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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
BAC icon
151
Bank of America
BAC
$447B
$453K 0.06%
9,296
-233
-2% -$12K
AMGN icon
152
Amgen
AMGN
$224B
$446K 0.06%
1,267
+18
+1% +$6.42K
MCD icon
153
McDonald's
MCD
$192B
$442K 0.06%
1,421
– –
MRVL icon
154
Marvell Technology
MRVL
$189B
$433K 0.06%
4,376
-1,972
-31% -$166K
HD icon
155
Home Depot
HD
$355B
$420K 0.06%
1,278
-9
-0.7% -$3.28K
ARM icon
156
Arm
ARM
$287B
$417K 0.06%
2,755
+115
+4% +$14K
IVV icon
157
iShares Core S&P 500 ETF
IVV
$904B
$414K 0.06%
633
– –
MPC icon
158
Marathon Petroleum
MPC
$93B
$413K 0.06%
1,691
+69
+4% +$13.9K
XLE icon
159
State Street Energy Select Sector SPDR ETF
XLE
$39.7B
$404K 0.06%
6,602
+1,096
+20% +$58.8K
RSP icon
160
CALL
Invesco S&P 500 Equal Weight ETF
RSP
$99.3B
$403K 0.06%
+2,100
New +$416K
VOO icon
161
Vanguard S&P 500 ETF
VOO
$1.03T
$401K 0.06%
671
-161
-19% -$101K
LMT icon
162
Lockheed Martin
LMT
$137B
$398K 0.06%
658
+107
+19% +$65.9K
MS icon
163
Morgan Stanley
MS
$338B
$362K 0.05%
2,198
– –
SCHF icon
164
Schwab International Equity ETF
SCHF
$68.7B
$361K 0.05%
14,595
+1,737
+14% +$44.2K
GEV icon
165
GE Vernova
GEV
$270B
$347K 0.05%
398
+4
+1% +$3.12K
SCHV
166
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$338K 0.05%
11,083
+298
+3% +$9.28K
NEE icon
167
NextEra Energy
NEE
$177B
$330K 0.05%
3,558
+43
+1% +$3.82K
KO icon
168
Coca-Cola
KO
$371B
$330K 0.05%
4,339
-33
-0.8% -$2.5K
PPT
169
Franklin Premier Income Trust
PPT
$329M
$329K 0.05%
92,640
+21,549
+30% +$77.2K
BSCQ icon
170
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.57B
$318K 0.05%
16,266
-577
-3% -$11.3K
VIG icon
171
Vanguard Dividend Appreciation ETF
VIG
$115B
$311K 0.04%
1,448
+59
+4% +$13.2K
VXF icon
172
Vanguard Extended Market ETF
VXF
$31.9B
$311K 0.04%
1,509
+9
+0.6% +$1.93K
RTX icon
173
RTX Corp
RTX
$302B
$310K 0.04%
1,609
+19
+1% +$3.78K
IWM icon
174
iShares Russell 2000 ETF
IWM
$81.8B
$307K 0.04%
1,238
-314
-20% -$81K
NOW icon
175
ServiceNow
NOW
$133B
$305K 0.04%
2,915
+32
+1% +$3.77K
5 6
7
8 9

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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.