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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
IBIT icon
101
iShares Bitcoin Trust
IBIT
$47.6B
$953K 0.14%
24,817
-7,186
-22% -$311K
FICO icon
102
Fair Isaac
FICO
$22.7B
$952K 0.13%
892
+57
+7% +$78.2K
TNET icon
103
TriNet
TNET
$3.09B
$950K 0.13%
26,087
+5,009
+24% +$239K
VEEV icon
104
Veeva Systems
VEEV
$38.1B
$950K 0.13%
5,407
+739
+16% +$145K
QCOM icon
105
Qualcomm
QCOM
$170B
$945K 0.13%
7,341
-470
-6% -$68.6K
FIVN icon
106
FIVE9
FIVN
$2.58B
$915K 0.13%
60,302
+23,393
+63% +$407K
PNW icon
107
Pinnacle West Capital
PNW
$12B
$910K 0.13%
9,031
+99
+1% +$9.55K
INTU icon
108
Intuit
INTU
$91.5B
$875K 0.12%
2,023
– –
PACB icon
109
Pacific Biosciences
PACB
$357M
$798K 0.11%
604,884
+13,879
+2% +$24.8K
VSNT
110
Versant Media Group
VSNT
$5.12B
$770K 0.11%
+20,795
New +$701K
MRK icon
111
Merck
MRK
$323B
$708K 0.1%
5,882
-343
-6% -$39.6K
BEN icon
112
Franklin Resources
BEN
$17B
$704K 0.1%
+29,797
New +$767K
MDY icon
113
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$693K 0.1%
1,124
+57
+5% +$36.1K
SLB icon
114
SLB Ltd
SLB
$78.9B
$693K 0.1%
13,490
+613
+5% +$29.8K
TSM icon
115
TSMC
TSM
$2.17T
$692K 0.1%
2,049
+182
+10% +$62.6K
CCI icon
116
Crown Castle
CCI
$31.3B
$688K 0.1%
8,462
+524
+7% +$45.1K
CIBR icon
117
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.8B
$683K 0.1%
10,895
-157
-1% -$10.5K
AXSM icon
118
Axsome Therapeutics
AXSM
$11.4B
$676K 0.1%
4,000
– –
RSP icon
119
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$675K 0.1%
3,519
+265
+8% +$52.5K
DIVI icon
120
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.76B
$674K 0.1%
+16,932
New +$691K
AMD icon
121
Advanced Micro Devices
AMD
$767B
$669K 0.09%
3,287
-501
-13% -$107K
VLTO icon
122
Veralto
VLTO
$23.7B
$662K 0.09%
7,482
+5
+0.1% +$475
HTGC icon
123
Hercules Capital
HTGC
$3.21B
$660K 0.09%
44,700
+1,083
+2% +$17.7K
ENB icon
124
Enbridge
ENB
$112B
$656K 0.09%
12,117
+120
+1% +$6.11K
WY icon
125
Weyerhaeuser
WY
$18.2B
$644K 0.09%
26,353
+1,721
+7% +$43.3K
3 4
5
6 7

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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.