K –
PLUG icon
234
Plug Power
PLUG
$2.03B
– –
-23,246
Closed -$63K –
RSP icon
235
CALL
Invesco S&P 500 Equal Weight ETF
RSP
$97.8B
– –
-2,100
Closed -$447K –
SGOV icon
236
iShares 0-3 Month Treasury Bond ETF
SGOV
$115B
– –
-12,182
Closed -$1.23M –
SKY icon
237
Champion Homes
SKY
$4.31B
– –
-51,684
Closed -$4.55M –
WDC icon
238
Western Digital
WDC
$129B
– –
-328
Closed -$210K –
XLY icon
239
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.2B
– –
-2,686
Closed -$315K –
FLG icon
240
Flagstar Bank National Association
FLG
$4.66B
– –
-89,706
Closed -$1.34M –
6 7 8 9
10

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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.