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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 2 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNH UNITEDHEALTH GROUP INC Healthcare 26,503.0 $11.0M 1.35% +388.0 +1.5% $415.63 -7.4%
22 KMI KINDER MORGAN INC DEL Energy 340,265.0 $10.9M 1.33% $31.97 -1.1%
23 UBER UBER TECHNOLOGIES INC Technology 136,880.0 $9.9M 1.21% $72.16 +8.9%
24 DELL DELL TECHNOLOGIES INC Technology 20,550.0 $8.9M 1.08% -3K -12.7% $431.46 +0.8%
25 KKR KKR & CO INC Financial Services 96,318.0 $8.8M 1.08% -2K -1.9% $91.78 +16.6%
26 FCX FREEPORT MCMORAN INC Basic Materials 130,568.0 $8.2M 1.00% +3K +2.4% $62.89 +13.2%
27 NFLX NETFLIX INC. Communication Services 114,290.0 $8.2M 1.00% +40K +54.4% $71.40 +12.2%
28 PSX PHILLIPS 66 Energy 47,295.0 $8.0M 0.98% +250.0 +0.5% $169.05 +42.0%
29 GLD SPDR GOLD TR Financial Services 21,558.0 $7.9M 0.97% $368.38 +12.7%
30 SNOW SNOWFLAKE INC Technology 29,865.0 $7.6M 0.93% -202.0 -0.7% $254.50 +26.2%
31 CLDX CELLDEX THERAPEUTICS INC NEW Healthcare 181,054.0 $6.7M 0.82% +3K +1.7% $37.21 +7.3%
32 DIVI FRANKLIN TEMPLETON ETF TR 156,800.0 $6.7M 0.82% +140K +826.1% $42.72 +3.7%
33 V VISA INC Financial Services 18,333.0 $6.3M 0.77% -104.0 -0.6% $343.09 +6.6%
34 TMO THERMO FISHER SCIENTIFIC INC Healthcare 11,872.0 $6.0M 0.73% $501.38 +25.2%
35 CRWD CROWDSTRIKE HLDGS INC Technology 7,796.0 $5.9M 0.73% +164.0 +2.1% $190.79 -0.2%
36 C CITIGROUP INC Financial Services 41,727.0 $5.8M 0.71% +429.0 +1.0% $139.96 -7.4%
37 ALAB ASTERA LABS INC Technology 11,768.0 $5.7M 0.70% NEW $483.02 -39.9%
38 BLK BLACKROCK INC Financial Services 5,644.0 $5.4M 0.66% -61.0 -1.1% $961.51 +18.5%
39 AVGO BROADCOM INC Technology 13,510.0 $5.1M 0.62% $377.76 -3.6%
40 TSLA TESLA INC Consumer Cyclical 12,023.0 $5.1M 0.62% +6K +105.7% $420.60 -17.9%
Page 2 of 11  ·  218 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 33.8%
Financial Services 15.6%
Healthcare 14.3%
Communication Services 14.0%
Consumer Cyclical 7.2%
Energy 6.8%
Industrials 2.6%
Basic Materials 2.0%
Utilities 1.9%
Consumer Defensive 1.3%