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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
-1.61%
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
$706M
AUM Growth
-$23.1M
Cap. Flow
+$3.59M
Cap. Flow %
0.51%
Top 10 Hldgs %
43.15%
Holding
221
New
17
Increased
123
Reduced
51
Closed
16

Top Buys

Rank Stock Value
1
SH icon
ProShares Short S&P500
SH
+$12.8M
2
GLD icon
SPDR Gold Trust
GLD
+$8.3M
3
AAPL icon
Apple
AAPL
+$3.05M
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$2.97M
5
CRWD icon
CrowdStrike
CRWD
+$1.7M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$5.68M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.51M
3
RNAM
Avidity Biosciences
RNAM
+$4.53M
4
CVX icon
Chevron
CVX
+$3.03M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$3.01M

Sector Composition

Rank Sector Weight
1 Technology 19%
2 Financials 15.31%
3 Communication Services 10.97%
4 Healthcare 10.6%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
26
UnitedHealth
UNH
$371B
$7.07M 1%
26,115
+1,166
+5% +$347K
CB icon
27
Chubb
CB
$134B
$6.87M 0.97%
21,081
+329
+2% +$106K
EXTR icon
28
Extreme Networks
EXTR
$3.09B
$6.29M 0.89%
416,916
+6,248
+2% +$93.3K
TMO icon
29
Thermo Fisher Scientific
TMO
$222B
$5.81M 0.82%
11,821
+77
+0.7% +$41.8K
VGK icon
30
Vanguard FTSE Europe ETF
VGK
$31B
$5.7M 0.81%
69,196
+110
+0.2% +$9.46K
CLDX icon
31
Celldex Therapeutics
CLDX
$3.37B
$5.65M 0.8%
178,053
+7,394
+4% +$202K
V icon
32
Visa
V
$675B
$5.57M 0.79%
18,437
-842
-4% -$271K
ICE icon
33
Intercontinental Exchange
ICE
$84.5B
$5.53M 0.78%
35,182
+745
+2% +$122K
BLK icon
34
Blackrock
BLK
$175B
$5.49M 0.78%
5,705
-19
-0.3% -$20K
COST icon
35
Costco
COST
$423B
$5.26M 0.74%
5,276
+16
+0.3% +$15.6K
GS icon
36
Goldman Sachs
GS
$301B
$5.15M 0.73%
6,086
-26
-0.4% -$23.2K
C icon
37
Citigroup
C
$227B
$4.68M 0.66%
41,298
+1,634
+4% +$186K
ARCC icon
38
Ares Capital
ARCC
$14.3B
$4.67M 0.66%
259,288
+6,987
+3% +$135K
SNOW icon
39
Snowflake
SNOW
$116B
$4.53M 0.64%
30,067
+422
+1% +$78.1K
INTC icon
40
Intel
INTC
$492B
$4.46M 0.63%
101,022
+16
+0% +$733
DHR icon
41
Danaher
DHR
$147B
$4.4M 0.62%
23,200
-12
-0.1% -$2.56K
AVGO icon
42
Broadcom
AVGO
$2.01T
$4.2M 0.59%
13,564
-43
-0.3% -$14.1K
DELL icon
43
Dell
DELL
$296B
$3.86M 0.55%
23,531
+1,028
+5% +$137K
SKY icon
44
Champion Homes
SKY
$5.05B
$3.83M 0.54%
51,506
+1,247
+2% +$107K
IOVA icon
45
Iovance Biotherapeutics
IOVA
$2.9B
$3.77M 0.53%
1,073,236
+38,692
+4% +$124K
KRP icon
46
Kimbell Royalty Partners
KRP
$1.49B
$3.54M 0.5%
244,858
+4,624
+2% +$63.3K
L icon
47
Loews
L
$23.3B
$3.4M 0.48%
31,810
+498
+2% +$53.3K
Z icon
48
Zillow
Z
$7.59B
$3.25M 0.46%
78,479
-650
-0.8% -$34.6K
SPY icon
49
State Street SPDR S&P 500 ETF Trust
SPY
$810B
$3.19M 0.45%
4,904
-337
-6% -$229K
CRWD icon
50
CrowdStrike
CRWD
$229B
$2.98M 0.42%
30,528
+16,060
+111% +$1.7M
1
2
3 4 5

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Mirador Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mirador Capital Partners held 221 positions worth $706M, down 3.2% from $730M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Mirador Capital Partners's Q1 2026 filing shows 17 new, 123 increased, 51 reduced and 16 closed positions. Its largest new stake was ProShares Short S&P500: 352,756 shares worth $13.4M. The largest sale was Micron Technology, an estimated $5.68M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 20% a quarter earlier, followed by Financials and Communication Services.

  • Mirador Capital Partners's largest Q1 2026 buy was ProShares Short S&P500: 352,756 shares worth $13.4M.
  • Mirador Capital Partners added most to SPDR Gold Trust in Q1 2026, an estimated $8.3M increase.
  • Mirador Capital Partners's biggest Q1 2026 reduction was Micron Technology, cutting an estimated $5.68M.
  • Mirador Capital Partners fully exited Avidity Biosciences in Q1 2026, selling an estimated $4.53M.
  • Mirador Capital Partners's ten largest holdings make up 43% of its $706M portfolio in Q1 2026.
  • Mirador Capital Partners opened 17 new positions and closed 16 in Q1 2026.
  • Mirador Capital Partners's portfolio value fell 3.2% quarter-over-quarter to $706M.

Based on Mirador Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.