We are live on ! Find out more
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
ABT icon
151
Abbott
ABT
$190B
$371K 0.07%
2,799
+6
+0.2% +$764
AMD icon
152
Advanced Micro Devices
AMD
$776B
$355K 0.06%
3,454
-22,283
-87% -$2.48M
AMGN icon
153
Amgen
AMGN
$224B
$348K 0.06%
1,116
+63
+6% +$18.6K
BAC icon
154
Bank of America
BAC
$447B
$347K 0.06%
8,311
+283
+4% +$12.6K
SLB icon
155
SLB Ltd
SLB
$79.3B
$347K 0.06%
8,292
+2,321
+39% +$95.1K
SCHV
156
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$345K 0.06%
12,987
-516
-4% -$13.8K
KO icon
157
Coca-Cola
KO
$373B
$341K 0.06%
+4,758
New +$318K
SCHA icon
158
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$340K 0.06%
14,518
– –
BSCQ icon
159
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$325K 0.06%
16,704
+1,359
+9% +$26.5K
GE icon
160
GE Aerospace
GE
$381B
$323K 0.06%
+1,615
New +$318K
MRVL icon
161
Marvell Technology
MRVL
$190B
$310K 0.05%
5,029
+1,485
+42% +$144K
ADBE icon
162
Adobe
ADBE
$105B
$296K 0.05%
772
-1,990
-72% -$853K
VXF icon
163
Vanguard Extended Market ETF
VXF
$31.9B
$296K 0.05%
1,717
+43
+3% +$8.14K
TSM icon
164
TSMC
TSM
$2.19T
$289K 0.05%
1,740
+422
+32% +$82K
HON icon
165
Honeywell
HON
$73.5B
$289K 0.05%
+1,446
New +$293K
BSCP
166
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$287K 0.05%
13,884
+999
+8% +$20.7K
XLE icon
167
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$282K 0.05%
6,042
-143,250
-96% -$6.46M
KMB icon
168
Kimberly-Clark
KMB
$36B
$266K 0.05%
+1,867
New +$252K
NEE icon
169
NextEra Energy
NEE
$179B
$265K 0.05%
3,735
– –
WM icon
170
Waste Management
WM
$91.2B
$264K 0.05%
1,141
– –
SRLN icon
171
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
$260K 0.05%
6,314
-461
-7% -$19.2K
LMT icon
172
Lockheed Martin
LMT
$138B
$259K 0.05%
580
+18
+3% +$8.29K
VIG icon
173
Vanguard Dividend Appreciation ETF
VIG
$114B
$249K 0.04%
1,284
– –
BST icon
174
BlackRock Science and Technology Trust
BST
$1.71B
$249K 0.04%
7,542
+54
+0.7% +$1.97K
MPC icon
175
Marathon Petroleum
MPC
$93.7B
$234K 0.04%
+1,606
New +$238K
5 6
7
8 9

Similar funds

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
KCP
Kera Capital Partners San Jose, California $815M AUM 46.39% 1-Year Est. Return
ACM
Arvin Capital Management Austin, Texas $819M AUM 24.75% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
VT
Volterra Technologies New York $823M AUM 28.93% 1-Year Est. Return
RPAM
Rhenman & Partners Asset Management Stockholm, Sweden $810M AUM 30.2% 1-Year Est. Return

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.