Mirador Capital Partners LP
PLEASANTON, CA
$816m in 216 US stocks at the end of 30 June 2026. The top 10 are 39.7% of the money. It changed about 14.6% of the portfolio this quarter.
Value
$816m
Stocks
216
Top 10 share
39.7%
Turnover
14.6%
What changed this quarter
New
Bought for the first time this quarter.
- Astera LabsALAB0.7% of the fund
- Arista NetworksANET0.4% of the fund
- Silicon Motion TechnologySIMO0.4% of the fund
- SitimeSITM0.3% of the fund
- MGM Resorts InternationalMGM0.3% of the fund
- RedditRDDT0.2% of the fund
- Aktis OncologyAKTS0.2% of the fund
- Ishares TRSGOV0.2% of the fund
- Cornerstone Strategic Investment FundCLM<0.1% of the fund
- IsharesEWY<0.1% of the fund
- Shoals Technologies GroupSHLS<0.1% of the fund
- Cornerstone Total Return FundCRF<0.1% of the fund
- United Parcel ServiceUPS<0.1% of the fund
- PROCEPT BioRoboticsPRCT<0.1% of the fund
- Nuveen California Quality Municipal Income FundNAC<0.1% of the fund
- RelianceRS<0.1% of the fund
- Nuveen Municipal Credit Income FundNZF<0.1% of the fund
- Ishares Silver TRSLV<0.1% of the fund
- Nuveen Municipal High Income Opportunity FundNMZ<0.1% of the fund
- ASML Holding NVASML<0.1% of the fund
- RalliantRAL<0.1% of the fund
- Kimberly-ClarkKMB<0.1% of the fund
- American ExpressAXP<0.1% of the fund
- Western DigitalWDC<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco Exch TRD SLF IDX FDBSJR6.6% of the fund+6%
- Amazon.comAMZN3.6% of the fund+11%
- Berkshire HathawayBRK-B3.2% of the fund+5%
- AbbVieABBV2.1% of the fund+4%
- NvidiaNVDA1.8% of the fund+19%
- Invesco Exch TRD SLF IDX FDBSJS1.5% of the fund+2308%
- Freeport-McMoRanFCX1.0% of the fund+2%
- NetflixNFLX1.0% of the fund+54%
- Franklin Templeton ETF TRDIVI0.8% of the fund+826%
- CrowdStrike HoldingsCRWD0.7% of the fund+2%
- TeslaTSLA0.6% of the fund+106%
- Constellation EnergyCEG0.5% of the fund+69%
- Invesco QQQ TRQQQ0.5% of the fund+3%
- TMC the metalsTMC0.3% of the fund+8%
- OracleORCL0.3% of the fund+18%
- Applied MaterialsAMAT0.3% of the fund+3%
- Eli LillyLLY0.2% of the fund+8%
- NextEra EnergyNEE0.2% of the fund+531%
- Johnson & JohnsonJNJ0.2% of the fund+4%
- CaterpillarCAT0.2% of the fund+5%
- American Electric PowerAEP0.2% of the fund+28%
- First TR Exchange Traded FDAIRR0.2% of the fund+6%
- Ishares Gold TRIAU0.2% of the fund+20%
- Trinet GroupTNET0.2% of the fund+9%
- NucorNUE0.2% of the fund+6%
Cut
Sold some of their stake.
- Invesco Exch TRD SLF IDX FDBSJQ7.6% of the fund-16%
- Dell TechnologiesDELL1.1% of the fund-13%
- Goldman Sachs GroupGS0.6% of the fund-25%
- Lam ResearchLRCX0.5% of the fund-7%
- FormfactorFORM0.4% of the fund-12%
- 10x GenomicsTXG0.3% of the fund-18%
- Micron TechnologyMU0.2% of the fund-39%
- Advanced Micro DevicesAMD0.2% of the fund-6%
- 3MMMM0.2% of the fund-2%
- Wisdomtree TRDEM0.2% of the fund-6%
- Marvell TechnologyMRVL0.1% of the fund-28%
- Abbott LaboratoriesABT0.1% of the fund-5%
- Invesco Exchange Traded FD TRSP<0.1% of the fund-4%
- Select Sector Spdr TRXLC<0.1% of the fund-55%
- ARM HoldingsARM<0.1% of the fund-35%
- Ishares TRIOO<0.1% of the fund-17%
- Pacific Biosciences of CaliforniaPACB<0.1% of the fund-43%
- Vanguard Intl Equity Index FVWO<0.1% of the fund-7%
- Morgan StanleyMS<0.1% of the fund-3%
- McDonald'sMCD<0.1% of the fund-8%
- SalesforceCRM<0.1% of the fund-18%
- Vanguard Specialized FundsVIG<0.1% of the fund-4%
- Select Sector Spdr TRXLY<0.1% of the fund-40%
- RTXRTX<0.1% of the fund-4%
- Zillow GroupZ<0.1% of the fund-90%
Sold out
Sold their entire stake.
- Proshares TRSH-100%
- ChubbCB-100%
- Vanguard Intl Equity Index FVGK-100%
- LoewsL-100%
- ExxonMobil HoldingsXOM-100%
- Honeywell InternationalHON-100%
- Fair IsaacFICO-100%
- CubeSmartCUBE-100%
- ServiceNowNOW-100%
- Vaneck ETF TrustGDX-100%
- KB HomeKBH-100%
Holdings
- Invesco Exch TRD SLF IDX FDBSJQ
- Share
- 7.6%
- Value
- $62m
- Shares
- 2,714,747
-16%
- Invesco Exch TRD SLF IDX FDBSJR
- Share
- 6.6%
- Value
- $54m
- Shares
- 2,395,160
+6%
- Invesco Exch TRD SLF IDX FDBSJS
- Share
- 1.5%
- Value
- $12m
- Shares
- 560,921
+2308%
- Spdr Gold TRGLD
- Share
- 1.0%
- Value
- $8m
- Shares
- 21,558
Held
- Franklin Templeton ETF TRDIVI
- Share
- 0.8%
- Value
- $7m
- Shares
- 156,800
+826%
- Invesco QQQ TRQQQ
- Share
- 0.5%
- Value
- $4m
- Shares
- 5,205
+3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.5%
- Value
- $4m
- Shares
- 4,988
Held
- Kimbell RTY Partners LPKRP
- Share
- 0.4%
- Value
- $4m
- Shares
- 245,170
Held
- Silicon Motion TechnologySIMO
- Share
- 0.4%
- Value
- $3m
- Shares
- 8,724
New
- First TR Exchange Traded FDAIRR
- Share
- 0.2%
- Value
- $2m
- Shares
- 12,035
+6%
- Ishares Gold TRIAU
- Share
- 0.2%
- Value
- $2m
- Shares
- 20,697
+20%
- Wisdomtree TRDEM
- Share
- 0.2%
- Value
- $1m
- Shares
- 24,375
-6%
- Ishares TRACWX
- Share
- 0.2%
- Value
- $1m
- Shares
- 17,137
+3%
- Vaneck ETF TrustSMH
- Share
- 0.2%
- Value
- $1m
- Shares
- 1,943
+23%
- J P Morgan Exchange Traded FJIVE
- Share
- 0.2%
- Value
- $1m
- Shares
- 13,741
+7%
- Ishares TRSGOV
- Share
- 0.2%
- Value
- $1m
- Shares
- 12,182
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Invesco Exch TRD SLF IDX FDBSJQ | 7.6% | $62m | 2,714,747 | -16% |
| Invesco Exch TRD SLF IDX FDBSJR | 6.6% | $54m | 2,395,160 | +6% |
| AlphabetGOOG | 5.2% | $43m | 120,659 | Held |
| AppleAAPL | 4.4% | $36m | 123,799 | Held |
| Amazon.comAMZN | 3.6% | $30m | 124,393 | +11% |
| Berkshire HathawayBRK-B | 3.2% | $26m | 52,270 | +5% |
| AlphabetGOOGL | 2.5% | $20m | 55,995 | Held |
| JPMorgan ChaseJPM | 2.3% | $19m | 56,740 | Held |
| KLAKLAC | 2.2% | $18m | 58,960 | Held |
| AbbVieABBV | 2.1% | $17m | 68,762 | +4% |
| CytokineticsCYTK | 2.1% | $17m | 202,370 | Held |
| Palo Alto NetworksPANW | 2.1% | $17m | 50,198 | Held |
| ChevronCVX | 1.9% | $15m | 93,216 | Held |
| NvidiaNVDA | 1.8% | $15m | 72,943 | +19% |
| IntelINTC | 1.7% | $14m | 101,157 | Held |
| Meta PlatformsMETA | 1.7% | $14m | 24,857 | Held |
| Extreme NetworksEXTR | 1.6% | $13m | 414,824 | Held |
| MicrosoftMSFT | 1.6% | $13m | 35,325 | Held |
| BlackstoneBX | 1.6% | $13m | 110,643 | Held |
| Invesco Exch TRD SLF IDX FDBSJS | 1.5% | $12m | 560,921 | +2308% |
| UnitedHealth GroupUNH | 1.3% | $11m | 26,503 | Held |
| Kinder MorganKMI | 1.3% | $11m | 340,265 | Held |
| Uber TechnologiesUBER | 1.2% | $10m | 136,880 | Held |
| Dell TechnologiesDELL | 1.1% | $9m | 20,550 | -13% |
| KKRKKR | 1.1% | $9m | 96,318 | Held |
| Freeport-McMoRanFCX | 1.0% | $8m | 130,568 | +2% |
| NetflixNFLX | 1.0% | $8m | 114,290 | +54% |
| Phillips 66PSX | 1.0% | $8m | 47,295 | Held |
| Spdr Gold TRGLD | 1.0% | $8m | 21,558 | Held |
| SnowflakeSNOW | 0.9% | $8m | 29,865 | Held |
| Celldex TherapeuticsCLDX | 0.8% | $7m | 181,054 | Held |
| Franklin Templeton ETF TRDIVI | 0.8% | $7m | 156,800 | +826% |
| VisaV | 0.8% | $6m | 18,333 | Held |
| Thermo Fisher ScientificTMO | 0.7% | $6m | 11,872 | Held |
| CrowdStrike HoldingsCRWD | 0.7% | $6m | 7,796 | +2% |
| CitigroupC | 0.7% | $6m | 41,727 | Held |
| Astera LabsALAB | 0.7% | $6m | 11,768 | New |
| BlackRockBLK | 0.7% | $5m | 5,644 | Held |
| BroadcomAVGO | 0.6% | $5m | 13,510 | Held |
| TeslaTSLA | 0.6% | $5m | 12,023 | +106% |
| Costco WholesaleCOST | 0.6% | $5m | 5,366 | Held |
| Ares CapitalARCC | 0.6% | $5m | 257,143 | Held |
| Goldman Sachs GroupGS | 0.6% | $5m | 4,591 | -25% |
| Champion HomesSKY | 0.6% | $5m | 51,684 | Held |
| Iovance BiotherapeuticsIOVA | 0.6% | $4m | 1,080,288 | Held |
| DanaherDHR | 0.5% | $4m | 22,863 | Held |
| Intercontinental ExchangeICE | 0.5% | $4m | 35,330 | Held |
| Lam ResearchLRCX | 0.5% | $4m | 9,237 | -7% |
| Constellation EnergyCEG | 0.5% | $4m | 15,673 | +69% |
| Invesco QQQ TRQQQ | 0.5% | $4m | 5,205 | +3% |
| State STR Spdr S&P 500 ETF TSPY | 0.5% | $4m | 4,988 | Held |
| Arista NetworksANET | 0.4% | $4m | 21,223 | New |
| Kimbell RTY Partners LPKRP | 0.4% | $4m | 245,170 | Held |
| Cisco SystemsCSCO | 0.4% | $3m | 27,262 | Held |
| Silicon Motion TechnologySIMO | 0.4% | $3m | 8,724 | New |
| FormfactorFORM | 0.4% | $3m | 17,944 | -12% |
| Bristol-Myers SquibbBMY | 0.3% | $3m | 48,795 | Held |
| TMC the metalsTMC | 0.3% | $3m | 613,528 | +8% |
| OracleORCL | 0.3% | $3m | 18,386 | +18% |
| SitimeSITM | 0.3% | $2m | 3,274 | New |
| 10x GenomicsTXG | 0.3% | $2m | 63,636 | -18% |
| MGM Resorts InternationalMGM | 0.3% | $2m | 50,305 | New |
| Cardinal HealthCAH | 0.3% | $2m | 9,845 | Held |
| Applied MaterialsAMAT | 0.3% | $2m | 3,156 | +3% |
| HeicoHEI | 0.3% | $2m | 5,742 | Held |
| Micron TechnologyMU | 0.2% | $2m | 1,764 | -39% |
| Eli LillyLLY | 0.2% | $2m | 1,657 | +8% |
| NextEra EnergyNEE | 0.2% | $2m | 22,446 | +531% |
| Johnson & JohnsonJNJ | 0.2% | $2m | 7,410 | +4% |
| Ross StoresROST | 0.2% | $2m | 8,726 | Held |
| Advanced Micro DevicesAMD | 0.2% | $2m | 3,099 | -6% |
| RedditRDDT | 0.2% | $2m | 10,306 | New |
| Gilead SciencesGILD | 0.2% | $2m | 14,099 | Held |
| CaterpillarCAT | 0.2% | $2m | 1,649 | +5% |
| ToastTOST | 0.2% | $2m | 62,578 | Held |
| American Electric PowerAEP | 0.2% | $2m | 12,630 | +28% |
| International Business MachinesIBM | 0.2% | $2m | 5,973 | Held |
| 3MMMM | 0.2% | $2m | 9,978 | -2% |
| First TR Exchange Traded FDAIRR | 0.2% | $2m | 12,035 | +6% |
| Ishares Gold TRIAU | 0.2% | $2m | 20,697 | +20% |
| Simpson ManufacturingSSD | 0.2% | $2m | 7,400 | Held |
| WorkdayWDAY | 0.2% | $2m | 12,577 | Held |
| General ElectricGE | 0.2% | $1m | 3,956 | Held |
| Healthpeak PropertiesDOC | 0.2% | $1m | 68,398 | Held |
| Trinet GroupTNET | 0.2% | $1m | 28,321 | +9% |
| Palantir TechnologiesPLTR | 0.2% | $1m | 11,873 | Held |
| QualcommQCOM | 0.2% | $1m | 7,410 | Held |
| NucorNUE | 0.2% | $1m | 6,132 | +6% |
| Mcgrath RentcorpMGRC | 0.2% | $1m | 11,275 | Held |
| Flagstar Bank, National AssociationFLG | 0.2% | $1m | 89,706 | Held |
| Wisdomtree TRDEM | 0.2% | $1m | 24,375 | -6% |
| Ishares TRACWX | 0.2% | $1m | 17,137 | +3% |
| Aktis OncologyAKTS | 0.2% | $1m | 40,124 | New |
| Five9FIVN | 0.2% | $1m | 60,244 | Held |
| Vaneck ETF TrustSMH | 0.2% | $1m | 1,943 | +23% |
| J P Morgan Exchange Traded FJIVE | 0.2% | $1m | 13,741 | +7% |
| Ishares TRSGOV | 0.2% | $1m | 12,182 | New |
| Williams CompaniesWMB | 0.1% | $1m | 16,153 | Held |
| CMS EnergyCMS | 0.1% | $1m | 14,448 | Held |
| PfizerPFE | 0.1% | $1m | 45,835 | Held |
Showing the largest 100 of 216.
Options (2)
- Invesco Exchange Traded FD TRSP
- Type
- Call
- Value
- $446,817
- Contracts
- 2,100
- Plug PowerPLUG
- Type
- Call
- Value
- $5,420
- Contracts
- 2,000
| Company | Type | Value | Contracts |
|---|---|---|---|
| Invesco Exchange Traded FD TRSP | Call | $446,817 | 2,100 |
| Plug PowerPLUG | Call | $5,420 | 2,000 |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 32.6% since 30 June 2025.
Where the money is
Technology24.7%
Financial services12.2%
Health care11.1%
Media & telecom10.8%
Retail & consumer4.9%
Energy4.6%
Industrials2.9%
Materials2.1%
Utilities1.3%
Everyday goods1.0%
Real estate0.4%
Other23.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.