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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
+3.98%
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
$730M
AUM Growth
+$24.1M
Cap. Flow
+$8.18M
Cap. Flow %
1.12%
Top 10 Hldgs %
42.96%
Holding
224
New
8
Increased
103
Reduced
79
Closed
20

Top Buys

Rank Stock Value
1
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$17.5M
2
UNH icon
UnitedHealth
UNH
+$7.99M
3
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$6.85M
4
ICE icon
Intercontinental Exchange
ICE
+$5.39M
5
NFLX icon
Netflix
NFLX
+$4.43M

Top Sells

Rank Stock Value
1
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$17.3M
2
SH icon
ProShares Short S&P500
SH
+$9.29M
3
NKE icon
Nike
NKE
+$6.28M
4
PEP icon
PepsiCo
PEP
+$3.8M
5
DIS icon
Walt Disney
DIS
+$3.33M

Sector Composition

Rank Sector Weight
1 Technology 20.39%
2 Financials 16.59%
3 Communication Services 11.52%
4 Healthcare 11.26%
5 Consumer Discretionary 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNOW icon
26
Snowflake
SNOW
$116B
$6.5M 0.89%
29,645
+608
+2% +$148K
CB icon
27
Chubb
CB
$134B
$6.48M 0.89%
20,752
+234
+1% +$68.4K
FCX icon
28
Freeport-McMoran
FCX
$98.7B
$6.3M 0.86%
124,022
+11,550
+10% +$501K
BLK icon
29
Blackrock
BLK
$175B
$6.13M 0.84%
5,724
-14
-0.2% -$15.3K
NFLX icon
30
Netflix
NFLX
$318B
$5.98M 0.82%
63,748
+41,048
+181% +$4.43M
VGK icon
31
Vanguard FTSE Europe ETF
VGK
$31B
$5.78M 0.79%
69,086
-60
-0.1% -$4.88K
VWO icon
32
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$5.75M 0.79%
107,008
+2,250
+2% +$122K
ICE icon
33
Intercontinental Exchange
ICE
$84.5B
$5.58M 0.76%
+34,437
New +$5.39M
Z icon
34
Zillow
Z
$7.59B
$5.4M 0.74%
79,129
+2,151
+3% +$156K
GS icon
35
Goldman Sachs
GS
$301B
$5.37M 0.74%
6,112
+34
+0.6% +$27.7K
DHR icon
36
Danaher
DHR
$147B
$5.31M 0.73%
23,212
-290
-1% -$63.8K
ARCC icon
37
Ares Capital
ARCC
$14.3B
$5.1M 0.7%
252,301
+1,951
+0.8% +$39.4K
MU icon
38
Micron Technology
MU
$972B
$4.96M 0.68%
17,375
-128
-0.7% -$29.4K
AVGO icon
39
Broadcom
AVGO
$2.01T
$4.71M 0.65%
13,607
-593
-4% -$212K
CLDX icon
40
Celldex Therapeutics
CLDX
$3.37B
$4.64M 0.64%
170,659
+4,738
+3% +$125K
C icon
41
Citigroup
C
$227B
$4.63M 0.63%
39,664
+1,266
+3% +$131K
COST icon
42
Costco
COST
$423B
$4.54M 0.62%
5,260
+13
+0.2% +$11.8K
RNAM
43
DELISTED
Avidity Biosciences
RNAM
$4.53M 0.62%
62,737
-1,318
-2% -$85.1K
SKY icon
44
Champion Homes
SKY
$5.05B
$4.25M 0.58%
50,259
+1,516
+3% +$119K
INTC icon
45
Intel
INTC
$492B
$3.73M 0.51%
101,006
-342
-0.3% -$12.9K
SPY icon
46
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$3.57M 0.49%
5,241
+518
+11% +$350K
L icon
47
Loews
L
$23.3B
$3.3M 0.45%
31,312
+642
+2% +$66.3K
WDAY icon
48
Workday
WDAY
$45.5B
$3.27M 0.45%
15,237
+106
+0.7% +$24.1K
CEG icon
49
Constellation Energy
CEG
$95.8B
$3.22M 0.44%
+9,121
New +$3.31M
TMC icon
50
TMC The Metals Company
TMC
$1.92B
$3.17M 0.43%
513,575
+63,585
+14% +$447K
1
2
3 4 5

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Mirador Capital Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Mirador Capital Partners held 224 positions worth $730M, up 3.4% from $705M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Mirador Capital Partners's Q4 2025 filing shows 8 new, 103 increased, 79 reduced and 20 closed positions. Its largest new stake was Intercontinental Exchange: 34,437 shares worth $5.58M. The largest sale was Invesco BulletShares 2025 High Yield Corporate Bond ETF, an estimated $17.3M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 21% a quarter earlier, followed by Financials and Communication Services.

  • Mirador Capital Partners's largest Q4 2025 buy was Intercontinental Exchange: 34,437 shares worth $5.58M.
  • Mirador Capital Partners added most to Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025, an estimated $17.5M increase.
  • Mirador Capital Partners's biggest Q4 2025 reduction was Nike, cutting an estimated $6.28M.
  • Mirador Capital Partners fully exited Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2025, selling an estimated $17.3M.
  • Mirador Capital Partners's ten largest holdings make up 43% of its $730M portfolio in Q4 2025.
  • Mirador Capital Partners opened 8 new positions and closed 20 in Q4 2025.
  • Mirador Capital Partners's portfolio value rose 3.4% quarter-over-quarter to $730M.

Based on Mirador Capital Partners's 13F filing for Q4 2025, filed 14 Jan 2026.