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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 7 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VSNT VERSANT MEDIA GROUP INC Industrials 21,088.0 $759K 0.09% +293.0 +1.4% $36.01 +9.0%
122 MRK MERCK & CO INC Healthcare 5,882.0 $756K 0.09% $128.49 +17.3%
123 XLK SELECT SECTOR SPDR TR 3,867.0 $737K 0.09% $190.50 -3.8%
124 RSP INVESCO EXCHANGE TRADED FD T 3,362.0 $715K 0.09% -157.0 -4.5% $212.74 +4.1%
125 HTGC HERCULES CAPITAL INC Financial Services 44,414.0 $700K 0.09% -286.0 -0.6% $15.77 +8.3%
126 SLB SLB LIMITED Energy 14,758.0 $686K 0.08% +1K +9.4% $46.49 +15.8%
127 IWD ISHARES TR 2,829.0 $686K 0.08% $242.46 +6.1%
128 XLC SELECT SECTOR SPDR TR 6,400.0 $686K 0.08% -8K -54.7% $107.13 +3.6%
129 TNYA TENAYA THERAPEUTICS INC Healthcare 905,097.0 $669K 0.08% +18K +2.0% $0.74 -4.0%
130 VTV VANGUARD INDEX FDS 3,038.0 $662K 0.08% -25.0 -0.8% $217.91 +4.0%
131 SCHM SCHWAB STRATEGIC TR 17,784.0 $656K 0.08% +106.0 +0.6% $36.87 -2.0%
132 VLTO VERALTO CORP Industrials 7,385.0 $655K 0.08% -97.0 -1.3% $88.68 +12.6%
133 ENB ENBRIDGE INC Energy 12,049.0 $653K 0.08% -68.0 -0.6% $54.21 -5.6%
134 FTV FORTIVE CORP Technology 10,564.0 $645K 0.08% -168.0 -1.6% $61.09 -2.0%
135 ARM ARM HOLDINGS PLC Technology 1,795.0 $636K 0.08% -960.0 -34.9% $354.57 -29.3%
136 CCI CROWN CASTLE INC Real Estate 8,335.0 $631K 0.08% -127.0 -1.5% $75.73 +0.5%
137 WY WEYERHAEUSER CO Real Estate 25,833.0 $618K 0.08% -520.0 -2.0% $23.94 +3.1%
138 FLTR VANECK ETF TRUST 23,703.0 $607K 0.07% +2K +7.5% $25.61 -0.1%
139 CLM CORNERSTONE STRATEGIC INVEST Financial Services 78,738.0 $595K 0.07% NEW $7.56 -9.7%
140 IOO ISHARES TR 4,351.0 $594K 0.07% -912.0 -17.3% $136.59 +5.2%
Page 7 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%