Mirador Capital Partners LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 18, 2024), Mirador Capital Partners LP reported 194 stock positions worth $523.8 million. Its top holding was Invesco Bulletshares 2024 HY (BSJO) at 15.5% of the portfolio, followed by Invesco Bulletshares 2025 HY (BSJP, 4.7%) and Berkshire Hathaway Class B (BRK.B, 3.8%). Compared with Q4 2023, it opened 23 new positions, sold out of 12, added to 110 and reduced 49. The biggest buy was Vanguard Ftse Emerging Marke (VWO, shares +1854%) and the biggest sale an exit from CNH Industrial (CNH).
- Most Recent 13F
- Q2 2026
- Location
- PLEASANTON, CA
- CIK
- 0001633446
- Portfolio Value
- $523.8M (Q1 2024)
- SEC Filing
- 0001085146-24-001880 ↗ filed Apr 18, 2024
Holdings Value
Holdings 194 stocks · $523.8M
| BSJO Invesco Bulletshares 2024 HY | 15.45% | 3,560,590 | $80.9M | Add +5.3% |
| BSJP Invesco Bulletshares 2025 HY | 4.70% | 1,073,320 | $24.6M | Add +16.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.81% | 47,514 | $20.0M | Reduce -13.0% |
| AMZN Amazon.com Inc. | 3.27% | 94,941 | $17.1M | Add +2.8% |
| AAPL Apple Inc. | 3.22% | 98,274 | $16.9M | Add +3.3% |
| GOOG Alphabet Inc. Class C | 3.15% | 108,265 | $16.5M | Add +3.7% |
| CVX Chevron Corp. | 3.14% | 104,428 | $16.5M | Add +6.5% |
| MSFT Microsoft Corp. | 2.55% | 31,753 | $13.4M | Add +1.8% |
| BX Blackstone Inc. | 2.20% | 87,543 | $11.5M | Add +1.0% |
| META Meta Platforms Inc. Class A | 2.18% | 23,550 | $11.4M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.06% | 53,922 | $10.8M | Add +5.2% |
| KKR KKR & Co. Inc. | 1.76% | 91,586 | $9.2M | Reduce -20.4% |
| ABBV Abbvie Inc. | 1.74% | 49,980 | $9.1M | Add +3.4% |
| GOOGL Alphabet Inc. Class A | 1.67% | 57,836 | $8.7M | Add +3.3% |
| PSX Phillips 66 | 1.40% | 44,997 | $7.3M | Add +1.1% |
| XLE SS Energy Select Sector | 1.29% | 71,776 | $6.8M | Add +5.1% |
| PROSHARES SHORT S&P500 | 1.18% | 518,929 | $6.2M | Add +170.8% |
| FORM Formfactor Inc. | 1.15% | 131,761 | $6.0M | Add +2.7% |
| PHLT Performant Healthcare Inc. | 1.12% | 1,995,795 | $5.9M | Add +4.0% |
| V Visa Inc. Class A | 1.11% | 20,825 | $5.8M | No change |
| UNH Unitedhealth Group Inc. | 1.10% | 11,684 | $5.8M | Add +12.3% |
| SKY Champion Homes Inc. filed as SKYLINE CHAMPION CORPORATION | 1.09% | 67,244 | $5.7M | Add +3.3% |
| DHR Danaher Corp. | 1.06% | 22,262 | $5.6M | Add +5.0% |
| KMI Kinder Morgan Inc. | 0.99% | 283,656 | $5.2M | Add +7.9% |
| WYNN WYNN Resorts Ltd. | 0.92% | 47,089 | $4.8M | Add +4.9% |
| TMO Thermo Fisher Scientific Inc. | 0.91% | 8,238 | $4.8M | Reduce -4.0% |
| ARCC Ares Capital Corp. | 0.90% | 225,752 | $4.7M | Add +4.5% |
| NVDA Nvidia Corp. | 0.89% | 5,163 | $4.7M | Add +13.2% |
| PANW Palo Alto Networks Inc. | 0.88% | 16,277 | $4.6M | Add +182.1% |
| INTC Intel Corp. | 0.87% | 103,485 | $4.6M | Add +1.4% |
| BLK BlackRock Finance Inc. | 0.86% | 5,432 | $4.5M | Reduce -0.5% |
| AMD Advanced Micro Devices | 0.85% | 24,746 | $4.5M | Reduce -2.8% |
| IWM iShares Russell 2000 ETF | 0.85% | 21,237 | $4.5M | Add +808.7% |
| CLDX Celldex Therapeutics Inc. | 0.84% | 104,759 | $4.4M | Reduce -2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.80% | 100,097 | $4.2M | Add +1854.3% |
| KLAC KLA Corp. | 0.79% | 5,910 | $4.1M | No change |
| IBB iShares Biotechnology ETF | 0.76% | 28,833 | $4.0M | Add +3.1% |
| OIH Vaneck Oil Services ETF | 0.68% | 10,647 | $3.6M | Add +7.9% |
| MGM MGM Resorts International | 0.67% | 73,974 | $3.5M | Add +3.0% |
| MMM 3M Co. | 0.64% | 31,703 | $3.4M | Add +7.7% |
| BA The Boeing Co. | 0.62% | 16,882 | $3.3M | New |
| COST Costco Wholesale Corp. | 0.62% | 4,431 | $3.2M | Add +1.1% |
| JNJ Johnson & Johnson | 0.62% | 20,508 | $3.2M | Add +4.2% |
| UBER Uber Technologies Inc. | 0.60% | 41,108 | $3.2M | Add +1013.7% |
| FCX Freeport-McMoran Inc. | 0.60% | 66,828 | $3.1M | Add +2.9% |
| WDAY Workday Inc. Class A | 0.58% | 11,081 | $3.0M | Reduce -5.2% |
| EXTR Extreme Networks Inc. | 0.54% | 247,008 | $2.9M | Add +68.1% |
| TNET Trinet Group Inc. | 0.49% | 19,480 | $2.6M | Add +0.2% |
| CYTK Cytokinetics Inc. | 0.47% | 35,455 | $2.5M | Reduce -27.6% |
| BMY Bristol-Myers Squibb Co. | 0.47% | 45,484 | $2.5M | Add +4.3% |
| VEEV Veeva Systems Inc. Class A | 0.44% | 10,016 | $2.3M | Reduce -1.4% |
| BSCO Invesco Bulletshares 2024 CB | 0.41% | 102,797 | $2.2M | Reduce -41.1% |
| ROST Ross Stores Inc. | 0.36% | 12,963 | $1.9M | Add +0.3% |
| MGRC McGrath Rentcorp | 0.35% | 14,985 | $1.8M | Add +0.6% |
| SSD Simpson Manufacturing Co. Inc. | 0.34% | 8,797 | $1.8M | Add +0.2% |
| VVR Invesco Senior Income Trust | 0.33% | 403,025 | $1.7M | Add +8.5% |
| DELL Dell Technologies -C | 0.33% | 14,916 | $1.7M | Add +10.8% |
| AVGO Broadcom Inc. | 0.31% | 1,218 | $1.6M | Reduce -2.9% |
| COO The Cooper Cos Inc. | 0.30% | 15,416 | $1.6M | Add +1.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.29% | 4,697 | $1.5M | Add +7.7% |
| DEM Wisdomtree Emerging Markets | 0.29% | 35,975 | $1.5M | Add +4.2% |
| GDYN Grid Dynamics Holdings Inc. | 0.29% | 122,445 | $1.5M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 0.28% | 3,726 | $1.5M | Add +9.4% |
| MS Morgan Stanley | 0.28% | 15,345 | $1.4M | Add +12.0% |
| C Citigroup Inc. | 0.27% | 22,332 | $1.4M | Add +267.4% |
| CAH Cardinal Health Inc. | 0.25% | 11,854 | $1.3M | Add +5.8% |
| INTU Intuit Inc. | 0.25% | 2,033 | $1.3M | No change |
| QCOM Qualcomm Inc. | 0.25% | 7,794 | $1.3M | Add +2.9% |
| TSLA Tesla Inc. | 0.24% | 7,208 | $1.3M | Add +36.5% |
| STZ Constellation Brands Inc. Class A | 0.24% | 4,532 | $1.2M | Add +17.8% |
| RNAM Avidity Biosciences Inc. | 0.23% | 47,073 | $1.2M | Reduce -10.4% |
| PACB Pacific Biosciences of Calif | 0.23% | 318,373 | $1.2M | Add +506.0% |
| LLY Eli Lilly & Co. | 0.23% | 1,529 | $1.2M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 6,220 | $1.2M | Add +16.7% |
| XLC SS Comm Select Sector SPDR | 0.22% | 14,288 | $1.2M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.21% | 6,884 | $1.1M | Add +1.5% |
| ARC Arc Document Solutions Inc. | 0.21% | 400,151 | $1.1M | Add +3.0% |
| ANET Arista Networks Inc. | 0.21% | 3,821 | $1.1M | No change |
| FIVN FIVE9 Inc. | 0.21% | 17,564 | $1.1M | Add +6.2% |
| TXG 10X Genomics Inc. Class A | 0.21% | 28,825 | $1.1M | Add +3.4% |
| XOM Exxon Mobil Corp. | 0.20% | 9,214 | $1.1M | Add +4.9% |
| XLY SS Consumer Disc Select Sect | 0.20% | 5,660 | $1.0M | Reduce -1.0% |
| XCHYX Calamos Convert & High Inc. | 0.20% | 88,046 | $1.0M | Reduce -7.5% |
| NUE Nucor Corp. | 0.20% | 5,203 | $1.0M | Reduce -0.3% |
| NDAQ Nasdaq Inc. | 0.20% | 16,212 | $1.0M | Reduce -75.5% |
| ABNB Airbnb Inc. Class A | 0.19% | 6,125 | $1.0M | Reduce -1.2% |
| SMH Vaneck Semiconductor ETF | 0.19% | 4,437 | $998K | New |
| BSCP Invesco Bulletshares 2025 CB | 0.19% | 48,525 | $991K | Reduce -62.3% |
| VZ Verizon Communications Inc. | 0.18% | 22,292 | $935K | Add +7.4% |
| RSP Invesco S&P 500 Equal Weight | 0.18% | 5,515 | $934K | Add +77.8% |
| AWK American Water Works Co. Inc. | 0.17% | 7,399 | $904K | Add +8.6% |
| FTV Fortive Corp. | 0.17% | 10,451 | $899K | Add +2.1% |
| SCHX Schwab US Large-Cap ETF | 0.17% | 14,443 | $896K | Reduce -23.5% |
| RIG Transocean Ltd. | 0.17% | 141,968 | $892K | Add +16.1% |
| GILD Gilead Sciences Inc. | 0.17% | 11,997 | $879K | Add +7.7% |
| CSCO Cisco Systems Inc. | 0.17% | 17,331 | $865K | Reduce -77.6% |
| MRK Merck & Co. Inc. | 0.16% | 6,537 | $863K | Add +7.8% |
| TOST Toast Inc. Class A | 0.16% | 34,564 | $861K | Reduce -12.9% |
| HI Hillenbrand Inc. | 0.16% | 16,633 | $836K | Add +8.6% |
| DOW Dow Inc. | 0.16% | 14,251 | $826K | Add +8.0% |
Portfolio Sells Q4 2023 → Q1 2024
| CNH CNH Industrial NV | Sold out | 0.00% | −0.72 |
| CSCO Cisco Systems Inc. | Reduce -77.6% | 0.17% | −0.66 |
| NDAQ Nasdaq Inc. | Reduce -75.5% | 0.20% | −0.62 |
| WM Waste Management Inc. | Reduce -90.4% | 0.05% | −0.48 |
| PFE Pfizer Inc. | Reduce -88.9% | 0.05% | −0.45 |
| CYTK Cytokinetics Inc. | Reduce -27.6% | 0.47% | −0.39 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -62.3% | 0.19% | −0.37 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -41.1% | 0.41% | −0.36 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -13.0% | 3.81% | −0.31 |
| KKR KKR & Co. Inc. | Reduce -20.4% | 1.76% | −0.26 |
| SWK Stanley Black & Decker Inc. | Sold out | 0.00% | −0.19 |
| CNXC Concentrix Corp. | Sold out | 0.00% | −0.18 |
| WDAY Workday Inc. Class A | Reduce -5.2% | 0.58% | −0.11 |
| OCSL Oaktree Specialty Lending Co. | Sold out | 0.00% | −0.10 |
| BLK BlackRock Finance Inc. | Reduce -0.5% | 0.86% | −0.07 |
| CLDX Celldex Therapeutics Inc. | Reduce -2.9% | 0.84% | −0.07 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.07 |
| ALB Albemarle Corp. | Sold out | 0.00% | −0.07 |
| BSMO Invesco Bulletshares 2024 MB | Reduce -20.5% | 0.14% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -23.5% | 0.17% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.0% | 0.91% | −0.05 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.05 |
| RDFN Redfin Corp. | Sold out | 0.00% | −0.05 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.05 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.05 |
| FINX Global X Fintech ETF | Sold out | 0.00% | −0.04 |
| NCNO Ncino Inc. | Reduce -42.2% | 0.06% | −0.04 |
| XCHYX Calamos Convert & High Inc. | Reduce -7.5% | 0.20% | −0.03 |
| GENI Genius Sports Ltd. | Sold out | 0.00% | −0.03 |
| IOO iShares Global 100 ETF | Reduce -21.5% | 0.08% | −0.02 |
| XLY SS Consumer Disc Select Sect | Reduce -1.0% | 0.20% | −0.02 |
| MCD McDonald's Corp. | Reduce -1.7% | 0.07% | −0.01 |
| LVS Las Vegas Sands Corp. | Reduce -2.4% | 0.12% | −0.01 |
| BIP Brookfield Infrastructure Pa | Reduce -6.6% | 0.04% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -0.3% | 0.13% | −0.01 |
| BABA Alibaba Group Holding-SP ADR | Reduce -0.9% | 0.04% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -1.8% | 0.05% | −0.01 |
| IAU iShares Gold Trust | Reduce -1.6% | 0.12% | −0.01 |
| HD Home Depot Inc. | Reduce -4.7% | 0.08% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -2.0% | 0.11% | −0.00 |
| VXF Vanguard Extended Market ETF | Reduce -1.5% | 0.06% | −0.00 |
| XLV SS Health Care Select Sector | Reduce -0.4% | 0.10% | −0.00 |
| AXP American Express Co. | Reduce -9.6% | 0.06% | −0.00 |
| BAC Bank of America Corp. | Reduce -1.7% | 0.06% | −0.00 |
| CRM Salesforce Inc. | Reduce -1.3% | 0.13% | +0.00 |
| COYA Coya Therapeutics Inc. | Reduce -4.0% | 0.03% | +0.00 |
| NUE Nucor Corp. | Reduce -0.3% | 0.20% | +0.00 |
| PH Parker Hannifin Corp. | Reduce -2.6% | 0.07% | +0.00 |
| CAT Caterpillar Inc. | Reduce -3.4% | 0.06% | +0.00 |
| CMI Cummins Inc. | Reduce -3.3% | 0.08% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| VWO Vanguard Ftse Emerging Marke | Add +1854.3% | 0.80% | +0.75 |
| IWM iShares Russell 2000 ETF | Add +808.7% | 0.85% | +0.75 |
| PROSHARES SHORT S&P500 | Add +170.8% | 1.18% | +0.65 |
| BA The Boeing Co. | New | 0.62% | +0.62 |
| UBER Uber Technologies Inc. | Add +1013.7% | 0.60% | +0.56 |
| PANW Palo Alto Networks Inc. | Add +182.1% | 0.88% | +0.52 |
| NVDA Nvidia Corp. | Add +13.2% | 0.89% | +0.41 |
| AMZN Amazon.com Inc. | Add +2.8% | 3.27% | +0.30 |
| BSJP Invesco Bulletshares 2025 HY | Add +16.4% | 4.70% | +0.27 |
| LLY Eli Lilly & Co. | New | 0.23% | +0.23 |
| JPM JPMorgan Chase & Co. | Add +5.2% | 2.06% | +0.22 |
| C Citigroup Inc. | Add +267.4% | 0.27% | +0.20 |
| SMH Vaneck Semiconductor ETF | New | 0.19% | +0.19 |
| ABBV Abbvie Inc. | Add +3.4% | 1.74% | +0.15 |
| PSX Phillips 66 | Add +1.1% | 1.40% | +0.15 |
| PACB Pacific Biosciences of Calif | Add +506.0% | 0.23% | +0.12 |
| DELL Dell Technologies -C | Add +10.8% | 0.33% | +0.11 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.09% | +0.09 |
| XLE SS Energy Select Sector | Add +5.1% | 1.29% | +0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +77.8% | 0.18% | +0.07 |
| BITO Proshares Bitcoin ETF-Usd | New | 0.07% | +0.07 |
| FLG New York Community Bancorp | New | 0.07% | +0.07 |
| MSFT Microsoft Corp. | Add +1.8% | 2.55% | +0.07 |
| SKY Champion Homes Inc. | Add +3.3% | 1.09% | +0.07 |
| BF.B Brown-Forman Corp. Class B | New | 0.06% | +0.06 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.06% | +0.06 |
| FSLR First Solar Inc. | New | 0.06% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | New | 0.06% | +0.06 |
| MOAT Vaneck Morningstar Wide Moat | New | 0.05% | +0.05 |
| WYNN WYNN Resorts Ltd. | Add +4.9% | 0.92% | +0.05 |
| BST BlackRock Science & Tech TR | New | 0.05% | +0.05 |
| CHDN Churchill Downs Inc. | New | 0.05% | +0.05 |
| VLO Valero Energy Corp. | New | 0.05% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +7.7% | 0.29% | +0.05 |
| CCI Crown Castle Inc. | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +6.5% | 3.14% | +0.05 |
| DOC Healthpeak Properties Inc. | Add +95.5% | 0.11% | +0.04 |
| IBM Intl Business Machines Corp. | Add +16.7% | 0.23% | +0.04 |
| CG The Carlyle Group Inc. | New | 0.04% | +0.04 |
| SCHG Schwab US Large-Cap Growth | New | 0.04% | +0.04 |
| BIDU Baidu Inc. - Spon ADR | New | 0.04% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +9.4% | 0.28% | +0.04 |
| CRSP Crispr Therapeutics AG | New | 0.04% | +0.04 |
| MA Mastercard Inc. Class A | New | 0.04% | +0.04 |
| STZ Constellation Brands Inc. Class A | Add +17.8% | 0.24% | +0.04 |
| SLB SLB Ltd. | New | 0.04% | +0.04 |
| OIH Vaneck Oil Services ETF | Add +7.9% | 0.68% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +3.7% | 3.15% | +0.03 |
| MRK Merck & Co. Inc. | Add +7.8% | 0.16% | +0.02 |
| DIS The Walt Disney Co. | Add +1.1% | 0.13% | +0.02 |
Options Activity Q4 2023 → Q1 2024
| SPY SS SPDR S&P 500 ETF Trust-US | call | Sold out | 3,000 | $1Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
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 |