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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 4 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GDX VANECK ETF TRUST 25,014.0 $2.1M 0.29% NEW $85.77 +1.7%
62 TOST TOAST INC Technology 59,122.0 $2.1M 0.29% NEW $35.51 -29.4%
63 PLTR PALANTIR TECHNOLOGIES INC Technology 11,728.0 $2.1M 0.29% NEW $177.75 -25.0%
64 CSCO CISCO SYS INC Technology 26,518.0 $2.0M 0.28% NEW $77.03 +55.2%
65 WYNN WYNN RESORTS LTD Consumer Cyclical 16,646.0 $2.0M 0.28% NEW $120.33 -11.9%
66 CAH CARDINAL HEALTH INC Healthcare 9,726.0 $2.0M 0.27% NEW $205.51 +10.8%
67 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 13,260.0 $1.9M 0.26% NEW $143.89 +66.2%
68 IBM INTERNATIONAL BUSINESS MACHS Technology 6,018.0 $1.8M 0.24% NEW $296.21 -8.6%
69 FORM FORMFACTOR INC Technology 31,374.0 $1.8M 0.24% NEW $55.78 +151.4%
70 HEI HEICO CORP NEW Industrials 5,348.0 $1.7M 0.24% NEW $323.59 +3.7%
71 GILD GILEAD SCIENCES INC Healthcare 14,057.0 $1.7M 0.24% NEW $122.74 +3.7%
72 CRWD CROWDSTRIKE HLDGS INC Technology 3,617.0 $1.7M 0.23% NEW $468.77 +45.0%
73 XLC SELECT SECTOR SPDR TR 14,383.0 $1.7M 0.23% NEW $117.72 -4.6%
74 LLY ELI LILLY & CO Healthcare 1,533.0 $1.6M 0.23% NEW $1074.41 +4.5%
75 ROST ROSS STORES INC Consumer Cyclical 8,915.0 $1.6M 0.22% NEW $180.14 +30.2%
76 MMM 3M CO Industrials 9,978.0 $1.6M 0.22% NEW $160.10 +1.0%
77 IBIT ISHARES BITCOIN TRUST ETF Financial Services 32,003.0 $1.6M 0.22% NEW $49.65 -25.1%
78 JNJ JOHNSON & JOHNSON Healthcare 6,879.0 $1.4M 0.20% NEW $206.96 +13.6%
79 FICO FAIR ISAAC CORP Technology 835.0 $1.4M 0.19% NEW $1690.62 -29.8%
80 INTU INTUIT Technology 2,023.0 $1.3M 0.18% NEW $662.42 -57.6%
Page 4 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%