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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
KRP icon
101
Kimbell Royalty Partners
KRP
$1.5B
$841K 0.15%
60,055
+2,227
+4% +$33.6K
HTGC icon
102
Hercules Capital
HTGC
$3.14B
$839K 0.15%
43,682
+605
+1% +$12.2K
CCI icon
103
Crown Castle
CCI
$31.5B
$833K 0.15%
7,988
+4,990
+166% +$466K
RNAM
104
DELISTED
Avidity Biosciences
RNAM
$832K 0.15%
28,200
+2,569
+10% +$80K
RSP icon
105
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
$817K 0.14%
4,718
+91
+2% +$16.2K
FTV icon
106
Fortive
FTV
$18.7B
$815K 0.14%
14,770
+200
+1% +$11.7K
JNJ icon
107
Johnson & Johnson
JNJ
$623B
$764K 0.13%
4,605
-77
-2% -$12K
CIBR icon
108
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.7B
$730K 0.13%
11,587
-34
-0.3% -$2.26K
WY icon
109
Weyerhaeuser
WY
$18.1B
$726K 0.13%
+24,803
New +$738K
VLTO icon
110
Veralto
VLTO
$23.7B
$724K 0.13%
7,426
+191
+3% +$19.1K
DOC icon
111
Healthpeak Properties
DOC
$14.2B
$701K 0.12%
34,673
+1,541
+5% +$31.2K
TXG icon
112
10x Genomics
TXG
$7.64B
$701K 0.12%
80,257
-726
-0.9% -$9.15K
NUE icon
113
Nucor
NUE
$62.3B
$679K 0.12%
5,640
-49
-0.9% -$6.31K
ZG icon
114
Zillow
ZG
$7.82B
$674K 0.12%
+10,077
New +$745K
CHY
115
Calamos Convertible and High Income Fund
CHY
$1.07B
$649K 0.11%
64,293
-1,305
-2% -$14.4K
NFLX icon
116
Netflix
NFLX
$315B
$638K 0.11%
6,840
+1,050
+18% +$99.9K
IOO icon
117
iShares Global 100 ETF
IOO
$9.45B
$635K 0.11%
6,596
+721
+12% +$72.8K
LFMD icon
118
LifeMD
LFMD
$169M
$627K 0.11%
115,342
+9,283
+9% +$52.7K
PACB icon
119
Pacific Biosciences
PACB
$357M
$609K 0.11%
515,734
+289,148
+128% +$444K
MP icon
120
MP Materials
MP
$9.78B
$592K 0.1%
24,263
+1,091
+5% +$25.4K
WMT icon
121
Walmart Inc
WMT
$895B
$585K 0.1%
6,661
+685
+11% +$64.3K
FLTR icon
122
VanEck IG Floating Rate ETF
FLTR
$3.04B
$580K 0.1%
22,710
+1,003
+5% +$25.6K
MRK icon
123
Merck
MRK
$321B
$577K 0.1%
6,431
+277
+5% +$25.9K
MDY icon
124
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$573K 0.1%
1,074
+103
+11% +$58.5K
FLG
125
Flagstar Bank National Association
FLG
$5.82B
$570K 0.1%
49,089
+3,510
+8% +$39.5K
3 4
5
6 7

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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.