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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
VXF icon
176
Vanguard Extended Market ETF
VXF
$31.3B
$364K 0.04%
1,479
-30
-2% -$6.88K
RS icon
177
Reliance Steel & Aluminium
RS
$19.8B
$364K 0.04%
+973
New +$356K
MCD icon
178
McDonald's
MCD
$188B
$354K 0.04%
1,311
-110
-8% -$31.5K
KO icon
179
Coca-Cola
KO
$386B
$353K 0.04%
4,339
– –
CRM icon
180
Salesforce
CRM
$211B
$334K 0.04%
2,130
-482
-18% -$84.8K
MO icon
181
Altria Group
MO
$115B
$333K 0.04%
4,625
+221
+5% +$15.4K
NVS icon
182
Novartis
NVS
$292B
$328K 0.04%
2,090
+216
+12% +$32.4K
VIG icon
183
Vanguard Dividend Appreciation ETF
VIG
$113B
$327K 0.04%
1,384
-64
-4% -$14.7K
XLI icon
184
State Street Industrial Select Sector SPDR ETF
XLI
$32.9B
$319K 0.04%
1,724
-10
-0.6% -$1.74K
VCV icon
185
Invesco California Value Municipal Income Trust
VCV
$516M
$316K 0.04%
29,280
+17,500
+149% +$186K
XLY icon
186
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
$315K 0.04%
2,686
-1,759
-40% -$205K
BSCQ icon
187
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.48B
$314K 0.04%
16,100
-166
-1% -$3.24K
ADI icon
188
Analog Devices
ADI
$175B
$313K 0.04%
789
+37
+5% +$14.6K
PSA icon
189
Public Storage
PSA
$58.5B
$311K 0.04%
979
+1
+0.1% +$306
PDP icon
190
Invesco Dorsey Wright Momentum ETF
PDP
$1.45B
$303K 0.04%
2,000
– –
SGVT
191
Schwab Government Money Market ETF
SGVT
$906M
$303K 0.04%
3,006
+24
+0.8% +$2.42K
RTX icon
192
RTX Corp
RTX
$285B
$294K 0.04%
1,551
-58
-4% -$10.6K
SCHG icon
193
Schwab US Large-Cap Growth ETF
SCHG
$63.1B
$289K 0.04%
8,539
+28
+0.3% +$928
NZF icon
194
Nuveen Municipal Credit Income Fund
NZF
$2.39B
$288K 0.04%
+22,729
New +$285K
SLV icon
195
iShares Silver Trust
SLV
$32.3B
$288K 0.04%
+5,384
New +$357K
MCHP icon
196
Microchip Technology
MCHP
$39.6B
$287K 0.04%
3,146
– –
PM icon
197
Philip Morris
PM
$299B
$272K 0.03%
1,502
+50
+3% +$8.67K
NMZ icon
198
Nuveen Municipal High Income Opportunity Fund
NMZ
$2.15B
$269K 0.03%
+25,438
New +$261K
SRLN icon
199
State Street Blackstone Senior Loan ETF
SRLN
$5.48B
$262K 0.03%
6,493
+47
+0.7% +$1.9K
IMO icon
200
Imperial Oil
IMO
$63.1B
$260K 0.03%
2,322
– –
6 7
8
9 10

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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.