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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
-1.61%
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
$706M
AUM Growth
-$23.1M
Cap. Flow
+$3.59M
Cap. Flow %
0.51%
Top 10 Hldgs %
43.15%
Holding
221
New
17
Increased
123
Reduced
51
Closed
16

Top Buys

Rank Stock Value
1
SH icon
ProShares Short S&P500
SH
+$12.8M
2
GLD icon
SPDR Gold Trust
GLD
+$8.3M
3
AAPL icon
Apple
AAPL
+$3.05M
4
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$2.97M
5
CRWD icon
CrowdStrike
CRWD
+$1.7M

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$5.68M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.51M
3
RNAM
Avidity Biosciences
RNAM
+$4.53M
4
CVX icon
Chevron
CVX
+$3.03M
5
SRPT icon
Sarepta Therapeutics
SRPT
+$3.01M

Sector Composition

Rank Sector Weight
1 Technology 19%
2 Financials 15.31%
3 Communication Services 10.97%
4 Healthcare 10.6%
5 Energy 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEP icon
76
American Electric Power
AEP
$66.6B
$1.3M 0.18%
9,905
-557
-5% -$69.7K
DEM icon
77
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.98B
$1.29M 0.18%
25,906
-927
-3% -$46K
VZ icon
78
Verizon
VZ
$196B
$1.27M 0.18%
25,368
+576
+2% +$26.7K
SSD icon
79
Simpson Manufacturing
SSD
$8.1B
$1.27M 0.18%
7,391
-79
-1% -$14.6K
AIRR icon
80
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$1.25M 0.18%
11,319
+1,524
+16% +$172K
MGRC icon
81
McGrath RentCorp
MGRC
$2.98B
$1.24M 0.18%
11,288
+10
+0.1% +$1.11K
WMB icon
82
Williams Companies
WMB
$87.8B
$1.17M 0.17%
16,013
+451
+3% +$31.2K
FLG
83
Flagstar Bank National Association
FLG
$5.82B
$1.16M 0.16%
88,135
+4,980
+6% +$65.3K
ACWX icon
84
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$1.14M 0.16%
16,685
+1,624
+11% +$115K
CMS icon
85
CMS Energy
CMS
$21.6B
$1.14M 0.16%
14,691
+205
+1% +$15.2K
DOC icon
86
Healthpeak Properties
DOC
$14.2B
$1.14M 0.16%
69,347
+6,922
+11% +$119K
WMT icon
87
Walmart Inc
WMT
$897B
$1.12M 0.16%
9,051
+316
+4% +$38.8K
GE icon
88
GE Aerospace
GE
$384B
$1.12M 0.16%
3,961
+150
+4% +$47.1K
CAT icon
89
Caterpillar
CAT
$392B
$1.11M 0.16%
1,573
+117
+8% +$81K
JIVE icon
90
JPMorgan International Value ETF
JIVE
$3.62B
$1.1M 0.16%
12,891
+2,521
+24% +$217K
HON icon
91
Honeywell
HON
$75.3B
$1.1M 0.16%
4,865
+490
+11% +$112K
ABT icon
92
Abbott
ABT
$190B
$1.08M 0.15%
10,508
+345
+3% +$39K
PG icon
93
Procter & Gamble
PG
$336B
$1.06M 0.15%
7,355
+2
+0% +$303
AMAT icon
94
Applied Materials
AMAT
$423B
$1.05M 0.15%
3,069
+34
+1% +$11.4K
XLU icon
95
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$1.04M 0.15%
22,662
+388
+2% +$17.4K
COO icon
96
Cooper Companies
COO
$15B
$1.03M 0.15%
14,379
+972
+7% +$76.9K
NUE icon
97
Nucor
NUE
$62.4B
$980K 0.14%
5,796
-67
-1% -$11.7K
MU icon
98
Micron Technology
MU
$968B
$975K 0.14%
2,886
-14,489
-83% -$5.68M
GDYN icon
99
Grid Dynamics Holdings
GDYN
$639M
$975K 0.14%
170,978
+31,917
+23% +$235K
SCHX icon
100
Schwab US Large- Cap ETF
SCHX
$74.6B
$957K 0.14%
37,330
+1,422
+4% +$38.1K
2 3
4
5 6

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Mirador Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Mirador Capital Partners held 221 positions worth $706M, down 3.2% from $730M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Mirador Capital Partners's Q1 2026 filing shows 17 new, 123 increased, 51 reduced and 16 closed positions. Its largest new stake was ProShares Short S&P500: 352,756 shares worth $13.4M. The largest sale was Micron Technology, an estimated $5.68M.

By sector, the portfolio is most concentrated in Technology at 19% of assets, down from 20% a quarter earlier, followed by Financials and Communication Services.

  • Mirador Capital Partners's largest Q1 2026 buy was ProShares Short S&P500: 352,756 shares worth $13.4M.
  • Mirador Capital Partners added most to SPDR Gold Trust in Q1 2026, an estimated $8.3M increase.
  • Mirador Capital Partners's biggest Q1 2026 reduction was Micron Technology, cutting an estimated $5.68M.
  • Mirador Capital Partners fully exited Avidity Biosciences in Q1 2026, selling an estimated $4.53M.
  • Mirador Capital Partners's ten largest holdings make up 43% of its $706M portfolio in Q1 2026.
  • Mirador Capital Partners opened 17 new positions and closed 16 in Q1 2026.
  • Mirador Capital Partners's portfolio value fell 3.2% quarter-over-quarter to $706M.

Based on Mirador Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.