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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
IMO icon
176
Imperial Oil
IMO
$62.9B
$304K 0.04%
2,322
– –
SGVT
177
Schwab Government Money Market ETF
SGVT
$867M
$300K 0.04%
+2,982
New +$300K
MO icon
178
Altria Group
MO
$108B
$291K 0.04%
4,404
+164
+4% +$10.6K
NVS icon
179
Novartis
NVS
$295B
$286K 0.04%
+1,874
New +$287K
BABA icon
180
Alibaba
BABA
$308B
$282K 0.04%
2,248
+116
+5% +$17.4K
XLI icon
181
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$280K 0.04%
1,734
+165
+11% +$27.7K
BST icon
182
BlackRock Science and Technology Trust
BST
$1.72B
$279K 0.04%
7,688
-590
-7% -$23.4K
PSA icon
183
Public Storage
PSA
$60.3B
$265K 0.04%
978
-200
-17% -$57.3K
OMDA
184
Omada Health Inc
OMDA
$1.48B
$262K 0.04%
+20,832
New +$288K
SRLN icon
185
State Street Blackstone Senior Loan ETF
SRLN
$5.35B
$259K 0.04%
6,446
+32
+0.5% +$1.3K
GDX icon
186
VanEck Gold Miners ETF
GDX
$27.5B
$257K 0.04%
2,795
-22,219
-89% -$2.19M
CWEN icon
187
Clearway Energy Class C
CWEN
$7.02B
$249K 0.04%
+6,338
New +$237K
SCHG icon
188
Schwab US Large-Cap Growth ETF
SCHG
$63B
$248K 0.04%
8,511
+221
+3% +$6.87K
BIP icon
189
Brookfield Infrastructure Partners
BIP
$17.9B
$247K 0.03%
6,832
– –
PDP icon
190
Invesco Dorsey Wright Momentum ETF
PDP
$1.5B
$241K 0.03%
2,000
– –
PM icon
191
Philip Morris
PM
$289B
$240K 0.03%
1,452
-41
-3% -$7.13K
ADI icon
192
Analog Devices
ADI
$190B
$239K 0.03%
752
– –
AWK icon
193
American Water Works
AWK
$26.5B
$232K 0.03%
1,703
-35
-2% -$4.63K
MA icon
194
Mastercard
MA
$497B
$228K 0.03%
457
-30
-6% -$15.8K
PL icon
195
Planet Labs
PL
$8.36B
$219K 0.03%
+7,818
New +$200K
DUK icon
196
Duke Energy
DUK
$95B
$216K 0.03%
+1,653
New +$207K
KBH icon
197
KB Home
KBH
$3.51B
$205K 0.03%
3,964
-338
-8% -$19.9K
NLY icon
198
Annaly Capital Management
NLY
$17.4B
$205K 0.03%
+9,698
New +$221K
CHY
199
Calamos Convertible and High Income Fund
CHY
$1.07B
$204K 0.03%
18,718
+348
+2% +$4.06K
VEA icon
200
Vanguard FTSE Developed Markets ETF
VEA
$237B
$203K 0.03%
+3,174
New +$209K
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.