We are live on ! Find out more
MCP

Mirador Capital Partners Portfolio holdings

AUM $817M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
+27.16%
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
$817M
AUM Growth
+$110M
Cap. Flow
+$8.12M
Cap. Flow %
0.99%
Top 10 Hldgs %
39.64%
Holding
229
New
24
Increased
102
Reduced
74
Closed
11

Top Buys

Rank Stock Value
1
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$11.7M
2
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$5.94M
3
NFLX icon
Netflix
NFLX
+$3.54M
4
ANET icon
Arista Networks
ANET
+$3.33M
5
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$3.2M

Top Sells

Rank Stock Value
1
SH icon
ProShares Short S&P500
SH
+$13.4M
2
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$11.8M
3
CB icon
Chubb
CB
+$6.87M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.7M
5
L icon
Loews
L
+$3.4M

Sector Composition

Rank Sector Weight
1 Technology 26.19%
2 Miscellaneous 22.34%
3 Financials 12.63%
4 Healthcare 11.13%
5 Communication Services 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
51
State Street SPDR S&P 500 ETF Trust
SPY
$825B
$3.72M 0.46%
4,988
+84
+2% +$60.9K
ANET icon
52
Arista Networks
ANET
$246B
$3.61M 0.44%
+21,223
New +$3.33M
KRP icon
53
Kimbell Royalty Partners
KRP
$1.5B
$3.56M 0.44%
245,170
+312
+0.1% +$4.65K
CSCO icon
54
Cisco
CSCO
$433B
$3.2M 0.39%
27,262
-63
-0.2% -$6.59K
SIMO icon
55
Silicon Motion
SIMO
$8.33B
$2.91M 0.36%
+8,724
New +$2.02M
FORM icon
56
FormFactor
FORM
$7.94B
$2.87M 0.35%
17,944
-2,340
-12% -$310K
BMY icon
57
Bristol-Myers Squibb
BMY
$136B
$2.81M 0.34%
48,795
-75
-0.2% -$4.31K
TMC icon
58
TMC The Metals Company
TMC
$2.12B
$2.72M 0.33%
613,528
+47,199
+8% +$246K
ORCL icon
59
Oracle
ORCL
$435B
$2.69M 0.33%
18,386
+2,787
+18% +$505K
SITM icon
60
SiTime
SITM
$16.8B
$2.44M 0.3%
+3,274
New +$2.06M
TXG icon
61
10x Genomics
TXG
$8.02B
$2.44M 0.3%
63,636
-13,657
-18% -$358K
MGM icon
62
MGM Resorts International
MGM
$10.6B
$2.41M 0.29%
+50,305
New +$2.09M
CAH icon
63
Cardinal Health
CAH
$54.6B
$2.34M 0.29%
9,845
-198
-2% -$41.1K
AMAT icon
64
Applied Materials
AMAT
$366B
$2.28M 0.28%
3,156
+87
+3% +$40.1K
HEI icon
65
HEICO Corp
HEI
$47B
$2.05M 0.25%
5,742
+66
+1% +$20.1K
MU icon
66
Micron Technology
MU
$1.05T
$2.04M 0.25%
1,764
-1,122
-39% -$841K
LLY icon
67
Eli Lilly
LLY
$1.05T
$1.99M 0.24%
1,657
+116
+8% +$119K
NEE icon
68
NextEra Energy
NEE
$171B
$1.97M 0.24%
22,446
+18,888
+531% +$1.71M
JNJ icon
69
Johnson & Johnson
JNJ
$646B
$1.88M 0.23%
7,410
+302
+4% +$70.4K
ROST icon
70
Ross Stores
ROST
$73.3B
$1.86M 0.23%
8,726
+16
+0.2% +$3.6K
AMD icon
71
Advanced Micro Devices
AMD
$760B
$1.8M 0.22%
3,099
-188
-6% -$77.1K
RDDT icon
72
Reddit
RDDT
$29.4B
$1.79M 0.22%
+10,306
New +$1.65M
GILD icon
73
Gilead Sciences
GILD
$181B
$1.78M 0.22%
14,099
-166
-1% -$21.9K
CAT icon
74
Caterpillar
CAT
$368B
$1.76M 0.21%
1,649
+76
+5% +$66.8K
TOST icon
75
Toast
TOST
$20.3B
$1.74M 0.21%
62,578
+750
+1% +$19.6K
1 2
3
4 5

Similar funds

BIA
Biondo Investment Advisors Milford, Pennsylvania $817M AUM 20.89% 1-Year Est. Return
FRIHG
Fund Resources Investment Holding Group Hong Kong $817M AUM
DA
Dillon & Associates Jackson, Michigan $817M AUM 22.58% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
FAN
Financial Advisors Network Tustin, California $816M AUM 20.98% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Mirador Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mirador Capital Partners held 229 positions worth $817M, up 16% from $706M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Mirador Capital Partners's Q2 2026 filing shows 24 new, 102 increased, 74 reduced and 11 closed positions. Its largest new stake was Arista Networks: 21,223 shares worth $3.61M. The largest sale was ProShares Short S&P500, an estimated $13.4M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 19% a quarter earlier, followed by Miscellaneous and Financials.

  • Mirador Capital Partners's largest Q2 2026 buy was Arista Networks: 21,223 shares worth $3.61M.
  • Mirador Capital Partners added most to Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2026, an estimated $11.7M increase.
  • Mirador Capital Partners's biggest Q2 2026 reduction was Invesco BulletShares 2026 High Yield Corporate Bond ETF, cutting an estimated $11.8M.
  • Mirador Capital Partners fully exited ProShares Short S&P500 in Q2 2026, selling an estimated $13.4M.
  • Mirador Capital Partners's ten largest holdings make up 40% of its $817M portfolio in Q2 2026.
  • Mirador Capital Partners opened 24 new positions and closed 11 in Q2 2026.
  • Mirador Capital Partners's portfolio value rose 16% quarter-over-quarter to $817M.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.