1y return+19.0%S&P 500 +20.9%
3y return+46.1%S&P 500 +68.5%
5y return+33.6%S&P 500 +74.5%
10y return+115.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $215 against $357 in the S&P 500.2
Mirador Capital Partners LPS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BSJQInvesco Exch Trd Slf Idx Fd | $62.3M | 7.6% | −15.8% |
| BSJRInvesco Exch Trd Slf Idx Fd | $53.5M | 6.6% | +6.3% |
| GOOGAlphabet Inc | $42.6M | 5.2% | |
| AAPLApple Inc | $35.8M | 4.4% | |
| AMZNAmazon Com Inc | $29.6M | 3.6% | +11.2% |
| BRK/BBerkshire Hathaway Inc Del | $26.2M | 3.2% | +5.2% |
| GOOGLAlphabet Inc | $20.0M | 2.5% | |
| JPMJpmorgan Chase & Co | $18.6M | 2.3% | |
| KLACKla Corp | $17.8M | 2.2% | +900.0% |
| ABBVAbbvie Inc | $17.3M | 2.1% | +4.4% |
| CYTKCytokinetics Inc | $17.2M | 2.1% | |
| PANWPalo Alto Networks Inc | $17.1M | 2.1% | +1.9% |
| CVXChevron Corporation | $15.5M | 1.9% | |
| NVDANvidia Corporation | $14.6M | 1.8% | +18.9% |
| INTCIntel Corp | $14.1M | 1.7% | |
| METAMeta Platforms Inc | $14.0M | 1.7% | |
| EXTRExtreme Networks Inc | $13.4M | 1.6% | |
| MSFTMicrosoft Corp | $13.2M | 1.6% | |
| BXBlackstone Inc | $13.0M | 1.6% | |
| BSJSInvesco Exch Trd Slf Idx Fd | $12.2M | 1.5% | +2308.3% |
| UNHUnitedhealth Group Inc | $11.0M | 1.3% | +1.5% |
| KMIKinder Morgan Inc Del | $10.9M | 1.3% | |
| UBERUber Technologies Inc | $9.9M | 1.2% | |
| DELLDell Technologies Inc | $8.9M | 1.1% | −12.7% |
| KKRKkr & Co Inc | $8.8M | 1.1% | −1.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $5.1M |
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $14.6M |
| DELLDell Technologies Inc | June 30, 2020 | +685.4% | $8.9M |
| EXTRExtreme Networks Inc | June 30, 2020 | +645.8% | $13.4M |
| PANWPalo Alto Networks Inc | December 31, 2020 | +475.7% | $17.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $20.0M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $42.6M |
| CRWDCrowdstrike Hldgs Inc | September 30, 2023 | +355.9% | $5.9M |
| FCXFreeport Mcmoran Inc | September 30, 2020 | +302.1% | $8.2M |
| CYTKCytokinetics Inc | June 30, 2020 | +261.4% | $17.2M |
Sold off last quarter
- SHProshares Tr was $13.4M
- Chubb Ltd SwitzCUSIP H1467J104 was $6.9M
- VGKVanguard Intl Equity Index F was $5.7M
- LLoews Corp was $3.4M
- Exxon Mobil CorpCUSIP 30231G102 was $2.3M
- Honeywell Intl IncCUSIP 438516106 was $1.1M
- FICOFair Isaac Corp was $952K
- CUBECubesmart was $504K
- NOWServicenow Inc was $305K
- GDXVaneck Etf Trust was $257K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −4.0% | −4.6% |
| December 31, 2025 | +2.3% | +2.4% |
| September 30, 2025 | +9.3% | +7.8% |
| June 30, 2025 | +5.7% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +1.0% | +2.1% |
| September 30, 2024 | +3.7% | +5.4% |
| June 30, 2024 | +1.0% | +4.0% |
| March 31, 2024 | +6.3% | +10.0% |
| December 31, 2023 | +8.3% | +11.2% |
| September 30, 2023 | −0.9% | −3.6% |
| June 30, 2023 | +2.4% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +5.4% | +7.1% |
| September 30, 2022 | −3.3% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −4.4% | −4.9% |
| December 31, 2021 | +4.7% | +10.7% |
| September 30, 2021 | −1.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mirador Capital Partners LP Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1633446&type=13F-HR&dateb=&owner=include&count=40CIK 1633446
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1633446/000163344626000003/Filed July 7, 2026 · accession 0001633446-26-000003