Mirador Capital Partners LP holds a diversified book of 216 reported positions worth $816.4M as of Q2 2026 (disclosed Jul 7, 2026, a ~7-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 reported non-option book. They also disclosed $452K in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2024 would be +17% (+8.4%/yr). That is a simulation of the disclosed long book, not audited returns.
The reported book (valued from quarter-end) returned +25.3%, a 8.3-point gap that is the cost of the ~7-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Mirador Capital Partners LP's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~7 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
78% mapped to company sectors
+5 sectors below the cut, 5% together
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.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Mirador Capital Partners LP
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Prospect Hill Management, LLC | 9 / 80 | $241.7M |
| Uhlmann Price Securities, LLC | 43 / 80 | $2.5B |
| Greenbrier Partners Capital Management, LLC | 8 / 80 | $1.2B |
| Draper Asset Management, LLC | 10 / 80 | $177.0M |
| Conway Capital Management, Inc. | 17 / 80 | $192.7M |
| Howard Hughes Medical Institute | 19 / 80 | $381.9M |
| Ramsey Quantitative Systems | 8 / 80 | $95.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Mirador Capital Partners LP: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Invesco Exch TRD SLF Idx FD INVSCO BLSH 26 | $62.3M | 2.71M | 7.6% | ▼−16% Reduced · −510K sh | |
| 2 | Invesco Exch TRD SLF Idx FD BULETSHS 2027 | $53.5M | 2.40M | 6.6% | ▲+6.3% Added · +143K sh | |
| 3 | Alphabet Inc CAP STK CL C | $42.6M | 120.7K | 5.2% | ▼−0.7% Reduced · −885 sh | |
| 4 | Apple Inc COM | $35.8M | 123.8K | 4.4% | ▼~0% Reduced · −23 sh | |
| 5 | Amazon Com Inc COM | $29.6M | 124.4K | 3.6% | ▲+11% Added · +13K sh | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $26.2M | 52.3K | 3.2% | ▲+5.2% Added · +3K sh | |
| 7 | Alphabet Inc CAP STK CL A | $20.0M | 56.0K | 2.5% | ▲+0.3% Added · +167 sh | |
| 8 | JPMorgan Chase & Co COM | $18.6M | 56.7K | 2.3% | ▼−0.7% Reduced · −385 sh | |
| 9 | Kla Corp COM NEW | $17.8M | 59.0K | 2.2% | ▲10× Added · +53K sh | |
| 10 | Abbvie Inc COM | $17.3M | 68.8K | 2.1% | ▲+4.4% Added · +3K sh | |
| 11 | Cytokinetics Inc COM NEW | $17.2M | 202.4K | 2.1% | ▼−0.1% Reduced · −303 sh | |
| 12 | Palo Alto Networks Inc COM | $17.1M | 50.2K | 2.1% | ▲+1.9% Added · +930 sh | |
| 13 | Chevron Corporation COM | $15.5M | 93.2K | 1.9% | ▲+0.9% Added · +872 sh | |
| 14 | Nvidia Corporation COM | $14.6M | 72.9K | 1.8% | ▲+19% Added · +12K sh | |
| 15 | Intel Corp COM | $14.1M | 101.2K | 1.7% | ▲+0.1% Added · +135 sh | |
| 16 | Meta Platforms Inc CL A | $14.0M | 24.9K | 1.7% | ▲+0.3% Added · +72 sh | |
| 17 | Extreme Networks Inc COM | $13.4M | 414.8K | 1.6% | ▼−0.5% Reduced · −2K sh | |
| 18 | Microsoft Corp COM | $13.2M | 35.3K | 1.6% | ▲+0.5% Added · +159 sh | |
| 19 | Blackstone Inc COM | $13.0M | 110.6K | 1.6% | ▼−0.3% Reduced · −389 sh | |
| 20 | Invesco Exch TRD SLF Idx FD INVSCO 28 HYCORP | $12.2M | 560.9K | 1.5% | ▲24× Added · +538K sh | |
| 21 | Unitedhealth Group Inc COM | $11.0M | 26.5K | 1.3% | ▲+1.5% Added · +388 sh | |
| 22 | Kinder Morgan Inc Del COM | $10.9M | 340.3K | 1.3% | ▲+0.4% Added · +1K sh | |
| 23 | Uber Technologies Inc COM | $9.9M | 136.9K | 1.2% | ▼−0.4% Reduced · −560 sh | |
| 24 | Dell Technologies Inc CL C | $8.9M | 20.6K | 1.1% | ▼−13% Reduced · −3K sh | |
| 25 | KKR & Co Inc COM | $8.8M | 96.3K | 1.1% | ▼−1.9% Reduced · −2K sh | |
| 26 | Freeport McMoran Inc CL B | $8.2M | 130.6K | 1.0% | ▲+2.4% Added · +3K sh | |
| 27 | Netflix Inc. COM | $8.2M | 114.3K | 1.0% | ▲+54% Added · +40K sh | |
| 28 | Phillips 66 COM | $8.0M | 47.3K | 1.0% | ▲+0.5% Added · +250 sh | |
| 29 | SPDR Gold TR GOLD SHS | $7.9M | 21.6K | 1.0% | ▼−0.2% Reduced · −53 sh | |
| 30 | Snowflake Inc COM SHS | $7.6M | 29.9K | 0.9% | ▼−0.7% Reduced · −202 sh | |
| 31 | Celldex Therapeutics Inc New COM NEW | $6.7M | 181.1K | 0.8% | ▲+1.7% Added · +3K sh | |
| 32 | Franklin Templeton ETF TR INTL COR DIV TIL | $6.7M | 156.8K | 0.8% | ▲+826% Added · +140K sh | |
| 33 | Visa Inc COM CL A | $6.3M | 18.3K | 0.8% | ▼−0.6% Reduced · −104 sh | |
| 34 | Thermo Fisher Scientific Inc COM | $6.0M | 11.9K | 0.7% | ▲+0.4% Added · +51 sh | |
| 35 | Crowdstrike Hldgs Inc CL A | $5.9M | 7.8K | 0.7% | ▲+2.1% Added · +164 sh | |
| 36 | Citigroup Inc COM NEW | $5.8M | 41.7K | 0.7% | ▲+1.0% Added · +429 sh | |
| 37 | Astera Labs Inc COM | $5.7M | 11.8K | 0.7% | ▲New New position | |
| 38 | BlackRock Inc COM | $5.4M | 5.6K | 0.7% | ▼−1.1% Reduced · −61 sh | |
| 39 | Broadcom Inc COM | $5.1M | 13.5K | 0.6% | ▼−0.4% Reduced · −54 sh | |
| 40 | Tesla Inc COM | $5.1M | 12.0K | 0.6% | ▲+106% Added · +6K sh | |
| 41 | Costco Wholesale Corporation COM | $5.0M | 5.4K | 0.6% | ▲+1.7% Added · +90 sh | |
| 42 | Ares Capital Corp COM | $4.8M | 257.1K | 0.6% | ▼−0.8% Reduced · −2K sh | |
| 43 | Goldman Sachs Group Inc COM | $4.6M | 4.6K | 0.6% | ▼−25% Reduced · −1K sh | |
| 44 | Champion Homes Inc COM | $4.6M | 51.7K | 0.6% | ▲+0.3% Added · +178 sh | |
| 45 | Iovance Biotherapeutics Inc COM | $4.5M | 1.08M | 0.6% | ▲+0.7% Added · +7K sh | |
| 46 | Danaher Corp Del COM | $4.4M | 22.9K | 0.5% | ▼−1.4% Reduced · −337 sh | |
| 47 | Intercontinental Exchange In COM | $4.3M | 35.3K | 0.5% | ▲+0.4% Added · +148 sh | |
| 48 | Lam Research Corp COM NEW | $4.0M | 9.2K | 0.5% | ▼−6.8% Reduced · −673 sh | |
| 49 | Constellation Energy Corp COM | $3.9M | 15.7K | 0.5% | ▲+69% Added · +6K sh | |
| 50 | Invesco QQQ TR UNIT SER 1 | $3.8M | 5.2K | 0.5% | ▲+2.7% Added · +138 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Mirador Capital Partners LP's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | INVESCO S&P 500 EQUAL WEIGHTRSP | $447K | 2K |
| CALL · bullish | PLUG POWER INCPLUG | $5K | 2K |
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 non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 7, 2026 | 7d | 218 | $816.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 8, 2026 | 8d | 205 | $706.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 14, 2026 | 14d | 204 | $729.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 7d | 216 | $705.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 9d | 200 | $615.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 9d | 197 | $570.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 15, 2025 | 15d | 196 | $551.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 4, 2024 | 4d | 194 | $555.7M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.