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Portfolio (Quarterly) Guide ↗

Mirador Capital Partners LP

· CIK 0001633446
13F Portfolio $730M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 204 New
Page 3 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 C CITIGROUP INC Financial Services 39,664.0 $4.6M 0.63% NEW $116.69 +22.5%
42 COST COSTCO WHSL CORP NEW Consumer Defensive 5,260.0 $4.5M 0.62% NEW $862.29 +14.4%
43 AVIDITY BIOSCIENCES INC 62,737.0 $4.5M 0.62% NEW $72.13
44 SKY CHAMPION HOMES INC Consumer Cyclical 50,259.0 $4.2M 0.58% NEW $84.50 -4.5%
45 INTC INTEL CORP Technology 101,006.0 $3.7M 0.51% NEW $36.90 +217.2%
46 SPY SPDR S&P 500 ETF TR Financial Services 5,241.0 $3.6M 0.49% NEW $681.87 +10.0%
47 L LOEWS CORP Financial Services 31,312.0 $3.3M 0.45% NEW $105.31 +3.2%
48 WDAY WORKDAY INC Technology 15,237.0 $3.3M 0.45% NEW $214.78 -39.7%
49 CEG CONSTELLATION ENERGY CORP Utilities 9,121.0 $3.2M 0.44% NEW $353.27 -24.1%
50 TMC TMC THE METALS COMPANY INC Basic Materials 513,575.0 $3.2M 0.43% NEW $6.17 -15.9%
51 QQQ INVESCO QQQ TR Financial Services 5,093.0 $3.1M 0.43% NEW $614.36 +18.8%
52 TSLA TESLA INC Consumer Cyclical 6,755.0 $3.0M 0.42% NEW $449.72 -10.0%
53 SRPT SAREPTA THERAPEUTICS INC Healthcare 139,982.0 $3.0M 0.41% NEW $21.52 -26.7%
54 NKE NIKE INC Consumer Cyclical 46,042.0 $2.9M 0.40% NEW $63.71 -29.3%
55 ORCL ORACLE CORP Technology 14,752.0 $2.9M 0.39% NEW $194.91 -3.4%
56 DELL DELL TECHNOLOGIES INC Technology 22,503.0 $2.8M 0.39% NEW $125.88 +221.0%
57 KRP KIMBELL RTY PARTNERS LP Energy 240,234.0 $2.8M 0.39% NEW $11.76 +25.4%
58 IOVA IOVANCE BIOTHERAPEUTICS INC Healthcare 1,034,544.0 $2.8M 0.39% NEW $2.73 +39.9%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 47,858.0 $2.6M 0.35% NEW $53.94 +3.7%
60 LRCX LAM RESEARCH CORP Technology 12,940.0 $2.2M 0.30% NEW $171.18 +115.8%
Page 3 of 11  ·  204 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 27.5%
Financial Services 20.2%
Communication Services 15.6%
Healthcare 14.2%
Consumer Cyclical 7.7%
Energy 7.3%
Industrials 2.2%
Basic Materials 1.9%
Consumer Defensive 1.4%
Utilities 1.4%