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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 5 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SSD SIMPSON MFG INC Industrials 7,400.0 $1.5M 0.19% $209.35 -10.3%
82 WDAY WORKDAY INC Technology 12,577.0 $1.5M 0.19% $122.42 +61.2%
83 GE GE AEROSPACE Industrials 3,956.0 $1.5M 0.18% $373.76 -7.8%
84 DOC HEALTHPEAK PROPERTIES INC Real Estate 68,398.0 $1.5M 0.18% -949.0 -1.4% $21.40 -0.9%
85 TNET TRINET GROUP INC Industrials 28,321.0 $1.4M 0.17% +2K +8.6% $49.49 +38.8%
86 PLTR PALANTIR TECHNOLOGIES INC Technology 11,873.0 $1.4M 0.17% +210.0 +1.8% $116.67 +49.1%
87 QCOM QUALCOMM INC Technology 7,410.0 $1.4M 0.17% +69.0 +0.9% $184.78 -13.0%
88 NUE NUCOR CORP Basic Materials 6,132.0 $1.4M 0.17% +336.0 +5.8% $222.75 +8.0%
89 MGRC MCGRATH RENTCORP Industrials 11,275.0 $1.4M 0.17% $121.03 -3.8%
90 FLAGSTAR BANK NATIONAL ASSOC 89,706.0 $1.3M 0.16% +2K +1.8% $14.94
91 DEM WISDOMTREE TR 24,375.0 $1.3M 0.16% -2K -5.9% $53.79 +1.4%
92 ACWX ISHARES TR 17,137.0 $1.3M 0.16% +452.0 +2.7% $76.11 +1.6%
93 AKTS AKTIS ONCOLOGY INC Healthcare 40,124.0 $1.3M 0.16% NEW $32.23 -25.5%
94 FIVN FIVE9 INC Technology 60,244.0 $1.3M 0.16% $21.32 +51.5%
95 SMH VANECK ETF TRUST 1,943.0 $1.3M 0.16% +358.0 +22.6% $655.90 -14.2%
96 JIVE J P MORGAN EXCHANGE TRADED F 13,741.0 $1.3M 0.15% +850.0 +6.6% $91.95 +5.7%
97 SGOV ISHARES TR 12,182.0 $1.2M 0.15% NEW $100.67 -0.1%
98 WMB WILLIAMS COS INC Energy 16,153.0 $1.2M 0.15% +140.0 +0.9% $74.34 -3.6%
99 CMS CMS ENERGY CORP Utilities 14,448.0 $1.1M 0.14% -243.0 -1.6% $76.50 -8.7%
100 PFE PFIZER INC Healthcare 45,835.0 $1.1M 0.14% -575.0 -1.2% $24.08 +15.4%
Page 5 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%