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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 1 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BSJQ INVESCO EXCH TRD SLF IDX FD 2,714,747.0 $62.3M 7.63% -510K -15.8% $22.95 -0.1%
2 BSJR INVESCO EXCH TRD SLF IDX FD 2,395,160.0 $53.5M 6.55% +143K +6.3% $22.35 +0.3%
3 GOOG ALPHABET INC Communication Services 120,659.0 $42.6M 5.22% -885.0 -0.7% $353.33 -4.3%
4 AAPL APPLE INC Technology 123,799.0 $35.8M 4.39% $289.36 +7.6%
5 AMZN AMAZON COM INC Consumer Cyclical 124,393.0 $29.6M 3.63% +13K +11.2% $238.34 +9.1%
6 BERKSHIRE HATHAWAY INC DEL 52,270.0 $26.2M 3.20% +3K +5.2% $500.39
7 GOOGL ALPHABET INC Communication Services 55,995.0 $20.0M 2.45% $357.37 -4.7%
8 JPM JPMORGAN CHASE & CO Financial Services 56,740.0 $18.6M 2.27% -385.0 -0.7% $327.33 +7.4%
9 KLAC KLA CORP Technology 58,960.0 $17.8M 2.18% +53K +900.0% $301.71 -38.4%
10 ABBV ABBVIE INC Healthcare 68,762.0 $17.3M 2.12% +3K +4.4% $251.64 +4.0%
11 CYTK CYTOKINETICS INC Healthcare 202,370.0 $17.2M 2.11% $85.19 -9.4%
12 PANW PALO ALTO NETWORKS INC Technology 50,198.0 $17.1M 2.10% +930.0 +1.9% $341.02 +2.5%
13 CVX CHEVRON CORPORATION Energy 93,216.0 $15.5M 1.89% +872.0 +0.9% $165.76 +24.1%
14 NVDA NVIDIA CORPORATION Technology 72,943.0 $14.6M 1.79% +12K +18.9% $200.09 +8.4%
15 INTC INTEL CORP Technology 101,157.0 $14.1M 1.73% $139.63 -34.0%
16 META META PLATFORMS INC Communication Services 24,857.0 $14.0M 1.71% $563.30 -3.1%
17 EXTR EXTREME NETWORKS INC Technology 414,824.0 $13.4M 1.64% -2K -0.5% $32.37 -31.0%
18 MSFT MICROSOFT CORP Technology 35,325.0 $13.2M 1.61% $373.02 +29.0%
19 BX BLACKSTONE INC Financial Services 110,643.0 $13.0M 1.59% $117.67 +20.1%
20 BSJS INVESCO EXCH TRD SLF IDX FD 560,921.0 $12.2M 1.49% +538K +2308.3% $21.75 +0.4%
Page 1 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%