Mirador Capital Partners LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 7, 2025), Mirador Capital Partners LP reported 216 stock positions worth $705.4 million. Its top holding was Invesco Bulletshares 2026 HY (BSJQ) at 10.1% of the portfolio, followed by Invesco Bulletshares 2027 HY (BSJR, 4.3%) and Alphabet Class C (GOOG, 4.2%). Compared with Q2 2025, it opened 20 new positions, sold out of 4, added to 83 and reduced 95. The biggest buy was a new position in Invesco Bulletshares 2027 HY (BSJR) and the biggest sale Invesco Bulletshares 2025 HY (BSJP, shares −69%).
- Most Recent 13F
- Q2 2026
- Location
- PLEASANTON, CA
- CIK
- 0001633446
- Portfolio Value
- $705.4M (Q3 2025)
- SEC Filing
- 0001085146-25-005813 ↗ filed Oct 7, 2025
Holdings Value
Holdings 216 stocks · $705.4M
| BSJQ Invesco Bulletshares 2026 HY | 10.08% | 3,036,943 | $71.1M | Add +46.3% |
| BSJR Invesco Bulletshares 2027 HY | 4.34% | 1,347,468 | $30.6M | New |
| GOOG Alphabet Inc. Class C | 4.16% | 120,475 | $29.3M | Add +1.0% |
| AAPL Apple Inc. | 4.05% | 112,266 | $28.6M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.56% | 49,943 | $25.1M | Reduce -1.4% |
| AMZN Amazon.com Inc. | 3.17% | 101,963 | $22.4M | Add +0.5% |
| META Meta Platforms Inc. Class A | 2.62% | 25,200 | $18.5M | Add +3.1% |
| BX Blackstone Inc. | 2.61% | 107,763 | $18.4M | Add +0.9% |
| JPM JPMorgan Chase & Co. | 2.57% | 57,520 | $18.1M | Reduce -1.1% |
| MSFT Microsoft Corp. | 2.46% | 33,446 | $17.3M | Reduce -0.4% |
| BSJP Invesco Bulletshares 2025 HY | 2.45% | 750,414 | $17.3M | Reduce -68.6% |
| CVX Chevron Corp. | 2.38% | 108,108 | $16.8M | Reduce -0.6% |
| ABBV Abbvie Inc. | 2.09% | 63,702 | $14.7M | Add +5.5% |
| GOOGL Alphabet Inc. Class A | 1.88% | 54,413 | $13.2M | Add +3.1% |
| UBER Uber Technologies Inc. | 1.83% | 131,550 | $12.9M | Add +6.6% |
| KKR KKR & Co. Inc. | 1.81% | 98,316 | $12.8M | Reduce -1.8% |
| NVDA Nvidia Corp. | 1.60% | 60,399 | $11.3M | Reduce -2.2% |
| CYTK Cytokinetics Inc. | 1.54% | 197,367 | $10.8M | Add +36.7% |
| NKE Nike Inc. Class B | 1.41% | 142,368 | $9.9M | Add +72.8% |
| KMI Kinder Morgan Inc. | 1.33% | 332,587 | $9.4M | Add +0.1% |
| SH Proshares Short S&P500 | 1.32% | 251,250 | $9.3M | New |
| PANW Palo Alto Networks Inc. | 1.29% | 44,609 | $9.1M | Add +4.9% |
| EXTR Extreme Networks Inc. | 1.19% | 405,766 | $8.4M | Add +0.1% |
| PSX Phillips 66 | 0.97% | 50,067 | $6.8M | Reduce -0.6% |
| BLK BlackRock Inc. | 0.95% | 5,738 | $6.7M | Reduce -1.4% |
| SNOW Snowflake Inc. | 0.93% | 29,037 | $6.5M | Add +2.0% |
| KLAC KLA Corp. | 0.90% | 5,896 | $6.4M | No change |
| V Visa Inc. Class A | 0.88% | 18,275 | $6.2M | Reduce -0.3% |
| Z Zillow Group Inc. Class C | 0.84% | 76,978 | $5.9M | Add +3.5% |
| CB Chubb Ltd. | 0.82% | 20,518 | $5.8M | Add +4.9% |
| VWO Vanguard Ftse Emerging Marke | 0.80% | 104,758 | $5.7M | Reduce -0.7% |
| VGK Vanguard Ftse Europe ETF | 0.78% | 69,146 | $5.5M | Reduce -0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.77% | 11,240 | $5.5M | Add +25.1% |
| ARCC Ares Capital Corp. | 0.72% | 250,350 | $5.1M | Reduce -0.7% |
| COST Costco Wholesale Corp. | 0.69% | 5,247 | $4.9M | No change |
| GS Goldman Sachs Group Inc. | 0.69% | 6,078 | $4.8M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.66% | 14,200 | $4.7M | Reduce -0.5% |
| DHR Danaher Corp. | 0.66% | 23,502 | $4.7M | Reduce -1.0% |
| FCX Freeport-McMoran Inc. | 0.63% | 112,472 | $4.4M | Add +51.9% |
| CLDX Celldex Therapeutics Inc. | 0.61% | 165,921 | $4.3M | Add +4.5% |
| C Citigroup Inc. | 0.55% | 38,398 | $3.9M | Add +4.8% |
| PEP Pepsico Inc. | 0.54% | 27,065 | $3.8M | Reduce -0.9% |
| SKY Champion Homes Inc. | 0.53% | 48,743 | $3.7M | Add +2.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.52% | 32,124 | $3.7M | Add +1485.6% |
| WDAY Workday Inc. Class A | 0.52% | 15,131 | $3.6M | Reduce -2.3% |
| ORCL Oracle Corp. | 0.50% | 12,607 | $3.5M | Add +58.5% |
| INTC Intel Corp. | 0.48% | 101,348 | $3.4M | Reduce -0.3% |
| KRP Kimbell Royalty Partners LP | 0.46% | 238,266 | $3.2M | Add +279.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 4,723 | $3.1M | Add +1.9% |
| L Loews Corp. | 0.44% | 30,670 | $3.1M | Add +1.1% |
| DELL Dell Technologies -C | 0.43% | 21,189 | $3.0M | Add +9.4% |
| TSLA Tesla Inc. | 0.42% | 6,709 | $3.0M | Reduce -4.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.42% | 4,896 | $2.9M | Add +0.9% |
| MU Micron Technology Inc. | 0.42% | 17,503 | $2.9M | Add +1.7% |
| TMC TMC the Metals Co. Inc. | 0.41% | 449,990 | $2.9M | Add +306.1% |
| RNAM Avidity Biosciences Inc. | 0.40% | 64,055 | $2.8M | Add +54.8% |
| NFLX Netflix Inc. | 0.39% | 2,270 | $2.7M | Add +233.8% |
| PCG P G & E Corp. | 0.35% | 164,173 | $2.5M | Add +3.3% |
| LRCX Lam Research Corp. | 0.32% | 16,840 | $2.3M | Reduce -11.0% |
| PLTR Palantir Technologies Inc. Class A | 0.32% | 12,235 | $2.2M | Reduce -15.4% |
| CAH Cardinal Health Inc. | 0.31% | 13,988 | $2.2M | Reduce -0.5% |
| BMY Bristol-Myers Squibb Co. | 0.31% | 48,205 | $2.2M | Reduce -0.9% |
| IBIT iShares Bitcoin Trust ETF | 0.31% | 33,193 | $2.2M | Add +28.5% |
| CRM Salesforce Inc. | 0.30% | 8,815 | $2.1M | Add +2.1% |
| TOST Toast Inc. Class A | 0.29% | 55,351 | $2.0M | Add +9.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 3,784 | $1.9M | Add +4.4% |
| ALAB Astera Labs Inc. | 0.26% | 9,242 | $1.8M | Reduce -48.0% |
| CSCO Cisco Systems Inc. | 0.25% | 25,810 | $1.8M | Reduce -0.3% |
| GDX Vaneck Gold Miners ETF | 0.25% | 23,079 | $1.8M | Add +12.9% |
| XLC SS Comm Select Sector SPDR | 0.25% | 14,690 | $1.7M | Reduce -4.6% |
| AWK American Water Works Co. Inc. | 0.25% | 12,452 | $1.7M | Add +7.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 6,006 | $1.7M | Add +32.3% |
| HEI Heico Corp. | 0.23% | 5,052 | $1.6M | Add +11.6% |
| GLD SPDR Gold Shares | 0.22% | 4,419 | $1.6M | Add +45.5% |
| GILD Gilead Sciences Inc. | 0.22% | 14,123 | $1.6M | Reduce -1.1% |
| MMM 3M Co. | 0.22% | 9,867 | $1.5M | Reduce -0.5% |
| TNET Trinet Group Inc. | 0.21% | 21,895 | $1.5M | Add +12.9% |
| DEM Wisdomtree Emerging Markets | 0.21% | 31,739 | $1.5M | Reduce -2.5% |
| VEEV Veeva Systems Inc. Class A | 0.20% | 4,780 | $1.4M | Reduce -30.4% |
| ROST Ross Stores Inc. | 0.20% | 9,116 | $1.4M | Reduce -3.6% |
| INTU Intuit Inc. | 0.20% | 2,022 | $1.4M | No change |
| MGRC McGrath Rentcorp | 0.19% | 11,526 | $1.4M | Reduce -3.7% |
| FORM Formfactor Inc. | 0.19% | 36,847 | $1.3M | Reduce -71.1% |
| LFMD Lifemd Inc. | 0.19% | 193,540 | $1.3M | Add +24.9% |
| QCOM Qualcomm Inc. | 0.18% | 7,786 | $1.3M | Reduce -1.5% |
| SSD Simpson Manufacturing Co. Inc. | 0.18% | 7,635 | $1.3M | Reduce -4.5% |
| FICO Fair Isaac Corp. | 0.18% | 830 | $1.2M | Add +8.6% |
| PFE Pfizer Inc. | 0.18% | 48,460 | $1.2M | Reduce -0.2% |
| AEP American Electric Power | 0.17% | 10,662 | $1.2M | Reduce -3.8% |
| LLY Eli Lilly & Co. | 0.17% | 1,567 | $1.2M | Add +10.9% |
| PG The Procter & Gamble Co. | 0.17% | 7,736 | $1.2M | Reduce -3.1% |
| VZ Verizon Communications Inc. | 0.16% | 25,926 | $1.1M | Reduce -4.5% |
| XLY SS Consumer Disc Select Sect | 0.16% | 4,721 | $1.1M | Reduce -4.5% |
| JNJ Johnson & Johnson | 0.16% | 6,046 | $1.1M | Add +24.6% |
| IOVA Iovance Biotherapeutics Inc. | 0.16% | 515,025 | $1.1M | New |
| VVR Invesco Senior Income Trust | 0.16% | 322,688 | $1.1M | Reduce -11.8% |
| XOM Exxon Mobil Corp. | 0.16% | 9,887 | $1.1M | Reduce -7.0% |
| GDYN Grid Dynamics Holdings Inc. | 0.16% | 144,519 | $1.1M | Add +114.6% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 3,671 | $1.1M | Add +110.9% |
| IAU iShares Gold Trust | 0.16% | 15,063 | $1.1M | Reduce -1.1% |
Portfolio Sells Q2 2025 → Q3 2025
| BSJP Invesco Bulletshares 2025 HY | Reduce -68.6% | 2.45% | −6.50 |
| PHLT Performant Healthcare Inc. | Reduce -99.5% | 0.01% | −1.56 |
| FORM Formfactor Inc. | Reduce -71.1% | 0.19% | −0.52 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 3.56% | −0.44 |
| KKR KKR & Co. Inc. | Reduce -1.8% | 1.81% | −0.35 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.34 |
| MSFT Microsoft Corp. | Reduce -0.4% | 2.46% | −0.26 |
| ARCC Ares Capital Corp. | Reduce -0.7% | 0.72% | −0.18 |
| V Visa Inc. Class A | Reduce -0.3% | 0.88% | −0.17 |
| JPM JPMorgan Chase & Co. | Reduce -1.1% | 2.57% | −0.17 |
| CVX Chevron Corp. | Reduce -0.6% | 2.38% | −0.15 |
| ET Energy Transfer LP | Sold out | 0.00% | −0.15 |
| VEEV Veeva Systems Inc. Class A | Reduce -30.4% | 0.20% | −0.12 |
| DHR Danaher Corp. | Reduce -1.0% | 0.66% | −0.10 |
| VGK Vanguard Ftse Europe ETF | Reduce -0.6% | 0.78% | −0.09 |
| WDAY Workday Inc. Class A | Reduce -2.3% | 0.52% | −0.09 |
| CAH Cardinal Health Inc. | Reduce -0.5% | 0.31% | −0.07 |
| VVR Invesco Senior Income Trust | Reduce -11.8% | 0.16% | −0.07 |
| XCHYX Calamos Convert & High Inc. | Reduce -47.1% | 0.05% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.9% | 0.31% | −0.06 |
| PEP Pepsico Inc. | Reduce -0.9% | 0.54% | −0.05 |
| BLK BlackRock Inc. | Reduce -1.4% | 0.95% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.7% | 0.80% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -42.3% | 0.05% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 0.25% | −0.04 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -3.1% | 0.17% | −0.04 |
| GILD Gilead Sciences Inc. | Reduce -1.1% | 0.22% | −0.04 |
| MGRC McGrath Rentcorp | Reduce -3.7% | 0.19% | −0.03 |
| DEM Wisdomtree Emerging Markets | Reduce -2.5% | 0.21% | −0.03 |
| COO The Cooper Cos Inc. | Reduce -2.8% | 0.13% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -4.5% | 0.16% | −0.03 |
| CCI Crown Castle Inc. | Reduce -2.6% | 0.11% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -7.0% | 0.16% | −0.03 |
| MMM 3M Co. | Reduce -0.5% | 0.22% | −0.03 |
| MARA Mara Holdings Inc. | Sold out | 0.00% | −0.03 |
| XLC SS Comm Select Sector SPDR | Reduce -4.6% | 0.25% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -9.3% | 0.11% | −0.02 |
| WMB Williams Cos Inc. | Reduce -1.9% | 0.14% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -1.5% | 0.18% | −0.02 |
| FTV Fortive Corp. | Reduce -4.5% | 0.08% | −0.02 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -4.5% | 0.18% | −0.02 |
| OBDC Blue Owl Capital Corp. | Reduce -5.3% | 0.06% | −0.02 |
| PNW Pinnacle West Capital | Reduce -2.9% | 0.11% | −0.02 |
| CUBE Cubesmart | Reduce -4.9% | 0.08% | −0.02 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -2.0% | 0.12% | −0.02 |
| WY Weyerhaeuser Co. | Reduce -1.8% | 0.09% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -21.8% | 0.06% | −0.02 |
| HTGC Hercules Capital Inc. | Reduce -3.1% | 0.12% | −0.02 |
| AEP American Electric Power | Reduce -3.8% | 0.17% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| BSJR Invesco Bulletshares 2027 HY | New | 4.34% | +4.34 |
| BSJQ Invesco Bulletshares 2026 HY | Add +46.3% | 10.08% | +2.21 |
| SH Proshares Short S&P500 | New | 1.32% | +1.32 |
| CYTK Cytokinetics Inc. | Add +36.7% | 1.54% | +0.76 |
| GOOG Alphabet Inc. Class C | Add +1.0% | 4.16% | +0.72 |
| DIS The Walt Disney Co. | Add +1485.6% | 0.52% | +0.48 |
| NKE Nike Inc. Class B | Add +72.8% | 1.41% | +0.46 |
| GOOGL Alphabet Inc. Class A | Add +3.1% | 1.88% | +0.36 |
| KRP Kimbell Royalty Partners LP | Add +279.5% | 0.46% | +0.31 |
| TMC TMC the Metals Co. Inc. | Add +306.1% | 0.41% | +0.29 |
| ABBV Abbvie Inc. | Add +5.5% | 2.09% | +0.27 |
| NFLX Netflix Inc. | Add +233.8% | 0.39% | +0.24 |
| ORCL Oracle Corp. | Add +58.5% | 0.50% | +0.22 |
| RNAM Avidity Biosciences Inc. | Add +54.8% | 0.40% | +0.20 |
| TMO Thermo Fisher Scientific Inc. | Add +25.1% | 0.77% | +0.18 |
| IOVA Iovance Biotherapeutics Inc. | New | 0.16% | +0.16 |
| SMCI Super Micro Computer Inc. | New | 0.13% | +0.13 |
| AIRR First Trust Rba American Ind | New | 0.11% | +0.11 |
| FCX Freeport-McMoran Inc. | Add +51.9% | 0.63% | +0.10 |
| SLV iShares Silver Trust | New | 0.09% | +0.09 |
| CLDX Celldex Therapeutics Inc. | Add +4.5% | 0.61% | +0.08 |
| GE General Electric | Add +110.9% | 0.16% | +0.08 |
| GDX Vaneck Gold Miners ETF | Add +12.9% | 0.25% | +0.08 |
| GLD SPDR Gold Shares | Add +45.5% | 0.22% | +0.07 |
| MU Micron Technology Inc. | Add +1.7% | 0.42% | +0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.07% | +0.07 |
| ETHE Grayscale Ethereum Staking E | New | 0.06% | +0.06 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +88.8% | 0.13% | +0.06 |
| BABA Alibaba Group Holding-SP ADR | New | 0.05% | +0.05 |
| ARM Arm Holdings PLC-ADR | New | 0.05% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | Add +28.5% | 0.31% | +0.05 |
| C Citigroup Inc. | Add +4.8% | 0.55% | +0.05 |
| SKY Champion Homes Inc. | Add +2.2% | 0.53% | +0.04 |
| DOC Healthpeak Properties Inc. | Add +47.4% | 0.15% | +0.04 |
| DELL Dell Technologies -C | Add +9.4% | 0.43% | +0.04 |
| JNJ Johnson & Johnson | Add +24.6% | 0.16% | +0.04 |
| KBH KB Home | New | 0.04% | +0.04 |
| MO Altria Group Inc. | New | 0.03% | +0.03 |
| SMH Vaneck Semiconductor ETF | New | 0.03% | +0.03 |
| JIVE JPM Interntl Value ETF | New | 0.03% | +0.03 |
| URI United Rentals Inc. | New | 0.03% | +0.03 |
| XLI SS Industrial Select Sector | New | 0.03% | +0.03 |
| RTX RTX Corp. | New | 0.03% | +0.03 |
| SCHF Schwab Intl Equity ETF | New | 0.03% | +0.03 |
| GDYN Grid Dynamics Holdings Inc. | Add +114.6% | 0.16% | +0.03 |
| IMO Imperial Oil Ltd. | New | 0.03% | +0.03 |
| DUK Duke Energy Corp. | New | 0.03% | +0.03 |
| IBM Intl Business Machines Corp. | Add +32.3% | 0.24% | +0.02 |
| BX Blackstone Inc. | Add +0.9% | 2.61% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +28.4% | 0.07% | +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 |