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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 $551.62 million in total holdings as of December 31, 2024.
  • Mirador Capital Partners Lp owns shares of 196 different stocks, but just 46 companies or ETFs make up 80% of its holdings.
  • Approximately 13.08% of the portfolio was purchased this quarter.
  • About 13.99% of the portfolio was sold this quarter.
  • This quarter, Mirador Capital Partners Lp has purchased 194 new stocks and bought additional shares in 104 stocks.
  • Mirador Capital Partners Lp sold shares of 65 stocks and completely divested from 18 stocks this quarter.

Largest New Holdings this Quarter

PROSHARES TR
$8,471,661 Holding
BLACKROCK INC
$5,674,991 Holding
Target
$3,397,344 Holding
LAM RESEARCH CORP
$1,278,615 Holding
Adobe
$1,228,206 Holding

Largest Purchases this Quarter

PROSHARES TR
199,898 shares (about $8.47M)
BLACKROCK INC
5,536 shares (about $5.67M)
Target
25,132 shares (about $3.40M)
Palo Alto Networks
18,340 shares (about $3.34M)

Largest Sales this Quarter

PROSHARES TR
53,025 shares (about $1.98M)
Grid Dynamics
41,067 shares (about $913.33K)
Invesco BulletShares 2025 Corporate Bond ETF
35,204 shares (about $726.95K)
Chevron
3,304 shares (about $478.55K)

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
$57,438,468$7,151,239 -11.1%2,489,74710.4%ETF
Invesco BulletShares 2026 High Yield Corporate Bond ETF stock logo
BSJQ
Invesco BulletShares 2026 High Yield Corporate Bond ETF
$34,745,779$30,560,050 730.1%1,492,8376.3%ETF
Apple Inc. stock logo
AAPL
Apple
$25,644,132$178,049 0.7%102,4044.6%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$22,282,792$179,046 0.8%49,1594.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$21,566,915$302,539 -1.4%98,3043.9%Retail/Wholesale
Alphabet Inc. stock logo
GOOG
Alphabet
$21,120,967$39,802 0.2%110,9063.8%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$16,817,228$332,427 2.0%97,5363.0%Finance
Chevron Co. stock logo
CVX
Chevron
$14,749,584$478,550 -3.1%101,8342.7%Oils/Energy
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$13,964,483$195,093 1.4%94,4122.5%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$13,513,238$97,782 0.7%23,0792.4%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$13,283,242$128,980 -1.0%31,5142.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$13,130,539$61,845 0.5%54,7772.4%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,564,888$21,959 0.2%50,5281.7%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$9,274,252$74,102 -0.8%52,1901.7%Medical
PROSHARES TR
$8,471,661$8,471,661 New Holding199,8981.5%SHORT S&P 500 NE
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$8,401,656$14,056 0.2%306,6301.5%Oils/Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$7,406,630$31,155 0.4%55,1541.3%Computer and Technology
Visa Inc. stock logo
V
Visa
$6,717,372$46,774 -0.7%21,2551.2%Business Services
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$6,599,916$3,337,169 102.3%36,2711.2%Computer and Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$6,394,182$26,555 -0.4%74,6461.2%ETF
Performant Financial Co. stock logo
PFMT
Performant Financial
$6,209,084$27,612 -0.4%2,055,9881.1%Business Services
Extreme Networks, Inc. stock logo
EXTR
Extreme Networks
$6,146,878$31,354 0.5%367,1971.1%Computer and Technology
BLACKROCK INC
$5,674,991$5,674,991 New Holding5,5361.0%COM
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,553,336$42,492 -0.8%10,9781.0%Medical
NIKE, Inc. stock logo
NKE
NIKE
$5,522,882$2,270,945 69.8%72,9861.0%Consumer Discretionary
Danaher Co. stock logo
DHR
Danaher
$5,395,664$207,517 4.0%23,5051.0%Multi-Sector Conglomerates
Phillips 66 stock logo
PSX
Phillips 66
$5,379,221$38,053 -0.7%47,2151.0%Oils/Energy
Ares Capital Co. stock logo
ARCC
Ares Capital
$5,315,141$70,420 1.3%242,8111.0%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$5,140,108$1,479,046 40.4%85,2140.9%Computer and Technology
FormFactor, Inc. stock logo
FORM
FormFactor
$4,874,144$32,516 0.7%110,7760.9%Computer and Technology
Skyline Champion Co. stock logo
SKY
Skyline Champion
$4,538,383$25,901 0.6%51,5140.8%Construction
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$4,447,542$30,174 0.7%8,5490.8%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$4,245,012$5,498 0.1%4,6330.8%Retail/Wholesale
Wynn Resorts, Limited stock logo
WYNN
Wynn Resorts
$4,009,567$247,108 -5.8%46,5360.7%Consumer Discretionary
Snowflake Inc. stock logo
SNOW
Snowflake
$3,935,602$245,821 -5.9%25,4880.7%Computer and Technology
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$3,926,308$24,723 0.6%29,6980.7%Finance
KLA Co. stock logo
KLAC
KLA
$3,724,0090.0%5,9100.7%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$3,596,938$623,658 21.0%13,9400.7%Computer and Technology
Target Co. stock logo
TGT
Target
$3,397,344$3,397,344 New Holding25,1320.6%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$3,108,772$21,017 0.7%25,7370.6%Computer and Technology
Cytokinetics, Incorporated stock logo
CYTK
Cytokinetics
$3,087,517$47,510 1.6%65,6360.6%Medical
Celldex Therapeutics, Inc. stock logo
CLDX
Celldex Therapeutics
$3,019,563$84,528 2.9%119,4920.5%Medical
PROSHARES TR
$2,886,569$1,983,135 -40.7%77,1810.5%SHORT QQQ
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,799,485$77,943 2.9%4,7770.5%Finance
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$2,678,329$43,777 1.7%47,3540.5%Medical
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$2,645,501$41,507 1.6%69,4720.5%Basic Materials
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,413,080$37,321 -1.5%4,7200.4%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$2,388,671$288,644 -10.8%10,3030.4%Computer and Technology
VanEck Oil Services ETF stock logo
OIH
VanEck Oil Services ETF
$2,379,781$37,701 1.6%8,7740.4%ETF
Intel Co. stock logo
INTC
Intel
$2,078,919$31,398 1.5%103,6870.4%Computer and Technology
Citigroup Inc. stock logo
C
Citigroup
$2,018,699$202,722 11.2%28,6790.4%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$1,913,505$73,074 4.0%3,6660.3%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$1,723,185$14,942 -0.9%4,2670.3%Auto/Tires/Trucks
Ross Stores, Inc. stock logo
ROST
Ross Stores
$1,706,916$54,003 -3.1%11,2840.3%Retail/Wholesale
Grid Dynamics Holdings, Inc. stock logo
GDYN
Grid Dynamics
$1,658,192$913,330 -35.5%74,5590.3%Computer and Technology
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$1,635,177$9,911 0.6%14,1890.3%Computer and Technology
TriNet Group, Inc. stock logo
TNET
TriNet Group
$1,616,153$25,688 -1.6%17,8050.3%Business Services
Cardinal Health, Inc. stock logo
CAH
Cardinal Health
$1,588,248$55,114 3.6%13,4290.3%Medical
Toast, Inc. stock logo
TOST
Toast
$1,528,640$13,122 0.9%41,9380.3%Computer and Technology
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$1,508,964$357,425 -19.2%7,1770.3%Medical
WisdomTree Emerging Markets High Dividend Fund stock logo
DEM
WisdomTree Emerging Markets High Dividend Fund
$1,486,702$16,398 -1.1%36,7180.3%Finance
Zillow Group, Inc. stock logo
Z
Zillow Group
$1,477,668$21,623 1.5%19,9550.3%Finance
McGrath RentCorp stock logo
MGRC
McGrath RentCorp
$1,465,630$46,405 -3.1%13,1070.3%Finance
VVR
Invesco Senior Income Trust
$1,464,613$164,541 -10.1%370,7880.3%Financial Services
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$1,464,589$29,334 2.0%15,1280.3%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$1,307,624$160,820 14.0%3,9110.2%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$1,284,654$11,942 0.9%2,0440.2%Computer and Technology
LAM RESEARCH CORP
$1,278,615$1,278,615 New Holding17,7020.2%COM NEW
Simpson Manufacturing Co., Inc. stock logo
SSD
Simpson Manufacturing
$1,274,757$38,142 -2.9%7,6870.2%Construction
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$1,267,554$48,770 4.0%13,7230.2%Medical
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$1,246,049$59,902 5.1%5,5540.2%Finance
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$1,245,805$94,094 8.2%3,6410.2%Computer and Technology
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$1,239,833$40,002 3.3%5,6100.2%Consumer Staples
Adobe Inc. stock logo
ADBE
Adobe
$1,228,206$1,228,206 New Holding2,7620.2%Computer and Technology
COOPER COS INC
$1,228,185$41,460 -3.3%13,3600.2%COM
3M stock logo
MMM
3M
$1,220,050$53,573 4.6%9,4510.2%Multi-Sector Conglomerates
Chubb Limited stock logo
CB
Chubb
$1,218,759$1,218,759 New Holding4,4110.2%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$1,169,262$30,726 2.7%7,6110.2%Computer and Technology
10x Genomics, Inc. stock logo
TXG
10x Genomics
$1,162,916$327,293 39.2%80,9830.2%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,140,917$242 0.0%4,7120.2%Finance
Five9, Inc. stock logo
FIVN
Five9
$1,126,012$369,621 48.9%27,7070.2%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,092,819$20,246 1.9%18,4600.2%Computer and Technology
American Water Works Company, Inc. stock logo
AWK
American Water Works
$1,064,845$27,511 2.7%8,5540.2%Utilities
Rocket Pharmaceuticals, Inc. stock logo
RCKT
Rocket Pharmaceuticals
$1,062,530$851,681 403.9%84,5290.2%Medical
Oracle Co. stock logo
ORCL
Oracle
$1,045,490$110,648 11.8%6,2740.2%Computer and Technology
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$1,013,598$51,908 5.4%25,3460.2%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,002,420$4,527 -0.4%5,9790.2%Consumer Staples
International Business Machines Co. stock logo
IBM
International Business Machines
$973,449$60,456 6.6%4,4280.2%Computer and Technology
Pfizer Inc. stock logo
PFE
Pfizer
$954,225$41,174 4.5%35,9680.2%Medical
CMS Energy Co. stock logo
CMS
CMS Energy
$941,181$34,392 3.8%14,1210.2%Utilities
Kimbell Royalty Partners, LP stock logo
KRP
Kimbell Royalty Partners
$938,545$80,354 9.4%57,8280.2%Oils/Energy
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$933,210$631,822 209.6%40,2590.2%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$898,760$15,771 1.8%9,7450.2%Utilities
The Williams Companies, Inc. stock logo
WMB
Williams Companies
$893,829$25,328 2.9%16,5160.2%Oils/Energy
Hercules Capital, Inc. stock logo
HTGC
Hercules Capital
$865,417$57,257 7.1%43,0770.2%Finance
Endeavor Group Holdings, Inc. stock logo
EDR
Endeavor Group
$846,603$24,781 3.0%27,0570.2%Consumer Discretionary
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$842,437$59,338 7.6%9,2140.2%ETF
Fortive Co. stock logo
FTV
Fortive
$823,512$12,825 1.6%10,9800.1%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$810,796$147,895 -15.4%4,6270.1%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$806,914$594 -0.1%16,2980.1%Finance

Showing largest 100 holdings. View all holdings.
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