Mirador Capital Partners LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Mirador Capital Partners LP reported 188 stock positions worth $531.6 million. Its top holding was Invesco Bulletshares 2024 HY (BSJO) at 14.7% of the portfolio, followed by Invesco Bulletshares 2025 HY (BSJP, 6.5%) and Apple (AAPL, 4.2%). Compared with Q1 2024, it opened 11 new positions, sold out of 18, added to 95 and reduced 70. The biggest buy was Invesco Bulletshares 2025 HY (BSJP, shares +40%) and the biggest sale Invesco Bulletshares 2024 HY (BSJO, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- PLEASANTON, CA
- CIK
- 0001633446
- Portfolio Value
- $531.6M (Q2 2024)
- SEC Filing
- 0001085146-24-002889 ↗ filed Jul 12, 2024
Holdings Value
Holdings 188 stocks · $531.6M
| BSJO Invesco Bulletshares 2024 HY | 14.66% | 3,431,507 | $78.0M | Reduce -3.6% |
| BSJP Invesco Bulletshares 2025 HY | 6.47% | 1,501,560 | $34.4M | Add +39.9% |
| AAPL Apple Inc. | 4.16% | 104,929 | $22.1M | Add +6.8% |
| GOOG Alphabet Inc. Class C | 3.75% | 108,815 | $20.0M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.71% | 48,469 | $19.7M | Add +2.0% |
| AMZN Amazon.com Inc. | 3.56% | 97,811 | $18.9M | Add +3.0% |
| CVX Chevron Corp. | 3.05% | 103,729 | $16.2M | Reduce -0.7% |
| MSFT Microsoft Corp. | 2.72% | 32,309 | $14.4M | Add +1.8% |
| META Meta Platforms Inc. Class A | 2.30% | 24,267 | $12.2M | Add +3.0% |
| BX Blackstone Inc. | 2.16% | 92,942 | $11.5M | Add +6.2% |
| JPM JPMorgan Chase & Co. | 2.05% | 53,850 | $10.9M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.03% | 59,176 | $10.8M | Add +2.3% |
| KKR KKR & Co. Inc. | 1.86% | 94,055 | $9.9M | Add +2.7% |
| ABBV Abbvie Inc. | 1.67% | 51,631 | $8.9M | Add +3.3% |
| PROSHARES SHORT S&P500 | 1.42% | 663,067 | $7.6M | Add +27.8% |
| NVDA Nvidia Corp. | 1.30% | 55,941 | $6.9M | Add +8.3% |
| XLE SS Energy Select Sector | 1.26% | 73,771 | $6.7M | Add +2.8% |
| FORM Formfactor Inc. | 1.25% | 109,365 | $6.6M | Reduce -17.0% |
| PSX Phillips 66 | 1.23% | 46,224 | $6.5M | Add +2.7% |
| PHLT Performant Healthcare Inc. | 1.12% | 2,051,195 | $5.9M | Add +2.8% |
| PANW Palo Alto Networks Inc. | 1.12% | 17,541 | $5.9M | Add +7.8% |
| KMI Kinder Morgan Inc. | 1.11% | 298,223 | $5.9M | Add +5.1% |
| DHR Danaher Corp. | 1.07% | 22,864 | $5.7M | Add +2.7% |
| UNH Unitedhealth Group Inc. | 1.07% | 11,175 | $5.7M | Reduce -4.4% |
| V Visa Inc. Class A | 1.05% | 21,191 | $5.6M | Add +1.8% |
| ARCC Ares Capital Corp. | 0.92% | 235,578 | $4.9M | Add +4.3% |
| EXTR Extreme Networks Inc. | 0.92% | 363,061 | $4.9M | Add +47.0% |
| KLAC KLA Corp. | 0.92% | 5,910 | $4.9M | No change |
| SKY Champion Homes Inc. filed as SKYLINE CHAMPION CORPORATION | 0.89% | 70,200 | $4.8M | Add +4.4% |
| TMO Thermo Fisher Scientific Inc. | 0.87% | 8,374 | $4.6M | Add +1.6% |
| BLK BlackRock Finance Inc. | 0.82% | 5,557 | $4.4M | Add +2.3% |
| WYNN WYNN Resorts Ltd. | 0.82% | 48,780 | $4.4M | Add +3.6% |
| UBER Uber Technologies Inc. | 0.80% | 58,343 | $4.2M | Add +41.9% |
| CLDX Celldex Therapeutics Inc. | 0.78% | 112,379 | $4.2M | Add +7.3% |
| IBB iShares Biotechnology ETF | 0.77% | 29,686 | $4.1M | Add +3.0% |
| CDNS Cadence Design SYS Inc. | 0.77% | 13,220 | $4.1M | New |
| AMD Advanced Micro Devices | 0.76% | 25,051 | $4.1M | Add +1.2% |
| COST Costco Wholesale Corp. | 0.71% | 4,464 | $3.8M | Add +0.7% |
| OIH Vaneck Oil Services ETF | 0.65% | 10,974 | $3.5M | Add +3.1% |
| CYTK Cytokinetics Inc. | 0.64% | 63,143 | $3.4M | Add +78.1% |
| MGM MGM Resorts International | 0.63% | 75,203 | $3.3M | Add +1.7% |
| FCX Freeport-McMoran Inc. | 0.62% | 67,575 | $3.3M | Add +1.1% |
| INTC Intel Corp. | 0.60% | 102,664 | $3.2M | Reduce -0.8% |
| NKE Nike Inc. Class B | 0.52% | 36,380 | $2.7M | New |
| WDAY Workday Inc. Class A | 0.50% | 11,781 | $2.6M | Add +6.3% |
| BMY Bristol-Myers Squibb Co. | 0.36% | 46,415 | $1.9M | Add +2.0% |
| TNET Trinet Group Inc. | 0.36% | 18,895 | $1.9M | Reduce -3.0% |
| DELL Dell Technologies -C | 0.35% | 13,384 | $1.8M | Reduce -10.3% |
| ROST Ross Stores Inc. | 0.34% | 12,354 | $1.8M | Reduce -4.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.34% | 4,664 | $1.8M | Reduce -0.7% |
| VVR Invesco Senior Income Trust | 0.33% | 401,398 | $1.7M | Reduce -0.4% |
| VEEV Veeva Systems Inc. Class A | 0.32% | 9,438 | $1.7M | Reduce -5.8% |
| RNAM Avidity Biosciences Inc. | 0.31% | 40,913 | $1.7M | Reduce -13.1% |
| AVGO Broadcom Inc. | 0.30% | 995 | $1.6M | Reduce -18.3% |
| QCOM Qualcomm Inc. | 0.30% | 7,958 | $1.6M | Add +2.1% |
| DEM Wisdomtree Emerging Markets | 0.30% | 36,356 | $1.6M | Add +1.1% |
| ISRG Intuitive Surgical Inc. | 0.29% | 3,476 | $1.5M | Reduce -6.7% |
| C Citigroup Inc. | 0.29% | 24,286 | $1.5M | Add +8.8% |
| MGRC McGrath Rentcorp | 0.29% | 14,357 | $1.5M | Reduce -4.2% |
| SSD Simpson Manufacturing Co. Inc. | 0.27% | 8,432 | $1.4M | Reduce -4.2% |
| INTU Intuit Inc. | 0.25% | 2,033 | $1.3M | No change |
| STZ Constellation Brands Inc. Class A | 0.25% | 5,121 | $1.3M | Add +13.0% |
| GDYN Grid Dynamics Holdings Inc. | 0.24% | 123,399 | $1.3M | Add +0.8% |
| COO The Cooper Cos Inc. | 0.24% | 14,807 | $1.3M | Reduce -4.0% |
| SMH Vaneck Semiconductor ETF | 0.24% | 4,860 | $1.3M | Add +9.5% |
| XLC SS Comm Select Sector SPDR | 0.24% | 14,675 | $1.3M | Add +2.7% |
| CAH Cardinal Health Inc. | 0.23% | 12,451 | $1.2M | Add +5.0% |
| TXG 10X Genomics Inc. Class A | 0.23% | 61,967 | $1.2M | Add +115.0% |
| XLY SS Consumer Disc Select Sect | 0.20% | 5,836 | $1.1M | Add +3.1% |
| XOM Exxon Mobil Corp. | 0.19% | 8,985 | $1.0M | Reduce -2.5% |
| ARC Arc Document Solutions Inc. | 0.19% | 386,563 | $1.0M | Reduce -3.4% |
| AWK American Water Works Co. Inc. | 0.19% | 7,833 | $1.0M | Add +5.9% |
| BSCP Invesco Bulletshares 2025 CB | 0.19% | 48,872 | $999K | Add +0.7% |
| TOST Toast Inc. Class A | 0.19% | 38,716 | $998K | Add +12.0% |
| PG The Procter & Gamble Co. | 0.19% | 6,005 | $990K | Reduce -12.8% |
| VZ Verizon Communications Inc. | 0.18% | 23,254 | $959K | Add +4.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 5,511 | $953K | Reduce -11.4% |
| SCHX Schwab US Large-Cap ETF | 0.18% | 14,521 | $933K | Add +0.5% |
| RSP Invesco S&P 500 Equal Weight | 0.17% | 5,562 | $914K | Add +0.8% |
| XCHYX Calamos Convert & High Inc. | 0.17% | 81,778 | $913K | Reduce -7.1% |
| MMM 3M Co. | 0.17% | 8,670 | $886K | Reduce -72.7% |
| GILD Gilead Sciences Inc. | 0.16% | 12,752 | $875K | Add +6.3% |
| FIVN FIVE9 Inc. | 0.16% | 19,706 | $869K | Add +12.2% |
| CSCO Cisco Systems Inc. | 0.16% | 17,688 | $840K | Add +2.1% |
| RIG Transocean Ltd. | 0.16% | 155,855 | $834K | Add +9.8% |
| NUE Nucor Corp. | 0.15% | 5,173 | $818K | Reduce -0.6% |
| AEP American Electric Power | 0.15% | 9,278 | $814K | Reduce -1.3% |
| KRP Kimbell Royalty Partners LP | 0.15% | 49,651 | $812K | New |
| FTV Fortive Corp. | 0.15% | 10,773 | $798K | Add +3.1% |
| DOW Dow Inc. | 0.15% | 14,988 | $795K | Add +5.2% |
| TSLX Sixth Street Specialty Lendi | 0.15% | 37,101 | $792K | Reduce -0.0% |
| HTGC Hercules Capital Inc. | 0.15% | 38,218 | $782K | Add +5.7% |
| CMS CMS Energy Corp. | 0.15% | 13,094 | $780K | Add +5.3% |
| ORCL Oracle Corp. | 0.14% | 5,436 | $768K | Add +0.1% |
| BSMO Invesco Bulletshares 2024 MB | 0.14% | 30,581 | $759K | Add +0.7% |
| KRO Kronos Worldwide Inc. | 0.14% | 59,762 | $750K | Add +3.0% |
| TSLA Tesla Inc. | 0.14% | 3,760 | $744K | Reduce -47.8% |
| MRK Merck & Co. Inc. | 0.14% | 5,903 | $731K | Reduce -9.7% |
| IAU iShares Gold Trust | 0.14% | 16,600 | $729K | Add +13.5% |
| CUBE Cubesmart | 0.13% | 15,627 | $706K | Add +2.7% |
Portfolio Sells Q1 2024 → Q2 2024
| BSJO Invesco Bulletshares 2024 HY | Reduce -3.6% | 14.66% | −0.79 |
| IWM iShares Russell 2000 ETF | Reduce -89.6% | 0.08% | −0.77 |
| VWO Vanguard Ftse Emerging Marke | Reduce -93.9% | 0.05% | −0.75 |
| BA The Boeing Co. | Sold out | 0.00% | −0.62 |
| JNJ Johnson & Johnson | Reduce -78.0% | 0.12% | −0.50 |
| MMM 3M Co. | Reduce -72.7% | 0.17% | −0.48 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -85.8% | 0.06% | −0.35 |
| MS Morgan Stanley | Sold out | 0.00% | −0.28 |
| INTC Intel Corp. | Reduce -0.8% | 0.60% | −0.27 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.23 |
| PACB Pacific Biosciences of Calif | Reduce -80.7% | 0.02% | −0.21 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.21 |
| NDAQ Nasdaq Inc. | Sold out | 0.00% | −0.20 |
| HI Hillenbrand Inc. | Sold out | 0.00% | −0.16 |
| TNET Trinet Group Inc. | Reduce -3.0% | 0.36% | −0.14 |
| VEEV Veeva Systems Inc. Class A | Reduce -5.8% | 0.32% | −0.12 |
| TSLA Tesla Inc. | Reduce -47.8% | 0.14% | −0.10 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.10 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.10 |
| CVX Chevron Corp. | Reduce -0.7% | 3.05% | −0.09 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -4.2% | 0.27% | −0.08 |
| BITO Proshares Bitcoin ETF-Usd | Sold out | 0.00% | −0.07 |
| MGRC McGrath Rentcorp | Reduce -4.2% | 0.29% | −0.07 |
| BF.B Brown-Forman Corp. Class B | Sold out | 0.00% | −0.06 |
| ABNB Airbnb Inc. Class A | Reduce -24.4% | 0.13% | −0.06 |
| COO The Cooper Cos Inc. | Reduce -4.0% | 0.24% | −0.06 |
| CHDN Churchill Downs Inc. | Sold out | 0.00% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -11.4% | 0.18% | −0.05 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | Reduce -37.3% | 0.07% | −0.04 |
| NUE Nucor Corp. | Reduce -0.6% | 0.15% | −0.04 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.04 |
| BIDU Baidu Inc. - Spon ADR | Sold out | 0.00% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.04 |
| CRSP Crispr Therapeutics AG | Sold out | 0.00% | −0.04 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.04 |
| SLB SLB Ltd. | Sold out | 0.00% | −0.04 |
| 23ANDME HOLDING CO | Sold out | 0.00% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -4.4% | 1.07% | −0.03 |
| DIS The Walt Disney Co. | Reduce -4.0% | 0.10% | −0.03 |
| LVS Las Vegas Sands Corp. | Reduce -7.7% | 0.10% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -9.7% | 0.14% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -12.8% | 0.19% | −0.03 |
| XCHYX Calamos Convert & High Inc. | Reduce -7.1% | 0.17% | −0.03 |
| ROST Ross Stores Inc. | Reduce -4.7% | 0.34% | −0.03 |
| AMGN Amgen Inc. | Reduce -27.9% | 0.09% | −0.02 |
| CRM Salesforce Inc. | Reduce -1.4% | 0.11% | −0.02 |
| ARC Arc Document Solutions Inc. | Reduce -3.4% | 0.19% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -28.3% | 0.05% | −0.01 |
| AXP American Express Co. | Reduce -24.8% | 0.04% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.1% | 2.05% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| BSJP Invesco Bulletshares 2025 HY | Add +39.9% | 6.47% | +1.77 |
| AAPL Apple Inc. | Add +6.8% | 4.16% | +0.94 |
| CDNS Cadence Design SYS Inc. | New | 0.77% | +0.77 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 3.75% | +0.61 |
| NKE Nike Inc. Class B | New | 0.52% | +0.52 |
| NVDA Nvidia Corp. | Add +8.3% | 1.30% | +0.41 |
| EXTR Extreme Networks Inc. | Add +47.0% | 0.92% | +0.37 |
| GOOGL Alphabet Inc. Class A | Add +2.3% | 2.03% | +0.36 |
| AMZN Amazon.com Inc. | Add +3.0% | 3.56% | +0.29 |
| PROSHARES SHORT S&P500 | Add +27.8% | 1.42% | +0.25 |
| PANW Palo Alto Networks Inc. | Add +7.8% | 1.12% | +0.24 |
| UBER Uber Technologies Inc. | Add +41.9% | 0.80% | +0.19 |
| CYTK Cytokinetics Inc. | Add +78.1% | 0.64% | +0.17 |
| MSFT Microsoft Corp. | Add +1.8% | 2.72% | +0.17 |
| KRP Kimbell Royalty Partners LP | New | 0.15% | +0.15 |
| Z Zillow Group Inc. Class C | New | 0.12% | +0.12 |
| KMI Kinder Morgan Inc. | Add +5.1% | 1.11% | +0.12 |
| META Meta Platforms Inc. Class A | Add +3.0% | 2.30% | +0.12 |
| ANSS Ansys Inc. | New | 0.11% | +0.11 |
| KKR KKR & Co. Inc. | Add +2.7% | 1.86% | +0.10 |
| ENPH Enphase Energy Inc. | New | 0.10% | +0.10 |
| COST Costco Wholesale Corp. | Add +0.7% | 0.71% | +0.09 |
| BSJQ Invesco Bulletshares 2026 HY | New | 0.08% | +0.08 |
| IBIT iShares Bitcoin Trust ETF | New | 0.06% | +0.06 |
| NEM Newmont Corp. | New | 0.06% | +0.06 |
| SNOW Snowflake Inc. | New | 0.05% | +0.05 |
| SMH Vaneck Semiconductor ETF | Add +9.5% | 0.24% | +0.05 |
| QCOM Qualcomm Inc. | Add +2.1% | 0.30% | +0.05 |
| RVNC Revance Therapeutics Inc. | New | 0.04% | +0.04 |
| NOW ServiceNow Inc. | Add +61.9% | 0.07% | +0.03 |
| ARCC Ares Capital Corp. | Add +4.3% | 0.92% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.8% | 0.10% | +0.02 |
| TOST Toast Inc. Class A | Add +12.0% | 0.19% | +0.02 |
| C Citigroup Inc. | Add +8.8% | 0.29% | +0.02 |
| TXG 10X Genomics Inc. Class A | Add +115.0% | 0.23% | +0.02 |
| IAU iShares Gold Trust | Add +13.5% | 0.14% | +0.02 |
| HTGC Hercules Capital Inc. | Add +5.7% | 0.15% | +0.02 |
| IOO iShares Global 100 ETF | Add +16.2% | 0.10% | +0.02 |
| FCX Freeport-McMoran Inc. | Add +1.1% | 0.62% | +0.02 |
| AWK American Water Works Co. Inc. | Add +5.9% | 0.19% | +0.02 |
| EDR Endeavor Group Hold Class A | Add +11.2% | 0.13% | +0.02 |
| ORCL Oracle Corp. | Add +0.1% | 0.14% | +0.01 |
| XLC SS Comm Select Sector SPDR | Add +2.7% | 0.24% | +0.01 |
| DHR Danaher Corp. | Add +2.7% | 1.07% | +0.01 |
| STZ Constellation Brands Inc. Class A | Add +13.0% | 0.25% | +0.01 |
| FLTR Vaneck Ig Floating Rate ETF | Add +13.7% | 0.11% | +0.01 |
| IBB iShares Biotechnology ETF | Add +3.0% | 0.77% | +0.01 |
| VLTO Veralto Corp. | Add +3.4% | 0.13% | +0.01 |
| KRO Kronos Worldwide Inc. | Add +3.0% | 0.14% | +0.01 |
| AMAT Applied Materials Inc. | Add +0.1% | 0.09% | +0.01 |
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 |