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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
(+5.2%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
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 |
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
|
+$18.6M |
| 2 |
Invesco BulletShares 2028 High Yield Corporate Bond ETF
BSJS
|
+$17.9M |
| 3 |
VanEck Gold Miners ETF
GDX
|
+$11.1M |
| 4 |
American Express
AXP
|
+$4.05M |
| 5 |
Boeing
BA
|
+$3.88M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
|
+$31.7M |
| 2 |
SPDR Gold Trust
GLD
|
+$7.24M |
| 3 |
Champion Homes
SKY
|
+$4.55M |
| 4 |
Phillips 66
PSX
|
+$4.02M |
| 5 |
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 | |
|---|---|---|---|---|---|---|---|
201
Natera
NTRA
$58.3B
| $249K | 0.03% |
+602
| New | +$189K |
2026 Q3
0 quarters
|
|
202
State Street Blackstone Senior Loan ETF
SRLN
$5.38B
| $249K | 0.03% |
6,155
-338
| -5% | -$13.7K |
2023 Q4
11 quarters
|
|
203
Mastercard
MA
$541B
| $246K | 0.03% |
445
-12
| -3% | -$6.75K |
2024 Q4
7 quarters
|
|
204
Microchip Technology
MCHP
$39.7B
| $245K | 0.03% |
3,147
+1
| +0% | +$78 |
2025 Q2
5 quarters
|
|
205
ASML
ASML
$630B
| $245K | 0.03% |
135
+5
| +4% | +$8.67K |
2026 Q2
1 quarter
|
|
206
Calamos Convertible and High Income Fund
CHY
$918M
| $240K | 0.03% |
20,521
+1,588
| +8% | +$20.5K |
2019 Q2
29 quarters
|
|
207
Take-Two Interactive
TTWO
$39.2B
| $237K | 0.03% |
+1,142
| New | +$264K |
2026 Q3
0 quarters
|
|
208
Autodesk
ADSK
$50.9B
| $233K | 0.03% |
+1,114
| New | +$254K |
2026 Q3
0 quarters
|
|
209
State Street Industrial Select Sector SPDR ETF
XLI
$30.4B
| $226K | 0.03% |
1,355
-369
| -21% | -$65.7K |
2025 Q3
4 quarters
|
|
210
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.86B
| $223K | 0.03% |
+1,368
| New | +$219K |
2026 Q3
0 quarters
|
|
211
Vanguard 0-3 Month Treasury Bill ETF
VBIL
$11.4B
| $220K | 0.03% |
+2,910
| New | +$220K |
2026 Q3
0 quarters
|
|
212
American Water Works
AWK
$26.7B
| $220K | 0.03% |
1,699
-5
| -0.3% | -$676 |
2018 Q3
32 quarters
|
|
213
Enphase Energy
ENPH
$3.95B
| $220K | 0.03% |
+6,664
| New | +$257K |
2026 Q3
0 quarters
|
|
214
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $218K | 0.03% |
3,091
| – | – |
2026 Q1
2 quarters
|
|
215
Ralliant Corp
RAL
$7.55B
| $215K | 0.03% |
3,115
+34
| +1% | +$2.29K |
2026 Q2
1 quarter
|
|
216
Zillow
Z
$7.04B
| $213K | 0.02% |
7,843
-162
| -2% | -$5.34K |
2024 Q2
9 quarters
|
|
217
Planet Labs
PL
$5.17B
| $212K | 0.02% |
12,910
+753
| +6% | +$16.1K |
2026 Q1
2 quarters
|
|
218
Brookfield Infrastructure Partners
BIP
$17B
| $209K | 0.02% |
5,876
-956
| -14% | -$36.4K |
2016 Q3
40 quarters
|
|
219
Schwab US Broad Market ETF
SCHB
$44.8B
| $204K | 0.02% |
+6,968
| New | +$204K |
2026 Q3
0 quarters
|
|
220
Annaly Capital Management
NLY
$14B
| $198K | 0.02% |
10,468
+66
| +0.6% | +$1.48K |
2026 Q1
2 quarters
|
|
221
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.99B
| $188K | 0.02% |
+10,347
| New | +$191K |
2026 Q3
0 quarters
|
|
222
Invesco California Value Municipal Income Trust
VCV
$440M
| $106K | 0.01% |
11,780
-17,500
| -60% | -$181K |
2019 Q2
29 quarters
|
|
223
Angel Studios
ANGX
$678M
| $82.6K | 0.01% |
+17,693
| New | +$78.3K |
2026 Q3
0 quarters
|
|
224
AEye
LIDR
$40.4M
| $48.2K | 0.01% |
40,183
-375
| -0.9% | -$469 |
2024 Q1
10 quarters
|
|
225
Cornerstone Strategic Value Fund
CLM
$1.96B
| – | – |
-78,738
| Closed | -$595K | – |
|
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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.