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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
+3.98%
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
$730M
AUM Growth
+$24.1M
Cap. Flow
+$8.18M
Cap. Flow %
1.12%
Top 10 Hldgs %
42.96%
Holding
224
New
8
Increased
103
Reduced
79
Closed
20

Top Buys

Rank Stock Value
1
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$17.5M
2
UNH icon
UnitedHealth
UNH
+$7.99M
3
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$6.85M
4
ICE icon
Intercontinental Exchange
ICE
+$5.39M
5
NFLX icon
Netflix
NFLX
+$4.43M

Top Sells

Rank Stock Value
1
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$17.3M
2
SH icon
ProShares Short S&P500
SH
+$9.29M
3
NKE icon
Nike
NKE
+$6.28M
4
PEP icon
PepsiCo
PEP
+$3.8M
5
DIS icon
Walt Disney
DIS
+$3.33M

Sector Composition

Rank Sector Weight
1 Technology 20.39%
2 Financials 16.59%
3 Communication Services 11.52%
4 Healthcare 11.26%
5 Consumer Discretionary 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
51
Invesco QQQ Trust
QQQ
$479B
$3.13M 0.43%
5,093
+197
+4% +$121K
TSLA icon
52
Tesla
TSLA
$1.31T
$3.04M 0.42%
6,755
+46
+0.7% +$20.4K
SRPT icon
53
Sarepta Therapeutics
SRPT
$1.81B
$3.01M 0.41%
+139,982
New +$2.95M
NKE icon
54
Nike
NKE
$62.5B
$2.93M 0.4%
46,042
-96,326
-68% -$6.28M
ORCL icon
55
Oracle
ORCL
$435B
$2.88M 0.39%
14,752
+2,145
+17% +$511K
DELL icon
56
Dell
DELL
$296B
$2.83M 0.39%
22,503
+1,314
+6% +$185K
KRP icon
57
Kimbell Royalty Partners
KRP
$1.49B
$2.83M 0.39%
240,234
+1,968
+0.8% +$25.2K
IOVA icon
58
Iovance Biotherapeutics
IOVA
$2.9B
$2.82M 0.39%
1,034,544
+519,519
+101% +$1.2M
BMY icon
59
Bristol-Myers Squibb
BMY
$132B
$2.58M 0.35%
47,858
-347
-0.7% -$16.7K
LRCX icon
60
Lam Research
LRCX
$383B
$2.22M 0.3%
12,940
-3,900
-23% -$607K
GDX icon
61
VanEck Gold Miners ETF
GDX
$27.6B
$2.15M 0.29%
25,014
+1,935
+8% +$153K
TOST icon
62
Toast
TOST
$20.6B
$2.1M 0.29%
59,122
+3,771
+7% +$136K
PLTR icon
63
Palantir
PLTR
$421B
$2.08M 0.29%
11,728
-507
-4% -$91.8K
CSCO icon
64
Cisco
CSCO
$483B
$2.04M 0.28%
26,518
+708
+3% +$52.5K
WYNN icon
65
Wynn Resorts
WYNN
$10.6B
$2M 0.27%
+16,646
New +$2.06M
CAH icon
66
Cardinal Health
CAH
$55.5B
$2M 0.27%
9,726
-4,262
-30% -$802K
CRDO icon
67
Credo Technology Group
CRDO
$44.7B
$1.91M 0.26%
+13,260
New +$2.04M
IBM icon
68
IBM
IBM
$223B
$1.78M 0.24%
6,018
+12
+0.2% +$3.59K
FORM icon
69
FormFactor
FORM
$8.79B
$1.75M 0.24%
31,374
-5,473
-15% -$276K
HEI icon
70
HEICO Corp
HEI
$50.9B
$1.73M 0.24%
5,348
+296
+6% +$93.5K
GILD icon
71
Gilead Sciences
GILD
$165B
$1.73M 0.24%
14,057
-66
-0.5% -$8.02K
CRWD icon
72
CrowdStrike
CRWD
$229B
$1.7M 0.23%
14,468
-668
-4% -$85K
XLC icon
73
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$1.69M 0.23%
14,383
-307
-2% -$35.3K
LLY icon
74
Eli Lilly
LLY
$1.1T
$1.65M 0.23%
1,533
-34
-2% -$32.5K
ROST icon
75
Ross Stores
ROST
$81.7B
$1.61M 0.22%
8,915
-201
-2% -$33.5K
1 2
3
4 5

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Mirador Capital Partners's Q4 2025 Portfolio in Review

As of Q4 2025, Mirador Capital Partners held 224 positions worth $730M, up 3.4% from $705M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Mirador Capital Partners's Q4 2025 filing shows 8 new, 103 increased, 79 reduced and 20 closed positions. Its largest new stake was Intercontinental Exchange: 34,437 shares worth $5.58M. The largest sale was Invesco BulletShares 2025 High Yield Corporate Bond ETF, an estimated $17.3M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, down from 21% a quarter earlier, followed by Financials and Communication Services.

  • Mirador Capital Partners's largest Q4 2025 buy was Intercontinental Exchange: 34,437 shares worth $5.58M.
  • Mirador Capital Partners added most to Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q4 2025, an estimated $17.5M increase.
  • Mirador Capital Partners's biggest Q4 2025 reduction was Nike, cutting an estimated $6.28M.
  • Mirador Capital Partners fully exited Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q4 2025, selling an estimated $17.3M.
  • Mirador Capital Partners's ten largest holdings make up 43% of its $730M portfolio in Q4 2025.
  • Mirador Capital Partners opened 8 new positions and closed 20 in Q4 2025.
  • Mirador Capital Partners's portfolio value rose 3.4% quarter-over-quarter to $730M.

Based on Mirador Capital Partners's 13F filing for Q4 2025, filed 14 Jan 2026.