Institutional Manager · CIK 0001633446
Mirador Capital Partners LP
PLEASANTON, CA · File #028-16630
Latest AUM
$729.5M
Positions
204
Top-10 Concentration
53.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | INVESCO EXCH TRD SLF IDX FD | IVZ | +773,615 | +$17.5M | -$168,963 |
| EXITED | INVESCO EXCH TRD SLF IDX FD | 46138J817 | -750,414 | -$17.3M | $0 |
| EXITED | PROSHARES TR | 74349Y753 | -251,250 | -$9.3M | $0 |
| ADD | UNITEDHEALTH GROUP INC | UNH | +23,592 | +$7.8M | -$20,455 |
| ADD | INVESCO EXCH TRD SLF IDX FD | IVZ | +293,174 | +$6.8M | -$197,398 |
| REDUCE | NIKE INC | NKE | -96,326 | -$6.1M | -$857,128 |
| ADD | NETFLIX INC | NFLX | +61,478 | +$5.8M | -$2.5M |
| NEW | INTERCONTINENTAL EXCHANGE IN | 45866F104 | +34,437 | +$5.6M | $0 |
| EXITED | PEPSICO INC | 713448108 | -27,065 | -$3.8M | $0 |
| REDUCE | DISNEY WALT CO | 254687106 | -30,255 | -$3.4M | -$23,825 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025204 pos · $729.5M
- 13F HOLDINGS REPORTQ/E Sep 2025216 pos · $705.4M
- 13F HOLDINGS REPORTQ/E Jun 2025200 pos · $615.5M
- 13F HOLDINGS REPORTQ/E Mar 2025197 pos · $570.7M
- 13F HOLDINGS REPORTQ/E Dec 2024196 pos · $551.6M
- 13F HOLDINGS REPORTQ/E Sep 2024194 pos · $555.7M
- 13F HOLDINGS REPORTQ/E Jun 2024188 pos · $531.6M
- 13F HOLDINGS REPORTQ/E Mar 2024194 pos · $523.8M
- 13F HOLDINGS REPORTQ/E Dec 2023185 pos · $439.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | INVESCO EXCH TRD SLF IDX FD | IVZ | 3,330,117 | $77.7M | 13.15% |
| 2 | INVESCO EXCH TRD SLF IDX FD | IVZ | 2,121,083 | $48.0M | 8.12% |
| 3 | ALPHABET INC | GOOG | 120,433 | $37.8M | 6.39% |
| 4 | APPLE INC | AAPL | 112,101 | $30.5M | 5.16% |
| 5 | AMAZON COM INC | AMZN | 110,209 | $25.4M | 4.30% |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 49,590 | $24.9M | 4.22% |
| 7 | JPMORGAN CHASE & CO. | VYLD | 57,613 | $18.6M | 3.14% |
| 8 | ALPHABET INC | GOOG | 54,633 | $17.1M | 2.89% |
| 9 | BLACKSTONE INC | BX | 109,046 | $16.8M | 2.84% |
| 10 | CHEVRON CORP NEW | CVX | 108,961 | $16.6M | 2.81% |
| 11 | MICROSOFT CORP | MSFT | 34,187 | $16.5M | 2.80% |
| 12 | META PLATFORMS INC | META | 25,028 | $16.5M | 2.80% |
| 13 | ABBVIE INC | ABBV | 65,048 | $14.9M | 2.51% |
| 14 | CYTOKINETICS INC | CYTK | 198,558 | $12.6M | 2.13% |
| 15 | KKR & CO INC | KKRT | 97,739 | $12.5M | 2.11% |
| 16 | NVIDIA CORPORATION | NVDA | 60,591 | $11.3M | 1.91% |
| 17 | UBER TECHNOLOGIES INC | UBER | 135,200 | $11.0M | 1.87% |
| 18 | KINDER MORGAN INC DEL | EP-PC | 335,523 | $9.2M | 1.56% |
| 19 | PALO ALTO NETWORKS INC | PANW | 46,158 | $8.5M | 1.44% |
| 20 | UNITEDHEALTH GROUP INC | UNH | 24,949 | $8.2M | 1.39% |