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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 6 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SCHX SCHWAB STRATEGIC TR 37,394.0 $1.1M 0.14% $29.43 +2.6%
102 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,276.0 $1.1M 0.13% +227.0 +11.1% $477.57 -12.3%
103 WMT WALMART INC Consumer Defensive 9,504.0 $1.1M 0.13% +453.0 +5.0% $113.26 -8.4%
104 GDYN GRID DYNAMICS HLDGS INC Technology 189,086.0 $1.1M 0.13% +18K +10.6% $5.68 +40.8%
105 PG PROCTER & GAMBLE CO Consumer Defensive 7,257.0 $1.1M 0.13% -98.0 -1.3% $146.63 -1.3%
106 VZ VERIZON COMMUNICATIONS INC Communication Services 24,976.0 $1.1M 0.13% -392.0 -1.6% $42.34 +16.8%
107 FIX COMFORT SYS USA INC Industrials 529.0 $1.0M 0.13% +92.0 +21.1% $1981.95 -16.5%
108 XLU SELECT SECTOR SPDR TR 22,957.0 $1.0M 0.13% +295.0 +1.3% $45.34 -5.7%
109 COOPER COS INC 14,404.0 $1.0M 0.13% $71.71
110 CIBR FIRST TR EXCHANGE-TRADED FD 10,904.0 $980K 0.12% $89.85 +5.6%
111 AXSM AXSOME THERAPEUTICS INC. Healthcare 4,000.0 $979K 0.12% $244.77 -15.1%
112 BEN FRANKLIN RESOURCES INC Financial Services 29,333.0 $976K 0.12% -464.0 -1.6% $33.27 +3.1%
113 VEEV VEEVA SYS INC Healthcare 5,402.0 $959K 0.12% $177.47 +39.7%
114 PNW PINNACLE WEST CAP CORP Utilities 8,922.0 $955K 0.12% -109.0 -1.2% $107.00 -9.0%
115 MRVL MARVELL TECHNOLOGY INC Technology 3,172.0 $945K 0.12% -1K -27.5% $297.91 -20.4%
116 ABT ABBOTT LABORATORIES Healthcare 9,965.0 $904K 0.11% -543.0 -5.2% $90.74 +28.5%
117 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,250.0 $879K 0.11% +126.0 +11.2% $703.58 -0.6%
118 IBIT ISHARES BITCOIN TRUST ETF Financial Services 25,855.0 $861K 0.10% +1K +4.2% $33.29 +31.2%
119 FSLR FIRST SOLAR INC Energy 3,291.0 $777K 0.10% +334.0 +11.3% $235.96 -9.2%
120 VTI VANGUARD INDEX FDS 2,063.0 $763K 0.09% +118.0 +6.1% $370.02 +2.2%
Page 6 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 36.8%
Healthcare 15.6%
Financial Services 15.5%
Communication Services 7.9%
Consumer Cyclical 7.8%
Energy 7.4%
Industrials 2.8%
Basic Materials 2.2%
Utilities 2.0%
Consumer Defensive 1.4%