The Analysis of Mirador Capital Partners LP's Holdings
Currently, Mirador Capital Partners LP holds 204 types of securities in its portfolio with a total value $729.5M. In the most recent quarter, they have increased their positions in BSJR (+773.6K shares, valued at $17.5M), UNH (+23.6K shares, valued at $7.8M), BSJQ (+293.2K shares, valued at $6.8M); decreased their positions in NKE (-96.3K shares, valued at $6.1M), DIS (-30.3K shares, valued at $3.4M), CRM (-5.7K shares, valued at $1.5M); initiated new positions in ICE (+34.4K shares, valued at $5.6M), CEG (+9.1K shares, valued at $3.2M), SRPT (+140.0K shares, valued at $3.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BSJQ INVESCO EXCH TRD SLF IDX FD3.3M shares9.65%2025-12-312026-01-14
BSJR INVESCO EXCH TRD SLF IDX FD2.1M shares57.41%2025-12-312026-01-14 ALPHABET INC ALPHABET INC120.4K shares-0.03%2025-12-312026-01-14 AAPL APPLE INC112.1K shares-0.15%2025-12-312026-01-14 AMZN AMAZON COM INC110.2K shares8.09%2025-12-312026-01-14 JPM JPMORGAN CHASE & CO.57.6K shares0.16%2025-12-312026-01-14 ALPHABET INC ALPHABET INC54.6K shares0.40%2025-12-312026-01-14 CVX CHEVRON CORP NEW109.0K shares0.79%2025-12-312026-01-14 MSFT MICROSOFT CORP34.2K shares2.22%2025-12-312026-01-14 META META PLATFORMS INC25.0K shares-0.68%2025-12-312026-01-14 ABBV ABBVIE INC65.0K shares2.11%2025-12-312026-01-14 CYTK CYTOKINETICS INC198.6K shares0.60%2025-12-312026-01-14 KKR & CO INC KKR & CO INC97.7K shares-0.59%2025-12-312026-01-14 NVDA NVIDIA CORPORATION60.6K shares0.32%2025-12-312026-01-14 UBER UBER TECHNOLOGIES INC135.2K shares2.77%2025-12-312026-01-14 KMI KINDER MORGAN INC DEL335.5K shares0.88%2025-12-312026-01-14 PANW PALO ALTO NETWORKS INC46.2K shares3.47%2025-12-312026-01-14 UNH UNITEDHEALTH GROUP INC24.9K shares1738.54%2025-12-312026-01-14 KLAC KLA CORP5.9K shares0.00%2025-12-312026-01-14 EXTR EXTREME NETWORKS410.7K shares1.21%2025-12-312026-01-14 TMO THERMO FISHER SCIENTIFIC INC11.7K shares4.48%2025-12-312026-01-14 V VISA INC19.3K shares5.49%2025-12-312026-01-14 PSX PHILLIPS 6650.5K shares0.96%2025-12-312026-01-14 SNOW SNOWFLAKE INC29.6K shares2.09%2025-12-312026-01-14 CB CHUBB LIMITED20.8K shares1.14%2025-12-312026-01-14 FCX FREEPORT-MCMORAN INC124.0K shares10.27%2025-12-312026-01-14 NFLX NETFLIX INC63.7K shares2708.28%2025-12-312026-01-14 VGK VANGUARD INTL EQUITY INDEX F69.1K shares-0.09%2025-12-312026-01-14 VWO VANGUARD INTL EQUITY INDEX F107.0K shares2.15%2025-12-312026-01-14 ICE INTERCONTINENTAL EXCHANGE IN34.4K sharesnew addition2025-12-312026-01-14 Z ZILLOW GROUP INC79.1K shares2.79%2025-12-312026-01-14 GS GOLDMAN SACHS GROUP INC6.1K shares0.56%2025-12-312026-01-14 DHR DANAHER CORPORATION23.2K shares-1.23%2025-12-312026-01-14 ARCC ARES CAPITAL CORP252.3K shares0.78%2025-12-312026-01-14 MU MICRON TECHNOLOGY INC17.4K shares-0.73%2025-12-312026-01-14 BROADCOM INC BROADCOM INC13.6K shares-4.18%2025-12-312026-01-14 CLDX CELLDEX THERAPEUTICS INC NEW170.7K shares2.86%2025-12-312026-01-14 COST COSTCO WHSL CORP NEW5.3K shares0.25%2025-12-312026-01-14 RNA AVIDITY BIOSCIENCES INC62.7K shares-2.06%2025-12-312026-01-14 SKY CHAMPION HOMES INC50.3K shares3.11%2025-12-312026-01-14 INTC INTEL CORP101.0K shares-0.34%2025-12-312026-01-14 SPY SPDR S&P 500 ETF TR5.2K shares10.97%2025-12-312026-01-14 L LOEWS CORP31.3K shares2.09%2025-12-312026-01-14 WDAY WORKDAY INC15.2K shares0.70%2025-12-312026-01-14 CEG CONSTELLATION ENERGY CORP9.1K sharesnew addition2025-12-312026-01-14 TMC TMC THE METALS COMPANY INC513.6K shares14.13%2025-12-312026-01-14 TSLA TESLA INC6.8K shares0.69%2025-12-312026-01-14 SRPT SAREPTA THERAPEUTICS INC140.0K sharesnew addition2025-12-312026-01-14 NKE NIKE INC46.0K shares-67.66%2025-12-312026-01-14 ORCL ORACLE CORP14.8K shares17.01%2025-12-312026-01-14 DELL DELL TECHNOLOGIES INC22.5K shares6.20%2025-12-312026-01-14 KRP KIMBELL RTY PARTNERS LP240.2K shares0.83%2025-12-312026-01-14 IOVA IOVANCE BIOTHERAPEUTICS INC1.0M shares100.87%2025-12-312026-01-14 BMY BRISTOL-MYERS SQUIBB CO47.9K shares-0.72%2025-12-312026-01-14 GDX VANECK ETF TRUST25.0K shares8.38%2025-12-312026-01-14 TOST TOAST INC59.1K shares6.81%2025-12-312026-01-14 PLTR PALANTIR TECHNOLOGIES INC11.7K shares-4.14%2025-12-312026-01-14 CSCO CISCO SYS INC26.5K shares2.74%2025-12-312026-01-14 WYNN WYNN RESORTS LTD16.6K sharesnew addition2025-12-312026-01-14 CAH CARDINAL HEALTH INC9.7K shares-30.47%2025-12-312026-01-14 CRDO CREDO TECHNOLOGY GROUP HOLDI13.3K sharesnew addition2025-12-312026-01-14 IBM INTERNATIONAL BUSINESS MACHS6.0K shares0.20%2025-12-312026-01-14 FORM FORMFACTOR INC31.4K shares-14.85%2025-12-312026-01-14 HEI HEICO CORP NEW5.3K shares5.86%2025-12-312026-01-14 GILD GILEAD SCIENCES INC14.1K shares-0.47%2025-12-312026-01-14 CRWD CROWDSTRIKE HLDGS INC3.6K shares-4.41%2025-12-312026-01-14 XLC SELECT SECTOR SPDR TR14.4K shares-2.09%2025-12-312026-01-14 LLY ELI LILLY & CO1.5K shares-2.17%2025-12-312026-01-14 ROST ROSS STORES INC8.9K shares-2.20%2025-12-312026-01-14 MMM 3M CO10.0K shares1.12%2025-12-312026-01-14 IBIT ISHARES BITCOIN TRUST ETF32.0K shares-3.59%2025-12-312026-01-14 JNJ JOHNSON & JOHNSON6.9K shares13.78%2025-12-312026-01-14 FICO FAIR ISAAC CORP835 shares0.60%2025-12-312026-01-14 INTU INTUIT2.0K shares0.05%2025-12-312026-01-14 QCOM QUALCOMM INC7.8K shares0.32%2025-12-312026-01-14 ABT ABBOTT LABS10.2K shares226.78%2025-12-312026-01-14 GDYN GRID DYNAMICS HLDGS INC139.1K shares-3.78%2025-12-312026-01-14 DEM WISDOMTREE TR26.8K shares-15.46%2025-12-312026-01-14 TNET TRINET GROUP INC21.1K shares-3.73%2025-12-312026-01-14 TXG 10X GENOMICS INC76.3K shares-5.97%2025-12-312026-01-14 GLD SPDR GOLD TR3.1K shares-30.57%2025-12-312026-01-14 AEP AMERICAN ELEC PWR CO INC10.5K shares-1.88%2025-12-312026-01-14 SSD SIMPSON MFG INC7.5K shares-2.16%2025-12-312026-01-14 XOM EXXON MOBIL CORP9.9K shares0.36%2025-12-312026-01-14 MGRC MCGRATH RENTCORP11.3K shares-2.15%2025-12-312026-01-14 GE AEROSPACE GE AEROSPACE3.8K shares3.81%2025-12-312026-01-14 PFE PFIZER INC45.8K shares-5.50%2025-12-312026-01-14 PACB PACIFIC BIOSCIENCES CALIF IN591.0K shares1.65%2025-12-312026-01-14 PG PROCTER AND GAMBLE CO7.4K shares-4.95%2025-12-312026-01-14 VEEV VEEVA SYS INC4.7K shares-2.34%2025-12-312026-01-14 SLV ISHARES SILVER TR16.0K shares6.51%2025-12-312026-01-14 CMS CMS ENERGY CORP14.5K shares0.33%2025-12-312026-01-14 ACWX ISHARES TR15.1K shares3.02%2025-12-312026-01-14 VZ VERIZON COMMUNICATIONS INC24.8K shares-4.37%2025-12-312026-01-14 DOC HEALTHPEAK PROPERTIES INC62.4K shares16.61%2025-12-312026-01-14 WMT WALMART INC8.7K shares7.30%2025-12-312026-01-14 SCHX SCHWAB STRATEGIC TR35.9K shares-5.54%2025-12-312026-01-14 AIRR FIRST TR EXCHANGE TRADED FD9.8K shares23.07%2025-12-312026-01-14 NUE NUCOR CORP5.9K shares-2.23%2025-12-312026-01-14 XLU SELECT SECTOR SPDR TR22.3K shares100.90%2025-12-312026-01-14 WMB WILLIAMS COS INC15.6K shares-2.08%2025-12-312026-01-14 HON HONEYWELL INTL INC4.4K shares173.10%2025-12-312026-01-14 CAT CATERPILLAR INC1.5K shares0.00%2025-12-312026-01-14 JIVE J P MORGAN EXCHANGE TRADED F10.4K shares231.20%2025-12-312026-01-14 CRM SALESFORCE INC3.1K shares-64.76%2025-12-312026-01-14 HTGC HERCULES CAPITAL INC43.6K shares-1.25%2025-12-312026-01-14 XLY SELECT SECTOR SPDR TR6.8K shares44.14%2025-12-312026-01-14 AMD ADVANCED MICRO DEVICES INC3.8K shares-1.02%2025-12-312026-01-14 PNW PINNACLE WEST CAP CORP8.9K shares0.43%2025-12-312026-01-14 CIBR FIRST TR EXCHANGE TRADED FD11.1K shares-2.51%2025-12-312026-01-14 AMAT APPLIED MATLS INC3.0K shares1.81%2025-12-312026-01-14 VLTO VERALTO CORP7.5K shares-0.45%2025-12-312026-01-14 FIVN FIVE9 INC36.9K shares-8.97%2025-12-312026-01-14 AXSM AXSOME THERAPEUTICS INC4.0K shares0.00%2025-12-312026-01-14 FSLR FIRST SOLAR INC2.8K shares-9.59%2025-12-312026-01-14 WFC WELLS FARGO CO NEW7.0K shares28.61%2025-12-312026-01-14 IOO ISHARES TR5.1K shares-12.44%2025-12-312026-01-14 MDY SPDR S&P MIDCAP 400 ETF TR1.1K shares0.57%2025-12-312026-01-14 VTI VANGUARD INDEX FDS1.9K shares12.68%2025-12-312026-01-14 SCHD SCHWAB STRATEGIC TR22.8K shares16.59%2025-12-312026-01-14 FTV FORTIVE CORP10.8K shares-0.59%2025-12-312026-01-14 IWD ISHARES TR2.8K shares0.50%2025-12-312026-01-14 WY WEYERHAEUSER CO MTN BE24.6K shares-4.11%2025-12-312026-01-14 ENB ENBRIDGE INC12.0K shares-3.19%2025-12-312026-01-14 SOLV SOLVENTUM CORP7.2K shares0.06%2025-12-312026-01-14 TSM TAIWAN SEMICONDUCTOR MFG LTD1.9K shares1.19%2025-12-312026-01-14 VTV VANGUARD INDEX FDS2.9K shares19.14%2025-12-312026-01-14 XLK SELECT SECTOR SPDR TR3.9K shares81.03%2025-12-312026-01-14 SO SOUTHERN CO6.2K shares-0.24%2025-12-312026-01-14 ABNB AIRBNB INC4.0K shares0.00%2025-12-312026-01-14 FLTR VANECK ETF TRUST21.1K shares-2.22%2025-12-312026-01-14 BAC BANK AMERICA CORP9.5K shares-0.84%2025-12-312026-01-14 NSC NORFOLK SOUTHN CORP1.8K shares0.00%2025-12-312026-01-14 SCHM SCHWAB STRATEGIC TR16.7K shares4.68%2025-12-312026-01-14 SLB SLB LIMITED12.9K shares52.66%2025-12-312026-01-14 CUBE CUBESMART13.3K shares0.09%2025-12-312026-01-14 TSLX SIXTH STREET SPECIALTY LENDI21.3K shares0.84%2025-12-312026-01-14 HD HOME DEPOT INC1.3K shares0.00%2025-12-312026-01-14 NOW SERVICENOW INC2.9K shares353.30%2025-12-312026-01-14 MCD MCDONALDS CORP1.4K shares0.07%2025-12-312026-01-14 SCHA SCHWAB STRATEGIC TR15.2K shares7.09%2025-12-312026-01-14 IVV ISHARES TR633 shares18.76%2025-12-312026-01-14 TNYA TENAYA THERAPEUTICS INC582.5K shares2378.83%2025-12-312026-01-14 AMGN AMGEN INC1.2K shares3.48%2025-12-312026-01-14 MS MORGAN STANLEY2.2K shares11.57%2025-12-312026-01-14 IWM ISHARES TR1.6K shares-10.65%2025-12-312026-01-14 SMH VANECK ETF TRUST1.0K shares42.76%2025-12-312026-01-14 FIX COMFORT SYS USA INC382 sharesnew addition2025-12-312026-01-14 BST BLACKROCK SCIENCE & TECHNOLO8.3K shares1.50%2025-12-312026-01-14 ETHE GRAYSCALE ETHEREUM TRUST ETF13.7K shares5.44%2025-12-312026-01-14 BSCQ INVESCO EXCH TRD SLF IDX FD16.8K shares-7.79%2025-12-312026-01-14 SCHV SCHWAB STRATEGIC TR10.8K shares-13.22%2025-12-312026-01-14 VXF VANGUARD INDEX FDS1.5K shares-8.37%2025-12-312026-01-14 BABA ALIBABA GROUP HLDG LTD2.1K shares-0.65%2025-12-312026-01-14 SCHF SCHWAB STRATEGIC TR12.9K shares33.33%2025-12-312026-01-14 PSA PUBLIC STORAGE OPER CO1.2K shares-8.61%2025-12-312026-01-14 KO COCA COLA CO4.4K shares-4.04%2025-12-312026-01-14 VIG VANGUARD SPECIALIZED FUNDS1.4K shares0.00%2025-12-312026-01-14 AXP AMERICAN EXPRESS CO802 shares-1.11%2025-12-312026-01-14 RTX RTX CORPORATION1.6K shares17.43%2025-12-312026-01-14 ARM ARM HOLDINGS PLC2.6K shares1.66%2025-12-312026-01-14 NEE NEXTERA ENERGY INC3.5K shares0.00%2025-12-312026-01-14 MA MASTERCARD INCORPORATED487 shares1.67%2025-12-312026-01-14 ALAB ASTERA LABS INC1.6K shares-82.18%2025-12-312026-01-14 SCHG SCHWAB STRATEGIC TR8.3K shares1.38%2025-12-312026-01-14 LMT LOCKHEED MARTIN CORP551 shares0.36%2025-12-312026-01-14 SRLN SSGA ACTIVE ETF TR6.4K shares0.79%2025-12-312026-01-14 MPC MARATHON PETE CORP1.6K shares0.06%2025-12-312026-01-14 GEV GE VERNOVA INC394 shares0.00%2025-12-312026-01-14 PPT PUTNAM PREMIER INCOME TR71.1K sharesnew addition2025-12-312026-01-14 XLE SELECT SECTOR SPDR TR5.5K shares113.25%2025-12-312026-01-14 MO ALTRIA GROUP INC4.2K shares13.61%2025-12-312026-01-14 XLI SELECT SECTOR SPDR TR1.6K shares3.50%2025-12-312026-01-14 KBH KB HOME4.3K shares1.06%2025-12-312026-01-14 CG CARLYLE GROUP INC4.1K shares-1.55%2025-12-312026-01-14 PM PHILIP MORRIS INTL INC1.5K shares-3.55%2025-12-312026-01-14 BIP BROOKFIELD INFRAST PARTNERS6.8K shares-1.61%2025-12-312026-01-14 PRCT PROCEPT BIOROBOTICS CORP7.5K shares0.00%2025-12-312026-01-14 PDP INVESCO EXCHANGE TRADED FD T2.0K shares0.00%2025-12-312026-01-14 AWK AMERICAN WTR WKS CO INC NEW1.7K shares-86.04%2025-12-312026-01-14 IEFA ISHARES TR2.4K shares-20.96%2025-12-312026-01-14 DIS DISNEY WALT CO1.9K shares-94.18%2025-12-312026-01-14 UDMY UDEMY INC35.9K shares99.58%2025-12-312026-01-14 CHY CALAMOS CONV & HIGH INCOME F18.4K shares-43.96%2025-12-312026-01-14 ADI ANALOG DEVICES INC752 sharesnew addition2025-12-312026-01-14 MCHP MICROCHIP TECHNOLOGY INC.3.1K shares-1.87%2025-12-312026-01-14 IMO IMPERIAL OIL LTD2.3K shares0.00%2025-12-312026-01-14 VCV INVESCO CALIF VALUE MUN INCO11.8K shares0.00%2025-12-312026-01-14 AEYE INC AEYE INC48.1K shares-32.60%2025-12-312026-01-14 PLBY PLAYBOY INC25.1K shares0.00%2025-12-312026-01-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available