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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
BSJP
1
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$52.5M 9.2%
2,278,735
-211,012
-8% -$4.87M
BSJQ icon
2
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$899M
$37.1M 6.51%
1,601,111
+108,274
+7% +$2.53M
BRK.B icon
3
Berkshire Hathaway Class B
BRK.B
$1.1T
$26.6M 4.67%
50,034
+875
+2% +$425K
AAPL icon
4
Apple
AAPL
$4.54T
$24.4M 4.28%
110,043
+7,639
+7% +$1.77M
AMZN icon
5
Amazon
AMZN
$2.92T
$19M 3.33%
99,801
+1,497
+2% +$325K
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.36T
$17.7M 3.11%
113,428
+2,522
+2% +$462K
CVX icon
7
Chevron
CVX
$392B
$17.5M 3.07%
104,748
+2,914
+3% +$456K
SH icon
8
ProShares Short S&P500
SH
$907M
$16.5M 2.9%
371,316
+171,418
+86% +$7.3M
BX icon
9
Blackstone
BX
$102B
$14.2M 2.49%
101,837
+4,301
+4% +$698K
JPM icon
10
JPMorgan Chase
JPM
$935B
$14.1M 2.47%
57,543
+2,766
+5% +$705K
META icon
11
Meta Platforms (Facebook)
META
$1.42T
$13.7M 2.41%
23,840
+761
+3% +$491K
MSFT icon
12
Microsoft
MSFT
$3.45T
$12.3M 2.16%
32,899
+1,385
+4% +$565K
ABBV icon
13
AbbVie
ABBV
$443B
$11.5M 2.01%
54,724
+2,534
+5% +$493K
KKR icon
14
KKR & Co
KKR
$91.1B
$11.3M 1.98%
97,923
+3,511
+4% +$483K
KMI icon
15
Kinder Morgan
KMI
$71.7B
$8.9M 1.56%
311,892
+5,262
+2% +$146K
UBER icon
16
Uber
UBER
$143B
$8.26M 1.45%
113,324
+28,110
+33% +$2.03M
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$4.36T
$7.91M 1.39%
51,119
+591
+1% +$107K
PANW icon
18
Palo Alto Networks
PANW
$270B
$6.67M 1.17%
39,112
+2,841
+8% +$525K
NVDA icon
19
NVIDIA
NVDA
$4.86T
$6.66M 1.17%
61,460
+6,306
+11% +$799K
V icon
20
Visa
V
$684B
$6.54M 1.15%
18,648
-2,607
-12% -$882K
PHLT
21
DELISTED
Performant Healthcare Inc
PHLT
$6.5M 1.14%
2,194,406
+138,418
+7% +$359K
PSQ icon
22
ProShares Short QQQ
PSQ
$824M
$6.22M 1.09%
152,976
+75,795
+98% +$2.87M
PSX icon
23
Phillips 66
PSX
$84.9B
$6.06M 1.06%
49,073
+1,858
+4% +$229K
UNH icon
24
UnitedHealth
UNH
$376B
$5.85M 1.02%
11,161
+183
+2% +$93.5K
ARCC icon
25
Ares Capital
ARCC
$13.5B
$5.47M 0.96%
247,028
+4,217
+2% +$95.7K
1
2 3 4 5

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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.