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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
+10.14%
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
$615M
AUM Growth
+$44.8M
Cap. Flow
+$5.76M
Cap. Flow %
0.94%
Top 10 Hldgs %
42.61%
Holding
213
New
16
Increased
113
Reduced
56
Closed
13

Top Buys

Rank Stock Value
1
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$11M
2
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.13M
3
PEP icon
PepsiCo
PEP
+$3.68M
4
L icon
Loews
L
+$2.66M
5
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$2.55M

Top Sells

Rank Stock Value
1
SH icon
ProShares Short S&P500
SH
+$16.5M
2
PSQ icon
ProShares Short QQQ
PSQ
+$6.22M
3
WYNN icon
Wynn Resorts
WYNN
+$3.94M
4
IBB icon
iShares Biotechnology ETF
IBB
+$3.92M
5
UNH icon
UnitedHealth
UNH
+$3.86M

Sector Composition

Rank Sector Weight
1 Technology 21.89%
2 Financials 17.95%
3 Healthcare 9.65%
4 Communication Services 9.11%
5 Energy 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTC icon
51
Intel
INTC
$492B
$2.28M 0.37%
101,600
-179
-0.2% -$3.71K
BMY icon
52
Bristol-Myers Squibb
BMY
$132B
$2.25M 0.37%
48,662
+496
+1% +$24.3K
TOST icon
53
Toast
TOST
$20.6B
$2.23M 0.36%
50,387
+6,610
+15% +$260K
TSLA icon
54
Tesla
TSLA
$1.31T
$2.22M 0.36%
6,992
-582
-8% -$175K
PCG icon
55
PG&E
PCG
$37.5B
$2.21M 0.36%
158,874
+19,954
+14% +$325K
MU icon
56
Micron Technology
MU
$972B
$2.12M 0.34%
17,205
+3,070
+22% +$287K
LFMD icon
57
LifeMD
LFMD
$174M
$2.11M 0.34%
154,965
+39,623
+34% +$374K
ISRG icon
58
Intuitive Surgical
ISRG
$139B
$2.07M 0.34%
3,815
-11
-0.3% -$5.75K
VEEV icon
59
Veeva Systems
VEEV
$38.1B
$1.98M 0.32%
6,870
-122
-2% -$30.3K
PLTR icon
60
Palantir
PLTR
$421B
$1.97M 0.32%
14,464
+496
+4% +$58.2K
CRWD icon
61
CrowdStrike
CRWD
$229B
$1.85M 0.3%
14,504
-452
-3% -$49K
LRCX icon
62
Lam Research
LRCX
$383B
$1.84M 0.3%
18,919
-295
-2% -$23.4K
CSCO icon
63
Cisco
CSCO
$483B
$1.8M 0.29%
25,897
+1,049
+4% +$64.5K
ORCL icon
64
Oracle
ORCL
$435B
$1.74M 0.28%
7,956
+198
+3% +$32K
XLC icon
65
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$1.67M 0.27%
15,397
-147
-0.9% -$14.5K
AWK icon
66
American Water Works
AWK
$26.9B
$1.61M 0.26%
11,577
+2,562
+28% +$367K
ALAB icon
67
Astera Labs
ALAB
$55B
$1.61M 0.26%
+17,783
New +$1.4M
INTU icon
68
Intuit
INTU
$91.5B
$1.59M 0.26%
2,022
– –
GILD icon
69
Gilead Sciences
GILD
$165B
$1.58M 0.26%
14,284
+580
+4% +$61.7K
IBIT icon
70
iShares Bitcoin Trust
IBIT
$47.6B
$1.58M 0.26%
25,837
+263
+1% +$14.7K
MMM icon
71
3M
MMM
$93.9B
$1.51M 0.25%
9,912
+443
+5% +$63.3K
HEI icon
72
HEICO Corp
HEI
$50.9B
$1.49M 0.24%
+4,529
New +$1.25M
DEM icon
73
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.97B
$1.47M 0.24%
32,551
-1,676
-5% -$72.1K
TNET icon
74
TriNet
TNET
$3.09B
$1.42M 0.23%
19,397
-373
-2% -$29.6K
FICO icon
75
Fair Isaac
FICO
$22.7B
$1.4M 0.23%
+764
New +$1.43M
1 2
3
4 5

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Mirador Capital Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Mirador Capital Partners held 213 positions worth $615M, up 7.8% from $571M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Mirador Capital Partners's Q2 2025 filing shows 16 new, 113 increased, 56 reduced and 13 closed positions. Its largest new stake was Vanguard FTSE Europe ETF: 69,580 shares worth $5.39M. The largest sale was ProShares Short S&P500, an estimated $16.5M.

By sector, the portfolio is most concentrated in Technology at 22% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Mirador Capital Partners's largest Q2 2025 buy was Vanguard FTSE Europe ETF: 69,580 shares worth $5.39M.
  • Mirador Capital Partners added most to Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q2 2025, an estimated $11M increase.
  • Mirador Capital Partners's biggest Q2 2025 reduction was UnitedHealth, cutting an estimated $3.86M.
  • Mirador Capital Partners fully exited ProShares Short S&P500 in Q2 2025, selling an estimated $16.5M.
  • Mirador Capital Partners's ten largest holdings make up 43% of its $615M portfolio in Q2 2025.
  • Mirador Capital Partners opened 16 new positions and closed 13 in Q2 2025.
  • Mirador Capital Partners's portfolio value rose 7.8% quarter-over-quarter to $615M.

Based on Mirador Capital Partners's 13F filing for Q2 2025, filed 9 Jul 2025.