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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
BA icon
51
Boeing
BA
$149B
$3.37M 0.39%
+18,099
New +$3.88M
2026 Q3
0 quarters
SLV icon
52
iShares Silver Trust
SLV
$27.9B
$3.3M 0.38%
60,581
+55,197
+1,025% +$3.13M
2026 Q2
1 quarter
CSCO icon
53
Cisco
CSCO
$433B
$3.27M 0.38%
30,421
+3,159
+12% +$356K
2016 Q1
42 quarters
LRCX icon
54
Lam Research
LRCX
$347B
$3.21M 0.37%
9,775
+538
+6% +$168K
2024 Q4
7 quarters
BMY icon
55
Bristol-Myers Squibb
BMY
$124B
$3.14M 0.37%
50,389
+1,594
+3% +$101K
2016 Q1
42 quarters
TXG icon
56
10x Genomics
TXG
$9.43B
$3.07M 0.36%
33,979
-29,657
-47% -$1.74M
2019 Q4
27 quarters
ALAB icon
57
Astera Labs
ALAB
$52.4B
$2.94M 0.34%
8,263
-3,505
-30% -$1.13M
2026 Q2
1 quarter
FORM icon
58
FormFactor
FORM
$8.85B
$2.7M 0.31%
18,089
+145
+0.8% +$16.6K
2018 Q2
33 quarters
AKTS icon
59
Aktis Oncology
AKTS
$890M
$2.6M 0.3%
133,558
+93,434
+233% +$2.27M
2026 Q2
1 quarter
SIMO icon
60
Silicon Motion
SIMO
$7.41B
$2.6M 0.3%
9,268
+544
+6% +$144K
2026 Q2
1 quarter
ORCL icon
61
Oracle
ORCL
$408B
$2.5M 0.29%
18,174
-212
-1% -$29.9K
2017 Q1
38 quarters
TMC icon
62
TMC The Metals Company
TMC
$1.18B
$2.45M 0.28%
637,607
+24,079
+4% +$99.1K
2025 Q2
5 quarters
WDAY icon
63
Workday
WDAY
$47.4B
$2.37M 0.28%
12,432
-145
-1% -$25.3K
2018 Q2
33 quarters
SITM icon
64
SiTime
SITM
$15.1B
$2.29M 0.27%
3,519
+245
+7% +$149K
2026 Q2
1 quarter
XOM icon
65
ExxonMobil
XOM
$718B
$2.29M 0.27%
+14,046
New +$2.2M
2026 Q3
0 quarters
CAH icon
66
Cardinal Health
CAH
$58.7B
$2.22M 0.26%
9,965
+120
+1% +$27.9K
2018 Q4
31 quarters
PLTR icon
67
Palantir
PLTR
$482B
$2.14M 0.25%
11,450
-423
-4% -$67.4K
2024 Q4
7 quarters
GILD icon
68
Gilead Sciences
GILD
$195B
$2.11M 0.25%
14,182
+83
+0.6% +$11.6K
2017 Q1
38 quarters
TSLA icon
69
Tesla
TSLA
$1.43T
$2.07M 0.24%
5,820
-6,203
-52% -$2.22M
2020 Q3
24 quarters
FIVN icon
70
FIVE9
FIVN
$2.62B
$2.05M 0.24%
60,290
+46
+0.1% +$1.4K
2018 Q2
33 quarters
ROST icon
71
Ross Stores
ROST
$75B
$2.04M 0.24%
8,726
– –
2017 Q2
37 quarters
LLY icon
72
Eli Lilly
LLY
$1.12T
$2.03M 0.24%
1,758
+101
+6% +$119K
2025 Q1
6 quarters
JNJ icon
73
Johnson & Johnson
JNJ
$610B
$2M 0.23%
7,572
+162
+2% +$42.7K
2016 Q1
42 quarters
TOST icon
74
Toast
TOST
$18.6B
$1.89M 0.22%
65,364
+2,786
+4% +$89.7K
2023 Q4
11 quarters
HEI icon
75
HEICO Corp
HEI
$43.1B
$1.81M 0.21%
5,974
+232
+4% +$78.9K
2025 Q2
5 quarters
1 2
3
4 5

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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.