Mirador Capital Partners LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 7, 2026), Mirador Capital Partners LP reported 216 stock positions worth $816.4 million. Its top holding was Invesco Bulletshares 2026 HY (BSJQ) at 7.6% of the portfolio, followed by Invesco Bulletshares 2027 HY (BSJR, 6.6%) and Alphabet Class C (GOOG, 5.2%). Compared with Q1 2026, it opened 24 new positions, sold out of 11, added to 102 and reduced 74. The biggest buy was Invesco Bulletshares 2028 HY (BSJS, shares +2308%) and the biggest sale Invesco Bulletshares 2026 HY (BSJQ, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- PLEASANTON, CA
- CIK
- 0001633446
- Portfolio Value
- $816.4M (Q2 2026)
- SEC Filing
- 0001633446-26-000003 ↗ filed Jul 7, 2026
Holdings Value
Holdings 216 stocks · $816.4M
| BSJQ Invesco Bulletshares 2026 HY | 7.63% | 2,714,747 | $62.3M | Reduce -15.8% |
| BSJR Invesco Bulletshares 2027 HY | 6.56% | 2,395,160 | $53.5M | Add +6.3% |
| GOOG Alphabet Inc. Class C | 5.22% | 120,659 | $42.6M | Reduce -0.7% |
| AAPL Apple Inc. | 4.39% | 123,799 | $35.8M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 3.63% | 124,393 | $29.6M | Add +11.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.20% | 52,270 | $26.2M | Add +5.2% |
| GOOGL Alphabet Inc. Class A | 2.45% | 55,995 | $20.0M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 2.27% | 56,740 | $18.6M | Reduce -0.7% |
| KLAC KLA Corp. | 2.18% | 58,960 | $17.8M | No change |
| ABBV Abbvie Inc. | 2.12% | 68,762 | $17.3M | Add +4.4% |
| CYTK Cytokinetics Inc. | 2.11% | 202,370 | $17.2M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 2.10% | 50,198 | $17.1M | Add +1.9% |
| CVX Chevron Corp. | 1.89% | 93,216 | $15.5M | Add +0.9% |
| NVDA Nvidia Corp. | 1.79% | 72,943 | $14.6M | Add +18.9% |
| INTC Intel Corp. | 1.73% | 101,157 | $14.1M | Add +0.1% |
| META Meta Platforms Inc. Class A | 1.72% | 24,857 | $14.0M | Add +0.3% |
| EXTR Extreme Networks Inc. | 1.64% | 414,824 | $13.4M | Reduce -0.5% |
| MSFT Microsoft Corp. | 1.61% | 35,325 | $13.2M | Add +0.5% |
| BX Blackstone Inc. | 1.59% | 110,643 | $13.0M | Reduce -0.3% |
| BSJS Invesco Bulletshares 2028 HY | 1.49% | 560,921 | $12.2M | Add +2308.3% |
| UNH Unitedhealth Group Inc. | 1.35% | 26,503 | $11.0M | Add +1.5% |
| KMI Kinder Morgan Inc. | 1.33% | 340,265 | $10.9M | Add +0.4% |
| UBER Uber Technologies Inc. | 1.21% | 136,880 | $9.9M | Reduce -0.4% |
| DELL Dell Technologies -C | 1.09% | 20,550 | $8.9M | Reduce -12.7% |
| KKR KKR & Co. Inc. | 1.08% | 96,318 | $8.8M | Reduce -1.9% |
| FCX Freeport-McMoran Inc. | 1.01% | 130,568 | $8.2M | Add +2.4% |
| NFLX Netflix Inc. | 1.00% | 114,290 | $8.2M | Add +54.4% |
| PSX Phillips 66 | 0.98% | 47,295 | $8.0M | Add +0.5% |
| GLD SPDR Gold Shares | 0.97% | 21,558 | $7.9M | Reduce -0.3% |
| SNOW Snowflake Inc. | 0.93% | 29,865 | $7.6M | Reduce -0.7% |
| CLDX Celldex Therapeutics Inc. | 0.83% | 181,054 | $6.7M | Add +1.7% |
| DIVI Franklin International Core | 0.82% | 156,800 | $6.7M | Add +826.1% |
| V Visa Inc. Class A | 0.77% | 18,333 | $6.3M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.73% | 11,872 | $6.0M | Add +0.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.73% | 7,796 | $5.9M | Add +2.1% |
| C Citigroup Inc. | 0.72% | 41,727 | $5.8M | Add +1.0% |
| ALAB Astera Labs Inc. | 0.70% | 11,768 | $5.7M | New |
| BLK BlackRock Inc. | 0.66% | 5,644 | $5.4M | Reduce -1.1% |
| AVGO Broadcom Inc. | 0.63% | 13,510 | $5.1M | Reduce -0.4% |
| TSLA Tesla Inc. | 0.62% | 12,023 | $5.1M | Add +105.7% |
| COST Costco Wholesale Corp. | 0.61% | 5,366 | $5.0M | Add +1.7% |
| ARCC Ares Capital Corp. | 0.58% | 257,143 | $4.8M | Reduce -0.8% |
| GS Goldman Sachs Group Inc. | 0.57% | 4,591 | $4.6M | Reduce -24.6% |
| SKY Champion Homes Inc. | 0.56% | 51,684 | $4.6M | Add +0.3% |
| IOVA Iovance Biotherapeutics Inc. | 0.55% | 1,080,288 | $4.5M | Add +0.7% |
| DHR Danaher Corp. | 0.53% | 22,863 | $4.4M | Reduce -1.4% |
| ICE Intercontinental Exchange Inc. | 0.53% | 35,330 | $4.3M | Add +0.4% |
| LRCX Lam Research Corp. | 0.49% | 9,237 | $4.0M | Reduce -6.8% |
| CEG Constellation Energy | 0.48% | 15,673 | $3.9M | Add +69.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 5,205 | $3.8M | Add +2.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 4,988 | $3.7M | Add +1.7% |
| ANET Arista Networks Inc. | 0.44% | 21,223 | $3.6M | New |
| KRP Kimbell Royalty Partners LP | 0.44% | 245,170 | $3.6M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.39% | 27,262 | $3.2M | Reduce -0.2% |
| SIMO Silicon Motion Technol-ADR | 0.36% | 8,724 | $2.9M | New |
| FORM Formfactor Inc. | 0.35% | 17,944 | $2.9M | Reduce -11.5% |
| BMY Bristol-Myers Squibb Co. | 0.34% | 48,795 | $2.8M | Reduce -0.1% |
| TMC TMC the Metals Co. Inc. | 0.33% | 613,528 | $2.7M | Add +8.3% |
| ORCL Oracle Corp. | 0.33% | 18,386 | $2.7M | Add +17.9% |
| SITM Sitime Corp. | 0.30% | 3,274 | $2.4M | New |
| TXG 10X Genomics Inc. Class A | 0.30% | 63,636 | $2.4M | Reduce -17.7% |
| MGM MGM Resorts International | 0.29% | 50,305 | $2.4M | New |
| CAH Cardinal Health Inc. | 0.29% | 9,845 | $2.3M | Reduce -2.0% |
| AMAT Applied Materials Inc. | 0.28% | 3,156 | $2.3M | Add +2.8% |
| HEI Heico Corp. | 0.25% | 5,742 | $2.0M | Add +1.2% |
| MU Micron Technology Inc. | 0.25% | 1,764 | $2.0M | Reduce -38.9% |
| LLY Eli Lilly & Co. | 0.24% | 1,657 | $2.0M | Add +7.5% |
| NEE Nextera Energy Inc. | 0.24% | 22,446 | $2.0M | Add +530.9% |
| JNJ Johnson & Johnson | 0.23% | 7,410 | $1.9M | Add +4.3% |
| ROST Ross Stores Inc. | 0.23% | 8,726 | $1.9M | Add +0.2% |
| AMD Advanced Micro Devices | 0.22% | 3,099 | $1.8M | Reduce -5.7% |
| RDDT Reddit Inc. Class A | 0.22% | 10,306 | $1.8M | New |
| GILD Gilead Sciences Inc. | 0.22% | 14,099 | $1.8M | Reduce -1.2% |
| CAT Caterpillar Inc. | 0.22% | 1,649 | $1.8M | Add +4.8% |
| TOST Toast Inc. Class A | 0.21% | 62,578 | $1.7M | Add +1.2% |
| AEP American Electric Power | 0.21% | 12,630 | $1.7M | Add +27.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 5,973 | $1.7M | Add +0.8% |
| MMM 3M Co. | 0.20% | 9,978 | $1.6M | Reduce -2.4% |
| AIRR First Trust Rba American Ind | 0.20% | 12,035 | $1.6M | Add +6.3% |
| IAU iShares Gold Trust | 0.19% | 20,697 | $1.6M | Add +19.6% |
| SSD Simpson Manufacturing Co. Inc. | 0.19% | 7,400 | $1.5M | Add +0.1% |
| WDAY Workday Inc. Class A | 0.19% | 12,577 | $1.5M | Reduce -0.5% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 3,956 | $1.5M | Reduce -0.1% |
| DOC Healthpeak Properties Inc. | 0.18% | 68,398 | $1.5M | Reduce -1.4% |
| TNET Trinet Group Inc. | 0.17% | 28,321 | $1.4M | Add +8.6% |
| PLTR Palantir Technologies Inc. Class A | 0.17% | 11,873 | $1.4M | Add +1.8% |
| QCOM Qualcomm Inc. | 0.17% | 7,410 | $1.4M | Add +0.9% |
| NUE Nucor Corp. | 0.17% | 6,132 | $1.4M | Add +5.8% |
| MGRC McGrath Rentcorp | 0.17% | 11,275 | $1.4M | Reduce -0.1% |
| FLG Flagstar Bank NA | 0.16% | 89,706 | $1.3M | Add +1.8% |
| DEM Wisdomtree Emerging Markets | 0.16% | 24,375 | $1.3M | Reduce -5.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.16% | 17,137 | $1.3M | Add +2.7% |
| AKTS Aktis Oncology Inc. | 0.16% | 40,124 | $1.3M | New |
| FIVN FIVE9 Inc. | 0.16% | 60,244 | $1.3M | Reduce -0.1% |
| SMH Vaneck Semiconductor ETF | 0.16% | 1,943 | $1.3M | Add +22.6% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.15% | 13,741 | $1.3M | Add +6.6% |
| SGOV iShares 0-3 Month Treasury B | 0.15% | 12,182 | $1.2M | New |
| WMB Williams Cos Inc. | 0.15% | 16,153 | $1.2M | Add +0.9% |
| CMS CMS Energy Corp. | 0.14% | 14,448 | $1.1M | Reduce -1.6% |
| PFE Pfizer Inc. | 0.14% | 45,835 | $1.1M | Reduce -1.2% |
Options reported separately and not counted above: RSP calls ($447K), PLUG calls ($5K).
Portfolio Sells Q1 2026 → Q2 2026
| BSJQ Invesco Bulletshares 2026 HY | Reduce -15.8% | 7.63% | −2.95 |
| SH Proshares Short S&P500 | Sold out | 0.00% | −1.90 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.97 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.81 |
| L Loews Corp. | Sold out | 0.00% | −0.48 |
| Z Zillow Group Inc. Class C | Reduce -89.8% | 0.03% | −0.43 |
| GLD SPDR Gold Shares | Reduce -0.3% | 0.97% | −0.34 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.33 |
| BX Blackstone Inc. | Reduce -0.3% | 1.59% | −0.21 |
| KKR KKR & Co. Inc. | Reduce -1.9% | 1.08% | −0.20 |
| UBER Uber Technologies Inc. | Reduce -0.4% | 1.21% | −0.19 |
| GS Goldman Sachs Group Inc. | Reduce -24.6% | 0.57% | −0.16 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.16 |
| XLC SS Comm Select Sector SPDR | Reduce -54.7% | 0.08% | −0.14 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.13 |
| BLK BlackRock Inc. | Reduce -1.1% | 0.66% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 2.27% | −0.11 |
| DHR Danaher Corp. | Reduce -1.4% | 0.53% | −0.09 |
| ARCC Ares Capital Corp. | Reduce -0.8% | 0.58% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 0.34% | −0.08 |
| CUBE Cubesmart | Sold out | 0.00% | −0.07 |
| GILD Gilead Sciences Inc. | Reduce -1.2% | 0.22% | −0.06 |
| AAPL Apple Inc. | Reduce -0.0% | 4.39% | −0.06 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.13% | −0.05 |
| PFE Pfizer Inc. | Reduce -1.2% | 0.14% | −0.05 |
| WDAY Workday Inc. Class A | Reduce -0.5% | 0.19% | −0.04 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.04 |
| PACB Pacific Biosciences of Calif | Reduce -43.4% | 0.07% | −0.04 |
| ABT Abbott Laboratories | Reduce -5.2% | 0.11% | −0.04 |
| GDX Vaneck Gold Miners ETF | Sold out | 0.00% | −0.04 |
| XLY SS Consumer Disc Select Sect | Reduce -39.6% | 0.04% | −0.03 |
| KBH KB Home | Sold out | 0.00% | −0.03 |
| CRM Salesforce Inc. | Reduce -18.4% | 0.04% | −0.03 |
| CMS CMS Energy Corp. | Reduce -1.6% | 0.14% | −0.03 |
| DEM Wisdomtree Emerging Markets | Reduce -5.9% | 0.16% | −0.02 |
| CCI Crown Castle Inc. | Reduce -1.5% | 0.08% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.13% | −0.02 |
| MCD McDonald's Corp. | Reduce -7.7% | 0.04% | −0.02 |
| V Visa Inc. Class A | Reduce -0.6% | 0.77% | −0.02 |
| IOO iShares Global 100 ETF | Reduce -17.3% | 0.07% | −0.02 |
| VEEV Veeva Systems Inc. Class A | Reduce -0.1% | 0.12% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -2.0% | 0.08% | −0.02 |
| CAH Cardinal Health Inc. | Reduce -2.0% | 0.29% | −0.01 |
| VLTO Veralto Corp. | Reduce -1.3% | 0.08% | −0.01 |
| SO The Southern Co. | Reduce -1.6% | 0.07% | −0.01 |
| ENB Enbridge Inc. | Reduce -0.6% | 0.08% | −0.01 |
| MMM 3M Co. | Reduce -2.4% | 0.20% | −0.01 |
| PNW Pinnacle West Capital | Reduce -1.2% | 0.12% | −0.01 |
| MGRC McGrath Rentcorp | Reduce -0.1% | 0.17% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.2% | 0.07% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| BSJS Invesco Bulletshares 2028 HY | Add +2308.3% | 1.49% | +1.42 |
| INTC Intel Corp. | Add +0.1% | 1.73% | +1.10 |
| PANW Palo Alto Networks Inc. | Add +1.9% | 2.10% | +0.98 |
| DIVI Franklin International Core | Add +826.1% | 0.82% | +0.72 |
| ALAB Astera Labs Inc. | New | 0.70% | +0.70 |
| ANET Arista Networks Inc. | New | 0.44% | +0.44 |
| SIMO Silicon Motion Technol-ADR | New | 0.36% | +0.36 |
| UNH Unitedhealth Group Inc. | Add +1.5% | 1.35% | +0.35 |
| AMZN Amazon.com Inc. | Add +11.2% | 3.63% | +0.33 |
| TSLA Tesla Inc. | Add +105.7% | 0.62% | +0.31 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.1% | 0.73% | +0.31 |
| SITM Sitime Corp. | New | 0.30% | +0.30 |
| MGM MGM Resorts International | New | 0.29% | +0.29 |
| NVDA Nvidia Corp. | Add +18.9% | 1.79% | +0.27 |
| RDDT Reddit Inc. Class A | New | 0.22% | +0.22 |
| NEE Nextera Energy Inc. | Add +530.9% | 0.24% | +0.19 |
| GOOGL Alphabet Inc. Class A | Add +0.3% | 2.45% | +0.18 |
| AKTS Aktis Oncology Inc. | New | 0.16% | +0.16 |
| SGOV iShares 0-3 Month Treasury B | New | 0.15% | +0.15 |
| AMAT Applied Materials Inc. | Add +2.8% | 0.28% | +0.13 |
| CEG Constellation Energy | Add +69.1% | 0.48% | +0.11 |
| ABBV Abbvie Inc. | Add +4.4% | 2.12% | +0.09 |
| CLM Cornerstone Strategic Invest | New | 0.07% | +0.07 |
| EWY iShares MSCI South Korea ETF | New | 0.07% | +0.07 |
| SHLS Shoals Technologies Group -A | New | 0.07% | +0.07 |
| SMH Vaneck Semiconductor ETF | Add +22.6% | 0.16% | +0.07 |
| CRF Cornerstone Total Return | New | 0.07% | +0.07 |
| UPS United Parcel Service Class B | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | Add +4.8% | 0.22% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.7% | 0.47% | +0.06 |
| PRCT Procept Biorobotics Corp. | New | 0.05% | +0.05 |
| C Citigroup Inc. | Add +1.0% | 0.72% | +0.05 |
| NAC Nuveen Ca QLTY Muni Inc. | New | 0.05% | +0.05 |
| RS Reliance Inc. | New | 0.04% | +0.04 |
| FIX Comfort Systems USA Inc. | Add +21.1% | 0.13% | +0.04 |
| LLY Eli Lilly & Co. | Add +7.5% | 0.24% | +0.04 |
| TNET Trinet Group Inc. | Add +8.6% | 0.17% | +0.04 |
| SLV iShares Silver Trust | New | 0.04% | +0.04 |
| NZF Nuveen Municipal Credit Inc. | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.1% | 0.13% | +0.04 |
| QCOM Qualcomm Inc. | Add +0.9% | 0.17% | +0.03 |
| NMZ Nuveen Muni Hi Inc. Opport | New | 0.03% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.03% | +0.03 |
| HEI Heico Corp. | Add +1.2% | 0.25% | +0.03 |
| NUE Nucor Corp. | Add +5.8% | 0.17% | +0.03 |
| AEP American Electric Power | Add +27.5% | 0.21% | +0.03 |
| RAL Ralliant Corp. | New | 0.03% | +0.03 |
| KMB Kimberly-Clark Corp. | New | 0.03% | +0.03 |
| AXP American Express Co. | New | 0.03% | +0.03 |
| WDC Western Digital Corp. | New | 0.03% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 216 | $816.4M | BSJQ, BSJR, GOOG, AAPL, AMZN |
| Q1 2026 | 203 | $706.0M | BSJQ, BSJR, GOOG, AAPL, BRK.B |
| Q4 2025 | 204 | $729.5M | BSJQ, BSJR, GOOG, AAPL, AMZN |
| Q3 2025 | 216 | $705.4M | BSJQ, BSJR, GOOG, AAPL, BRK.B |
| Q2 2025 | 200 | $615.5M | BSJP, BSJQ, BRK.B, AAPL, AMZN |
| Q1 2025 | 197 | $570.7M | BSJP, BSJQ, BRK.B, AAPL, AMZN |
| Q4 2024 | 196 | $551.6M | BSJP, BSJQ, AAPL, BRK.B, AMZN |
| Q3 2024 | 194 | $555.7M | BSJP, BSJO, AAPL, BRK.B, AMZN |
| Q2 2024 | 188 | $531.6M | BSJO, BSJP, AAPL, GOOG, BRK.B |
| Q1 2024 | 194 | $523.8M | BSJO, BSJP, BRK.B, AMZN, AAPL |