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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
MMM icon
76
3M
MMM
$94.7B
$1.6M 0.22%
9,978
+111
+1% +$18.2K
IBIT icon
77
iShares Bitcoin Trust
IBIT
$47.7B
$1.59M 0.22%
32,003
-1,190
-4% -$67.6K
JNJ icon
78
Johnson & Johnson
JNJ
$629B
$1.42M 0.2%
6,879
+833
+14% +$165K
FICO icon
79
Fair Isaac
FICO
$22.3B
$1.41M 0.19%
835
+5
+0.6% +$8.61K
INTU icon
80
Intuit
INTU
$91.3B
$1.34M 0.18%
2,023
+1
+0% +$661
QCOM icon
81
Qualcomm
QCOM
$172B
$1.34M 0.18%
7,811
+25
+0.3% +$4.29K
IAU icon
82
iShares Gold Trust
IAU
$65B
$1.28M 0.18%
15,790
+727
+5% +$56.9K
ABT icon
83
Abbott
ABT
$189B
$1.27M 0.17%
10,163
+7,053
+227% +$899K
GDYN icon
84
Grid Dynamics Holdings
GDYN
$630M
$1.26M 0.17%
139,061
-5,458
-4% -$47.3K
DEM icon
85
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$1.25M 0.17%
26,833
-4,906
-15% -$227K
TNET icon
86
TriNet
TNET
$3.09B
$1.25M 0.17%
21,078
-817
-4% -$48.5K
TXG icon
87
10x Genomics
TXG
$7.64B
$1.24M 0.17%
76,333
-4,849
-6% -$73.3K
GLD icon
88
SPDR Gold Trust
GLD
$143B
$1.22M 0.17%
3,068
-1,351
-31% -$516K
AEP icon
89
American Electric Power
AEP
$66.8B
$1.21M 0.17%
10,462
-200
-2% -$23.6K
SSD icon
90
Simpson Manufacturing
SSD
$8.11B
$1.21M 0.17%
7,470
-165
-2% -$27.9K
XOM icon
91
ExxonMobil
XOM
$660B
$1.19M 0.16%
9,923
+36
+0.4% +$4.17K
MGRC icon
92
McGrath RentCorp
MGRC
$2.98B
$1.18M 0.16%
11,278
-248
-2% -$26.9K
GE icon
93
GE Aerospace
GE
$385B
$1.17M 0.16%
3,811
+140
+4% +$42.2K
PFE icon
94
Pfizer
PFE
$153B
$1.14M 0.16%
45,796
-2,664
-5% -$67.2K
PACB icon
95
Pacific Biosciences
PACB
$361M
$1.11M 0.15%
591,005
+9,612
+2% +$18.5K
COO icon
96
Cooper Companies
COO
$15B
$1.1M 0.15%
13,407
-357
-3% -$26.7K
PG icon
97
Procter & Gamble
PG
$336B
$1.05M 0.14%
7,353
-383
-5% -$56.5K
FLG
98
Flagstar Bank National Association
FLG
$5.83B
$1.05M 0.14%
83,155
+5,337
+7% +$63.8K
VEEV icon
99
Veeva Systems
VEEV
$38.3B
$1.04M 0.14%
4,668
-112
-2% -$29.7K
SLV icon
100
iShares Silver Trust
SLV
$31.5B
$1.03M 0.14%
15,977
+977
+7% +$48.9K
2 3
4
5 6

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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.