Mirador Capital Partners LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Mirador Capital Partners LP reported 196 stock positions worth $551.6 million. Its top holding was Invesco Bulletshares 2025 HY (BSJP) at 10.4% of the portfolio, followed by Invesco Bulletshares 2026 HY (BSJQ, 6.3%) and Apple (AAPL, 4.6%). Compared with Q3 2024, it opened 17 new positions, sold out of 15, added to 103 and reduced 69. The biggest buy was Invesco Bulletshares 2026 HY (BSJQ, shares +730%) and the biggest sale an exit from Invesco Bulletshares 2024 HY (BSJO).
- Most Recent 13F
- Q2 2026
- Location
- PLEASANTON, CA
- CIK
- 0001633446
- Portfolio Value
- $551.6M (Q4 2024)
- SEC Filing
- 0001085146-25-000187 ↗ filed Jan 15, 2025
Holdings Value
Holdings 196 stocks · $551.6M
| BSJP Invesco Bulletshares 2025 HY | 10.41% | 2,489,747 | $57.4M | Reduce -11.1% |
| BSJQ Invesco Bulletshares 2026 HY | 6.30% | 1,492,837 | $34.7M | Add +730.1% |
| AAPL Apple Inc. | 4.65% | 102,404 | $25.6M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.04% | 49,159 | $22.3M | Add +0.8% |
| AMZN Amazon.com Inc. | 3.91% | 98,304 | $21.6M | Reduce -1.4% |
| GOOG Alphabet Inc. Class C | 3.83% | 110,906 | $21.1M | Add +0.2% |
| BX Blackstone Inc. | 3.05% | 97,536 | $16.8M | Add +2.0% |
| CVX Chevron Corp. | 2.67% | 101,834 | $14.7M | Reduce -3.1% |
| KKR KKR & Co. Inc. | 2.53% | 94,412 | $14.0M | Add +1.4% |
| META Meta Platforms Inc. Class A | 2.45% | 23,079 | $13.5M | Add +0.7% |
| MSFT Microsoft Corp. | 2.41% | 31,514 | $13.3M | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 2.38% | 54,777 | $13.1M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 1.73% | 50,528 | $9.6M | Add +0.2% |
| ABBV Abbvie Inc. | 1.68% | 52,190 | $9.3M | Reduce -0.8% |
| SH Proshares Short S&P500 | 1.54% | 199,898 | $8.5M | Reduce -20.8% |
| KMI Kinder Morgan Inc. | 1.52% | 306,630 | $8.4M | Add +0.2% |
| NVDA Nvidia Corp. | 1.34% | 55,154 | $7.4M | Add +0.4% |
| V Visa Inc. Class A | 1.22% | 21,255 | $6.7M | Reduce -0.7% |
| PANW Palo Alto Networks Inc. | 1.20% | 36,271 | $6.6M | Add +1.1% |
| XLE SS Energy Select Sector | 1.16% | 74,646 | $6.4M | Reduce -0.4% |
| PHLT Performant Healthcare Inc. | 1.13% | 2,055,988 | $6.2M | Reduce -0.4% |
| EXTR Extreme Networks Inc. | 1.11% | 367,197 | $6.1M | Add +0.5% |
| BLK BlackRock Inc. | 1.03% | 5,536 | $5.7M | Add +0.3% |
| UNH Unitedhealth Group Inc. | 1.01% | 10,978 | $5.6M | Reduce -0.8% |
| NKE Nike Inc. Class B | 1.00% | 72,986 | $5.5M | Add +69.8% |
| DHR Danaher Corp. | 0.98% | 23,505 | $5.4M | Add +4.0% |
| PSX Phillips 66 | 0.98% | 47,215 | $5.4M | Reduce -0.7% |
| ARCC Ares Capital Corp. | 0.96% | 242,811 | $5.3M | Add +1.3% |
| UBER Uber Technologies Inc. | 0.93% | 85,214 | $5.1M | Add +40.4% |
| FORM Formfactor Inc. | 0.88% | 110,776 | $4.9M | Add +0.7% |
| SKY Champion Homes Inc. | 0.82% | 51,514 | $4.5M | Add +0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.81% | 8,549 | $4.4M | Add +0.7% |
| COST Costco Wholesale Corp. | 0.77% | 4,633 | $4.2M | Add +0.1% |
| WYNN WYNN Resorts Ltd. | 0.73% | 46,536 | $4.0M | Reduce -5.8% |
| SNOW Snowflake Inc. | 0.71% | 25,488 | $3.9M | Reduce -5.9% |
| IBB iShares Biotechnology ETF | 0.71% | 29,698 | $3.9M | Add +0.6% |
| KLAC KLA Corp. | 0.68% | 5,910 | $3.7M | No change |
| WDAY Workday Inc. Class A | 0.65% | 13,940 | $3.6M | Add +21.0% |
| TGT Target Corp. | 0.62% | 25,132 | $3.4M | New |
| AMD Advanced Micro Devices | 0.56% | 25,737 | $3.1M | Add +0.7% |
| CYTK Cytokinetics Inc. | 0.56% | 65,636 | $3.1M | Add +1.6% |
| CLDX Celldex Therapeutics Inc. | 0.55% | 119,492 | $3.0M | Add +2.9% |
| PSQ Proshares Short QQQ | 0.52% | 77,181 | $2.9M | Reduce -40.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.51% | 4,777 | $2.8M | Add +2.9% |
| BMY Bristol-Myers Squibb Co. | 0.49% | 47,354 | $2.7M | Add +1.7% |
| FCX Freeport-McMoran Inc. | 0.48% | 69,472 | $2.6M | Add +1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.44% | 4,720 | $2.4M | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.43% | 10,303 | $2.4M | Reduce -10.8% |
| OIH Vaneck Oil Services ETF | 0.43% | 8,774 | $2.4M | Add +1.6% |
| INTC Intel Corp. | 0.38% | 103,687 | $2.1M | Add +1.5% |
| C Citigroup Inc. | 0.37% | 28,679 | $2.0M | Add +11.2% |
| ISRG Intuitive Surgical Inc. | 0.35% | 3,666 | $1.9M | Add +4.0% |
| TSLA Tesla Inc. | 0.31% | 4,267 | $1.7M | Reduce -0.9% |
| ROST Ross Stores Inc. | 0.31% | 11,284 | $1.7M | Reduce -3.1% |
| GDYN Grid Dynamics Holdings Inc. | 0.30% | 74,559 | $1.7M | Reduce -35.5% |
| DELL Dell Technologies -C | 0.30% | 14,189 | $1.6M | Add +0.6% |
| TNET Trinet Group Inc. | 0.29% | 17,805 | $1.6M | Reduce -1.6% |
| CAH Cardinal Health Inc. | 0.29% | 13,429 | $1.6M | Add +3.6% |
| TOST Toast Inc. Class A | 0.28% | 41,938 | $1.5M | Add +0.9% |
| VEEV Veeva Systems Inc. Class A | 0.27% | 7,177 | $1.5M | Reduce -19.1% |
| DEM Wisdomtree Emerging Markets | 0.27% | 36,718 | $1.5M | Reduce -1.1% |
| Z Zillow Group Inc. Class C | 0.27% | 19,955 | $1.5M | Add +1.5% |
| MGRC McGrath Rentcorp | 0.27% | 13,107 | $1.5M | Reduce -3.1% |
| VVR Invesco Senior Income Trust | 0.27% | 370,788 | $1.5M | Reduce -10.1% |
| XLC SS Comm Select Sector SPDR | 0.27% | 15,128 | $1.5M | Add +2.0% |
| CRM Salesforce Inc. | 0.24% | 3,911 | $1.3M | Add +14.0% |
| INTU Intuit Inc. | 0.23% | 2,044 | $1.3M | Add +0.9% |
| LRCX Lam Research Corp. | 0.23% | 17,702 | $1.3M | New |
| SSD Simpson Manufacturing Co. Inc. | 0.23% | 7,687 | $1.3M | Reduce -2.9% |
| GILD Gilead Sciences Inc. | 0.23% | 13,723 | $1.3M | Add +4.0% |
| XLY SS Consumer Disc Select Sect | 0.23% | 5,554 | $1.2M | Add +5.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 3,641 | $1.2M | Add +8.2% |
| STZ Constellation Brands Inc. Class A | 0.22% | 5,610 | $1.2M | Add +3.3% |
| ADBE Adobe Inc. | 0.22% | 2,762 | $1.2M | New |
| COO The Cooper Cos Inc. | 0.22% | 13,360 | $1.2M | Reduce -3.3% |
| MMM 3M Co. | 0.22% | 9,451 | $1.2M | Add +4.6% |
| CB Chubb Ltd. | 0.22% | 4,411 | $1.2M | New |
| QCOM Qualcomm Inc. | 0.21% | 7,611 | $1.2M | Add +2.7% |
| TXG 10X Genomics Inc. Class A | 0.21% | 80,983 | $1.2M | Add +39.2% |
| GLD SPDR Gold Shares | 0.21% | 4,712 | $1.1M | Reduce -0.0% |
| FIVN FIVE9 Inc. | 0.20% | 27,707 | $1.1M | Add +48.9% |
| CSCO Cisco Systems Inc. | 0.20% | 18,460 | $1.1M | Add +1.9% |
| AWK American Water Works Co. Inc. | 0.19% | 8,554 | $1.1M | Add +2.6% |
| RCKT Rocket Pharmaceuticals Inc. | 0.19% | 84,529 | $1.1M | Add +403.9% |
| ORCL Oracle Corp. | 0.19% | 6,274 | $1.0M | Add +11.8% |
| VZ Verizon Communications Inc. | 0.18% | 25,346 | $1.0M | Add +5.4% |
| PG The Procter & Gamble Co. | 0.18% | 5,979 | $1.0M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 4,428 | $973K | Add +6.6% |
| PFE Pfizer Inc. | 0.17% | 35,968 | $954K | Add +4.5% |
| CMS CMS Energy Corp. | 0.17% | 14,121 | $941K | Add +3.8% |
| KRP Kimbell Royalty Partners LP | 0.17% | 57,828 | $939K | Add +9.4% |
| SCHX Schwab US Large-Cap ETF | 0.17% | 40,259 | $933K | Add +3.2% |
| AEP American Electric Power | 0.16% | 9,745 | $899K | Add +1.8% |
| WMB Williams Cos Inc. | 0.16% | 16,516 | $894K | Add +2.9% |
| HTGC Hercules Capital Inc. | 0.16% | 43,077 | $865K | Add +7.1% |
| EDR Endeavor Group Hold Class A | 0.15% | 27,057 | $847K | Add +3.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.15% | 9,214 | $842K | Add +7.6% |
| FTV Fortive Corp. | 0.15% | 10,980 | $824K | Add +1.6% |
| RSP Invesco S&P 500 Equal Weight | 0.15% | 4,627 | $811K | Reduce -15.4% |
| IAU iShares Gold Trust | 0.15% | 16,298 | $807K | Reduce -0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| BSJO Invesco Bulletshares 2024 HY | Sold out | 0.00% | −7.04 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -11.1% | 10.41% | −1.23 |
| SH Proshares Short S&P500 | Reduce -20.8% | 1.54% | −0.43 |
| PSQ Proshares Short QQQ | Reduce -40.7% | 0.52% | −0.40 |
| PHLT Performant Healthcare Inc. | Reduce -0.4% | 1.13% | −0.26 |
| ARC Arc Document Solutions Inc. | Sold out | 0.00% | −0.22 |
| ABBV Abbvie Inc. | Reduce -0.8% | 1.68% | −0.19 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 1.01% | −0.16 |
| DOW Dow Inc. | Sold out | 0.00% | −0.16 |
| PSX Phillips 66 | Reduce -0.7% | 0.98% | −0.15 |
| BSMO Invesco Bulletshares 2024 MB | Sold out | 0.00% | −0.14 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -73.2% | 0.05% | −0.13 |
| WYNN WYNN Resorts Ltd. | Reduce -5.8% | 0.73% | −0.13 |
| RNAM Avidity Biosciences Inc. | Reduce -16.0% | 0.14% | −0.12 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.12 |
| CVX Chevron Corp. | Reduce -3.1% | 2.67% | −0.11 |
| CMI Cummins Inc. | Sold out | 0.00% | −0.07 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | Sold out | 0.00% | −0.07 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.06 |
| VEEV Veeva Systems Inc. Class A | Reduce -19.1% | 0.27% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -25.1% | 0.14% | −0.06 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.06 |
| MSFT Microsoft Corp. | Reduce -1.0% | 2.41% | −0.06 |
| COO The Cooper Cos Inc. | Reduce -3.3% | 0.22% | −0.05 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.05 |
| NCNO Ncino Inc. | Sold out | 0.00% | −0.04 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.04 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.04 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -2.9% | 0.23% | −0.04 |
| AMGN Amgen Inc. | Reduce -30.2% | 0.05% | −0.04 |
| VVR Invesco Senior Income Trust | Reduce -10.1% | 0.27% | −0.04 |
| VLO Valero Energy Corp. | Sold out | 0.00% | −0.04 |
| MGM MGM Resorts International | Reduce -40.7% | 0.04% | −0.03 |
| LVS Las Vegas Sands Corp. | Reduce -36.2% | 0.06% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -15.4% | 0.15% | −0.03 |
| XLE SS Energy Select Sector | Reduce -0.4% | 1.16% | −0.03 |
| DEM Wisdomtree Emerging Markets | Reduce -1.1% | 0.27% | −0.02 |
| NEM Newmont Corp. | Reduce -4.2% | 0.05% | −0.02 |
| XCHYX Calamos Convert & High Inc. | Reduce -16.0% | 0.14% | −0.02 |
| TNET Trinet Group Inc. | Reduce -1.6% | 0.29% | −0.02 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -27.1% | 0.04% | −0.02 |
| NFLX Netflix Inc. | Reduce -32.6% | 0.09% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -1.8% | 0.05% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -4.0% | 0.06% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -7.9% | 0.04% | −0.01 |
| BIP Brookfield Infrastructure Pa | Reduce -7.0% | 0.04% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -10.1% | 0.10% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -9.4% | 0.07% | −0.01 |
| ROST Ross Stores Inc. | Reduce -3.1% | 0.31% | −0.01 |
| WM Waste Management Inc. | Reduce -10.4% | 0.04% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| BSJQ Invesco Bulletshares 2026 HY | Add +730.1% | 6.30% | +5.54 |
| TGT Target Corp. | New | 0.62% | +0.62 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 3.83% | +0.50 |
| BX Blackstone Inc. | Add +2.0% | 3.05% | +0.41 |
| AAPL Apple Inc. | Add +0.7% | 4.65% | +0.39 |
| KKR KKR & Co. Inc. | Add +1.4% | 2.53% | +0.34 |
| NKE Nike Inc. Class B | Add +69.8% | 1.00% | +0.32 |
| JPM JPMorgan Chase & Co. | Add +0.5% | 2.38% | +0.31 |
| KMI Kinder Morgan Inc. | Add +0.2% | 1.52% | +0.31 |
| LRCX Lam Research Corp. | New | 0.23% | +0.23 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 1.73% | +0.23 |
| ADBE Adobe Inc. | New | 0.22% | +0.22 |
| CB Chubb Ltd. | New | 0.22% | +0.22 |
| WDAY Workday Inc. Class A | Add +21.0% | 0.65% | +0.15 |
| NVDA Nvidia Corp. | Add +0.4% | 1.34% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | New | 0.14% | +0.14 |
| RCKT Rocket Pharmaceuticals Inc. | Add +403.9% | 0.19% | +0.14 |
| EXTR Extreme Networks Inc. | Add +0.5% | 1.11% | +0.13 |
| UBER Uber Technologies Inc. | Add +40.4% | 0.93% | +0.11 |
| FIVN FIVE9 Inc. | Add +48.9% | 0.20% | +0.11 |
| PANW Palo Alto Networks Inc. | Add +1.1% | 1.20% | +0.09 |
| META Meta Platforms Inc. Class A | Add +0.7% | 2.45% | +0.09 |
| BLK BlackRock Inc. | Add +0.3% | 1.03% | +0.09 |
| ENB Enbridge Inc. | New | 0.08% | +0.08 |
| C Citigroup Inc. | Add +11.2% | 0.37% | +0.08 |
| IBIT iShares Bitcoin Trust ETF | Add +41.8% | 0.14% | +0.07 |
| MRVL Marvell Technology Inc. | New | 0.07% | +0.07 |
| CRM Salesforce Inc. | Add +14.0% | 0.24% | +0.07 |
| TOST Toast Inc. Class A | Add +0.9% | 0.28% | +0.07 |
| ARCC Ares Capital Corp. | Add +1.3% | 0.96% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +8.2% | 0.23% | +0.06 |
| BSCQ Invesco Bulletshares 2026 CB | New | 0.05% | +0.05 |
| CRSP Crispr Therapeutics AG | New | 0.05% | +0.05 |
| LFMD Lifemd Inc. | Add +139.3% | 0.10% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +1.7% | 0.49% | +0.05 |
| SOFI Sofi Technologies Inc. | New | 0.05% | +0.05 |
| MS Morgan Stanley | New | 0.04% | +0.04 |
| KBH KB Home | New | 0.04% | +0.04 |
| CG The Carlyle Group Inc. | New | 0.04% | +0.04 |
| DES Wisdomtree US Smallcap Divid | New | 0.04% | +0.04 |
| Z Zillow Group Inc. Class C | Add +1.5% | 0.27% | +0.04 |
| MA Mastercard Inc. Class A | New | 0.04% | +0.04 |
| VOO Vanguard S&P 500 ETF | New | 0.04% | +0.04 |
| XLY SS Consumer Disc Select Sect | Add +5.0% | 0.23% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +4.0% | 0.35% | +0.04 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.77% | +0.03 |
| GILD Gilead Sciences Inc. | Add +4.0% | 0.23% | +0.03 |
| WMT Walmart Inc. | Add +29.0% | 0.10% | +0.03 |
| WMB Williams Cos Inc. | Add +2.9% | 0.16% | +0.03 |
| CAH Cardinal Health Inc. | Add +3.6% | 0.29% | +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 |