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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
-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
MS icon
176
Morgan Stanley
MS
$338B
$230K 0.04%
1,970
+53
+3% +$6.83K
PRCH icon
177
Porch Group
PRCH
$1.8B
$229K 0.04%
31,352
-11,190
-26% -$60.6K
AXP icon
178
American Express
AXP
$230B
$227K 0.04%
845
-84
-9% -$24.8K
MA icon
179
Mastercard
MA
$493B
$226K 0.04%
413
+1
+0.2% +$544
MSTR icon
180
Strategy Inc
MSTR
$37.8B
$224K 0.04%
+776
New +$246K
VOO icon
181
Vanguard S&P 500 ETF
VOO
$1.03T
$223K 0.04%
435
+38
+10% +$20.5K
PM icon
182
Philip Morris
PM
$290B
$222K 0.04%
+1,401
New +$198K
STWD icon
183
Starwood Property Trust
STWD
$6.2B
$222K 0.04%
+11,225
New +$221K
IEFA icon
184
iShares Core MSCI EAFE ETF
IEFA
$195B
$218K 0.04%
2,881
– –
QQEW icon
185
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.84B
$218K 0.04%
1,799
-27
-1% -$3.46K
DES icon
186
WisdomTree US SmallCap Dividend Fund
DES
$2.22B
$215K 0.04%
6,726
-41
-0.6% -$1.38K
BIP icon
187
Brookfield Infrastructure Partners
BIP
$18.2B
$207K 0.04%
6,944
– –
KBH icon
188
KB Home
KBH
$3.54B
$206K 0.04%
3,550
-83
-2% -$5.29K
SCHG icon
189
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$205K 0.04%
8,176
+1
+0% +$27
MOAT icon
190
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$201K 0.04%
2,286
– –
UDMY
191
DELISTED
Udemy
UDMY
$140K 0.02%
18,000
– –
VCV icon
192
Invesco California Value Municipal Income Trust
VCV
$524M
$125K 0.02%
11,779
– –
MARA icon
193
Marathon Digital Holdings
MARA
$3.77B
$117K 0.02%
+10,162
New +$162K
LIDR icon
194
AEye
LIDR
$61.8M
$44.6K 0.01%
78,167
-1,616
-2% -$1.52K
MOVE icon
195
Corvex Inc
MOVE
$310M
$42K 0.01%
3,114
-142
-4% -$4.53K
PLBY icon
196
Playboy Inc
PLBY
$157M
$24.3K ﹤0.01%
22,089
-2,052
-9% -$3.21K
TNYA icon
197
Tenaya Therapeutics
TNYA
$169M
$8.55K ﹤0.01%
+15,000
New +$14.8K
ANSS
198
DELISTED
Ansys
ANSS
– –
-1,957
Closed -$660K
BIL icon
199
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
– –
-9,214
Closed -$842K
CG icon
200
Carlyle Group
CG
$17.5B
– –
-4,648
Closed -$235K
5 6 7
8
9

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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.