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MCP

Mirador Capital Partners Portfolio holdings

AUM $859M Turnover 15.83%
1-Year Est. Return 41.74%
This Fund
S&P 500
This Quarter Est. Return
+8.95%
1 Year Est. Return
+41.74%
3 Year Est. Return
+120.18%
5 Year Est. Return
+144.47%
10 Year Est. Return
+416.11%
AUM
$859M
AUM Growth
+$42.4M
Cap. Flow
+$22M
Cap. Flow %
2.56%
Top 10 Hldgs %
38.68%
Holding
240
New
22
Increased
131
Reduced
58
Closed
16
Avg Time Held Equity + Options
4.1 years
Top 10 Avg Time Held Equity + Options
3.4 years
Top 20 Avg Time Held Equity + Options
4.2 years
Avg Time Held Equity only
4.1 years
Top 10 Avg Time Held Equity only
3.4 years
Top 20 Avg Time Held Equity only
4.2 years

Top Buys

Rank Stock Value
1
BSJR icon
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
+$18.6M
2
BSJS icon
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
+$17.9M
3
GDX icon
VanEck Gold Miners ETF
GDX
+$11.1M
4
AXP icon
American Express
AXP
+$4.05M
5
BA icon
Boeing
BA
+$3.88M

Top Sells

Rank Stock Value
1
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$31.7M
2
GLD icon
SPDR Gold Trust
GLD
+$7.24M
3
SKY icon
Champion Homes
SKY
+$4.55M
4
PSX icon
Phillips 66
PSX
+$4.02M
5
DELL icon
Dell
DELL
+$3.56M

Sector Composition

Rank Sector Weight
1 Technology 25.23%
2 Miscellaneous 22.45%
3 Healthcare 12.6%
4 Financials 12.5%
5 Communication Services 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
ARM icon
176
Arm
ARM
$257B
$362K 0.04%
1,251
-544
-30% -$148K
2025 Q3
4 quarters
HD icon
177
Home Depot
HD
$305B
$362K 0.04%
1,272
+10
+0.8% +$3.28K
2021 Q1
22 quarters
PRCT icon
178
Procept Biorobotics
PRCT
$1.04B
$356K 0.04%
19,535
– –
2026 Q2
1 quarter
HII icon
179
Huntington Ingalls Industries
HII
$10.4B
$356K 0.04%
1,331
-53
-4% -$15.5K
2026 Q1
2 quarters
BTC icon
180
Grayscale Bitcoin Mini Trust ETF
BTC
$4.36B
$341K 0.04%
+9,227
New +$290K
2026 Q3
0 quarters
BITB icon
181
Bitwise Bitcoin ETF
BITB
$3.04B
$332K 0.04%
+7,313
New +$283K
2026 Q3
0 quarters
CRM icon
182
Salesforce
CRM
$201B
$331K 0.04%
1,443
-687
-32% -$142K
2019 Q2
29 quarters
FBTC icon
183
Fidelity Wise Origin Bitcoin Fund
FBTC
$15.3B
$331K 0.04%
+4,555
New +$282K
2026 Q3
0 quarters
HODL icon
184
VanEck Bitcoin Trust
HODL
$1.37B
$324K 0.04%
+13,733
New +$276K
2026 Q3
0 quarters
VIG icon
185
Vanguard Dividend Appreciation ETF
VIG
$113B
$322K 0.04%
1,379
-5
-0.4% -$1.2K
2024 Q1
10 quarters
VXF icon
186
Vanguard Extended Market ETF
VXF
$29.9B
$320K 0.04%
1,380
-99
-7% -$23.8K
2020 Q4
23 quarters
MO icon
187
Altria Group
MO
$123B
$312K 0.04%
4,637
+12
+0.3% +$833
2025 Q3
4 quarters
SCHG icon
188
Schwab US Large-Cap Growth ETF
SCHG
$63.9B
$307K 0.04%
8,540
+1
+0% +$35
2024 Q1
10 quarters
SGVT icon
189
Schwab Government Money Market ETF
SGVT
$931M
$305K 0.04%
3,031
+25
+0.8% +$2.52K
2026 Q1
2 quarters
MCD icon
190
McDonald's
MCD
$172B
$303K 0.04%
1,311
– –
2019 Q2
29 quarters
NVS icon
191
Novartis
NVS
$287B
$300K 0.03%
2,103
+13
+0.6% +$1.97K
2026 Q1
2 quarters
ADI icon
192
Analog Devices
ADI
$194B
$296K 0.03%
746
-43
-5% -$16.2K
2025 Q4
3 quarters
IMO icon
193
Imperial Oil
IMO
$63.2B
$286K 0.03%
2,322
– –
2025 Q3
4 quarters
XLC icon
194
State Street Communication Services Select Sector SPDR ETF
XLC
$24B
$284K 0.03%
2,561
-3,839
-60% -$427K
2023 Q2
13 quarters
PM icon
195
Philip Morris
PM
$313B
$280K 0.03%
1,468
-34
-2% -$6.42K
2025 Q1
6 quarters
PSA icon
196
Public Storage
PSA
$55.2B
$277K 0.03%
979
– –
2016 Q1
42 quarters
PDP icon
197
Invesco Dorsey Wright Momentum ETF
PDP
$1.45B
$276K 0.03%
2,000
– –
2025 Q2
5 quarters
BABA icon
198
Alibaba
BABA
$274B
$274K 0.03%
2,550
-8
-0.3% -$925
2025 Q3
4 quarters
RTX icon
199
RTX Corp
RTX
$251B
$270K 0.03%
1,453
-98
-6% -$20.1K
2025 Q3
4 quarters
NOW icon
200
ServiceNow
NOW
$152B
$261K 0.03%
+1,945
New +$239K
2026 Q3
0 quarters
6 7
8
9 10

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Mirador Capital Partners's Q3 2026 Portfolio in Review

As of Q3 2026, Mirador Capital Partners held 240 positions worth $859M, up 5.2% from $817M the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Mirador Capital Partners's Q3 2026 filing shows 22 new, 131 increased, 58 reduced and 16 closed positions. Its largest new stake was VanEck Gold Miners ETF: 126,965 shares worth $11.1M. The largest sale was Invesco BulletShares 2026 High Yield Corporate Bond ETF, an estimated $31.7M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 26% a quarter earlier, followed by Miscellaneous and Healthcare.

  • Mirador Capital Partners's largest Q3 2026 buy was VanEck Gold Miners ETF: 126,965 shares worth $11.1M.
  • Mirador Capital Partners added most to Invesco BulletShares 2027 High Yield Corporate Bond ETF in Q3 2026, an estimated $18.6M increase.
  • Mirador Capital Partners's biggest Q3 2026 reduction was Invesco BulletShares 2026 High Yield Corporate Bond ETF, cutting an estimated $31.7M.
  • Mirador Capital Partners fully exited Champion Homes in Q3 2026, selling an estimated $4.55M.
  • Mirador Capital Partners's ten largest holdings make up 39% of its $859M portfolio in Q3 2026.
  • Mirador Capital Partners opened 22 new positions and closed 16 in Q3 2026.
  • Mirador Capital Partners's portfolio value rose 5.2% quarter-over-quarter to $859M.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.