Mirador Capital Partners LP

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 8, 2026), Mirador Capital Partners LP reported 203 stock positions worth $706.0 million. Its top holding was Invesco Bulletshares 2026 HY (BSJQ) at 10.6% of the portfolio, followed by Invesco Bulletshares 2027 HY (BSJR, 7.1%) and Alphabet Class C (GOOG, 4.9%). Compared with Q4 2025, it opened 15 new positions, sold out of 16, added to 123 and reduced 51. The biggest buy was a new position in Proshares Short S&P500 (SH) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −92%).

Most Recent 13F
Q2 2026
Location
PLEASANTON, CA
CIK
0001633446
Portfolio Value
$706.0M (Q1 2026)
SEC Filing
0001633446-26-000002 ↗ filed Apr 8, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $523.8M Q1 2024 Q2 2024: $531.6M Q2 2024 Q3 2024: $555.7M Q3 2024 Q4 2024: $551.6M Q4 2024 Q1 2025: $570.7M Q1 2025 Q2 2025: $615.5M Q2 2025 Q3 2025: $705.4M Q3 2025 Q4 2025: $729.5M Q4 2025 Q1 2026: $706.0M $706.0M Q1 2026 Q2 2026: $816.4M Q2 2026

Holdings 203 stocks · $706.0M

BSJQ Invesco Bulletshares 2026 HY 10.59% 3,225,071 $74.7M Reduce -3.1%
BSJR Invesco Bulletshares 2027 HY 7.14% 2,252,608 $50.4M Add +6.2%
GOOG Alphabet Inc. Class C 4.94% 121,544 $34.9M Add +0.9%
AAPL Apple Inc. 4.45% 123,822 $31.4M Add +10.5%
BRK.B Berkshire Hathaway Inc. Class B 3.37% 49,672 $23.8M Add +0.2%
AMZN Amazon.com Inc. 3.30% 111,843 $23.3M Add +1.5%
CVX Chevron Corp. 2.71% 92,344 $19.1M Reduce -15.3%
JPM JPMorgan Chase & Co. 2.38% 57,125 $16.8M Reduce -0.8%
GOOGL Alphabet Inc. Class A 2.27% 55,828 $16.1M Add +2.2%
ABBV Abbvie Inc. 2.03% 65,881 $14.3M Add +1.3%
META Meta Platforms Inc. Class A 2.01% 24,785 $14.2M Reduce -1.0%
SH Proshares Short S&P500 1.90% 352,756 $13.4M New
CYTK Cytokinetics Inc. 1.89% 202,673 $13.4M Add +2.1%
MSFT Microsoft Corp. 1.84% 35,166 $13.0M Add +2.9%
BX Blackstone Inc. 1.81% 111,032 $12.8M Add +1.8%
KMI Kinder Morgan Inc. 1.61% 339,035 $11.4M Add +1.1%
NVDA Nvidia Corp. 1.52% 61,365 $10.7M Add +1.3%
UBER Uber Technologies Inc. 1.40% 137,440 $9.9M Add +1.7%
GLD SPDR Gold Shares 1.32% 21,611 $9.3M Add +604.4%
KKR KKR & Co. Inc. 1.29% 98,136 $9.1M Add +0.4%
KLAC KLA Corp. 1.23% 5,896 $8.7M No change
PSX Phillips 66 1.21% 47,045 $8.6M Reduce -6.9%
PANW Palo Alto Networks Inc. 1.12% 49,268 $7.9M Add +6.7%
FCX Freeport-McMoran Inc. 1.06% 127,452 $7.5M Add +2.8%
NFLX Netflix Inc. 1.01% 74,042 $7.1M Add +16.1%
UNH Unitedhealth Group Inc. 1.00% 26,115 $7.1M Add +4.7%
CB Chubb Ltd. 0.97% 21,081 $6.9M Add +1.6%
EXTR Extreme Networks Inc. 0.89% 416,916 $6.3M Add +1.5%
TMO Thermo Fisher Scientific Inc. 0.82% 11,821 $5.8M Add +0.7%
VGK Vanguard Ftse Europe ETF 0.81% 69,196 $5.7M Add +0.2%
CLDX Celldex Therapeutics Inc. 0.80% 178,053 $5.6M Add +4.3%
V Visa Inc. Class A 0.79% 18,437 $5.6M Reduce -4.4%
ICE Intercontinental Exchange Inc. 0.78% 35,182 $5.5M Add +2.2%
BLK BlackRock Inc. 0.78% 5,705 $5.5M Reduce -0.3%
COST Costco Wholesale Corp. 0.74% 5,276 $5.3M Add +0.3%
GS Goldman Sachs Group Inc. 0.73% 6,086 $5.1M Reduce -0.4%
C Citigroup Inc. 0.66% 41,298 $4.7M Add +4.1%
ARCC Ares Capital Corp. 0.66% 259,288 $4.7M Add +2.8%
SNOW Snowflake Inc. 0.64% 30,067 $4.5M Add +1.4%
INTC Intel Corp. 0.63% 101,022 $4.5M Add +0.0%
DHR Danaher Corp. 0.62% 23,200 $4.4M Reduce -0.1%
AVGO Broadcom Inc. 0.59% 13,564 $4.2M Reduce -0.3%
DELL Dell Technologies -C 0.55% 23,531 $3.9M Add +4.6%
SKY Champion Homes Inc. 0.54% 51,506 $3.8M Add +2.5%
IOVA Iovance Biotherapeutics Inc. 0.53% 1,073,236 $3.8M Add +3.7%
KRP Kimbell Royalty Partners LP 0.50% 244,858 $3.5M Add +1.9%
L Loews Corp. 0.48% 31,810 $3.4M Add +1.6%
Z Zillow Group Inc. Class C 0.46% 78,479 $3.2M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.45% 4,904 $3.2M Reduce -6.4%
CRWD CrowdStrike Holdings Inc. Class A 0.42% 7,632 $3.0M Add +111.0%
BMY Bristol-Myers Squibb Co. 0.42% 48,870 $3.0M Add +2.1%
QQQ Invesco QQQ Trust Series 1 0.41% 5,067 $2.9M Reduce -0.5%
TMC TMC the Metals Co. Inc. 0.37% 566,329 $2.6M Add +10.3%
CEG Constellation Energy 0.37% 9,270 $2.6M Add +1.6%
XOM Exxon Mobil Corp. 0.33% 13,600 $2.3M Add +37.1%
ORCL Oracle Corp. 0.33% 15,599 $2.3M Add +5.7%
TSLA Tesla Inc. 0.31% 5,845 $2.2M Reduce -13.5%
CAH Cardinal Health Inc. 0.30% 10,043 $2.1M Add +3.3%
CSCO Cisco Systems Inc. 0.30% 27,325 $2.1M Add +3.0%
LRCX Lam Research Corp. 0.30% 9,910 $2.1M Reduce -23.4%
GILD Gilead Sciences Inc. 0.28% 14,265 $2.0M Add +1.5%
FORM Formfactor Inc. 0.28% 20,284 $2.0M Reduce -35.4%
ROST Ross Stores Inc. 0.27% 8,710 $1.9M Reduce -2.3%
JNJ Johnson & Johnson 0.25% 7,108 $1.7M Add +3.3%
PLTR Palantir Technologies Inc. Class A 0.24% 11,663 $1.7M Reduce -0.6%
WDAY Workday Inc. Class A 0.23% 12,640 $1.6M Reduce -17.0%
TXG 10X Genomics Inc. Class A 0.23% 77,293 $1.6M Add +1.3%
TOST Toast Inc. Class A 0.23% 61,828 $1.6M Add +4.6%
XLC SS Comm Select Sector SPDR 0.22% 14,115 $1.6M Reduce -1.9%
HEI Heico Corp. 0.22% 5,676 $1.6M Add +6.1%
IAU iShares Gold Trust 0.22% 17,305 $1.5M Add +9.6%
MMM 3M Co. 0.21% 10,223 $1.5M Add +2.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.20% 5,925 $1.4M Reduce -1.6%
LLY Eli Lilly & Co. 0.20% 1,541 $1.4M Add +0.5%
PFE Pfizer Inc. 0.18% 46,410 $1.3M Add +1.3%
AEP American Electric Power 0.18% 9,905 $1.3M Reduce -5.3%
DEM Wisdomtree Emerging Markets 0.18% 25,906 $1.3M Reduce -3.5%
VZ Verizon Communications Inc. 0.18% 25,368 $1.3M Add +2.3%
SSD Simpson Manufacturing Co. Inc. 0.18% 7,391 $1.3M Reduce -1.1%
AIRR First Trust Rba American Ind 0.18% 11,319 $1.3M Add +15.6%
MGRC McGrath Rentcorp 0.18% 11,288 $1.2M Add +0.1%
WMB Williams Cos Inc. 0.17% 16,013 $1.2M Add +2.9%
FLG Flagstar Bank NA 0.16% 88,135 $1.2M Add +6.0%
ACWX iShares MSCI Acwi Ex US ETF 0.16% 16,685 $1.1M Add +10.8%
CMS CMS Energy Corp. 0.16% 14,691 $1.1M Add +1.4%
DOC Healthpeak Properties Inc. 0.16% 69,347 $1.1M Add +11.1%
WMT Walmart Inc. 0.16% 9,051 $1.1M Add +3.6%
GE General Electric filed as GE AEROSPACE 0.16% 3,961 $1.1M Add +3.9%
CAT Caterpillar Inc. 0.16% 1,573 $1.1M Add +8.0%
JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F 0.16% 12,891 $1.1M Add +24.3%
HON Honeywell International Inc. 0.16% 4,865 $1.1M Add +11.2%
ABT Abbott Laboratories 0.15% 10,508 $1.1M Add +3.4%
PG The Procter & Gamble Co. 0.15% 7,355 $1.1M Add +0.0%
AMAT Applied Materials Inc. 0.15% 3,069 $1.0M Add +1.1%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.15% 22,662 $1.0M Add +1.7%
COO The Cooper Cos Inc. 0.15% 14,379 $1.0M Add +7.3%
NUE Nucor Corp. 0.14% 5,796 $980K Reduce -1.1%
MU Micron Technology Inc. 0.14% 2,886 $975K Reduce -83.4%
GDYN Grid Dynamics Holdings Inc. 0.14% 170,978 $975K Add +22.9%
SCHX Schwab US Large-Cap ETF 0.14% 37,330 $957K Add +4.0%

Show all 203 holdings

Options reported separately and not counted above: RSP calls ($403K), PLUG calls ($5K).

Portfolio Sells Q4 2025 → Q1 2026

VWO Vanguard Ftse Emerging Marke Reduce -91.9% 0.07% −0.72
RNAM Avidity Biosciences Inc. Sold out 0.00% −0.62
MU Micron Technology Inc. Reduce -83.4% 0.14% −0.54
SRPT Sarepta Therapeutics Inc. Sold out 0.00% −0.41
NKE Nike Inc. Class B Sold out 0.00% −0.40
Z Zillow Group Inc. Class C Reduce -0.8% 0.46% −0.28
WYNN WYNN Resorts Ltd. Sold out 0.00% −0.27
CRDO Credo Technology Group Holdi Sold out 0.00% −0.26
GDX Vaneck Gold Miners ETF Reduce -88.8% 0.04% −0.26
META Meta Platforms Inc. Class A Reduce -1.0% 2.01% −0.26
WDAY Workday Inc. Class A Reduce -17.0% 0.23% −0.22
JPM JPMorgan Chase & Co. Reduce -0.8% 2.38% −0.16
SLV iShares Silver Trust Sold out 0.00% −0.14
V Visa Inc. Class A Reduce -4.4% 0.79% −0.14
TSLA Tesla Inc. Reduce -13.5% 0.31% −0.11
DHR Danaher Corp. Reduce -0.1% 0.62% −0.11
IBIT iShares Bitcoin Trust ETF Reduce -22.4% 0.14% −0.08
BSJQ Invesco Bulletshares 2026 HY Reduce -3.1% 10.59% −0.07
TSLX Sixth Street Specialty Lendi Sold out 0.00% −0.06
BLK BlackRock Inc. Reduce -0.3% 0.78% −0.06
AVGO Broadcom Inc. Reduce -0.3% 0.59% −0.05
QCOM Qualcomm Inc. Reduce -6.0% 0.13% −0.05
ETHE Grayscale Ethereum Staking E Sold out 0.00% −0.05
PLTR Palantir Technologies Inc. Class A Reduce -0.6% 0.24% −0.04
CRM Salesforce Inc. Reduce -15.9% 0.07% −0.04
XLY SS Consumer Disc Select Sect Reduce -34.7% 0.07% −0.04
IBM Intl Business Machines Corp. Reduce -1.6% 0.20% −0.04
AXP American Express Co. Sold out 0.00% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -6.4% 0.45% −0.04
ALAB Astera Labs Inc. Sold out 0.00% −0.04
CG The Carlyle Group Inc. Sold out 0.00% −0.03
PRCT Procept Biorobotics Corp. Sold out 0.00% −0.03
IEFA iShares Core MSCI Eafe ETF Sold out 0.00% −0.03
DIS The Walt Disney Co. Sold out 0.00% −0.03
UDMY Udemy Inc. Sold out 0.00% −0.03
AMD Advanced Micro Devices Reduce -13.2% 0.09% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -0.5% 0.41% −0.01
VOO Vanguard S&P 500 ETF Reduce -19.4% 0.06% −0.01
MRVL Marvell Technology Inc. Reduce -31.1% 0.06% −0.01
CIBR First Trust Nasdaq Cybersecu Reduce -1.4% 0.10% −0.01
XLC SS Comm Select Sector SPDR Reduce -1.9% 0.22% −0.01
IWM iShares Russell 2000 ETF Reduce -20.2% 0.04% −0.01
BAC Bank of America Corp. Reduce -2.5% 0.06% −0.01
GS Goldman Sachs Group Inc. Reduce -0.4% 0.73% −0.01
PLBY Playboy Inc. Sold out 0.00% −0.01
SCHD Schwab US DVD Equity ETF Reduce -20.0% 0.08% −0.01
BST BlackRock Science & Tech TR Reduce -7.1% 0.04% −0.01
MA Mastercard Inc. Class A Reduce -6.2% 0.03% −0.01
PSA Public Storage Reduce -17.0% 0.04% −0.00
KBH KB Home Reduce -7.9% 0.03% −0.00

Portfolio Buys Q4 2025 → Q1 2026

SH Proshares Short S&P500 New 1.90% +1.90
GLD SPDR Gold Shares Add +604.4% 1.32% +1.15
BSJR Invesco Bulletshares 2027 HY Add +6.2% 7.14% +0.56
KMI Kinder Morgan Inc. Add +1.1% 1.61% +0.35
AAPL Apple Inc. Add +10.5% 4.45% +0.27
FCX Freeport-McMoran Inc. Add +2.8% 1.06% +0.20
CRWD CrowdStrike Holdings Inc. Class A Add +111.0% 0.42% +0.19
NFLX Netflix Inc. Add +16.1% 1.01% +0.19
CLDX Celldex Therapeutics Inc. Add +4.3% 0.80% +0.16
XOM Exxon Mobil Corp. Add +37.1% 0.33% +0.16
CYTK Cytokinetics Inc. Add +2.1% 1.89% +0.16
DELL Dell Technologies -C Add +4.6% 0.55% +0.16
IOVA Iovance Biotherapeutics Inc. Add +3.7% 0.53% +0.15
COST Costco Wholesale Corp. Add +0.3% 0.74% +0.12
INTC Intel Corp. Add +0.0% 0.63% +0.12
KRP Kimbell Royalty Partners LP Add +1.9% 0.50% +0.11
VSNT Versant Media Group Inc. New 0.11% +0.11
BEN Franklin Templeton Inc. New 0.10% +0.10
DIVI Franklin International Core New 0.10% +0.10
CB Chubb Ltd. Add +1.6% 0.97% +0.09
BSJS Invesco Bulletshares 2028 HY New 0.07% +0.07
BMY Bristol-Myers Squibb Co. Add +2.1% 0.42% +0.07
HII Huntington Ingalls Industrie New 0.06% +0.06
TXG 10X Genomics Inc. Class A Add +1.3% 0.23% +0.06
JNJ Johnson & Johnson Add +3.3% 0.25% +0.05
AIRR First Trust Rba American Ind Add +15.6% 0.18% +0.05
GILD Gilead Sciences Inc. Add +1.5% 0.28% +0.05
CAT Caterpillar Inc. Add +8.0% 0.16% +0.04
SGVT Schwab Govt Money Market ETF New 0.04% +0.04
JIVE JPM Interntl Value ETF Add +24.3% 0.16% +0.04
VZ Verizon Communications Inc. Add +2.3% 0.18% +0.04
AMAT Applied Materials Inc. Add +1.1% 0.15% +0.04
NVS Novartis AG-Sponsored ADR New 0.04% +0.04
IAU iShares Gold Trust Add +9.6% 0.22% +0.04
HON Honeywell International Inc. Add +11.2% 0.16% +0.04
OMDA Omada Health Inc. New 0.04% +0.04
WMB Williams Cos Inc. Add +2.9% 0.17% +0.04
FIX Comfort Systems USA Inc. Add +14.4% 0.09% +0.04
CWEN Clearway Energy Inc. Class C New 0.04% +0.04
SMH Vaneck Semiconductor ETF Add +51.7% 0.09% +0.03
PL Planet Labs PBC New 0.03% +0.03
DUK Duke Energy Corp. New 0.03% +0.03
SLB SLB Ltd. Add +4.8% 0.10% +0.03
TNYA Tenaya Therapeutics Inc. Add +52.3% 0.09% +0.03
NLY Annaly Capital Management Inc. New 0.03% +0.03
C Citigroup Inc. Add +4.1% 0.66% +0.03
L Loews Corp. Add +1.6% 0.48% +0.03
VEA Vanguard Ftse Developed ETF New 0.03% +0.03
PFE Pfizer Inc. Add +1.3% 0.18% +0.03
FIVN FIVE9 Inc. Add +63.4% 0.13% +0.03

Options Activity Q4 2025 → Q1 2026

RSP Invesco S&P 500 Equal Weight call New 2,100 $403K
PLUG Plug Power Inc. call New 2,000 $5K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 216$816.4MBSJQ, BSJR, GOOG, AAPL, AMZN
Q1 2026 203$706.0MBSJQ, BSJR, GOOG, AAPL, BRK.B
Q4 2025 204$729.5MBSJQ, BSJR, GOOG, AAPL, AMZN
Q3 2025 216$705.4MBSJQ, BSJR, GOOG, AAPL, BRK.B
Q2 2025 200$615.5MBSJP, BSJQ, BRK.B, AAPL, AMZN
Q1 2025 197$570.7MBSJP, BSJQ, BRK.B, AAPL, AMZN
Q4 2024 196$551.6MBSJP, BSJQ, AAPL, BRK.B, AMZN
Q3 2024 194$555.7MBSJP, BSJO, AAPL, BRK.B, AMZN
Q2 2024 188$531.6MBSJO, BSJP, AAPL, GOOG, BRK.B
Q1 2024 194$523.8MBSJO, BSJP, BRK.B, AMZN, AAPL