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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
BSJQ icon
1
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$899M
$74.7M 10.58%
3,225,071
-105,046
-3% -$2.44M
BSJR icon
2
Invesco BulletShares 2027 High Yield Corporate Bond ETF
BSJR
$857M
$50.4M 7.13%
2,252,608
+131,525
+6% +$2.97M
GOOG icon
3
Alphabet (Google) Class C
GOOG
$4.36T
$34.9M 4.94%
121,544
+1,111
+0.9% +$349K
AAPL icon
4
Apple
AAPL
$4.54T
$31.4M 4.45%
123,822
+11,721
+10% +$3.05M
BRK.B icon
5
Berkshire Hathaway Class B
BRK.B
$1.1T
$23.8M 3.37%
49,672
+82
+0.2% +$40.3K
AMZN icon
6
Amazon
AMZN
$2.92T
$23.3M 3.3%
111,843
+1,634
+1% +$360K
CVX icon
7
Chevron
CVX
$392B
$19.1M 2.7%
92,344
-16,617
-15% -$3.03M
JPM icon
8
JPMorgan Chase
JPM
$935B
$16.8M 2.38%
57,125
-488
-0.8% -$148K
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.36T
$16.1M 2.27%
55,828
+1,195
+2% +$375K
ABBV icon
10
AbbVie
ABBV
$443B
$14.3M 2.03%
65,881
+833
+1% +$185K
META icon
11
Meta Platforms (Facebook)
META
$1.42T
$14.2M 2.01%
24,785
-243
-1% -$156K
SH icon
12
ProShares Short S&P500
SH
$907M
$13.4M 1.89%
+352,756
New +$12.8M
CYTK icon
13
Cytokinetics
CYTK
$10.5B
$13.4M 1.89%
202,673
+4,115
+2% +$262K
MSFT icon
14
Microsoft
MSFT
$3.45T
$13M 1.84%
35,166
+979
+3% +$410K
BX icon
15
Blackstone
BX
$102B
$12.8M 1.81%
111,032
+1,986
+2% +$258K
KMI icon
16
Kinder Morgan
KMI
$71.7B
$11.4M 1.61%
339,035
+3,512
+1% +$110K
NVDA icon
17
NVIDIA
NVDA
$4.86T
$10.7M 1.51%
61,365
+774
+1% +$142K
UBER icon
18
Uber
UBER
$143B
$9.89M 1.4%
137,440
+2,240
+2% +$172K
GLD icon
19
SPDR Gold Trust
GLD
$131B
$9.3M 1.32%
21,611
+18,543
+604% +$8.3M
KKR icon
20
KKR & Co
KKR
$91.1B
$9.08M 1.29%
98,136
+397
+0.4% +$41.8K
KLAC icon
21
KLA
KLAC
$239B
$8.68M 1.23%
58,960
– –
PSX icon
22
Phillips 66
PSX
$84.9B
$8.57M 1.21%
47,045
-3,504
-7% -$549K
PANW icon
23
Palo Alto Networks
PANW
$270B
$7.9M 1.12%
49,268
+3,110
+7% +$522K
FCX icon
24
Freeport-McMoran
FCX
$90B
$7.49M 1.06%
127,452
+3,430
+3% +$207K
NFLX icon
25
Netflix
NFLX
$299B
$7.12M 1.01%
74,042
+10,294
+16% +$907K
1
2 3 4 5

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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.