Mirador Capital Partners LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 14, 2026), Mirador Capital Partners LP reported 204 stock positions worth $729.5 million. Its top holding was Invesco Bulletshares 2026 HY (BSJQ) at 10.7% of the portfolio, followed by Invesco Bulletshares 2027 HY (BSJR, 6.6%) and Alphabet Class C (GOOG, 5.2%). Compared with Q3 2025, it opened 8 new positions, sold out of 20, added to 103 and reduced 79. The biggest buy was Invesco Bulletshares 2027 HY (BSJR, shares +57%) and the biggest sale an exit from Invesco Bulletshares 2025 HY (BSJP).
- Most Recent 13F
- Q2 2026
- Location
- PLEASANTON, CA
- CIK
- 0001633446
- Portfolio Value
- $729.5M (Q4 2025)
- SEC Filing
- 0001633446-26-000001 ↗ filed Jan 14, 2026
Holdings Value
Holdings 204 stocks · $729.5M
| BSJQ Invesco Bulletshares 2026 HY | 10.65% | 3,330,117 | $77.7M | Add +9.7% |
| BSJR Invesco Bulletshares 2027 HY | 6.58% | 2,121,083 | $48.0M | Add +57.4% |
| GOOG Alphabet Inc. Class C | 5.18% | 120,433 | $37.8M | Reduce -0.0% |
| AAPL Apple Inc. | 4.18% | 112,101 | $30.5M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 3.49% | 110,209 | $25.4M | Add +8.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.42% | 49,590 | $24.9M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 2.54% | 57,613 | $18.6M | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 2.34% | 54,633 | $17.1M | Add +0.4% |
| BX Blackstone Inc. | 2.30% | 109,046 | $16.8M | Add +1.2% |
| CVX Chevron Corp. | 2.28% | 108,961 | $16.6M | Add +0.8% |
| MSFT Microsoft Corp. | 2.27% | 34,187 | $16.5M | Add +2.2% |
| META Meta Platforms Inc. Class A | 2.26% | 25,028 | $16.5M | Reduce -0.7% |
| ABBV Abbvie Inc. | 2.04% | 65,048 | $14.9M | Add +2.1% |
| CYTK Cytokinetics Inc. | 1.73% | 198,558 | $12.6M | Add +0.6% |
| KKR KKR & Co. Inc. | 1.71% | 97,739 | $12.5M | Reduce -0.6% |
| NVDA Nvidia Corp. | 1.55% | 60,591 | $11.3M | Add +0.3% |
| UBER Uber Technologies Inc. | 1.51% | 135,200 | $11.0M | Add +2.8% |
| KMI Kinder Morgan Inc. | 1.26% | 335,523 | $9.2M | Add +0.9% |
| PANW Palo Alto Networks Inc. | 1.17% | 46,158 | $8.5M | Add +3.5% |
| UNH Unitedhealth Group Inc. | 1.13% | 24,949 | $8.2M | Add +1738.5% |
| KLAC KLA Corp. | 0.98% | 5,896 | $7.2M | No change |
| EXTR Extreme Networks Inc. | 0.94% | 410,668 | $6.8M | Add +1.2% |
| TMO Thermo Fisher Scientific Inc. | 0.93% | 11,744 | $6.8M | Add +4.5% |
| V Visa Inc. Class A | 0.93% | 19,279 | $6.8M | Add +5.5% |
| PSX Phillips 66 | 0.89% | 50,549 | $6.5M | Add +1.0% |
| SNOW Snowflake Inc. | 0.89% | 29,645 | $6.5M | Add +2.1% |
| CB Chubb Ltd. | 0.89% | 20,752 | $6.5M | Add +1.1% |
| FCX Freeport-McMoran Inc. | 0.86% | 124,022 | $6.3M | Add +10.3% |
| BLK BlackRock Inc. | 0.84% | 5,724 | $6.1M | Reduce -0.2% |
| NFLX Netflix Inc. | 0.82% | 63,748 | $6.0M | Add +180.8% |
| VGK Vanguard Ftse Europe ETF | 0.79% | 69,086 | $5.8M | Reduce -0.1% |
| VWO Vanguard Ftse Emerging Marke | 0.79% | 107,008 | $5.8M | Add +2.1% |
| ICE Intercontinental Exchange Inc. | 0.76% | 34,437 | $5.6M | New |
| Z Zillow Group Inc. Class C | 0.74% | 79,129 | $5.4M | Add +2.8% |
| GS Goldman Sachs Group Inc. | 0.74% | 6,112 | $5.4M | Add +0.6% |
| DHR Danaher Corp. | 0.73% | 23,212 | $5.3M | Reduce -1.2% |
| ARCC Ares Capital Corp. | 0.70% | 252,301 | $5.1M | Add +0.8% |
| MU Micron Technology Inc. | 0.68% | 17,375 | $5.0M | Reduce -0.7% |
| AVGO Broadcom Inc. | 0.65% | 13,607 | $4.7M | Reduce -4.2% |
| CLDX Celldex Therapeutics Inc. | 0.64% | 170,659 | $4.6M | Add +2.9% |
| C Citigroup Inc. | 0.63% | 39,664 | $4.6M | Add +3.3% |
| COST Costco Wholesale Corp. | 0.62% | 5,260 | $4.5M | Add +0.3% |
| RNAM Avidity Biosciences Inc. | 0.62% | 62,737 | $4.5M | Reduce -2.1% |
| SKY Champion Homes Inc. | 0.58% | 50,259 | $4.2M | Add +3.1% |
| INTC Intel Corp. | 0.51% | 101,006 | $3.7M | Reduce -0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.49% | 5,241 | $3.6M | Add +11.0% |
| L Loews Corp. | 0.45% | 31,312 | $3.3M | Add +2.1% |
| WDAY Workday Inc. Class A | 0.45% | 15,237 | $3.3M | Add +0.7% |
| CEG Constellation Energy | 0.44% | 9,121 | $3.2M | New |
| TMC TMC the Metals Co. Inc. | 0.43% | 513,575 | $3.2M | Add +14.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 5,093 | $3.1M | Add +4.0% |
| TSLA Tesla Inc. | 0.42% | 6,755 | $3.0M | Add +0.7% |
| SRPT Sarepta Therapeutics Inc. | 0.41% | 139,982 | $3.0M | New |
| NKE Nike Inc. Class B | 0.40% | 46,042 | $2.9M | Reduce -67.7% |
| ORCL Oracle Corp. | 0.39% | 14,752 | $2.9M | Add +17.0% |
| DELL Dell Technologies -C | 0.39% | 22,503 | $2.8M | Add +6.2% |
| KRP Kimbell Royalty Partners LP | 0.39% | 240,234 | $2.8M | Add +0.8% |
| IOVA Iovance Biotherapeutics Inc. | 0.39% | 1,034,544 | $2.8M | Add +100.9% |
| BMY Bristol-Myers Squibb Co. | 0.35% | 47,858 | $2.6M | Reduce -0.7% |
| LRCX Lam Research Corp. | 0.30% | 12,940 | $2.2M | Reduce -23.2% |
| GDX Vaneck Gold Miners ETF | 0.29% | 25,014 | $2.1M | Add +8.4% |
| TOST Toast Inc. Class A | 0.29% | 59,122 | $2.1M | Add +6.8% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 11,728 | $2.1M | Reduce -4.1% |
| CSCO Cisco Systems Inc. | 0.28% | 26,518 | $2.0M | Add +2.7% |
| WYNN WYNN Resorts Ltd. | 0.27% | 16,646 | $2.0M | New |
| CAH Cardinal Health Inc. | 0.27% | 9,726 | $2.0M | Reduce -30.5% |
| CRDO Credo Technology Group Holdi | 0.26% | 13,260 | $1.9M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 6,018 | $1.8M | Add +0.2% |
| FORM Formfactor Inc. | 0.24% | 31,374 | $1.8M | Reduce -14.8% |
| HEI Heico Corp. | 0.24% | 5,348 | $1.7M | Add +5.9% |
| GILD Gilead Sciences Inc. | 0.24% | 14,057 | $1.7M | Reduce -0.5% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.23% | 3,617 | $1.7M | Reduce -4.4% |
| XLC SS Comm Select Sector SPDR | 0.23% | 14,383 | $1.7M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.23% | 1,533 | $1.6M | Reduce -2.2% |
| ROST Ross Stores Inc. | 0.22% | 8,915 | $1.6M | Reduce -2.2% |
| MMM 3M Co. | 0.22% | 9,978 | $1.6M | Add +1.1% |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 32,003 | $1.6M | Reduce -3.6% |
| JNJ Johnson & Johnson | 0.20% | 6,879 | $1.4M | Add +13.8% |
| FICO Fair Isaac Corp. | 0.19% | 835 | $1.4M | Add +0.6% |
| INTU Intuit Inc. | 0.18% | 2,023 | $1.3M | Add +0.1% |
| QCOM Qualcomm Inc. | 0.18% | 7,811 | $1.3M | Add +0.3% |
| IAU iShares Gold Trust | 0.18% | 15,790 | $1.3M | Add +4.8% |
| ABT Abbott Laboratories | 0.17% | 10,163 | $1.3M | Add +226.8% |
| GDYN Grid Dynamics Holdings Inc. | 0.17% | 139,061 | $1.3M | Reduce -3.8% |
| DEM Wisdomtree Emerging Markets | 0.17% | 26,833 | $1.3M | Reduce -15.5% |
| TNET Trinet Group Inc. | 0.17% | 21,078 | $1.2M | Reduce -3.7% |
| TXG 10X Genomics Inc. Class A | 0.17% | 76,333 | $1.2M | Reduce -6.0% |
| GLD SPDR Gold Shares | 0.17% | 3,068 | $1.2M | Reduce -30.6% |
| AEP American Electric Power | 0.17% | 10,462 | $1.2M | Reduce -1.9% |
| SSD Simpson Manufacturing Co. Inc. | 0.17% | 7,470 | $1.2M | Reduce -2.2% |
| XOM Exxon Mobil Corp. | 0.16% | 9,923 | $1.2M | Add +0.4% |
| MGRC McGrath Rentcorp | 0.16% | 11,278 | $1.2M | Reduce -2.1% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 3,811 | $1.2M | Add +3.8% |
| PFE Pfizer Inc. | 0.16% | 45,796 | $1.1M | Reduce -5.5% |
| PACB Pacific Biosciences of Calif | 0.15% | 591,005 | $1.1M | Add +1.6% |
| COO The Cooper Cos Inc. | 0.15% | 13,407 | $1.1M | Reduce -2.6% |
| PG The Procter & Gamble Co. | 0.14% | 7,353 | $1.1M | Reduce -5.0% |
| FLG Flagstar Bank NA | 0.14% | 83,155 | $1.0M | Add +6.9% |
| VEEV Veeva Systems Inc. Class A | 0.14% | 4,668 | $1.0M | Reduce -2.3% |
| SLV iShares Silver Trust | 0.14% | 15,977 | $1.0M | Add +6.5% |
Portfolio Sells Q3 2025 → Q4 2025
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −2.45 |
| SH Proshares Short S&P500 | Sold out | 0.00% | −1.32 |
| NKE Nike Inc. Class B | Reduce -67.7% | 0.40% | −1.01 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.54 |
| DIS The Walt Disney Co. | Reduce -94.2% | 0.03% | −0.49 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 2.26% | −0.36 |
| PCG P G & E Corp. | Sold out | 0.00% | −0.35 |
| ALAB Astera Labs Inc. | Reduce -82.2% | 0.04% | −0.22 |
| AWK American Water Works Co. Inc. | Reduce -86.0% | 0.03% | −0.21 |
| LFMD Lifemd Inc. | Sold out | 0.00% | −0.19 |
| CRM Salesforce Inc. | Reduce -64.8% | 0.11% | −0.18 |
| VVR Invesco Senior Income Trust | Sold out | 0.00% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 3.42% | −0.14 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.13 |
| TGT Target Corp. | Sold out | 0.00% | −0.12 |
| BLK BlackRock Inc. | Reduce -0.2% | 0.84% | −0.11 |
| KKR KKR & Co. Inc. | Reduce -0.6% | 1.71% | −0.10 |
| IBIT iShares Bitcoin Trust ETF | Reduce -3.6% | 0.22% | −0.09 |
| PRCH Porch Group Inc. | Sold out | 0.00% | −0.07 |
| VEEV Veeva Systems Inc. Class A | Reduce -2.3% | 0.14% | −0.06 |
| OBDC Blue Owl Capital Corp. | Sold out | 0.00% | −0.06 |
| GLD SPDR Gold Shares | Reduce -30.6% | 0.17% | −0.06 |
| XLY SS Consumer Disc Select Sect | Reduce -27.9% | 0.11% | −0.05 |
| BSCP Invesco Bulletshares 2025 CB | Sold out | 0.00% | −0.04 |
| FIVN FIVE9 Inc. | Reduce -9.0% | 0.10% | −0.04 |
| CAH Cardinal Health Inc. | Reduce -30.5% | 0.27% | −0.04 |
| TNET Trinet Group Inc. | Reduce -3.7% | 0.17% | −0.04 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
| DEM Wisdomtree Emerging Markets | Reduce -15.5% | 0.17% | −0.04 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.03 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.03 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.1% | 0.29% | −0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -4.4% | 0.23% | −0.03 |
| MGRC McGrath Rentcorp | Reduce -2.1% | 0.16% | −0.03 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.03 |
| QQEW First TR Nasdaq-100 Sel Eq | Sold out | 0.00% | −0.03 |
| RSP Invesco S&P 500 Equal Weight | Reduce -21.9% | 0.09% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -5.0% | 0.14% | −0.02 |
| XCHYX Calamos Convert & High Inc. | Reduce -44.0% | 0.03% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -4.4% | 0.14% | −0.02 |
| NOW ServiceNow Inc. | Reduce -9.3% | 0.06% | −0.02 |
| PFE Pfizer Inc. | Reduce -5.5% | 0.16% | −0.02 |
| AVGO Broadcom Inc. | Reduce -4.2% | 0.65% | −0.02 |
| LRCX Lam Research Corp. | Reduce -23.2% | 0.30% | −0.02 |
| SSD Simpson Manufacturing Co. Inc. | Reduce -2.2% | 0.17% | −0.02 |
| CCI Crown Castle Inc. | Reduce -3.0% | 0.10% | −0.02 |
| WMB Williams Cos Inc. | Reduce -2.1% | 0.13% | −0.01 |
| XLC SS Comm Select Sector SPDR | Reduce -2.1% | 0.23% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| BSJR Invesco Bulletshares 2027 HY | Add +57.4% | 6.58% | +2.23 |
| UNH Unitedhealth Group Inc. | Add +1738.5% | 1.13% | +1.06 |
| ICE Intercontinental Exchange Inc. | New | 0.76% | +0.76 |
| BSJQ Invesco Bulletshares 2026 HY | Add +9.7% | 10.65% | +0.58 |
| GOOGL Alphabet Inc. Class A | Add +0.4% | 2.34% | +0.47 |
| CEG Constellation Energy | New | 0.44% | +0.44 |
| NFLX Netflix Inc. | Add +180.8% | 0.82% | +0.43 |
| SRPT Sarepta Therapeutics Inc. | New | 0.41% | +0.41 |
| AMZN Amazon.com Inc. | Add +8.1% | 3.49% | +0.31 |
| WYNN WYNN Resorts Ltd. | New | 0.27% | +0.27 |
| CRDO Credo Technology Group Holdi | New | 0.26% | +0.26 |
| FCX Freeport-McMoran Inc. | Add +10.3% | 0.86% | +0.24 |
| IOVA Iovance Biotherapeutics Inc. | Add +100.9% | 0.39% | +0.23 |
| CYTK Cytokinetics Inc. | Add +0.6% | 1.73% | +0.19 |
| TMO Thermo Fisher Scientific Inc. | Add +4.5% | 0.93% | +0.16 |
| ABT Abbott Laboratories | Add +226.8% | 0.17% | +0.12 |
| C Citigroup Inc. | Add +3.3% | 0.63% | +0.08 |
| JIVE JPM Interntl Value ETF | Add +231.2% | 0.11% | +0.08 |
| HON Honeywell International Inc. | Add +173.1% | 0.12% | +0.07 |
| CB Chubb Ltd. | Add +1.1% | 0.89% | +0.07 |
| SKY Champion Homes Inc. | Add +3.1% | 0.58% | +0.05 |
| TNYA Tenaya Therapeutics Inc. | Add +2378.8% | 0.06% | +0.05 |
| SLV iShares Silver Trust | Add +6.5% | 0.14% | +0.05 |
| GS Goldman Sachs Group Inc. | Add +0.6% | 0.74% | +0.05 |
| FIX Comfort Systems USA Inc. | New | 0.05% | +0.05 |
| PACB Pacific Biosciences of Calif | Add +1.6% | 0.15% | +0.05 |
| GDX Vaneck Gold Miners ETF | Add +8.4% | 0.29% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +11.0% | 0.49% | +0.04 |
| V Visa Inc. Class A | Add +5.5% | 0.93% | +0.04 |
| JNJ Johnson & Johnson | Add +13.8% | 0.20% | +0.04 |
| PPT Franklin Premir Inc. Trust-Ui | New | 0.03% | +0.03 |
| CSCO Cisco Systems Inc. | Add +2.7% | 0.28% | +0.03 |
| ADI Analog Devices Inc. | New | 0.03% | +0.03 |
| TMC TMC the Metals Co. Inc. | Add +14.1% | 0.43% | +0.03 |
| CLDX Celldex Therapeutics Inc. | Add +2.9% | 0.64% | +0.03 |
| SLB SLB Ltd. | Add +52.7% | 0.07% | +0.03 |
| WFC Wells Fargo & Co. | Add +28.6% | 0.09% | +0.02 |
| AIRR First Trust Rba American Ind | Add +23.1% | 0.13% | +0.02 |
| AMAT Applied Materials Inc. | Add +1.8% | 0.11% | +0.02 |
| IAU iShares Gold Trust | Add +4.8% | 0.18% | +0.02 |
| SMH Vaneck Semiconductor ETF | Add +42.8% | 0.05% | +0.02 |
| FICO Fair Isaac Corp. | Add +0.6% | 0.19% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +30.6% | 0.07% | +0.02 |
| FLG Flagstar Bank NA | Add +6.9% | 0.14% | +0.02 |
| L Loews Corp. | Add +2.1% | 0.45% | +0.02 |
| WMT Walmart Inc. | Add +7.3% | 0.13% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.0% | 0.43% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +19.1% | 0.08% | +0.01 |
| UDMY Udemy Inc. | Add +99.6% | 0.03% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +33.3% | 0.04% | +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 |