We are live on ! Find out more
MCP

Mirador Capital Partners Portfolio holdings

AUM $817M
1-Year Est. Return 42.46%
This Fund
S&P 500
This Quarter Est. Return
+27.16%
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
$817M
AUM Growth
+$110M
Cap. Flow
+$8.12M
Cap. Flow %
0.99%
Top 10 Hldgs %
39.64%
Holding
229
New
24
Increased
102
Reduced
74
Closed
11

Top Buys

Rank Stock Value
1
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$11.7M
2
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$5.94M
3
NFLX icon
Netflix
NFLX
+$3.54M
4
ANET icon
Arista Networks
ANET
+$3.33M
5
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$3.2M

Top Sells

Rank Stock Value
1
SH icon
ProShares Short S&P500
SH
+$13.4M
2
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$11.8M
3
CB icon
Chubb
CB
+$6.87M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.7M
5
L icon
Loews
L
+$3.4M

Sector Composition

Rank Sector Weight
1 Technology 26.19%
2 Miscellaneous 22.34%
3 Financials 12.63%
4 Healthcare 11.13%
5 Communication Services 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHX icon
101
Schwab US Large- Cap ETF
SCHX
$74.3B
$1.1M 0.13%
37,394
+64
+0.2% +$1.83K
TSM icon
102
TSMC
TSM
$2.17T
$1.09M 0.13%
2,276
+227
+11% +$92.1K
WMT icon
103
Walmart Inc
WMT
$820B
$1.08M 0.13%
9,504
+453
+5% +$56.2K
GDYN icon
104
Grid Dynamics Holdings
GDYN
$647M
$1.07M 0.13%
189,086
+18,108
+11% +$112K
PG icon
105
Procter & Gamble
PG
$334B
$1.06M 0.13%
7,257
-98
-1% -$14.3K
VZ icon
106
Verizon
VZ
$208B
$1.06M 0.13%
24,976
-392
-2% -$18.4K
FIX icon
107
Comfort Systems
FIX
$53.5B
$1.05M 0.13%
529
+92
+21% +$167K
XLU icon
108
State Street Utilities Select Sector SPDR ETF
XLU
$21.9B
$1.04M 0.13%
22,957
+295
+1% +$13.4K
COO icon
109
Cooper Companies
COO
$13.9B
$1.03M 0.13%
14,404
+25
+0.2% +$1.63K
CIBR icon
110
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$980K 0.12%
10,904
+9
+0.1% +$691
AXSM icon
111
Axsome Therapeutics
AXSM
$10.4B
$979K 0.12%
4,000
– –
BEN icon
112
Franklin Templeton
BEN
$17.6B
$976K 0.12%
29,333
-464
-2% -$13.9K
VEEV icon
113
Veeva Systems
VEEV
$44.8B
$959K 0.12%
5,402
-5
-0.1% -$824
PNW icon
114
Pinnacle West Capital
PNW
$11.8B
$955K 0.12%
8,922
-109
-1% -$11.1K
MRVL icon
115
Marvell Technology
MRVL
$195B
$945K 0.12%
3,172
-1,204
-28% -$241K
ABT icon
116
Abbott
ABT
$195B
$904K 0.11%
9,965
-543
-5% -$49.6K
MDY icon
117
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
$879K 0.11%
1,250
+126
+11% +$84.4K
IBIT icon
118
iShares Bitcoin Trust
IBIT
$58.6B
$861K 0.11%
25,855
+1,038
+4% +$42.2K
FSLR icon
119
First Solar
FSLR
$22B
$777K 0.1%
3,291
+334
+11% +$78.3K
VTI icon
120
Vanguard Morningstar Total Stock Market ETF
VTI
$687B
$763K 0.09%
2,063
+118
+6% +$42.2K
VSNT
121
Versant Media Group
VSNT
$5.71B
$759K 0.09%
21,088
+293
+1% +$11.8K
MRK icon
122
Merck
MRK
$366B
$756K 0.09%
5,882
– –
XLK icon
123
State Street Technology Select Sector SPDR ETF
XLK
$121B
$737K 0.09%
3,867
-17
-0.4% -$2.9K
RSP icon
124
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$715K 0.09%
3,362
-157
-4% -$32.1K
HTGC icon
125
Hercules Capital
HTGC
$3.27B
$700K 0.09%
44,414
-286
-0.6% -$4.45K
3 4
5
6 7

Similar funds

BIA
Biondo Investment Advisors Milford, Pennsylvania $817M AUM 20.89% 1-Year Est. Return
FRIHG
Fund Resources Investment Holding Group Hong Kong $817M AUM
DA
Dillon & Associates Jackson, Michigan $817M AUM 22.58% 1-Year Est. Return
SBCM
Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return
FAN
Financial Advisors Network Tustin, California $816M AUM 20.98% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
CCM
Canal Capital Management Richmond, Virginia $819M AUM 24.27% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Mirador Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mirador Capital Partners held 229 positions worth $817M, up 16% from $706M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Mirador Capital Partners's Q2 2026 filing shows 24 new, 102 increased, 74 reduced and 11 closed positions. Its largest new stake was Arista Networks: 21,223 shares worth $3.61M. The largest sale was ProShares Short S&P500, an estimated $13.4M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 19% a quarter earlier, followed by Miscellaneous and Financials.

  • Mirador Capital Partners's largest Q2 2026 buy was Arista Networks: 21,223 shares worth $3.61M.
  • Mirador Capital Partners added most to Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2026, an estimated $11.7M increase.
  • Mirador Capital Partners's biggest Q2 2026 reduction was Invesco BulletShares 2026 High Yield Corporate Bond ETF, cutting an estimated $11.8M.
  • Mirador Capital Partners fully exited ProShares Short S&P500 in Q2 2026, selling an estimated $13.4M.
  • Mirador Capital Partners's ten largest holdings make up 40% of its $817M portfolio in Q2 2026.
  • Mirador Capital Partners opened 24 new positions and closed 11 in Q2 2026.
  • Mirador Capital Partners's portfolio value rose 16% quarter-over-quarter to $817M.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.