Mirador Capital Partners LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), Mirador Capital Partners LP reported 197 stock positions worth $570.7 million. Its top holding was Invesco Bulletshares 2025 HY (BSJP) at 9.2% of the portfolio, followed by Invesco Bulletshares 2026 HY (BSJQ, 6.5%) and Berkshire Hathaway Class B (BRK.B, 4.7%). Compared with Q4 2024, it opened 17 new positions, sold out of 16, added to 128 and reduced 40. The biggest buy was Proshares Short S&P500 (SH, shares +86%) and the biggest sale Invesco Bulletshares 2025 HY (BSJP, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- PLEASANTON, CA
- CIK
- 0001633446
- Portfolio Value
- $570.7M (Q1 2025)
- SEC Filing
- 0001085146-25-001940 ↗ filed Apr 9, 2025
Holdings Value
Holdings 197 stocks · $570.7M
| BSJP Invesco Bulletshares 2025 HY | 9.20% | 2,278,735 | $52.5M | Reduce -8.5% |
| BSJQ Invesco Bulletshares 2026 HY | 6.51% | 1,601,111 | $37.1M | Add +7.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.67% | 50,034 | $26.6M | Add +1.8% |
| AAPL Apple Inc. | 4.28% | 110,043 | $24.4M | Add +7.5% |
| AMZN Amazon.com Inc. | 3.33% | 99,801 | $19.0M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 3.11% | 113,428 | $17.7M | Add +2.3% |
| CVX Chevron Corp. | 3.07% | 104,748 | $17.5M | Add +2.9% |
| SH Proshares Short S&P500 | 2.90% | 371,316 | $16.5M | Add +85.8% |
| BX Blackstone Inc. | 2.49% | 101,837 | $14.2M | Add +4.4% |
| JPM JPMorgan Chase & Co. | 2.47% | 57,543 | $14.1M | Add +5.0% |
| META Meta Platforms Inc. Class A | 2.41% | 23,840 | $13.7M | Add +3.3% |
| MSFT Microsoft Corp. | 2.16% | 32,899 | $12.3M | Add +4.4% |
| ABBV Abbvie Inc. | 2.01% | 54,724 | $11.5M | Add +4.9% |
| KKR KKR & Co. Inc. | 1.98% | 97,923 | $11.3M | Add +3.7% |
| KMI Kinder Morgan Inc. | 1.56% | 311,892 | $8.9M | Add +1.7% |
| UBER Uber Technologies Inc. | 1.45% | 113,324 | $8.3M | Add +33.0% |
| GOOGL Alphabet Inc. Class A | 1.39% | 51,119 | $7.9M | Add +1.2% |
| PANW Palo Alto Networks Inc. | 1.17% | 39,112 | $6.7M | Add +7.8% |
| NVDA Nvidia Corp. | 1.17% | 61,460 | $6.7M | Add +11.4% |
| V Visa Inc. Class A | 1.15% | 18,648 | $6.5M | Reduce -12.3% |
| PHLT Performant Healthcare Inc. | 1.14% | 2,194,406 | $6.5M | Add +6.7% |
| PSQ Proshares Short QQQ | 1.09% | 152,976 | $6.2M | Add +98.2% |
| PSX Phillips 66 | 1.06% | 49,073 | $6.1M | Add +3.9% |
| UNH Unitedhealth Group Inc. | 1.02% | 11,161 | $5.8M | Add +1.7% |
| ARCC Ares Capital Corp. | 0.96% | 247,028 | $5.5M | Add +1.7% |
| BLK BlackRock Inc. | 0.95% | 5,740 | $5.4M | Add +3.7% |
| CB Chubb Ltd. | 0.94% | 17,743 | $5.4M | Add +302.2% |
| EXTR Extreme Networks Inc. | 0.88% | 379,895 | $5.0M | Add +3.5% |
| COST Costco Wholesale Corp. | 0.86% | 5,164 | $4.9M | Add +11.5% |
| NKE Nike Inc. Class B | 0.85% | 75,989 | $4.8M | Add +4.1% |
| DHR Danaher Corp. | 0.84% | 23,314 | $4.8M | Reduce -0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.83% | 104,285 | $4.7M | Add +1607.1% |
| Z Zillow Group Inc. Class C | 0.82% | 67,950 | $4.7M | Add +240.5% |
| TMO Thermo Fisher Scientific Inc. | 0.77% | 8,829 | $4.4M | Add +3.3% |
| SKY Champion Homes Inc. | 0.73% | 44,232 | $4.2M | Reduce -14.1% |
| KLAC KLA Corp. | 0.70% | 5,910 | $4.0M | No change |
| CYTK Cytokinetics Inc. | 0.70% | 99,125 | $4.0M | Add +51.0% |
| WYNN WYNN Resorts Ltd. | 0.69% | 47,236 | $3.9M | Add +1.5% |
| IBB iShares Biotechnology ETF | 0.69% | 30,626 | $3.9M | Add +3.1% |
| SNOW Snowflake Inc. | 0.67% | 26,348 | $3.9M | Add +3.4% |
| FORM Formfactor Inc. | 0.60% | 120,270 | $3.4M | Add +8.6% |
| GS Goldman Sachs Group Inc. | 0.58% | 6,053 | $3.3M | New |
| BA The Boeing Co. | 0.57% | 19,087 | $3.3M | New |
| WDAY Workday Inc. Class A | 0.57% | 13,911 | $3.2M | Reduce -0.2% |
| TGT Target Corp. | 0.55% | 30,043 | $3.1M | Add +19.5% |
| BMY Bristol-Myers Squibb Co. | 0.51% | 48,166 | $2.9M | Add +1.7% |
| FCX Freeport-McMoran Inc. | 0.48% | 72,570 | $2.7M | Add +4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 4,907 | $2.7M | Add +2.7% |
| AVGO Broadcom Inc. | 0.46% | 15,548 | $2.6M | Add +50.9% |
| OIH Vaneck Oil Services ETF | 0.42% | 9,114 | $2.4M | Add +3.9% |
| PCG P G & E Corp. | 0.42% | 138,920 | $2.4M | New |
| CLDX Celldex Therapeutics Inc. | 0.41% | 127,874 | $2.3M | Add +7.0% |
| INTC Intel Corp. | 0.41% | 101,779 | $2.3M | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 4,731 | $2.2M | Add +0.2% |
| C Citigroup Inc. | 0.39% | 31,187 | $2.2M | Add +8.8% |
| TSLA Tesla Inc. | 0.34% | 7,574 | $2.0M | Add +77.5% |
| ISRG Intuitive Surgical Inc. | 0.33% | 3,826 | $1.9M | Add +4.4% |
| CAH Cardinal Health Inc. | 0.33% | 13,494 | $1.9M | Add +0.5% |
| VEEV Veeva Systems Inc. Class A | 0.28% | 6,992 | $1.6M | Reduce -2.6% |
| TNET Trinet Group Inc. | 0.27% | 19,770 | $1.6M | Add +11.0% |
| GILD Gilead Sciences Inc. | 0.27% | 13,704 | $1.5M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.27% | 24,848 | $1.5M | Add +34.6% |
| XLC SS Comm Select Sector SPDR | 0.26% | 15,544 | $1.5M | Add +2.8% |
| TOST Toast Inc. Class A | 0.25% | 43,777 | $1.5M | Add +4.4% |
| DEM Wisdomtree Emerging Markets | 0.25% | 34,227 | $1.4M | Reduce -6.8% |
| VVR Invesco Senior Income Trust | 0.25% | 373,897 | $1.4M | Add +0.8% |
| LRCX Lam Research Corp. | 0.24% | 19,214 | $1.4M | Add +8.5% |
| MMM 3M Co. | 0.24% | 9,469 | $1.4M | Add +0.2% |
| DELL Dell Technologies -C | 0.24% | 15,081 | $1.4M | Add +6.3% |
| RCKT Rocket Pharmaceuticals Inc. | 0.24% | 203,829 | $1.4M | Add +141.1% |
| GLD SPDR Gold Shares | 0.24% | 4,712 | $1.4M | No change |
| PG The Procter & Gamble Co. | 0.24% | 7,921 | $1.3M | Add +32.5% |
| MGRC McGrath Rentcorp | 0.24% | 12,099 | $1.3M | Reduce -7.7% |
| AWK American Water Works Co. Inc. | 0.23% | 9,015 | $1.3M | Add +5.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 3,739 | $1.3M | Add +2.7% |
| SSD Simpson Manufacturing Co. Inc. | 0.22% | 8,072 | $1.3M | Add +5.0% |
| XOM Exxon Mobil Corp. | 0.22% | 10,604 | $1.3M | Add +52.9% |
| INTU Intuit Inc. | 0.22% | 2,022 | $1.2M | Reduce -1.1% |
| MU Micron Technology Inc. | 0.22% | 14,135 | $1.2M | Add +171.1% |
| ROST Ross Stores Inc. | 0.21% | 9,536 | $1.2M | Reduce -15.5% |
| COO The Cooper Cos Inc. | 0.21% | 14,421 | $1.2M | Add +7.9% |
| IBIT iShares Bitcoin Trust ETF | 0.21% | 25,574 | $1.2M | Add +79.3% |
| QCOM Qualcomm Inc. | 0.21% | 7,690 | $1.2M | Add +1.0% |
| PLTR Palantir Technologies Inc. Class A | 0.21% | 13,968 | $1.2M | Add +36.0% |
| VZ Verizon Communications Inc. | 0.21% | 25,899 | $1.2M | Add +2.2% |
| XLY SS Consumer Disc Select Sect | 0.20% | 5,811 | $1.1M | Add +4.6% |
| LLY Eli Lilly & Co. | 0.20% | 1,377 | $1.1M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 4,417 | $1.1M | Reduce -0.3% |
| AEP American Electric Power | 0.19% | 10,047 | $1.1M | Add +3.1% |
| ORCL Oracle Corp. | 0.19% | 7,758 | $1.1M | Add +23.6% |
| CRM Salesforce Inc. | 0.19% | 3,990 | $1.1M | Add +2.0% |
| CMS CMS Energy Corp. | 0.19% | 14,204 | $1.1M | Add +0.6% |
| GDYN Grid Dynamics Holdings Inc. | 0.18% | 67,307 | $1.1M | Reduce -9.7% |
| WMB Williams Cos Inc. | 0.17% | 16,712 | $999K | Add +1.2% |
| PFE Pfizer Inc. | 0.16% | 36,913 | $935K | Add +2.6% |
| IAU iShares Gold Trust | 0.16% | 15,343 | $905K | Reduce -5.9% |
| FIVN FIVE9 Inc. | 0.15% | 32,106 | $872K | Add +15.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.15% | 10,872 | $857K | Add +3.4% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 38,566 | $852K | Reduce -4.2% |
| PNW Pinnacle West Capital | 0.15% | 8,866 | $844K | Add +1.1% |
Portfolio Sells Q4 2024 → Q1 2025
| BSJP Invesco Bulletshares 2025 HY | Reduce -8.5% | 9.20% | −1.21 |
| XLE SS Energy Select Sector | Reduce -96.0% | 0.05% | −1.11 |
| AMD Advanced Micro Devices | Reduce -86.6% | 0.06% | −0.50 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.22 |
| ADBE Adobe Inc. | Reduce -72.0% | 0.05% | −0.17 |
| EDR Endeavor Group Hold Class A | Sold out | 0.00% | −0.15 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.15 |
| DHR Danaher Corp. | Reduce -0.8% | 0.84% | −0.14 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.12 |
| GDYN Grid Dynamics Holdings Inc. | Reduce -9.7% | 0.18% | −0.12 |
| ROST Ross Stores Inc. | Reduce -15.5% | 0.21% | −0.10 |
| SKY Champion Homes Inc. | Reduce -14.1% | 0.73% | −0.09 |
| TXG 10X Genomics Inc. Class A | Reduce -0.9% | 0.12% | −0.09 |
| WDAY Workday Inc. Class A | Reduce -0.2% | 0.57% | −0.08 |
| V Visa Inc. Class A | Reduce -12.3% | 1.15% | −0.07 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.07 |
| TSLX Sixth Street Specialty Lendi | Reduce -44.0% | 0.08% | −0.06 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.06 |
| XBI SS SPDR S&P Biotech ETF | Sold out | 0.00% | −0.06 |
| CRSP Crispr Therapeutics AG | Sold out | 0.00% | −0.05 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.05 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.05 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.04 |
| CG The Carlyle Group Inc. | Sold out | 0.00% | −0.04 |
| MOS The Mosaic Co. | Sold out | 0.00% | −0.04 |
| PDP Invesco Dorsey Wright Moment | Sold out | 0.00% | −0.04 |
| MGM MGM Resorts International | Sold out | 0.00% | −0.04 |
| XCHYX Calamos Convert & High Inc. | Reduce -2.0% | 0.11% | −0.03 |
| MGRC McGrath Rentcorp | Reduce -7.7% | 0.24% | −0.03 |
| CUBE Cubesmart | Reduce -18.6% | 0.10% | −0.03 |
| SCHX Schwab US Large-Cap ETF | Reduce -4.2% | 0.15% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -4.2% | 0.09% | −0.02 |
| DEM Wisdomtree Emerging Markets | Reduce -6.8% | 0.25% | −0.02 |
| MOVANO INC | Reduce -4.4% | 0.01% | −0.02 |
| INTU Intuit Inc. | Reduce -1.1% | 0.22% | −0.02 |
| COYA Coya Therapeutics Inc. | Sold out | 0.00% | −0.01 |
| ABNB Airbnb Inc. Class A | Reduce -0.7% | 0.08% | −0.01 |
| LIDR Aeye Inc. | Reduce -2.0% | 0.01% | −0.01 |
| AXP American Express Co. | Reduce -9.0% | 0.04% | −0.01 |
| PSA Public Storage | Reduce -9.9% | 0.07% | −0.01 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.8% | 0.08% | −0.01 |
| KBH KB Home | Reduce -2.3% | 0.04% | −0.01 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -0.3% | 0.13% | −0.01 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -6.8% | 0.05% | −0.01 |
| DES Wisdomtree US Smallcap Divid | Reduce -0.6% | 0.04% | −0.00 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -1.5% | 0.04% | −0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -3.8% | 0.06% | −0.00 |
| PLBY Playboy Inc. | Reduce -8.5% | 0.00% | −0.00 |
| NUE Nucor Corp. | Reduce -0.9% | 0.12% | −0.00 |
| PRCH Porch Group Inc. | Reduce -26.3% | 0.04% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| SH Proshares Short S&P500 | Add +85.8% | 2.90% | +1.36 |
| VWO Vanguard Ftse Emerging Marke | Add +1607.1% | 0.83% | +0.78 |
| CB Chubb Ltd. | Add +302.2% | 0.94% | +0.72 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.8% | 4.67% | +0.63 |
| GS Goldman Sachs Group Inc. | New | 0.58% | +0.58 |
| BA The Boeing Co. | New | 0.57% | +0.57 |
| PSQ Proshares Short QQQ | Add +98.2% | 1.09% | +0.57 |
| Z Zillow Group Inc. Class C | Add +240.5% | 0.82% | +0.55 |
| UBER Uber Technologies Inc. | Add +33.0% | 1.45% | +0.52 |
| PCG P G & E Corp. | New | 0.42% | +0.42 |
| CVX Chevron Corp. | Add +2.9% | 3.07% | +0.40 |
| ABBV Abbvie Inc. | Add +4.9% | 2.01% | +0.33 |
| BSJQ Invesco Bulletshares 2026 HY | Add +7.3% | 6.51% | +0.21 |
| LLY Eli Lilly & Co. | New | 0.20% | +0.20 |
| CYTK Cytokinetics Inc. | Add +51.0% | 0.70% | +0.14 |
| MU Micron Technology Inc. | Add +171.1% | 0.22% | +0.14 |
| WY Weyerhaeuser Co. | New | 0.13% | +0.13 |
| ZG Zillow Group Inc. Class A | New | 0.12% | +0.12 |
| CCI Crown Castle Inc. | Add +166.4% | 0.15% | +0.10 |
| JPM JPMorgan Chase & Co. | Add +5.0% | 2.47% | +0.09 |
| PSX Phillips 66 | Add +3.9% | 1.06% | +0.09 |
| COST Costco Wholesale Corp. | Add +11.5% | 0.86% | +0.09 |
| XOM Exxon Mobil Corp. | Add +52.9% | 0.22% | +0.09 |
| NSC Norfolk Southern Corp. | New | 0.07% | +0.07 |
| IBIT iShares Bitcoin Trust ETF | Add +79.3% | 0.21% | +0.07 |
| CSCO Cisco Systems Inc. | Add +34.6% | 0.27% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +36.0% | 0.21% | +0.07 |
| KO The Coca-Cola Co. | New | 0.06% | +0.06 |
| GE General Electric | New | 0.06% | +0.06 |
| PG The Procter & Gamble Co. | Add +32.5% | 0.24% | +0.05 |
| HON Honeywell International Inc. | New | 0.05% | +0.05 |
| KMB Kimberly-Clark Corp. | New | 0.05% | +0.05 |
| RCKT Rocket Pharmaceuticals Inc. | Add +141.1% | 0.24% | +0.05 |
| MPC Marathon Petroleum Corp. | New | 0.04% | +0.04 |
| AWK American Water Works Co. Inc. | Add +5.4% | 0.23% | +0.04 |
| MSTR Strategy Inc. | New | 0.04% | +0.04 |
| PM Philip Morris International | New | 0.04% | +0.04 |
| STWD Starwood Property Trust Inc. | New | 0.04% | +0.04 |
| MP MP Materials Corp. | Add +4.7% | 0.10% | +0.04 |
| CAH Cardinal Health Inc. | Add +0.5% | 0.33% | +0.04 |
| KMI Kinder Morgan Inc. | Add +1.7% | 1.56% | +0.04 |
| CAT Caterpillar Inc. | Add +93.4% | 0.08% | +0.03 |
| TSLA Tesla Inc. | Add +77.5% | 0.34% | +0.03 |
| PACB Pacific Biosciences of Calif | Add +127.6% | 0.11% | +0.03 |
| AEP American Electric Power | Add +3.1% | 0.19% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +1.7% | 0.51% | +0.03 |
| AVGO Broadcom Inc. | Add +50.9% | 0.46% | +0.02 |
| FLG Flagstar Bank NA | Add +7.7% | 0.10% | +0.02 |
| MMM 3M Co. | Add +0.2% | 0.24% | +0.02 |
| VZ Verizon Communications Inc. | Add +2.2% | 0.21% | +0.02 |
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 |