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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
PCG icon
51
PG&E
PCG
$37.7B
$2.39M 0.42%
+138,920
New +$2.3M
CLDX icon
52
Celldex Therapeutics
CLDX
$3.42B
$2.32M 0.41%
127,874
+8,382
+7% +$187K
INTC icon
53
Intel
INTC
$489B
$2.31M 0.41%
101,779
-1,908
-2% -$41.8K
QQQ icon
54
Invesco QQQ Trust
QQQ
$480B
$2.22M 0.39%
4,731
+11
+0.2% +$5.59K
C icon
55
Citigroup
C
$228B
$2.21M 0.39%
31,187
+2,508
+9% +$191K
TSLA icon
56
Tesla
TSLA
$1.32T
$1.96M 0.34%
7,574
+3,307
+78% +$1.1M
ISRG icon
57
Intuitive Surgical
ISRG
$141B
$1.89M 0.33%
3,826
+160
+4% +$88.5K
CAH icon
58
Cardinal Health
CAH
$57B
$1.86M 0.33%
13,494
+65
+0.5% +$8.29K
VEEV icon
59
Veeva Systems
VEEV
$38.4B
$1.62M 0.28%
6,992
-185
-3% -$42.3K
TNET icon
60
TriNet
TNET
$3.07B
$1.57M 0.27%
19,770
+1,965
+11% +$163K
GILD icon
61
Gilead Sciences
GILD
$167B
$1.54M 0.27%
13,704
-19
-0.1% -$1.96K
CSCO icon
62
Cisco
CSCO
$482B
$1.53M 0.27%
24,848
+6,388
+35% +$393K
XLC icon
63
State Street Communication Services Select Sector SPDR ETF
XLC
$22.7B
$1.5M 0.26%
15,544
+416
+3% +$41.5K
TOST icon
64
Toast
TOST
$20.7B
$1.45M 0.25%
43,777
+1,839
+4% +$68.9K
DEM icon
65
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$1.44M 0.25%
34,227
-2,491
-7% -$104K
VVR icon
66
Invesco Senior Income Trust
VVR
$459M
$1.4M 0.25%
373,897
+3,109
+0.8% +$12.5K
LRCX icon
67
Lam Research
LRCX
$394B
$1.4M 0.24%
19,214
+1,512
+9% +$119K
MMM icon
68
3M
MMM
$94.7B
$1.39M 0.24%
9,469
+18
+0.2% +$2.65K
DELL icon
69
Dell
DELL
$288B
$1.37M 0.24%
15,081
+892
+6% +$94.4K
RCKT icon
70
Rocket Pharmaceuticals
RCKT
$369M
$1.36M 0.24%
203,829
+119,300
+141% +$1.18M
GLD icon
71
SPDR Gold Trust
GLD
$143B
$1.36M 0.24%
4,712
– –
PG icon
72
Procter & Gamble
PG
$335B
$1.35M 0.24%
7,921
+1,942
+32% +$325K
MGRC icon
73
McGrath RentCorp
MGRC
$2.99B
$1.35M 0.24%
12,099
-1,008
-8% -$119K
AWK icon
74
American Water Works
AWK
$26.6B
$1.33M 0.23%
9,015
+461
+5% +$60.7K
CRWD icon
75
CrowdStrike
CRWD
$227B
$1.32M 0.23%
14,956
+392
+3% +$37.3K
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.