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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
+27.16%
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
$817M
AUM Growth
+$110M
Cap. Flow
+$8.12M
Cap. Flow %
0.99%
Top 10 Hldgs %
39.64%
Holding
229
New
24
Increased
102
Reduced
74
Closed
11

Top Buys

Rank Stock Value
1
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$11.7M
2
DIVI icon
Franklin International Core Dividend Tilt Index ETF
DIVI
+$5.94M
3
NFLX icon
Netflix
NFLX
+$3.54M
4
ANET icon
Arista Networks
ANET
+$3.33M
5
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$3.2M

Top Sells

Rank Stock Value
1
SH icon
ProShares Short S&P500
SH
+$13.4M
2
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$11.8M
3
CB icon
Chubb
CB
+$6.87M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$5.7M
5
L icon
Loews
L
+$3.4M

Sector Composition

Rank Sector Weight
1 Technology 26.19%
2 Miscellaneous 22.34%
3 Financials 12.63%
4 Healthcare 11.13%
5 Communication Services 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
151
Norfolk Southern
NSC
$78.3B
$551K 0.07%
1,752
– –
SOLV icon
152
Solventum
SOLV
$15.5B
$546K 0.07%
7,079
-126
-2% -$9.19K
BAC icon
153
Bank of America
BAC
$436B
$530K 0.06%
9,296
– –
INTU icon
154
Intuit
INTU
$97.9B
$528K 0.06%
2,023
– –
AMGN icon
155
Amgen
AMGN
$234B
$511K 0.06%
1,410
+143
+11% +$49K
VWO icon
156
Vanguard FTSE Emerging Markets ETF
VWO
$127B
$482K 0.06%
8,082
-567
-7% -$33.3K
MPC icon
157
Marathon Petroleum
MPC
$104B
$479K 0.06%
1,875
+184
+11% +$45.2K
GEV icon
158
GE Vernova
GEV
$243B
$479K 0.06%
408
+10
+3% +$10.2K
IVV icon
159
iShares Core S&P 500 ETF
IVV
$898B
$474K 0.06%
634
+1
+0.2% +$728
VOO icon
160
Vanguard S&P 500 ETF
VOO
$1.03T
$462K 0.06%
673
+2
+0.3% +$1.33K
OMDA
161
Omada Health Inc
OMDA
$1.45B
$457K 0.06%
20,832
– –
RSP icon
162
CALL
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$447K 0.05%
2,100
– –
HD icon
163
Home Depot
HD
$329B
$445K 0.05%
1,262
-16
-1% -$5.21K
MS icon
164
Morgan Stanley
MS
$337B
$444K 0.05%
2,122
-76
-3% -$15.1K
PRCT icon
165
Procept Biorobotics
PRCT
$1.19B
$441K 0.05%
+19,535
New +$489K
PPT
166
Franklin Premier Income Trust
PPT
$331M
$431K 0.05%
123,623
+30,983
+33% +$108K
SCHF icon
167
Schwab International Equity ETF
SCHF
$69.3B
$416K 0.05%
15,002
+407
+3% +$11K
PL icon
168
Planet Labs
PL
$7.12B
$403K 0.05%
12,157
+4,339
+56% +$160K
BST icon
169
BlackRock Science and Technology Trust
BST
$1.76B
$392K 0.05%
7,731
+43
+0.6% +$1.92K
NAC icon
170
Nuveen California Quality Municipal Income Fund
NAC
$1.83B
$390K 0.05%
+32,175
New +$383K
SCHV
171
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$390K 0.05%
11,192
+109
+1% +$3.59K
HII icon
172
Huntington Ingalls Industries
HII
$11.6B
$387K 0.05%
1,384
+188
+16% +$62.8K
IWM icon
173
iShares Russell 2000 ETF
IWM
$80.8B
$383K 0.05%
1,274
+36
+3% +$10.1K
LMT icon
174
Lockheed Martin
LMT
$130B
$378K 0.05%
742
+84
+13% +$45.4K
XLE icon
175
State Street Energy Select Sector SPDR ETF
XLE
$41.2B
$369K 0.05%
6,946
+344
+5% +$19.7K
5 6
7
8 9

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FAN
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LSIA
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Mirador Capital Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Mirador Capital Partners held 229 positions worth $817M, up 16% from $706M the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Mirador Capital Partners's Q2 2026 filing shows 24 new, 102 increased, 74 reduced and 11 closed positions. Its largest new stake was Arista Networks: 21,223 shares worth $3.61M. The largest sale was ProShares Short S&P500, an estimated $13.4M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 19% a quarter earlier, followed by Miscellaneous and Financials.

  • Mirador Capital Partners's largest Q2 2026 buy was Arista Networks: 21,223 shares worth $3.61M.
  • Mirador Capital Partners added most to Invesco BulletShares 2028 High Yield Corporate Bond ETF in Q2 2026, an estimated $11.7M increase.
  • Mirador Capital Partners's biggest Q2 2026 reduction was Invesco BulletShares 2026 High Yield Corporate Bond ETF, cutting an estimated $11.8M.
  • Mirador Capital Partners fully exited ProShares Short S&P500 in Q2 2026, selling an estimated $13.4M.
  • Mirador Capital Partners's ten largest holdings make up 40% of its $817M portfolio in Q2 2026.
  • Mirador Capital Partners opened 24 new positions and closed 11 in Q2 2026.
  • Mirador Capital Partners's portfolio value rose 16% quarter-over-quarter to $817M.

Based on Mirador Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.