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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
IOO icon
126
iShares Global 100 ETF
IOO
$9.47B
$637K 0.09%
5,263
+124
+2% +$15.6K
VTI icon
127
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$624K 0.09%
1,945
+34
+2% +$11.4K
TNYA icon
128
Tenaya Therapeutics
TNYA
$169M
$614K 0.09%
886,917
+304,393
+52% +$225K
SMH icon
129
VanEck Semiconductor ETF
SMH
$71B
$608K 0.09%
1,585
+540
+52% +$214K
SO icon
130
Southern Company
SO
$105B
$604K 0.09%
6,261
+43
+0.7% +$3.98K
IWD icon
131
iShares Russell 1000 Value ETF
IWD
$84.1B
$603K 0.09%
2,820
+10
+0.4% +$2.19K
FIX icon
132
Comfort Systems
FIX
$59.8B
$603K 0.09%
437
+55
+14% +$69.8K
VTV icon
133
Vanguard Morningstar Value ETF
VTV
$192B
$601K 0.09%
3,063
+131
+4% +$26.2K
FTV icon
134
Fortive
FTV
$18.8B
$593K 0.08%
10,732
-45
-0.4% -$2.52K
FSLR icon
135
First Solar
FSLR
$26.2B
$583K 0.08%
2,957
+166
+6% +$36.7K
FLTR icon
136
VanEck IG Floating Rate ETF
FLTR
$3.04B
$562K 0.08%
22,052
+935
+4% +$23.9K
SCHD icon
137
Schwab US Dividend Equity ETF
SCHD
$107B
$560K 0.08%
18,239
-4,571
-20% -$139K
WFC icon
138
Wells Fargo
WFC
$265B
$557K 0.08%
6,991
– –
SCHM icon
139
Schwab US Mid-Cap ETF
SCHM
$15.1B
$547K 0.08%
17,678
+1,025
+6% +$32.6K
XLK icon
140
State Street Technology Select Sector SPDR ETF
XLK
$123B
$516K 0.07%
3,884
+1
+0% +$141
BSJS icon
141
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
$743M
$505K 0.07%
+23,291
New +$511K
CUBE icon
142
CubeSmart
CUBE
$9.19B
$504K 0.07%
13,761
+497
+4% +$19.1K
ABNB icon
143
Airbnb
ABNB
$110B
$504K 0.07%
3,989
– –
NSC icon
144
Norfolk Southern
NSC
$75B
$503K 0.07%
1,752
– –
CRM icon
145
Salesforce
CRM
$163B
$488K 0.07%
2,612
-494
-16% -$102K
XLY icon
146
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$484K 0.07%
4,445
-2,360
-35% -$276K
SOLV icon
147
Solventum
SOLV
$14.6B
$470K 0.07%
7,205
+9
+0.1% +$668
VWO icon
148
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$468K 0.07%
8,649
-98,359
-92% -$5.51M
SCHA icon
149
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$458K 0.06%
15,762
+518
+3% +$15.5K
HII icon
150
Huntington Ingalls Industries
HII
$13.1B
$454K 0.06%
+1,196
New +$493K
4 5
6
7 8

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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.