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Mirador Capital Partners Lp Top Holdings and 13F Report (2025)

About Mirador Capital Partners Lp

Investment Activity

  • Mirador Capital Partners Lp has $615.45 million in total holdings as of June 30, 2025.
  • Mirador Capital Partners Lp owns shares of 200 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
  • Approximately 9.22% of the portfolio was purchased this quarter.
  • About 7.69% of the portfolio was sold this quarter.
  • This quarter, Mirador Capital Partners Lp has purchased 197 new stocks and bought additional shares in 114 stocks.
  • Mirador Capital Partners Lp sold shares of 55 stocks and completely divested from 13 stocks this quarter.

Largest New Holdings this Quarter

922042874 - Vanguard FTSE Europe ETF
$5,392,450 Holding
713448108 - PepsiCo
$3,607,333 Holding
540424108 - Loews
$2,780,414 Holding
04626A103 - ASTERA LABS INC
$1,607,939 Holding
422806109 - Heico
$1,485,512 Holding

Largest Purchases this Quarter

Vanguard FTSE Europe ETF
69,580 shares (about $5.39M)
PepsiCo
27,320 shares (about $3.61M)
Loews
30,334 shares (about $2.78M)

Largest Sales this Quarter

UnitedHealth Group
10,104 shares (about $3.15M)
Target
21,144 shares (about $2.09M)
SPDR Gold Shares
1,675 shares (about $510.59K)
Broadcom
1,282 shares (about $353.39K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMirador Capital Partners Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco BulletShares 2025 High Yield Corporate Bond ETF stock logo
BSJP
Invesco BulletShares 2025 High Yield Corporate Bond ETF
$55,119,360$2,548,935 4.8%2,389,2229.0%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$48,429,198$11,075,285 29.6%2,075,8347.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$24,606,679$301,663 1.2%50,6554.0%Finance
Apple Inc. stock logo
AAPL
Apple
$23,111,896$534,466 2.4%112,6483.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$22,264,261$369,012 1.7%101,4833.6%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$21,161,472$1,040,397 5.2%119,2933.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$18,031,832$435,480 2.5%24,4302.9%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$16,864,419$182,064 1.1%58,1712.7%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$16,705,900$341,718 2.1%33,5862.7%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$15,967,179$734,436 4.8%106,7472.6%Finance
Chevron Corporation stock logo
CVX
Chevron
$15,575,464$576,625 3.8%108,7752.5%Energy
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$13,313,673$286,946 2.2%100,0802.2%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$11,517,139$944,009 8.9%123,4421.9%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$11,209,732$1,051,904 10.4%60,3911.8%Medical
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$9,765,013$595,380 6.5%332,1431.6%Energy
NVIDIA Corporation stock logo
NVDA
NVIDIA
$9,756,331$46,291 0.5%61,7531.6%Computer and Technology
Performant Financial Co. stock logo
PFMT
Performant Financial
$9,698,260$920,636 10.5%2,424,5651.6%Business Services
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,302,956$294,303 3.3%52,7891.5%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$8,698,946$695,154 8.7%42,5091.4%Computer and Technology
Extreme Networks, Inc. stock logo
EXTR
Extreme Networks
$7,273,376$454,261 6.7%405,2021.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$6,510,269$110,777 -1.7%18,3361.1%Business Services
Snowflake Inc. stock logo
SNOW
Snowflake
$6,371,627$475,735 8.1%28,4741.0%Computer and Technology
BLACKROCK INC
$6,108,966$86,042 1.4%5,8221.0%COM
Phillips 66 stock logo
PSX
Phillips 66
$6,008,436$154,017 2.6%50,3641.0%Energy
NIKE, Inc. stock logo
NKE
NIKE
$5,851,540$453,304 8.4%82,3701.0%Consumer Discretionary
Chubb Limited stock logo
CB
Chubb
$5,666,093$525,556 10.2%19,5570.9%Finance
Ares Capital Corporation stock logo
ARCC
Ares Capital
$5,536,611$111,886 2.1%252,1230.9%Finance
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$5,392,450$5,392,450 New Holding69,5800.9%ETF
KLA Corporation stock logo
KLAC
KLA
$5,281,283$12,540 -0.2%5,8960.9%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$5,217,832$59,896 1.2%105,4960.8%ETF
Zillow Group, Inc. stock logo
Z
Zillow Group
$5,209,198$449,301 9.4%74,3640.8%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,194,430$82,168 1.6%5,2470.8%Retail/Wholesale
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$4,769,225$1,494,135 45.6%144,3470.8%Medical
Danaher Corporation stock logo
DHR
Danaher
$4,689,937$84,546 1.8%23,7420.8%Medical
FormFactor, Inc. stock logo
FORM
FormFactor
$4,391,060$252,569 6.1%127,6100.7%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,325,060$41,049 1.0%6,1110.7%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$3,932,450$353,386 -8.2%14,2660.6%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$3,716,400$377,760 11.3%15,4850.6%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$3,643,938$64,064 1.8%8,9870.6%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$3,607,333$3,607,333 New Holding27,3200.6%Consumer Staples
Celldex Therapeutics, Inc. stock logo
CLDX
Celldex Therapeutics
$3,229,891$627,655 24.1%158,7170.5%Medical
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$3,210,067$64,158 2.0%74,0500.5%Basic Materials
Citigroup Inc. stock logo
C
Citigroup
$3,119,568$464,926 17.5%36,6490.5%Financial Services
Champion Homes, Inc. stock logo
SKY
Champion Homes
$2,986,497$217,131 7.8%47,7000.5%Construction
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,862,522$169,292 -5.6%4,6330.5%Finance
Loews Corporation stock logo
L
Loews
$2,780,414$2,780,414 New Holding30,3340.5%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,676,541$66,748 2.6%4,8520.4%Finance
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$2,373,795$524,854 28.4%19,3620.4%Computer and Technology
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$2,361,576$94,584 4.2%14,0570.4%Medical
Salesforce Inc. stock logo
CRM
Salesforce
$2,355,244$1,267,201 116.5%8,6370.4%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$2,275,839$4,010 -0.2%101,6000.4%Computer and Technology
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$2,252,577$22,960 1.0%48,6620.4%Medical
Toast, Inc. stock logo
TOST
Toast
$2,231,640$292,757 15.1%50,3870.4%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$2,221,098$184,880 -7.7%6,9920.4%Auto/Tires/Trucks
Pacific Gas & Electric Co. stock logo
PCG
Pacific Gas & Electric
$2,214,704$278,159 14.4%158,8740.4%Utilities
Micron Technology, Inc. stock logo
MU
Micron Technology
$2,120,534$378,381 21.7%17,2050.3%Computer and Technology
LifeMD, Inc. stock logo
LFMD
LifeMD
$2,110,623$539,665 34.4%154,9650.3%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$2,073,109$5,978 -0.3%3,8150.3%Medical
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$1,978,423$35,134 -1.7%6,8700.3%Medical
PALANTIR TECHNOLOGIES INC
$1,971,732$67,615 3.6%14,4640.3%CL A
CrowdStrike stock logo
CRWD
CrowdStrike
$1,846,794$57,553 -3.0%3,6260.3%Computer and Technology
LAM RESEARCH CORP
$1,841,575$28,715 -1.5%18,9190.3%COM NEW
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,796,754$72,780 4.2%25,8970.3%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$1,739,372$43,288 2.6%7,9560.3%Computer and Technology
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$1,671,062$15,954 -0.9%15,3970.3%ETF
American Water Works Company, Inc. stock logo
AWK
American Water Works
$1,610,498$356,405 28.4%11,5770.3%Utilities
ASTERA LABS INC
$1,607,939$1,607,939 New Holding17,7830.3%COM
Intuit Inc. stock logo
INTU
Intuit
$1,592,5880.0%2,0220.3%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,583,615$64,302 4.2%14,2840.3%Medical
ISHARES BITCOIN TRUST ETF
$1,581,483$16,098 1.0%25,8370.3%SHS BEN INT
3M Company stock logo
MMM
3M
$1,508,983$67,441 4.7%9,9120.2%Multi-Sector Conglomerates
Heico Corporation stock logo
HEI
Heico
$1,485,512$1,485,512 New Holding4,5290.2%Aerospace
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$1,474,242$75,906 -4.9%32,5510.2%Finance
TriNet Group, Inc. stock logo
TNET
TriNet Group
$1,418,698$27,281 -1.9%19,3970.2%Business Services
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$1,396,561$1,396,561 New Holding7640.2%Computer and Technology
Invesco Senior Income Trust stock logo
VVR
Invesco Senior Income Trust
$1,390,494$30,316 -2.1%365,9190.2%Financial Services
McGrath RentCorp stock logo
MGRC
McGrath RentCorp
$1,387,684$15,307 -1.1%11,9670.2%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,338,079$35,965 2.8%4,5390.2%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,271,398$9,400 0.7%7,9800.2%Consumer Staples
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,259,490$34,720 2.8%7,9080.2%Computer and Technology
Simpson Manufacturing Company, Inc. stock logo
SSD
Simpson Manufacturing
$1,241,061$12,580 -1.0%7,9910.2%Construction
Ross Stores, Inc. stock logo
ROST
Ross Stores
$1,206,099$10,461 -0.9%9,4540.2%Retail/Wholesale
Pfizer Inc. stock logo
PFE
Pfizer
$1,177,459$282,687 31.6%48,5750.2%Medical
Avidity Biosciences, Inc. stock logo
RNA
Avidity Biosciences
$1,175,448$374,568 46.8%41,3890.2%Medical
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,175,021$54,390 4.9%27,1560.2%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$1,150,072$107,599 10.3%11,0840.2%Utilities
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,145,405$2,264 0.2%10,6250.2%Energy
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,101,107$28,054 2.6%1,4130.2%Medical
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$1,075,006$188,007 -14.9%4,9460.2%Finance
VanEck Gold Miners ETF stock logo
GDX
VanEck Gold Miners ETF
$1,064,002$1,064,002 New Holding20,4380.2%ETF
CMS Energy Corporation stock logo
CMS
CMS Energy
$1,025,638$41,569 4.2%14,8040.2%Utilities
Williams Companies, Inc. (The) stock logo
WMB
Williams Companies
$1,017,169$32,536 -3.1%16,1940.2%Energy
COOPER COS INC
$1,008,124$18,075 -1.8%14,1670.2%COM
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$949,369$7,421 -0.8%15,2240.2%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$932,905$9,654 -1.0%38,1710.2%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$931,414$43,606 4.9%11,4060.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$925,769$510,590 -35.5%3,0370.2%Finance
10x Genomics stock logo
TXG
10x Genomics
$919,950$9,426 -1.0%79,4430.1%Medical
Energy Transfer LP stock logo
ET
Energy Transfer
$919,040$919,040 New Holding50,6920.1%Energy
Netflix, Inc. stock logo
NFLX
Netflix
$910,608$5,357 -0.6%6800.1%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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