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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 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IOO ISHARES TR 4,351.0 $594K 0.07% -912.0 -17.3% $136.59 +5.3%
42 SO SOUTHERN CO Utilities 6,160.0 $590K 0.07% -101.0 -1.6% $95.72 -7.1%
43 PACB PACIFIC BIOSCIENCES CALIF IN Healthcare 342,482.0 $575K 0.07% -262K -43.4% $1.68 -19.6%
44 SOLV SOLVENTUM CORP Healthcare 7,079.0 $546K 0.07% -126.0 -1.8% $77.15 +16.1%
45 VWO VANGUARD INTL EQUITY INDEX F 8,082.0 $482K 0.06% -567.0 -6.6% $59.69 +1.3%
46 HD HOME DEPOT INC Consumer Cyclical 1,262.0 $445K 0.05% -16.0 -1.2% $352.60 -4.8%
47 MS MORGAN STANLEY Financial Services 2,122.0 $444K 0.05% -76.0 -3.5% $209.04 +2.5%
48 VXF VANGUARD INDEX FDS 1,479.0 $364K 0.04% -30.0 -2.0% $246.28 -0.3%
49 MCD MCDONALDS CORP Consumer Cyclical 1,311.0 $354K 0.04% -110.0 -7.7% $270.30 +0.2%
50 CRM SALESFORCE INC Technology 2,130.0 $334K 0.04% -482.0 -18.4% $156.63 +33.5%
51 VIG VANGUARD SPECIALIZED FUNDS 1,384.0 $327K 0.04% -64.0 -4.4% $236.63 +3.1%
52 XLI SELECT SECTOR SPDR TR 1,724.0 $319K 0.04% -10.0 -0.6% $185.22 -2.7%
53 XLY SELECT SECTOR SPDR TR 2,686.0 $315K 0.04% -2K -39.6% $117.28 +0.6%
54 BSCQ INVESCO EXCH TRD SLF IDX FD 16,100.0 $314K 0.04% -166.0 -1.0% $19.53 +0.2%
55 RTX RTX CORPORATION Industrials 1,551.0 $294K 0.04% -58.0 -3.6% $189.78 +10.6%
56 Z ZILLOW GROUP INC Communication Services 8,005.0 $252K 0.03% -70K -89.8% $31.52 +13.8%
57 VEA VANGUARD TAX-MANAGED FDS 3,091.0 $220K 0.03% -83.0 -2.6% $71.25 +3.0%
58 AEYE INC 40,558.0 $58K 0.01% -6K -13.0% $1.44
Page 3 of 3  ·  58 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%