Latest Mirador Capital Partners LP Stock Portfolio

Mirador Capital Partners LP Performance:

2026 Q1: -3.73%YTD: -3.73%2025: 12.88%

Performance for 2026 Q1 is -3.73%, and YTD is -3.73%, and 2025 is 12.88%.

About Mirador Capital Partners LP and 13F Hedge Fund Stock Holdings

Mirador Capital Partners LP is a hedge fund based in Pleasanton, CA. On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Mirador Capital Partners LP reported an equity portfolio of $706.4 Millions as of 31 Mar, 2026.

The top stock holdings of Mirador Capital Partners LP are BSAE, BSAE, GOOG. The fund has invested 10.6% of it's portfolio in INVESCO EXCH TRD SLF IDX FD and 7.1% of portfolio in INVESCO EXCH TRD SLF IDX FD.

The fund managers got completely rid off AVIDITY BIOSCIENCES INC (RNA), SAREPTA THERAPEUTICS INC (SRPT) and NIKE INC (NKE) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), VANECK ETF TRUST (AFK) and MICRON TECHNOLOGY INC (MU). Mirador Capital Partners LP opened new stock positions in PROSHARES TR, FRANKLIN RESOURCES INC (BEN) and FRANKLIN TEMPLETON ETF TR (BUYZ). The fund showed a lot of confidence in some stocks as they added substantially to SPDR GOLD TR (GLD), CROWDSTRIKE HLDGS INC (CRWD) and FIVE9 INC (FIVN).

Mirador Capital Partners LP Annual Return Estimates Vs S&P 500

Our best estimate is that Mirador Capital Partners LP made a return of -3.73% in the last quarter. In trailing 12 months, it's portfolio return was 12.59%.

Performance
S&P 500

New Buys

Ticker	$ Bought
proshares tr	13,380,000
versant media group inc	769,831
franklin resources inc	703,805
franklin templeton etf tr	674,078
invesco exch trd slf idx fd	505,071
huntington ingalls inds inc	454,373
schwab strategic tr	300,347
novartis ag	286,254

New stocks bought by Mirador Capital Partners LP

Additions

Ticker	% Inc.
spdr gold tr	604
crowdstrike hldgs inc	111
five9 inc	63.38
tenaya therapeutics inc	52.25
vaneck etf trust	51.67
exxon mobil corp	37.06
putnam premier income tr	30.31
j p morgan exchange traded f	24.31

Additions to existing portfolio by Mirador Capital Partners LP

Reductions

Ticker	% Reduced
vanguard intl equity index f	-91.92
vaneck etf trust	-88.83
micron technology inc	-83.39
formfactor inc	-35.35
select sector spdr tr	-34.68
marvell technology inc	-31.06
lam research corp	-23.42
ishares bitcoin trust etf	-22.45

Mirador Capital Partners LP reduced stake in above stock

Sold off

Ticker	$ Sold
sarepta therapeutics inc	-3,012,410
avidity biosciences inc	-4,525,220
nike inc	-2,933,320
udemy inc	-210,161
playboy inc	-47,167
sixth street specialty lendi	-462,232
wynn resorts ltd	-2,003,050
ishares silver tr	-1,029,240

Mirador Capital Partners LP got rid off the above stocks

Sector Distribution

Mirador Capital Partners LP has about 31.8% of it's holdings in Others sector.

Sector	%
Others	31.8
Technology	18.9
Healthcare	10.5
Financial Services	10.5
Communication Services	10.4
Energy	6.8
Consumer Cyclical	4.6
Basic Materials	1.8
Industrials	1.6
Consumer Defensive	1.2
Utilities	1.1

Market Cap. Distribution

Mirador Capital Partners LP has about 60.5% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
MEGA-CAP	37.8
UNALLOCATED	31.8
LARGE-CAP	22.7
MID-CAP	4.2
SMALL-CAP	3.4

Stocks belong to which Index?

About 60.5% of the stocks held by Mirador Capital Partners LP either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	54.5
Others	39.5
RUSSELL 2000	6

Top 5 Winners (%)		%
FORM	formfactor inc	60.8 %
IMO	imperial oil ltd	51.6 %
MPC	marathon pete corp	48.6 %
FIX	comfort sys usa inc	43.4 %
PSX	phillips 66	39.8 %

Top 5 Winners ($)		$
CVX	chevron corporation	5.5 M
PSX	phillips 66	2.6 M
KMI	kinder morgan inc del	2.0 M
KLAC	kla corp	1.5 M
FORM	formfactor inc	1.1 M

Top 5 Losers (%)		%
Z	zillow group inc	-39.2 %
WDAY	workday inc	-36.1 %
FICO	fair isaac corp	-36.1 %
TNET	trinet group inc	-36.0 %
INTU	intuit	-34.7 %

Top 5 Losers ($)		$
BX	blackstone inc	-4.3 M
MSFT	microsoft corp	-3.9 M
KKR	kkr & co inc	-3.4 M
GOOG	alphabet inc	-3.3 M
AMZN	amazon com inc	-2.5 M

Mirador Capital Partners LP Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Mirador Capital Partners LP

Mirador Capital Partners LP has 203 stocks in it's portfolio. About 43.1% of the portfolio is in top 10 stocks. BX proved to be the most loss making stock for the portfolio. CVX was the most profitable stock for Mirador Capital Partners LP last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.45	123,822	31,424,700	added	10.46

AAXJ	ishares tr	0.16	16,685	1,142,440	added	10.78

ABBV	abbvie inc	2.03	65,881	14,328,500	added	1.28

ABNB	airbnb inc	0.07	3,989	503,731	unchanged	0.00

ABT	abbott laboratories	0.15	10,508	1,078,810	added	3.39

ADI	analog devices inc	0.03	752	239,241	unchanged	0.00

AEP	american elec pwr co inc	0.18	9,905	1,298,300	reduced	-5.32

AFK	vaneck etf trust	0.09	1,585	607,698	added	51.67

AFK	vaneck etf trust	0.08	22,052	561,873	added	4.43

AFK	vaneck etf trust	0.04	2,795	256,527	reduced	-88.83

AGZD	wisdomtree tr	0.18	25,906	1,287,260	reduced	-3.45

AIRR	first tr exchange traded fd	0.18	11,319	1,253,920	added	15.56

AMAT	applied matls inc	0.15	3,069	1,048,920	added	1.12

AMD	advanced micro devices inc	0.10	3,287	668,674	reduced	-13.23

AMGN	amgen inc	0.06	1,267	445,752	added	1.44

AMZN	amazon com inc	3.30	111,843	23,293,500	added	1.48

AVGO	broadcom inc	0.59	13,564	4,198,080	reduced	-0.32

AWK	american wtr wks co inc new	0.03	1,703	231,817	reduced	-2.01

AXP	american express co	0.00	0.00	0.00	sold off	-100

AXSM	axsome therapeutics inc.	0.10	4,000	676,080	unchanged	0.00