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Portfolio (Quarterly) Guide ↗

Mirador Capital Partners LP

· CIK 0001633446
13F Portfolio $706M AUM 205 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 17 New 110 Added 46 Reduced 16 Exited
Page 5 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MGRC MCGRATH RENTCORP Industrials 11,288.0 $1.2M 0.18% $110.28 +3.4%
82 WMB WILLIAMS COS INC Energy 16,013.0 $1.2M 0.17% +451.0 +2.9% $72.78 -1.8%
83 FLAGSTAR BANK NATIONAL ASSOC 88,135.0 $1.2M 0.16% +5K +6.0% $13.17
84 ACWX ISHARES TR 16,685.0 $1.1M 0.16% +2K +10.8% $68.47 +11.6%
85 CMS CMS ENERGY CORP Utilities 14,691.0 $1.1M 0.16% +205.0 +1.4% $77.58 -4.6%
86 DOC HEALTHPEAK PROPERTIES INC Real Estate 69,347.0 $1.1M 0.16% +7K +11.1% $16.43 +22.3%
87 WMT WALMART INC Consumer Defensive 9,051.0 $1.1M 0.16% +316.0 +3.6% $124.29 -2.8%
88 GE GE AEROSPACE Industrials 3,961.0 $1.1M 0.16% +150.0 +3.9% $283.74 +24.0%
89 CAT CATERPILLAR INC Industrials 1,573.0 $1.1M 0.16% +117.0 +8.0% $708.26 +33.5%
90 JIVE J P MORGAN EXCHANGE TRADED F 12,891.0 $1.1M 0.16% +3K +24.3% $85.64 +10.4%
91 HON HONEYWELL INTL INC Industrials 4,865.0 $1.1M 0.16% +490.0 +11.2% $226.05 +1.5%
92 ABT ABBOTT LABORATORIES Healthcare 10,508.0 $1.1M 0.15% +345.0 +3.4% $102.67 -11.7%
93 PG PROCTER & GAMBLE CO Consumer Defensive 7,355.0 $1.1M 0.15% $144.43 +5.6%
94 AMAT APPLIED MATLS INC Technology 3,069.0 $1.0M 0.15% +34.0 +1.1% $341.78 +66.3%
95 XLU SELECT SECTOR SPDR TR 22,662.0 $1.0M 0.15% +388.0 +1.7% $45.89 -1.8%
96 COOPER COS INC 14,379.0 $1.0M 0.15% +972.0 +7.2% $71.50
97 NUE NUCOR CORP Basic Materials 5,796.0 $980K 0.14% -67.0 -1.1% $169.10 +53.2%
98 MU MICRON TECHNOLOGY INC Technology 2,886.0 $975K 0.14% -14K -83.4% $337.88 +202.1%
99 GDYN GRID DYNAMICS HLDGS INC Technology 170,978.0 $975K 0.14% +32K +22.9% $5.70 +11.8%
100 SCHX SCHWAB STRATEGIC TR 37,330.0 $957K 0.14% +1K +4.0% $25.64 +15.2%
Page 5 of 11  ·  205 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 26.0%
Financial Services 20.0%
Communication Services 15.0%
Healthcare 14.4%
Energy 9.5%
Consumer Cyclical 6.4%
Industrials 2.7%
Basic Materials 2.2%
Consumer Defensive 1.6%
Utilities 1.6%