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Portfolio (Quarterly) Guide ↗

Mirador Capital Partners LP

· CIK 0001633446
13F Portfolio $817M AUM 218 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 24 New 82 Added 58 Reduced 11 Exited
Page 3 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 FLAGSTAR BANK NATIONAL ASSOC 89,706.0 $1.3M 0.16% +2K +1.8% $14.94
42 ACWX ISHARES TR 17,137.0 $1.3M 0.16% +452.0 +2.7% $76.11 +2.4%
43 SMH VANECK ETF TRUST 1,943.0 $1.3M 0.16% +358.0 +22.6% $655.90 -14.6%
44 JIVE J P MORGAN EXCHANGE TRADED F 13,741.0 $1.3M 0.15% +850.0 +6.6% $91.95 +6.7%
45 WMB WILLIAMS COS INC Energy 16,153.0 $1.2M 0.15% +140.0 +0.9% $74.34 -5.2%
46 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,276.0 $1.1M 0.13% +227.0 +11.1% $477.57 -12.3%
47 WMT WALMART INC Consumer Defensive 9,504.0 $1.1M 0.13% +453.0 +5.0% $113.26 -8.4%
48 GDYN GRID DYNAMICS HLDGS INC Technology 189,086.0 $1.1M 0.13% +18K +10.6% $5.68 +40.8%
49 FIX COMFORT SYS USA INC Industrials 529.0 $1.0M 0.13% +92.0 +21.1% $1981.95 -16.5%
50 XLU SELECT SECTOR SPDR TR 22,957.0 $1.0M 0.13% +295.0 +1.3% $45.34 -5.7%
51 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,250.0 $879K 0.11% +126.0 +11.2% $703.58 -0.6%
52 IBIT ISHARES BITCOIN TRUST ETF Financial Services 25,855.0 $861K 0.10% +1K +4.2% $33.29 +31.2%
53 FSLR FIRST SOLAR INC Energy 3,291.0 $777K 0.10% +334.0 +11.3% $235.96 -9.2%
54 VTI VANGUARD INDEX FDS 2,063.0 $763K 0.09% +118.0 +6.1% $370.02 +2.2%
55 VSNT VERSANT MEDIA GROUP INC Industrials 21,088.0 $759K 0.09% +293.0 +1.4% $36.01 +7.6%
56 SLB SLB LIMITED Energy 14,758.0 $686K 0.08% +1K +9.4% $46.49 +15.9%
57 TNYA TENAYA THERAPEUTICS INC Healthcare 905,097.0 $669K 0.08% +18K +2.0% $0.74 -5.7%
58 SCHM SCHWAB STRATEGIC TR 17,784.0 $656K 0.08% +106.0 +0.6% $36.87 -1.9%
59 FLTR VANECK ETF TRUST 23,703.0 $607K 0.07% +2K +7.5% $25.61 -0.0%
60 AMGN AMGEN INC Healthcare 1,410.0 $511K 0.06% +143.0 +11.3% $362.14 +21.3%
Page 3 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Healthcare 15.6%
Financial Services 15.5%
Communication Services 7.9%
Consumer Cyclical 7.8%
Energy 7.4%
Industrials 2.8%
Basic Materials 2.2%
Utilities 2.0%
Consumer Defensive 1.4%