# Mirador Capital Partners LP

> Institutional holdings reported to the SEC as of Q3 2026 on Form 13F. CIK 1633446. Source: https://holderbook.com/funds/1633446-mirador-capital-partners-lp/

- Reported value: $859.3M
- Positions: 224
- Weight of the ten largest: 38.7%
- Filed: 2026-10-09

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | [BSJR](https://holderbook.com/stocks/BSJR/) | $71.3M | 3,226,238 | 8.3% | 5 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $41.9M | 122,987 | 4.9% | 32 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $41.7M | 125,280 | 4.9% | 32 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $31.4M | 126,130 | 3.7% | 32 |
| INVESCO EXCH TRD SLF IDX FD | [BSJQ](https://holderbook.com/stocks/BSJQ/) | $30.4M | 1,331,615 | 3.5% | 10 |
| INVESCO EXCH TRD SLF IDX FD | [BSJS](https://holderbook.com/stocks/BSJS/) | $29.7M | 1,386,430 | 3.5% | 3 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $26.7M | 53,667 | 3.1% | 32 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $20.0M | 50,406 | 2.3% | 24 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $19.8M | 57,592 | 2.3% | 32 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $19.4M | 94,887 | 2.3% | 32 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $18.9M | 57,227 | 2.2% | 32 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $18.5M | 70,834 | 2.2% | 32 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $18.3M | 35,622 | 2.1% | 32 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $18.2M | 25,116 | 2.1% | 32 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $17.0M | 74,467 | 2.0% | 22 |
| IOVANCE BIOTHERAPEUTICS INC | [IOVA](https://holderbook.com/stocks/IOVA/) | $16.2M | 1,095,740 | 1.9% | 5 |
| CYTOKINETICS INC | [CYTK](https://holderbook.com/stocks/CYTK/) | $13.8M | 208,896 | 1.6% | 28 |
| BLACKSTONE INC | [BX](https://holderbook.com/stocks/BX/) | $12.6M | 112,150 | 1.5% | 29 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $12.1M | 101,051 | 1.4% | 32 |
| KLA CORP | [KLAC](https://holderbook.com/stocks/KLAC/) | $11.5M | 58,960 | 1.3% | 32 |
| VANECK ETF TRUST | [GDX](https://holderbook.com/stocks/GDX/) | $11.1M | 126,965 | 1.3% | 1 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $10.5M | 349,704 | 1.2% | 30 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $10.3M | 28,030 | 1.2% | 32 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $10.3M | 30,299 | 1.2% | 10 |
| UBER TECHNOLOGIES INC | [UBER](https://holderbook.com/stocks/UBER/) | $9.6M | 139,537 | 1.1% | 12 |
| FREEPORT-MCMORAN INC | [FCX](https://holderbook.com/stocks/FCX/) | $9.5M | 135,338 | 1.1% | 25 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $9.3M | 134,253 | 1.1% | 13 |
| KKR & CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $8.8M | 95,956 | 1.0% | 32 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $8.5M | 32,164 | 1.0% | 13 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $8.0M | 11,916 | 0.9% | 32 |
| EXTREME NETWORKS INC | [EXTR](https://holderbook.com/stocks/EXTR/) | $7.9M | 368,591 | 0.9% | 32 |
| PHILLIPS 66 | [PSX](https://holderbook.com/stocks/PSX/) | $7.6M | 29,682 | 0.9% | 23 |
| DELL TECHNOLOGIES INC | [DELL](https://holderbook.com/stocks/DELL/) | $7.0M | 12,976 | 0.8% | 31 |
| FRANKLIN TEMPLETON ETF TR | [DIVI](https://holderbook.com/stocks/DIVI/) | $6.9M | 161,944 | 0.8% | 3 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $6.6M | 18,326 | 0.8% | 32 |
| CELLDEX THERAPEUTICS INC NEW | [CLDX](https://holderbook.com/stocks/CLDX/) | $6.3M | 193,267 | 0.7% | 27 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $6.0M | 5,712 | 0.7% | 8 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $5.6M | 43,155 | 0.7% | 15 |
| INTERCONTINENTAL EXCHANGE IN | [ICE](https://holderbook.com/stocks/ICE/) | $5.5M | 36,449 | 0.6% | 4 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $5.1M | 23,090 | 0.6% | 32 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $5.0M | 5,476 | 0.6% | 27 |
| ARES CAPITAL CORP | [ARCC](https://holderbook.com/stocks/ARCC/) | $4.9M | 254,781 | 0.6% | 32 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $4.8M | 13,665 | 0.6% | 26 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $4.5M | 22,129 | 0.5% | 2 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $4.2M | 4,668 | 0.5% | 7 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $4.1M | 16,068 | 0.5% | 4 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $4.0M | 5,421 | 0.5% | 9 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $3.9M | 12,741 | 0.5% | 2 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.8M | 5,027 | 0.4% | 32 |
| KIMBELL RTY PARTNERS LP | [KRP](https://holderbook.com/stocks/KRP/) | $3.6M | 249,616 | 0.4% | 10 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $3.4M | 18,099 | 0.4% | 1 |
| ISHARES SILVER TR | [SLV](https://holderbook.com/stocks/SLV/) | $3.3M | 60,581 | 0.4% | 2 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.3M | 30,421 | 0.4% | 32 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $3.2M | 9,775 | 0.4% | 8 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $3.1M | 50,389 | 0.4% | 32 |
| 10X GENOMICS INC | [TXG](https://holderbook.com/stocks/TXG/) | $3.1M | 33,979 | 0.4% | 28 |
| ASTERA LABS INC | [ALAB](https://holderbook.com/stocks/ALAB/) | $2.9M | 8,263 | 0.3% | 2 |
| FORMFACTOR INC | [FORM](https://holderbook.com/stocks/FORM/) | $2.7M | 18,089 | 0.3% | 32 |
| AKTIS ONCOLOGY INC | [AKTS](https://holderbook.com/stocks/AKTS/) | $2.6M | 133,558 | 0.3% | 2 |
| SILICON MOTION TECHNOLOGY CO | [SIMO](https://holderbook.com/stocks/SIMO/) | $2.6M | 9,268 | 0.3% | 2 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $2.5M | 18,174 | 0.3% | 32 |
| TMC THE METALS COMPANY INC | [TMC](https://holderbook.com/stocks/TMC/) | $2.4M | 637,607 | 0.3% | 6 |
| WORKDAY INC | [WDAY](https://holderbook.com/stocks/WDAY/) | $2.4M | 12,432 | 0.3% | 32 |
| SITIME CORP | [SITM](https://holderbook.com/stocks/SITM/) | $2.3M | 3,519 | 0.3% | 2 |
| EXXONMOBIL HOLDINGS CORP COM SHS | [XOM](https://holderbook.com/stocks/XOM/) | $2.3M | 14,046 | 0.3% | 1 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $2.2M | 9,965 | 0.3% | 32 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $2.1M | 11,450 | 0.2% | 8 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $2.1M | 14,182 | 0.2% | 32 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $2.1M | 5,820 | 0.2% | 25 |
| FIVE9 INC | [FIVN](https://holderbook.com/stocks/FIVN/) | $2.1M | 60,290 | 0.2% | 32 |
| ROSS STORES INC | [ROST](https://holderbook.com/stocks/ROST/) | $2.0M | 8,726 | 0.2% | 32 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.0M | 1,758 | 0.2% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.0M | 7,572 | 0.2% | 32 |
| TOAST INC | [TOST](https://holderbook.com/stocks/TOST/) | $1.9M | 65,364 | 0.2% | 12 |
| HEICO CORP NEW | [HEI](https://holderbook.com/stocks/HEI/) | $1.8M | 5,974 | 0.2% | 6 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.8M | 18,055 | 0.2% | 32 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $1.8M | 23,423 | 0.2% | 32 |
| TRINET GROUP INC | [TNET](https://holderbook.com/stocks/TNET/) | $1.8M | 28,364 | 0.2% | 32 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.7M | 2,827 | 0.2% | 17 |
| MGM RESORTS INTERNATIONAL | [MGM](https://holderbook.com/stocks/MGM/) | $1.7M | 55,495 | 0.2% | 2 |
| VEEVA SYS INC | [VEEV](https://holderbook.com/stocks/VEEV/) | $1.7M | 5,958 | 0.2% | 32 |
| COOPER COS INC | [COO](https://holderbook.com/stocks/COO/) | $1.7M | 29,705 | 0.2% | 11 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $1.7M | 14,140 | 0.2% | 32 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $1.7M | 10,101 | 0.2% | 15 |
| APPLIED MATLS INC | [AMAT](https://holderbook.com/stocks/AMAT/) | $1.7M | 3,242 | 0.2% | 15 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $1.6M | 20,502 | 0.2% | 22 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $1.5M | 32,648 | 0.2% | 10 |
| REDDIT INC | [RDDT](https://holderbook.com/stocks/RDDT/) | $1.5M | 10,765 | 0.2% | 2 |
| GRID DYNAMICS HLDGS INC | [GDYN](https://holderbook.com/stocks/GDYN/) | $1.5M | 189,069 | 0.2% | 23 |
| NUCOR CORP | [NUE](https://holderbook.com/stocks/NUE/) | $1.5M | 6,307 | 0.2% | 22 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.4M | 1,331 | 0.2% | 9 |
| HEALTHPEAK PROPERTIES INC | [DOC](https://holderbook.com/stocks/DOC/) | $1.4M | 69,898 | 0.2% | 28 |
| WISDOMTREE TR | [DEM](https://holderbook.com/stocks/DEM/) | $1.4M | 24,932 | 0.2% | 15 |
| QUALCOMM INC | [QCOM](https://holderbook.com/stocks/QCOM/) | $1.4M | 7,373 | 0.2% | 32 |
| J P MORGAN EXCHANGE TRADED F | [JIVE](https://holderbook.com/stocks/JIVE/) | $1.3M | 13,950 | 0.2% | 5 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $1.3M | 2,164 | 0.2% | 5 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $1.3M | 17,392 | 0.2% | 12 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $1.3M | 45,887 | 0.2% | 32 |
| MCGRATH RENTCORP | [MGRC](https://holderbook.com/stocks/MGRC/) | $1.3M | 11,267 | 0.1% | 32 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.3M | 5,839 | 0.1% | 24 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.8% | +14.8% | -1.0% | 100% |
| Q1 2026 | -4.0% | -4.6% | +0.7% | 99% |
| Q4 2025 | +2.3% | +2.4% | -0.1% | 97% |
| Q3 2025 | +9.3% | +7.8% | +1.4% | 100% |
| Q2 2025 | +5.7% | +10.5% | -4.7% | 100% |
| Q1 2025 | -3.7% | -4.6% | +0.8% | 100% |
| Q4 2024 | +1.2% | +2.1% | -1.0% | 91% |
| Q3 2024 | +3.8% | +5.4% | -1.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2026 | $859.3M | 224 |
| Q2 2026 | $816.8M | 216 |
| Q1 2026 | $706.4M | 203 |
| Q4 2025 | $729.5M | 204 |
| Q3 2025 | $705.4M | 216 |
| Q2 2025 | $615.5M | 200 |
| Q1 2025 | $570.7M | 197 |
| Q4 2024 | $551.6M | 196 |
| Q3 2024 | $555.7M | 194 |
| Q2 2024 | $531.6M | 188 |
| Q1 2024 | $523.8M | 194 |
| Q4 2023 | $472.3M | 183 |