Mirador Capital Partners LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Mirador Capital Partners LP reported 200 stock positions worth $615.5 million. Its top holding was Invesco Bulletshares 2025 HY (BSJP) at 9.0% of the portfolio, followed by Invesco Bulletshares 2026 HY (BSJQ, 7.9%) and Berkshire Hathaway Class B (BRK.B, 4.0%). Compared with Q1 2025, it opened 16 new positions, sold out of 13, added to 114 and reduced 55. The biggest buy was Invesco Bulletshares 2026 HY (BSJQ, shares +30%) and the biggest sale an exit from Proshares Short S&P500 (SH).
- Most Recent 13F
- Q2 2026
- Location
- PLEASANTON, CA
- CIK
- 0001633446
- Portfolio Value
- $615.5M (Q2 2025)
- SEC Filing
- 0001085146-25-003679 ↗ filed Jul 9, 2025
Holdings Value
Holdings 200 stocks · $615.5M
| BSJP Invesco Bulletshares 2025 HY | 8.96% | 2,389,222 | $55.1M | Add +4.8% |
| BSJQ Invesco Bulletshares 2026 HY | 7.87% | 2,075,834 | $48.4M | Add +29.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 4.00% | 50,655 | $24.6M | Add +1.2% |
| AAPL Apple Inc. | 3.76% | 112,648 | $23.1M | Add +2.4% |
| AMZN Amazon.com Inc. | 3.62% | 101,483 | $22.3M | Add +1.7% |
| GOOG Alphabet Inc. Class C | 3.44% | 119,293 | $21.2M | Add +5.2% |
| META Meta Platforms Inc. Class A | 2.93% | 24,430 | $18.0M | Add +2.5% |
| JPM JPMorgan Chase & Co. | 2.74% | 58,171 | $16.9M | Add +1.1% |
| MSFT Microsoft Corp. | 2.71% | 33,586 | $16.7M | Add +2.1% |
| BX Blackstone Inc. | 2.59% | 106,747 | $16.0M | Add +4.8% |
| CVX Chevron Corp. | 2.53% | 108,775 | $15.6M | Add +3.8% |
| KKR KKR & Co. Inc. | 2.16% | 100,080 | $13.3M | Add +2.2% |
| UBER Uber Technologies Inc. | 1.87% | 123,442 | $11.5M | Add +8.9% |
| ABBV Abbvie Inc. | 1.82% | 60,391 | $11.2M | Add +10.4% |
| KMI Kinder Morgan Inc. | 1.59% | 332,143 | $9.8M | Add +6.5% |
| NVDA Nvidia Corp. | 1.59% | 61,753 | $9.8M | Add +0.5% |
| PHLT Performant Healthcare Inc. | 1.58% | 2,424,565 | $9.7M | Add +10.5% |
| GOOGL Alphabet Inc. Class A | 1.51% | 52,789 | $9.3M | Add +3.3% |
| PANW Palo Alto Networks Inc. | 1.41% | 42,509 | $8.7M | Add +8.7% |
| EXTR Extreme Networks Inc. | 1.18% | 405,202 | $7.3M | Add +6.7% |
| V Visa Inc. Class A | 1.06% | 18,336 | $6.5M | Reduce -1.7% |
| SNOW Snowflake Inc. | 1.04% | 28,474 | $6.4M | Add +8.1% |
| BLK BlackRock Inc. | 0.99% | 5,822 | $6.1M | Add +1.4% |
| PSX Phillips 66 | 0.98% | 50,364 | $6.0M | Add +2.6% |
| NKE Nike Inc. Class B | 0.95% | 82,370 | $5.9M | Add +8.4% |
| CB Chubb Ltd. | 0.92% | 19,557 | $5.7M | Add +10.2% |
| ARCC Ares Capital Corp. | 0.90% | 252,123 | $5.5M | Add +2.1% |
| VGK Vanguard Ftse Europe ETF | 0.88% | 69,580 | $5.4M | New |
| KLAC KLA Corp. | 0.86% | 5,896 | $5.3M | Reduce -0.2% |
| VWO Vanguard Ftse Emerging Marke | 0.85% | 105,496 | $5.2M | Add +1.2% |
| Z Zillow Group Inc. Class C | 0.85% | 74,364 | $5.2M | Add +9.4% |
| COST Costco Wholesale Corp. | 0.84% | 5,247 | $5.2M | Add +1.6% |
| CYTK Cytokinetics Inc. | 0.77% | 144,347 | $4.8M | Add +45.6% |
| DHR Danaher Corp. | 0.76% | 23,742 | $4.7M | Add +1.8% |
| FORM Formfactor Inc. | 0.71% | 127,610 | $4.4M | Add +6.1% |
| GS Goldman Sachs Group Inc. | 0.70% | 6,111 | $4.3M | Add +1.0% |
| AVGO Broadcom Inc. | 0.64% | 14,266 | $3.9M | Reduce -8.3% |
| WDAY Workday Inc. Class A | 0.60% | 15,485 | $3.7M | Add +11.3% |
| TMO Thermo Fisher Scientific Inc. | 0.59% | 8,987 | $3.6M | Add +1.8% |
| PEP Pepsico Inc. | 0.59% | 27,320 | $3.6M | New |
| CLDX Celldex Therapeutics Inc. | 0.52% | 158,717 | $3.2M | Add +24.1% |
| FCX Freeport-McMoran Inc. | 0.52% | 74,050 | $3.2M | Add +2.0% |
| C Citigroup Inc. | 0.51% | 36,649 | $3.1M | Add +17.5% |
| SKY Champion Homes Inc. | 0.49% | 47,700 | $3.0M | Add +7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.47% | 4,633 | $2.9M | Reduce -5.6% |
| L Loews Corp. | 0.45% | 30,334 | $2.8M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 4,852 | $2.7M | Add +2.6% |
| DELL Dell Technologies -C | 0.39% | 19,362 | $2.4M | Add +28.4% |
| CAH Cardinal Health Inc. | 0.38% | 14,057 | $2.4M | Add +4.2% |
| CRM Salesforce Inc. | 0.38% | 8,637 | $2.4M | Add +116.5% |
| INTC Intel Corp. | 0.37% | 101,600 | $2.3M | Reduce -0.2% |
| BMY Bristol-Myers Squibb Co. | 0.37% | 48,662 | $2.3M | Add +1.0% |
| TOST Toast Inc. Class A | 0.36% | 50,387 | $2.2M | Add +15.1% |
| TSLA Tesla Inc. | 0.36% | 6,992 | $2.2M | Reduce -7.7% |
| PCG P G & E Corp. | 0.36% | 158,874 | $2.2M | Add +14.4% |
| MU Micron Technology Inc. | 0.34% | 17,205 | $2.1M | Add +21.7% |
| LFMD Lifemd Inc. | 0.34% | 154,965 | $2.1M | Add +34.4% |
| ISRG Intuitive Surgical Inc. | 0.34% | 3,815 | $2.1M | Reduce -0.3% |
| VEEV Veeva Systems Inc. Class A | 0.32% | 6,870 | $2.0M | Reduce -1.7% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 14,464 | $2.0M | Add +3.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.30% | 3,626 | $1.8M | Reduce -3.0% |
| LRCX Lam Research Corp. | 0.30% | 18,919 | $1.8M | Reduce -1.5% |
| CSCO Cisco Systems Inc. | 0.29% | 25,897 | $1.8M | Add +4.2% |
| ORCL Oracle Corp. | 0.28% | 7,956 | $1.7M | Add +2.5% |
| XLC SS Comm Select Sector SPDR | 0.27% | 15,397 | $1.7M | Reduce -0.9% |
| AWK American Water Works Co. Inc. | 0.26% | 11,577 | $1.6M | Add +28.4% |
| ALAB Astera Labs Inc. | 0.26% | 17,783 | $1.6M | New |
| INTU Intuit Inc. | 0.26% | 2,022 | $1.6M | No change |
| GILD Gilead Sciences Inc. | 0.26% | 14,284 | $1.6M | Add +4.2% |
| IBIT iShares Bitcoin Trust ETF | 0.26% | 25,837 | $1.6M | Add +1.0% |
| MMM 3M Co. | 0.25% | 9,912 | $1.5M | Add +4.7% |
| HEI Heico Corp. | 0.24% | 4,529 | $1.5M | New |
| DEM Wisdomtree Emerging Markets | 0.24% | 32,551 | $1.5M | Reduce -4.9% |
| TNET Trinet Group Inc. | 0.23% | 19,397 | $1.4M | Reduce -1.9% |
| FICO Fair Isaac Corp. | 0.23% | 764 | $1.4M | New |
| VVR Invesco Senior Income Trust | 0.23% | 365,919 | $1.4M | Reduce -2.1% |
| MGRC McGrath Rentcorp | 0.23% | 11,967 | $1.4M | Reduce -1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 4,539 | $1.3M | Add +2.8% |
| PG The Procter & Gamble Co. | 0.21% | 7,980 | $1.3M | Add +0.7% |
| QCOM Qualcomm Inc. | 0.20% | 7,908 | $1.3M | Add +2.8% |
| SSD Simpson Manufacturing Co. Inc. | 0.20% | 7,991 | $1.2M | Reduce -1.0% |
| ROST Ross Stores Inc. | 0.20% | 9,454 | $1.2M | Reduce -0.9% |
| PFE Pfizer Inc. | 0.19% | 48,575 | $1.2M | Add +31.6% |
| RNAM Avidity Biosciences Inc. | 0.19% | 41,389 | $1.2M | Add +46.8% |
| VZ Verizon Communications Inc. | 0.19% | 27,156 | $1.2M | Add +4.8% |
| AEP American Electric Power | 0.19% | 11,084 | $1.2M | Add +10.3% |
| XOM Exxon Mobil Corp. | 0.19% | 10,625 | $1.1M | Add +0.2% |
| LLY Eli Lilly & Co. | 0.18% | 1,413 | $1.1M | Add +2.6% |
| XLY SS Consumer Disc Select Sect | 0.17% | 4,946 | $1.1M | Reduce -14.9% |
| GDX Vaneck Gold Miners ETF | 0.17% | 20,438 | $1.1M | New |
| CMS CMS Energy Corp. | 0.17% | 14,804 | $1.0M | Add +4.2% |
| WMB Williams Cos Inc. | 0.17% | 16,194 | $1.0M | Reduce -3.1% |
| COO The Cooper Cos Inc. | 0.16% | 14,167 | $1.0M | Reduce -1.8% |
| IAU iShares Gold Trust | 0.15% | 15,224 | $949K | Reduce -0.8% |
| SCHX Schwab US Large-Cap ETF | 0.15% | 38,171 | $933K | Reduce -1.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.15% | 11,406 | $931K | Add +4.9% |
| GLD SPDR Gold Shares | 0.15% | 3,037 | $926K | Reduce -35.5% |
| TXG 10X Genomics Inc. Class A | 0.15% | 79,443 | $920K | Reduce -1.0% |
| ET Energy Transfer LP | 0.15% | 50,692 | $919K | New |
| NFLX Netflix Inc. | 0.15% | 680 | $911K | Reduce -0.6% |
Portfolio Sells Q1 2025 → Q2 2025
| SH Proshares Short S&P500 | Sold out | 0.00% | −2.90 |
| PSQ Proshares Short QQQ | Sold out | 0.00% | −1.09 |
| UNH Unitedhealth Group Inc. | Reduce -90.5% | 0.05% | −0.97 |
| WYNN WYNN Resorts Ltd. | Sold out | 0.00% | −0.69 |
| IBB iShares Biotechnology ETF | Sold out | 0.00% | −0.69 |
| BA The Boeing Co. | Sold out | 0.00% | −0.57 |
| OIH Vaneck Oil Services ETF | Sold out | 0.00% | −0.42 |
| TGT Target Corp. | Reduce -70.4% | 0.14% | −0.41 |
| RCKT Rocket Pharmaceuticals Inc. | Sold out | 0.00% | −0.24 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −0.12 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.10 |
| GLD SPDR Gold Shares | Reduce -35.5% | 0.15% | −0.09 |
| V Visa Inc. Class A | Reduce -1.7% | 1.06% | −0.09 |
| COO The Cooper Cos Inc. | Reduce -1.8% | 0.16% | −0.05 |
| TNET Trinet Group Inc. | Reduce -1.9% | 0.23% | −0.04 |
| STWD Starwood Property Trust Inc. | Sold out | 0.00% | −0.04 |
| DES Wisdomtree US Smallcap Divid | Sold out | 0.00% | −0.04 |
| KBH KB Home | Sold out | 0.00% | −0.04 |
| INTC Intel Corp. | Reduce -0.2% | 0.37% | −0.04 |
| MOAT Vaneck Morningstar Wide Moat | Sold out | 0.00% | −0.04 |
| XLY SS Consumer Disc Select Sect | Reduce -14.9% | 0.17% | −0.03 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -1.0% | 0.20% | −0.02 |
| VVR Invesco Senior Income Trust | Reduce -2.1% | 0.23% | −0.02 |
| ROST Ross Stores Inc. | Reduce -0.9% | 0.20% | −0.02 |
| FIVN FIVE9 Inc. | Reduce -1.4% | 0.14% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -17.2% | 0.08% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.6% | 0.47% | −0.02 |
| DEM Wisdomtree Emerging Markets | Reduce -4.9% | 0.24% | −0.01 |
| HD Home Depot Inc. | Reduce -7.7% | 0.07% | −0.01 |
| AMGN Amgen Inc. | Reduce -1.4% | 0.05% | −0.01 |
| MGRC McGrath Rentcorp | Reduce -1.1% | 0.23% | −0.01 |
| WMB Williams Cos Inc. | Reduce -3.1% | 0.17% | −0.01 |
| XLE SS Energy Select Sector | Reduce -3.2% | 0.04% | −0.01 |
| BSCQ Invesco Bulletshares 2026 CB | Reduce -8.9% | 0.05% | −0.01 |
| ENB Enbridge Inc. | Reduce -2.6% | 0.09% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.6% | 0.14% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -5.9% | 0.04% | −0.01 |
| MOVANO INC | Reduce -1.4% | 0.00% | −0.00 |
| WM Waste Management Inc. | Reduce -2.2% | 0.04% | −0.00 |
| IAU iShares Gold Trust | Reduce -0.8% | 0.15% | −0.00 |
| SCHV Schwab US Large-Cap Value | Reduce -3.2% | 0.06% | −0.00 |
| NUE Nucor Corp. | Reduce -2.6% | 0.12% | −0.00 |
| XCHYX Calamos Convert & High Inc. | Reduce -3.7% | 0.11% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -5.6% | 0.09% | −0.00 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -8.6% | 0.04% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.3% | 0.07% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.6% | 0.06% | −0.00 |
| ABNB Airbnb Inc. Class A | Reduce -1.6% | 0.09% | +0.00 |
| VXF Vanguard Extended Market ETF | Reduce -0.3% | 0.05% | +0.00 |
| IOO iShares Global 100 ETF | Reduce -1.9% | 0.11% | +0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| BSJQ Invesco Bulletshares 2026 HY | Add +29.6% | 7.87% | +1.36 |
| VGK Vanguard Ftse Europe ETF | New | 0.88% | +0.88 |
| PEP Pepsico Inc. | New | 0.59% | +0.59 |
| MSFT Microsoft Corp. | Add +2.1% | 2.71% | +0.55 |
| META Meta Platforms Inc. Class A | Add +2.5% | 2.93% | +0.52 |
| L Loews Corp. | New | 0.45% | +0.45 |
| PHLT Performant Healthcare Inc. | Add +10.5% | 1.58% | +0.44 |
| UBER Uber Technologies Inc. | Add +8.9% | 1.87% | +0.42 |
| NVDA Nvidia Corp. | Add +0.5% | 1.59% | +0.42 |
| SNOW Snowflake Inc. | Add +8.1% | 1.04% | +0.36 |
| GOOG Alphabet Inc. Class C | Add +5.2% | 3.44% | +0.33 |
| EXTR Extreme Networks Inc. | Add +6.7% | 1.18% | +0.30 |
| AMZN Amazon.com Inc. | Add +1.7% | 3.62% | +0.29 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 2.74% | +0.27 |
| ALAB Astera Labs Inc. | New | 0.26% | +0.26 |
| PANW Palo Alto Networks Inc. | Add +8.7% | 1.41% | +0.24 |
| HEI Heico Corp. | New | 0.24% | +0.24 |
| LFMD Lifemd Inc. | Add +34.4% | 0.34% | +0.23 |
| FICO Fair Isaac Corp. | New | 0.23% | +0.23 |
| CRM Salesforce Inc. | Add +116.5% | 0.38% | +0.20 |
| KKR KKR & Co. Inc. | Add +2.2% | 2.16% | +0.18 |
| GDX Vaneck Gold Miners ETF | New | 0.17% | +0.17 |
| ET Energy Transfer LP | New | 0.15% | +0.15 |
| DELL Dell Technologies -C | Add +28.4% | 0.39% | +0.14 |
| MU Micron Technology Inc. | Add +21.7% | 0.34% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +3.3% | 1.51% | +0.13 |
| GS Goldman Sachs Group Inc. | Add +1.0% | 0.70% | +0.12 |
| C Citigroup Inc. | Add +17.5% | 0.51% | +0.12 |
| TMC TMC the Metals Co. Inc. | New | 0.12% | +0.12 |
| CLDX Celldex Therapeutics Inc. | Add +24.1% | 0.52% | +0.12 |
| FORM Formfactor Inc. | Add +6.1% | 0.71% | +0.12 |
| PLTR Palantir Technologies Inc. Class A | Add +3.5% | 0.32% | +0.11 |
| TOST Toast Inc. Class A | Add +15.1% | 0.36% | +0.11 |
| NKE Nike Inc. Class B | Add +8.4% | 0.95% | +0.11 |
| BX Blackstone Inc. | Add +4.8% | 2.59% | +0.10 |
| ORCL Oracle Corp. | Add +2.5% | 0.28% | +0.09 |
| CYTK Cytokinetics Inc. | Add +45.6% | 0.77% | +0.08 |
| PRCT Procept Biorobotics Corp. | New | 0.07% | +0.07 |
| CAH Cardinal Health Inc. | Add +4.2% | 0.38% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | Add +1.0% | 0.26% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.6% | 0.43% | +0.05 |
| RNAM Avidity Biosciences Inc. | Add +46.8% | 0.19% | +0.05 |
| DIS The Walt Disney Co. | New | 0.04% | +0.04 |
| BLK BlackRock Inc. | Add +1.4% | 0.99% | +0.04 |
| FCX Freeport-McMoran Inc. | Add +2.0% | 0.52% | +0.04 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.04% | +0.04 |
| MCHP Microchip Technology Inc. | New | 0.04% | +0.04 |
| CG The Carlyle Group Inc. | New | 0.04% | +0.04 |
| PDP Invesco Dorsey Wright Moment | New | 0.04% | +0.04 |
| WDAY Workday Inc. Class A | Add +11.3% | 0.60% | +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 |