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MCP

Mirador Capital Partners Portfolio holdings

AUM $817M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
-2.1%
1 Year Est. Return
+42.46%
3 Year Est. Return
+102.43%
5 Year Est. Return
+126.93%
10 Year Est. Return
+392.96%
AUM
$571M
AUM Growth
+$19.1M
Cap. Flow
+$41.4M
Cap. Flow %
7.25%
Top 10 Hldgs %
42.03%
Holding
213
New
17
Increased
128
Reduced
40
Closed
16

Top Buys

Rank Stock Value
1
SH icon
ProShares Short S&P500
SH
+$7.3M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.42M
3
CB icon
Chubb
CB
+$3.7M
4
Z icon
Zillow
Z
+$3.67M
5
GS icon
Goldman Sachs
GS
+$3.64M

Top Sells

Rank Stock Value
1
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.46M
2
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$4.87M
3
AMD icon
Advanced Micro Devices
AMD
+$2.48M
4
STZ icon
Constellation Brands
STZ
+$1.24M
5
V icon
Visa
V
+$882K

Sector Composition

Rank Sector Weight
1 Technology 18.16%
2 Financials 17.41%
3 Healthcare 10.45%
4 Communication Services 8.15%
5 Consumer Discretionary 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
26
Blackrock
BLK
$175B
$5.43M 0.95%
5,740
+204
+4% +$200K
CB icon
27
Chubb
CB
$134B
$5.36M 0.94%
17,743
+13,332
+302% +$3.7M
EXTR icon
28
Extreme Networks
EXTR
$3.09B
$5.03M 0.88%
379,895
+12,698
+3% +$199K
COST icon
29
Costco
COST
$423B
$4.88M 0.86%
5,164
+531
+11% +$518K
NKE icon
30
Nike
NKE
$62.5B
$4.82M 0.85%
75,989
+3,003
+4% +$221K
DHR icon
31
Danaher
DHR
$147B
$4.78M 0.84%
23,314
-191
-0.8% -$41.7K
VWO icon
32
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$4.72M 0.83%
104,285
+98,176
+1,607% +$4.42M
Z icon
33
Zillow
Z
$7.59B
$4.66M 0.82%
67,950
+47,995
+241% +$3.67M
TMO icon
34
Thermo Fisher Scientific
TMO
$222B
$4.39M 0.77%
8,829
+280
+3% +$152K
SKY icon
35
Champion Homes
SKY
$5.05B
$4.19M 0.73%
44,232
-7,282
-14% -$698K
KLAC icon
36
KLA
KLAC
$252B
$4.02M 0.7%
59,100
– –
CYTK icon
37
Cytokinetics
CYTK
$10.8B
$3.98M 0.7%
99,125
+33,489
+51% +$1.54M
WYNN icon
38
Wynn Resorts
WYNN
$10.6B
$3.94M 0.69%
47,236
+700
+2% +$59.7K
IBB icon
39
iShares Biotechnology ETF
IBB
$9.82B
$3.92M 0.69%
30,626
+928
+3% +$126K
SNOW icon
40
Snowflake
SNOW
$116B
$3.85M 0.67%
26,348
+860
+3% +$146K
FORM icon
41
FormFactor
FORM
$8.79B
$3.4M 0.6%
120,270
+9,494
+9% +$349K
GS icon
42
Goldman Sachs
GS
$301B
$3.31M 0.58%
+6,053
New +$3.64M
BA icon
43
Boeing
BA
$184B
$3.26M 0.57%
+19,087
New +$3.3M
WDAY icon
44
Workday
WDAY
$45.5B
$3.25M 0.57%
13,911
-29
-0.2% -$7.4K
TGT icon
45
Target
TGT
$69B
$3.14M 0.55%
30,043
+4,911
+20% +$614K
BMY icon
46
Bristol-Myers Squibb
BMY
$132B
$2.94M 0.51%
48,166
+812
+2% +$47.3K
FCX icon
47
Freeport-McMoran
FCX
$98.7B
$2.75M 0.48%
72,570
+3,098
+4% +$119K
SPY icon
48
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$2.74M 0.48%
4,907
+130
+3% +$76.4K
AVGO icon
49
Broadcom
AVGO
$2.01T
$2.6M 0.46%
15,548
+5,245
+51% +$1.11M
OIH icon
50
VanEck Oil Services ETF
OIH
$1.95B
$2.39M 0.42%
9,114
+340
+4% +$92.6K
1
2
3 4 5

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Mirador Capital Partners's Q1 2025 Portfolio in Review

As of Q1 2025, Mirador Capital Partners held 213 positions worth $571M, up 3.5% from $552M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Mirador Capital Partners deployed $41.4M of net new capital in Q1 2025, opening 17 new positions and adding to 128 existing holdings. Its largest new stake was Goldman Sachs: 6,053 shares worth $3.31M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 20% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was State Street Energy Select Sector SPDR ETF, an estimated $6.46M trimmed.

  • Mirador Capital Partners's largest Q1 2025 buy was Goldman Sachs: 6,053 shares worth $3.31M.
  • Mirador Capital Partners added most to ProShares Short S&P500 in Q1 2025, an estimated $7.3M increase.
  • Mirador Capital Partners's biggest Q1 2025 reduction was State Street Energy Select Sector SPDR ETF, cutting an estimated $6.46M.
  • Mirador Capital Partners fully exited Constellation Brands in Q1 2025, selling an estimated $1.24M.
  • Mirador Capital Partners's ten largest holdings make up 42% of its $571M portfolio in Q1 2025.
  • Mirador Capital Partners opened 17 new positions and closed 16 in Q1 2025.
  • Mirador Capital Partners's portfolio value rose 3.5% quarter-over-quarter to $571M.

Based on Mirador Capital Partners's 13F filing for Q1 2025, filed 9 Apr 2025.