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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
SSD icon
76
Simpson Manufacturing
SSD
$8.14B
$1.27M 0.22%
8,072
+385
+5% +$63.2K
XOM icon
77
ExxonMobil
XOM
$658B
$1.26M 0.22%
10,604
+3,668
+53% +$406K
INTU icon
78
Intuit
INTU
$91.8B
$1.24M 0.22%
2,022
-22
-1% -$13.2K
MU icon
79
Micron Technology
MU
$958B
$1.23M 0.22%
14,135
+8,920
+171% +$857K
ROST icon
80
Ross Stores
ROST
$81.5B
$1.22M 0.21%
9,536
-1,748
-15% -$245K
COO icon
81
Cooper Companies
COO
$15B
$1.22M 0.21%
14,421
+1,061
+8% +$95.1K
IBIT icon
82
iShares Bitcoin Trust
IBIT
$47.2B
$1.2M 0.21%
25,574
+11,312
+79% +$599K
QCOM icon
83
Qualcomm
QCOM
$170B
$1.18M 0.21%
7,690
+79
+1% +$12.9K
PLTR icon
84
Palantir
PLTR
$422B
$1.18M 0.21%
13,968
+3,696
+36% +$325K
VZ icon
85
Verizon
VZ
$196B
$1.17M 0.21%
25,899
+553
+2% +$23K
XLY icon
86
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$1.15M 0.2%
11,622
+514
+5% +$55.7K
LLY icon
87
Eli Lilly
LLY
$1.09T
$1.14M 0.2%
+1,377
New +$1.15M
IBM icon
88
IBM
IBM
$225B
$1.1M 0.19%
4,417
-11
-0.2% -$2.69K
AEP icon
89
American Electric Power
AEP
$67.1B
$1.1M 0.19%
10,047
+302
+3% +$30.6K
ORCL icon
90
Oracle
ORCL
$417B
$1.08M 0.19%
7,758
+1,484
+24% +$242K
CRM icon
91
Salesforce
CRM
$162B
$1.07M 0.19%
3,990
+79
+2% +$24.6K
CMS icon
92
CMS Energy
CMS
$21.7B
$1.07M 0.19%
14,204
+83
+0.6% +$5.8K
GDYN icon
93
Grid Dynamics Holdings
GDYN
$640M
$1.05M 0.18%
67,307
-7,252
-10% -$145K
WMB icon
94
Williams Companies
WMB
$88.6B
$999K 0.18%
16,712
+196
+1% +$11.2K
PFE icon
95
Pfizer
PFE
$152B
$935K 0.16%
36,913
+945
+3% +$24.7K
IAU icon
96
iShares Gold Trust
IAU
$65B
$905K 0.16%
15,343
-955
-6% -$51.7K
FIVN icon
97
FIVE9
FIVN
$2.48B
$872K 0.15%
32,106
+4,399
+16% +$161K
XLU icon
98
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$857K 0.15%
21,744
+710
+3% +$27.7K
SCHX icon
99
Schwab US Large- Cap ETF
SCHX
$74.3B
$852K 0.15%
38,566
-1,693
-4% -$39.4K
PNW icon
100
Pinnacle West Capital
PNW
$12.1B
$844K 0.15%
8,866
+98
+1% +$8.75K
2 3
4
5 6

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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.