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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 $570.69 million in total holdings as of March 31, 2025.
  • Mirador Capital Partners Lp owns shares of 197 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
  • Approximately 11.15% of the portfolio was purchased this quarter.
  • About 4.29% of the portfolio was sold this quarter.
  • This quarter, Mirador Capital Partners Lp has purchased 196 new stocks and bought additional shares in 128 stocks.
  • Mirador Capital Partners Lp sold shares of 40 stocks and completely divested from 16 stocks this quarter.

Largest New Holdings this Quarter

38141G104 - The Goldman Sachs Group
$3,306,693 Holding
097023105 - Boeing
$3,255,288 Holding
69331C108 - PG&E
$2,386,646 Holding
532457108 - Eli Lilly and Company
$1,137,539 Holding
962166104 - Weyerhaeuser
$726,232 Holding

Largest Purchases this Quarter

PROSHARES TR
171,418 shares (about $7.64M)
Vanguard FTSE Emerging Markets ETF
98,176 shares (about $4.44M)
Chubb
13,332 shares (about $4.03M)
The Goldman Sachs Group
6,053 shares (about $3.31M)
Zillow Group
47,995 shares (about $3.29M)

Largest Sales this Quarter

Energy Select Sector SPDR Fund
71,625 shares (about $6.69M)
Advanced Micro Devices
22,283 shares (about $2.29M)
Visa
2,607 shares (about $913.64K)
Adobe
1,990 shares (about $763.22K)

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
$52,524,851$4,863,827 -8.5%2,278,7359.2%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$37,129,757$2,510,874 7.3%1,601,1116.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$26,647,108$466,008 1.8%50,0344.7%Finance
Apple Inc. stock logo
AAPL
Apple
$24,443,927$1,696,856 7.5%110,0434.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$18,988,057$284,818 1.5%99,8013.3%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$17,720,869$394,012 2.3%113,4283.1%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$17,523,351$487,485 2.9%104,7483.1%Energy
PROSHARES TR
$16,545,824$7,638,378 85.8%371,3162.9%SHORT S&P 500 NE
Blackstone Inc. stock logo
BX
Blackstone
$14,234,824$601,196 4.4%101,8372.5%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$14,115,197$678,495 5.0%57,5432.5%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$13,740,674$438,618 3.3%23,8402.4%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$12,349,927$519,914 4.4%32,8992.2%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$11,465,706$530,921 4.9%54,7242.0%Medical
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$11,320,830$405,905 3.7%97,9232.0%Finance
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$8,898,283$150,125 1.7%311,8921.6%Energy
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$8,256,787$2,048,095 33.0%113,3241.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$7,905,050$91,392 1.2%51,1191.4%Computer and Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$6,673,992$484,782 7.8%39,1121.2%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$6,661,024$683,443 11.4%61,4601.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$6,535,338$913,644 -12.3%18,6481.1%Business Services
Performant Financial Co. stock logo
PFMT
Performant Financial
$6,495,442$409,717 6.7%2,194,4061.1%Business Services
PROSHARES TR
$6,215,415$3,079,551 98.2%152,9761.1%SHORT QQQ
Phillips 66 stock logo
PSX
Phillips 66
$6,059,571$229,427 3.9%49,0731.1%Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,845,657$95,848 1.7%11,1611.0%Medical
Ares Capital Co. stock logo
ARCC
Ares Capital
$5,474,131$93,449 1.7%247,0281.0%Finance
BLACKROCK INC
$5,432,895$193,085 3.7%5,7401.0%COM
Chubb Limited stock logo
CB
Chubb
$5,358,229$4,026,146 302.2%17,7430.9%Finance
Extreme Networks, Inc. stock logo
EXTR
Extreme Networks
$5,026,011$167,995 3.5%379,8950.9%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,884,069$502,215 11.5%5,1640.9%Retail/Wholesale
NIKE, Inc. stock logo
NKE
NIKE
$4,823,786$190,631 4.1%75,9890.8%Consumer Discretionary
Danaher Co. stock logo
DHR
Danaher
$4,779,289$39,154 -0.8%23,3140.8%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$4,719,939$4,443,446 1,607.1%104,2850.8%ETF
Zillow Group, Inc. stock logo
Z
Zillow Group
$4,658,652$3,290,537 240.5%67,9500.8%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,393,407$139,331 3.3%8,8290.8%Medical
Skyline Champion Co. stock logo
SKY
Skyline Champion
$4,191,424$690,042 -14.1%44,2320.7%Construction
KLA Co. stock logo
KLAC
KLA
$4,017,6180.0%5,9100.7%Computer and Technology
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$3,983,834$1,345,923 51.0%99,1250.7%Medical
Wynn Resorts, Limited stock logo
WYNN
Wynn Resorts
$3,944,165$58,449 1.5%47,2360.7%Consumer Discretionary
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$3,917,010$118,690 3.1%30,6260.7%Finance
Snowflake Inc. stock logo
SNOW
Snowflake
$3,851,024$125,698 3.4%26,3480.7%Computer and Technology
FormFactor, Inc. stock logo
FORM
FormFactor
$3,402,438$268,585 8.6%120,2700.6%Computer and Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$3,306,693$3,306,693 New Holding6,0530.6%Finance
The Boeing Company stock logo
BA
Boeing
$3,255,288$3,255,288 New Holding19,0870.6%Aerospace
Workday, Inc. stock logo
WDAY
Workday
$3,248,636$6,772 -0.2%13,9110.6%Computer and Technology
Target Co. stock logo
TGT
Target
$3,135,267$512,509 19.5%30,0430.5%Retail/Wholesale
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$2,937,657$49,524 1.7%48,1660.5%Medical
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$2,747,514$117,291 4.5%72,5700.5%Basic Materials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,744,792$72,717 2.7%4,9070.5%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$2,603,148$878,152 50.9%15,5480.5%Computer and Technology
VanEck Oil Services ETF stock logo
OIH
VanEck Oil Services ETF
$2,388,970$89,121 3.9%9,1140.4%ETF
PG&E Co. stock logo
PCG
PG&E
$2,386,646$2,386,646 New Holding138,9200.4%Utilities
Celldex Therapeutics, Inc. stock logo
CLDX
Celldex Therapeutics
$2,320,913$152,133 7.0%127,8740.4%Medical
Intel Co. stock logo
INTC
Intel
$2,311,400$43,331 -1.8%101,7790.4%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,218,379$5,158 0.2%4,7310.4%Finance
Citigroup Inc. stock logo
C
Citigroup
$2,213,947$178,041 8.7%31,1870.4%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$1,962,894$857,049 77.5%7,5740.3%Auto/Tires/Trucks
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,894,903$79,243 4.4%3,8260.3%Medical
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$1,859,068$8,955 0.5%13,4940.3%Medical
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$1,619,557$42,852 -2.6%6,9920.3%Medical
TriNet Group, Inc. stock logo
TNET
TriNet Group
$1,566,603$155,709 11.0%19,7700.3%Business Services
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,535,538$2,129 -0.1%13,7040.3%Medical
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,533,401$394,211 34.6%24,8480.3%Computer and Technology
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$1,499,235$40,124 2.7%15,5440.3%ETF
Toast, Inc. stock logo
TOST
Toast
$1,452,083$61,000 4.4%43,7770.3%Computer and Technology
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$1,440,287$104,822 -6.8%34,2270.3%Finance
Invesco Senior Income Trust stock logo
VVR
Invesco Senior Income Trust
$1,402,113$11,659 0.8%373,8970.2%Financial Services
LAM RESEARCH CORP
$1,396,858$109,922 8.5%19,2140.2%COM NEW
3M stock logo
MMM
3M
$1,390,616$2,643 0.2%9,4690.2%Multi-Sector Conglomerates
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$1,374,628$81,305 6.3%15,0810.2%Computer and Technology
Rocket Pharmaceuticals, Inc. stock logo
RCKT
Rocket Pharmaceuticals
$1,359,539$795,731 141.1%203,8290.2%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,357,7160.0%4,7120.2%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,349,975$330,975 32.5%7,9210.2%Consumer Staples
McGrath RentCorp stock logo
MGRC
McGrath RentCorp
$1,347,868$112,294 -7.7%12,0990.2%Finance
American Water Works Company, Inc. stock logo
AWK
American Water Works
$1,329,948$68,010 5.4%9,0150.2%Utilities
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,318,321$34,553 2.7%3,7390.2%Computer and Technology
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$1,268,023$60,479 5.0%8,0720.2%Construction
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$1,261,176$436,250 52.9%10,6040.2%Energy
Intuit Inc. stock logo
INTU
Intuit
$1,241,488$13,508 -1.1%2,0220.2%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,228,194$775,061 171.0%14,1350.2%Computer and Technology
Ross Stores, Inc. stock logo
ROST
Ross Stores
$1,218,579$223,372 -15.5%9,5360.2%Retail/Wholesale
COOPER COS INC
$1,216,411$89,495 7.9%14,4210.2%COM
ISHARES BITCOIN TRUST ETF
$1,197,119$529,515 79.3%25,5740.2%SHS BEN INT
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,181,321$12,136 1.0%7,6900.2%Computer and Technology
PALANTIR TECHNOLOGIES INC
$1,178,899$311,942 36.0%13,9680.2%CL A
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,174,788$25,084 2.2%25,8990.2%Computer and Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$1,147,352$50,743 4.6%5,8110.2%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,137,539$1,137,539 New Holding1,3770.2%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$1,098,308$2,735 -0.2%4,4170.2%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$1,097,810$32,999 3.1%10,0470.2%Utilities
Oracle Co. stock logo
ORCL
Oracle
$1,084,585$207,466 23.7%7,7580.2%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$1,070,770$21,201 2.0%3,9900.2%Computer and Technology
CMS Energy Co. stock logo
CMS
CMS Energy
$1,066,881$6,234 0.6%14,2040.2%Utilities
Grid Dynamics Holdings, Inc. stock logo
GDYN
Grid Dynamics
$1,053,355$113,494 -9.7%67,3070.2%Computer and Technology
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$998,733$11,713 1.2%16,7120.2%Energy
Pfizer Inc. stock logo
PFE
Pfizer
$935,371$23,946 2.6%36,9130.2%Medical
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$904,623$56,307 -5.9%15,3430.2%Finance
Five9, Inc. stock logo
FIVN
Five9
$871,678$119,433 15.9%32,1060.2%Computer and Technology
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$857,257$27,992 3.4%10,8720.2%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$851,534$37,381 -4.2%38,5660.1%ETF
Pinnacle West Capital Co. stock logo
PNW
Pinnacle West Capital
$844,477$9,334 1.1%8,8660.1%Utilities

Showing largest 100 holdings. View all holdings.
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