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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 4 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TXG 10X GENOMICS INC Healthcare 63,636.0 $2.4M 0.30% -14K -17.7% $38.34 +66.6%
62 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 50,305.0 $2.4M 0.29% NEW $47.81 -9.7%
63 CAH CARDINAL HEALTH INC Healthcare 9,845.0 $2.3M 0.29% -198.0 -2.0% $237.56 -3.8%
64 AMAT APPLIED MATLS INC Technology 3,156.0 $2.3M 0.28% +87.0 +2.8% $722.98 -31.4%
65 HEI HEICO CORP NEW Industrials 5,742.0 $2.0M 0.25% +66.0 +1.2% $356.19 -1.6%
66 MU MICRON TECHNOLOGY INC Technology 1,764.0 $2.0M 0.25% -1K -38.9% $1154.52 -15.6%
67 LLY ELI LILLY & CO Healthcare 1,657.0 $2.0M 0.24% +116.0 +7.5% $1199.38 +3.8%
68 NEE NEXTERA ENERGY INC Utilities 22,446.0 $2.0M 0.24% +19K +530.9% $87.77 -3.1%
69 JNJ JOHNSON & JOHNSON Healthcare 7,410.0 $1.9M 0.23% +302.0 +4.2% $253.95 +5.3%
70 ROST ROSS STORES INC Consumer Cyclical 8,726.0 $1.9M 0.23% $212.86 +7.6%
71 AMD ADVANCED MICRO DEVICES INC Technology 3,099.0 $1.8M 0.22% -188.0 -5.7% $580.91 -19.2%
72 RDDT REDDIT INC Communication Services 10,306.0 $1.8M 0.22% NEW $173.58 -13.4%
73 GILD GILEAD SCIENCES INC Healthcare 14,099.0 $1.8M 0.22% -166.0 -1.2% $126.34 +13.5%
74 CAT CATERPILLAR INC Industrials 1,649.0 $1.8M 0.21% +76.0 +4.8% $1064.74 -23.4%
75 TOST TOAST INC Technology 62,578.0 $1.7M 0.21% +750.0 +1.2% $27.82 +27.0%
76 AEP AMERICAN ELEC PWR CO INC Utilities 12,630.0 $1.7M 0.21% +3K +27.5% $136.81 -8.1%
77 IBM INTERNATIONAL BUSINESS MACHS Technology 5,973.0 $1.7M 0.21% +48.0 +0.8% $281.22 -16.9%
78 MMM 3M CO Industrials 9,978.0 $1.6M 0.20% -245.0 -2.4% $161.91 +10.0%
79 AIRR FIRST TR EXCHANGE TRADED FD 12,035.0 $1.6M 0.20% +716.0 +6.3% $133.25 -13.4%
80 IAU ISHARES GOLD TR Financial Services 20,697.0 $1.6M 0.19% +3K +19.6% $75.51 +12.7%
Page 4 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%