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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
ASML icon
201
ASML
ASML
$651B
$259K 0.03%
+130
New +$207K
CHY
202
Calamos Convertible and High Income Fund
CHY
$1.05B
$258K 0.03%
18,933
+215
+1% +$2.71K
Z icon
203
Zillow
Z
$8.02B
$252K 0.03%
8,005
-70,474
-90% -$2.71M
BIP icon
204
Brookfield Infrastructure Partners
BIP
$17.5B
$249K 0.03%
6,832
– –
BABA icon
205
Alibaba
BABA
$296B
$246K 0.03%
2,558
+310
+14% +$38.8K
MA icon
206
Mastercard
MA
$521B
$235K 0.03%
457
– –
NLY icon
207
Annaly Capital Management
NLY
$17.4B
$233K 0.03%
10,402
+704
+7% +$15.5K
RAL
208
Ralliant Corp
RAL
$6.83B
$227K 0.03%
+3,081
New +$172K
AWK icon
209
American Water Works
AWK
$27.5B
$224K 0.03%
1,704
+1
+0.1% +$128
VEA icon
210
Vanguard FTSE Developed Markets ETF
VEA
$238B
$220K 0.03%
3,091
-83
-3% -$5.78K
KMB icon
211
Kimberly-Clark
KMB
$36.4B
$218K 0.03%
+1,987
New +$197K
CWEN icon
212
Clearway Energy Class C
CWEN
$6.52B
$217K 0.03%
6,338
– –
AXP icon
213
American Express
AXP
$225B
$213K 0.03%
+630
New +$202K
WDC icon
214
Western Digital
WDC
$166B
$210K 0.03%
+328
New +$159K
DUK icon
215
Duke Energy
DUK
$93.8B
$209K 0.03%
1,653
– –
PLUG icon
216
Plug Power
PLUG
$3.06B
$63K 0.01%
23,246
+1,792
+8% +$5.63K
LIDR icon
217
AEye
LIDR
$53.5M
$58.4K 0.01%
40,558
-6,037
-13% -$10.9K
PLUG icon
218
CALL
Plug Power
PLUG
$3.06B
$5.42K ﹤0.01%
2,000
– –
CB icon
219
Chubb
CB
$131B
– –
-21,081
Closed -$6.87M
CUBE icon
220
CubeSmart
CUBE
$9.01B
– –
-13,761
Closed -$504K
FICO icon
221
Fair Isaac
FICO
$24.9B
– –
-892
Closed -$952K
GDX icon
222
VanEck Gold Miners ETF
GDX
$31B
– –
-2,795
Closed -$257K
HON icon
223
Honeywell
HON
$68.9B
– –
-4,865
Closed -$1.1M
KBH icon
224
KB Home
KBH
$3.36B
– –
-3,964
Closed -$205K
L icon
225
Loews
L
$22.4B
– –
-31,810
Closed -$3.4M
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.