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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
CMS icon
101
CMS Energy
CMS
$21.7B
$1.01M 0.14%
14,486
+48
+0.3% +$3.49K
ACWX icon
102
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$1.01M 0.14%
15,061
+442
+3% +$29.3K
VZ icon
103
Verizon
VZ
$195B
$1.01M 0.14%
24,792
-1,134
-4% -$46K
DOC icon
104
Healthpeak Properties
DOC
$14.4B
$1M 0.14%
62,425
+8,892
+17% +$157K
WMT icon
105
Walmart Inc
WMT
$897B
$973K 0.13%
8,735
+594
+7% +$63.8K
SCHX icon
106
Schwab US Large- Cap ETF
SCHX
$74.6B
$966K 0.13%
35,908
-2,106
-6% -$56.2K
AIRR icon
107
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$963K 0.13%
9,795
+1,836
+23% +$180K
NUE icon
108
Nucor
NUE
$62.5B
$956K 0.13%
5,863
-134
-2% -$20.1K
XLU icon
109
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$951K 0.13%
22,274
+100
+0.5% +$4.43K
WMB icon
110
Williams Companies
WMB
$87.9B
$935K 0.13%
15,562
-330
-2% -$20K
HON icon
111
Honeywell
HON
$77B
$854K 0.12%
4,375
+2,675
+157% +$523K
CAT icon
112
Caterpillar
CAT
$385B
$834K 0.11%
1,456
– –
JIVE icon
113
JPMorgan International Value ETF
JIVE
$3.61B
$832K 0.11%
10,370
+7,239
+231% +$563K
CRM icon
114
Salesforce
CRM
$162B
$823K 0.11%
3,106
-5,709
-65% -$1.42M
HTGC icon
115
Hercules Capital
HTGC
$3.21B
$821K 0.11%
43,617
-550
-1% -$9.92K
XLY icon
116
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$813K 0.11%
6,805
-2,637
-28% -$313K
AMD icon
117
Advanced Micro Devices
AMD
$767B
$811K 0.11%
3,788
-39
-1% -$8.76K
PNW icon
118
Pinnacle West Capital
PNW
$12B
$792K 0.11%
8,932
+38
+0.4% +$3.4K
CIBR icon
119
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.8B
$790K 0.11%
11,052
-284
-3% -$21.3K
AMAT icon
120
Applied Materials
AMAT
$415B
$780K 0.11%
3,035
+54
+2% +$12.9K
VLTO icon
121
Veralto
VLTO
$23.7B
$746K 0.1%
7,477
-34
-0.5% -$3.44K
FIVN icon
122
FIVE9
FIVN
$2.58B
$740K 0.1%
36,909
-3,635
-9% -$77.2K
AXSM icon
123
Axsome Therapeutics
AXSM
$11.4B
$731K 0.1%
4,000
– –
FSLR icon
124
First Solar
FSLR
$25.7B
$729K 0.1%
2,791
-296
-10% -$74.7K
CCI icon
125
Crown Castle
CCI
$31.3B
$705K 0.1%
7,938
-244
-3% -$22.4K
3 4
5
6 7

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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.