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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
ENB icon
126
Enbridge
ENB
$113B
$569K 0.1%
12,836
+1,885
+17% +$82K
CUBE icon
127
CubeSmart
CUBE
$9.24B
$568K 0.1%
13,303
-3,049
-19% -$127K
SCHD icon
128
Schwab US Dividend Equity ETF
SCHD
$107B
$566K 0.1%
20,240
+261
+1% +$7.28K
IVV icon
129
iShares Core S&P 500 ETF
IVV
$902B
$550K 0.1%
979
+1
+0.1% +$591
SO icon
130
Southern Company
SO
$106B
$547K 0.1%
5,944
+260
+5% +$22.5K
SOLV icon
131
Solventum
SOLV
$14.4B
$538K 0.09%
7,081
+100
+1% +$7.45K
IWM icon
132
iShares Russell 2000 ETF
IWM
$81.9B
$535K 0.09%
2,681
-118
-4% -$25.6K
IWD icon
133
iShares Russell 1000 Value ETF
IWD
$84.1B
$521K 0.09%
2,771
+11
+0.4% +$2.1K
NOW icon
134
ServiceNow
NOW
$131B
$502K 0.09%
3,150
+910
+41% +$175K
ABNB icon
135
Airbnb
ABNB
$112B
$484K 0.08%
4,054
-28
-0.7% -$3.75K
CAT icon
136
Caterpillar
CAT
$389B
$481K 0.08%
1,460
+705
+93% +$251K
HD icon
137
Home Depot
HD
$354B
$471K 0.08%
1,285
+106
+9% +$41.3K
TSLX icon
138
Sixth Street Specialty
TSLX
$1.78B
$470K 0.08%
21,001
-16,482
-44% -$367K
AXSM icon
139
Axsome Therapeutics
AXSM
$11.4B
$467K 0.08%
4,000
– –
VTI icon
140
Vanguard Morningstar Total Stock Market ETF
VTI
$690B
$463K 0.08%
1,685
-30
-2% -$8.72K
MCD icon
141
McDonald's
MCD
$193B
$458K 0.08%
1,465
+157
+12% +$47K
OBDC icon
142
Blue Owl Capital
OBDC
$5.77B
$455K 0.08%
31,024
+550
+2% +$8.26K
AMAT icon
143
Applied Materials
AMAT
$416B
$436K 0.08%
3,002
+952
+46% +$160K
NSC icon
144
Norfolk Southern
NSC
$75.3B
$423K 0.07%
+1,788
New +$436K
XLK icon
145
State Street Technology Select Sector SPDR ETF
XLK
$122B
$422K 0.07%
4,090
+210
+5% +$23.8K
ACWX icon
146
iShares MSCI ACWI ex US ETF
ACWX
$11.9B
$419K 0.07%
7,561
+101
+1% +$5.55K
SCHM icon
147
Schwab US Mid-Cap ETF
SCHM
$15.1B
$417K 0.07%
15,904
+167
+1% +$4.65K
FSLR icon
148
First Solar
FSLR
$25.8B
$391K 0.07%
3,094
+819
+36% +$128K
PSA icon
149
Public Storage
PSA
$60.8B
$382K 0.07%
1,277
-140
-10% -$41.9K
WFC icon
150
Wells Fargo
WFC
$265B
$380K 0.07%
5,292
+181
+4% +$13.6K
4 5
6
7 8

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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.