Arkolith/Funds/Mirador Capital Partners LP

Mirador Capital Partners LP

CIK 1633446
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

Mirador Capital Partners LP holds a diversified book of 216 stocks worth $816.4M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Astera Labs Inc and trimmed Invesco Bulletshares 2026 Hy. Their largest long position is Invesco Bulletshares 2026 Hy at 8% of the equity book. They also disclosed $452K in call options (bullish), shown separately below and excluded from the equity book.

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Use Arkolith to show Mirador Capital Partners LP's latest
holdings, largest changes, and filing provenance.
Opened
24
new positions
Added to
103
existing
Trimmed
74
reduced
Sold out
11
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
40%
Top 20 holdings
57%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

78% mapped to company sectors

Information Technology
35%
ETF / fund or unclassified
22%
Financials
13%
Health Care
10%
Consumer Discretionary
6%
Industrials
4%
Energy
3%
Utilities
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

216 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exch TRD SLF Idx FD
INVSCO BLSH 26
$62.3M2.71M
7.6%
−16%
Reduced · −510K sh
2Invesco Exch TRD SLF Idx FD
BULETSHS 2027
$53.5M2.40M
6.6%
+6.3%
Added · +143K sh
3Alphabet Inc
CAP STK CL C
$42.6M120.7K
5.2%
−0.7%
Reduced · −885 sh
4Apple Inc
COM
$35.8M123.8K
4.4%
~0%
Reduced · −23 sh
5Amazon Com Inc
COM
$29.6M124.4K
3.6%
+11%
Added · +13K sh
6Berkshire Hathaway Inc Del
CL B NEW
$26.2M52.3K
3.2%
+5.2%
Added · +3K sh
7Alphabet Inc
CAP STK CL A
$20.0M56.0K
2.5%
+0.3%
Added · +167 sh
8JPMorgan Chase & Co
COM
$18.6M56.7K
2.3%
−0.7%
Reduced · −385 sh
9Kla Corp
COM NEW
$17.8M59.0K
2.2%
10×
Added · +53K sh
10Abbvie Inc
COM
$17.3M68.8K
2.1%
+4.4%
Added · +3K sh
11Cytokinetics Inc
COM NEW
$17.2M202.4K
2.1%
−0.1%
Reduced · −303 sh
12Palo Alto Networks Inc
COM
$17.1M50.2K
2.1%
+1.9%
Added · +930 sh
13Chevron Corporation
COM
$15.5M93.2K
1.9%
+0.9%
Added · +872 sh
14Nvidia Corporation
COM
$14.6M72.9K
1.8%
+19%
Added · +12K sh
15Intel Corp
COM
$14.1M101.2K
1.7%
+0.1%
Added · +135 sh
16Meta Platforms Inc
CL A
$14.0M24.9K
1.7%
+0.3%
Added · +72 sh
17Extreme Networks Inc
COM
$13.4M414.8K
1.6%
−0.5%
Reduced · −2K sh
18Microsoft Corp
COM
$13.2M35.3K
1.6%
+0.5%
Added · +159 sh
19Blackstone Inc
COM
$13.0M110.6K
1.6%
−0.3%
Reduced · −389 sh
20Invesco Exch TRD SLF Idx FD
INVSCO 28 HYCORP
$12.2M560.9K
1.5%
24×
Added · +538K sh
21Unitedhealth Group Inc
COM
$11.0M26.5K
1.3%
+1.5%
Added · +388 sh
22Kinder Morgan Inc Del
COM
$10.9M340.3K
1.3%
+0.4%
Added · +1K sh
23Uber Technologies Inc
COM
$9.9M136.9K
1.2%
−0.4%
Reduced · −560 sh
24Dell Technologies Inc
CL C
$8.9M20.6K
1.1%
−13%
Reduced · −3K sh
25KKR & Co Inc
COM
$8.8M96.3K
1.1%
−1.9%
Reduced · −2K sh
26Freeport McMoran Inc
CL B
$8.2M130.6K
1.0%
+2.4%
Added · +3K sh
27Netflix Inc.
COM
$8.2M114.3K
1.0%
+54%
Added · +40K sh
28Phillips 66
COM
$8.0M47.3K
1.0%
+0.5%
Added · +250 sh
29SPDR Gold TR
GOLD SHS
$7.9M21.6K
1.0%
−0.2%
Reduced · −53 sh
30Snowflake Inc
COM SHS
$7.6M29.9K
0.9%
−0.7%
Reduced · −202 sh
31Celldex Therapeutics Inc New
COM NEW
$6.7M181.1K
0.8%
+1.7%
Added · +3K sh
32Franklin Templeton ETF TR
INTL COR DIV TIL
$6.7M156.8K
0.8%
+826%
Added · +140K sh
33Visa Inc
COM CL A
$6.3M18.3K
0.8%
−0.6%
Reduced · −104 sh
34Thermo Fisher Scientific Inc
COM
$6.0M11.9K
0.7%
+0.4%
Added · +51 sh
35Crowdstrike Hldgs Inc
CL A
$5.9M7.8K
0.7%
+2.1%
Added · +164 sh
36Citigroup Inc
COM NEW
$5.8M41.7K
0.7%
+1.0%
Added · +429 sh
37Astera Labs Inc
COM
$5.7M11.8K
0.7%
New
New position
38BlackRock Inc
COM
$5.4M5.6K
0.7%
−1.1%
Reduced · −61 sh
39Broadcom Inc
COM
$5.1M13.5K
0.6%
−0.4%
Reduced · −54 sh
40Tesla Inc
COM
$5.1M12.0K
0.6%
+106%
Added · +6K sh
41Costco Wholesale Corporation
COM
$5.0M5.4K
0.6%
+1.7%
Added · +90 sh
42Ares Capital Corp
COM
$4.8M257.1K
0.6%
−0.8%
Reduced · −2K sh
43Goldman Sachs Group Inc
COM
$4.6M4.6K
0.6%
−25%
Reduced · −1K sh
44Champion Homes Inc
COM
$4.6M51.7K
0.6%
+0.3%
Added · +178 sh
45Iovance Biotherapeutics Inc
COM
$4.5M1.08M
0.6%
+0.7%
Added · +7K sh
46Danaher Corp Del
COM
$4.4M22.9K
0.5%
−1.4%
Reduced · −337 sh
47Intercontinental Exchange In
COM
$4.3M35.3K
0.5%
+0.4%
Added · +148 sh
48Lam Research Corp
COM NEW
$4.0M9.2K
0.5%
−6.8%
Reduced · −673 sh
49Constellation Energy Corp
COM
$3.9M15.7K
0.5%
+69%
Added · +6K sh
50Invesco QQQ TR
UNIT SER 1
$3.8M5.2K
0.5%
+2.7%
Added · +138 sh
Showing 50 of 216 positions

Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$452K
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishINVESCO S&P 500 EQUAL WEIGHTRSP$447K2K
CALL · bullishPLUG POWER INCPLUG$5K2K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 2026218$816.8M13F-HR
Q1 2026Mar 31, 2026Apr 8, 2026205$706.4M13F-HR
Q4 2025Dec 31, 2025Jan 14, 2026204$729.5M13F-HR
Q3 2025Sep 30, 2025Oct 7, 2025216$705.4M13F-HR
Q2 2025Jun 30, 2025Jul 9, 2025200$615.5M13F-HR
Q1 2025Mar 31, 2025Apr 9, 2025197$570.7M13F-HR
Q4 2024Dec 31, 2024Jan 15, 2025196$551.6M13F-HR
Q3 2024Sep 30, 2024Oct 4, 2024194$555.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.