Mirador Capital Partners LP

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CIK 1633446

13F portfolio (2026-Q1)

$706M

Positions

203

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

203

Top 5

30.5%

Top 10

43.2%

Effective N

33.2

HHI

0.030

This quarter

15 new · 0 exit →

By sector

Unclassified27.2%

Information Technology19.1%

Financials15.5%

Communication Services10.5%

Health Care7.7%

Consumer Discretionary5.2%

Energy5.0%

Industrials4.0%

Other5.7%

By market cap

Mega (>$200B)43.8%

Unknown27.6%

Large ($10–200B)20.8%

Mid ($2–10B)6.6%

Small ($300M–2B)1.2%

Micro (<$300M)0.1%

By region

North America72.7%

Other27.2%

Asia-Pacific0.1%

Europe0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	30.54%	57
Technology Hardware & Equipment	10.36%	11
Software & IT Services	9.81%	6
Pharmaceuticals & Biotechnology	7.13%	15
Capital Markets	5.54%	7
Oil, Gas & Consumable Fuels	5.04%	8
Specialty Retail	4.53%	5
Software	3.98%	10
Semiconductors & Semiconductor Equipment	3.77%	13
Banks	3.35%	5
Commercial Services & Supplies	3.24%	9
Utilities	2.85%	11
Insurance	2.45%	3
Metals & Mining	1.57%	3
Media & Entertainment	1.12%	2
Machinery	0.64%	3
Paper & Forest Products	0.54%	1
Aerospace & Defense	0.54%	5
Equity Real Estate Investment Trusts (REITs)	0.49%	6
Health Care Equipment & Supplies	0.42%	3
Life Sciences Tools & Services	0.35%	2
Automobiles & Components	0.32%	2
Distributors	0.30%	1
Electrical Equipment & Components	0.22%	3
Diversified Telecommunication Services	0.18%	1
Communications Equipment	0.16%	2
Chemicals	0.15%	1
Construction & Engineering	0.11%	2
Tobacco	0.08%	2
Road & Rail	0.07%	1
Hotels, Restaurants & Leisure	0.06%	1
Beverages	0.05%	1
Health Care Providers & Services	0.04%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	BSJQ	INVESCO EXCH TRD SLF IDX FD	Unclassified	10.59%
2	BSJR	INVESCO EXCH TRD SLF IDX FD	Unclassified	7.14%
3	GOOG	Alphabet Inc.	Communication Services	4.94%
4	AAPL	Apple Inc.	Information Technology	4.45%
5	BRK.B	BERKSHIRE HATHAWAY INC	Financials	3.37%
6	AMZN	AMAZON COM INC	Consumer Discretionary	3.30%
7	CVX	CHEVRON CORP	Energy	2.71%
8	JPM	JPMORGAN CHASE & CO	Financials	2.38%
9	GOOGL	Alphabet Inc.	Communication Services	2.27%
10	ABBV	AbbVie Inc.	Health Care	2.03%

147/203 names classified · sector 72.8% of weight · industry 69.5% · mkt cap 72.4%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 46 quarters

Information TechnologyAAPL, INTC, TMO, MSFT, MU · other

FinancialsBRK.B, JPM, BX, KKR, WFC · other

Communication ServicesGOOG, GOOGL, META, T, LUMN · other

Health CareABBV, BMY, CYTK, PFE, MRK · other

Consumer DiscretionaryAMZN, TSLA, PTON, MAT, M · other

IndustrialsBABA, UBER, DAL, BA, URI · other

EnergyCVX, PSX, XOM, KRP, RIG · other

MaterialsFCX, SKY, NKE, KRO, KVUE · other

UtilitiesKMI, NEE, OKE, PCG, CEG · other

Consumer StaplesDEO, MO, MDLZ, KO, PEP · other

Real EstatePSA, WPC, DOC, STWD, CCI · other

UnclassifiedMATTSON TECHNOLOGY INC, INVESCO EXCH TRD SLF IDX FD, BSJO, CLAYMORE EXCHANGE TRD FD TR, BSJP · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 72.8% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (121 classified)Mirador Capital Partners LP centroid (Large Core)

Information TechnologyFinancialsCommunication ServicesConsumer DiscretionaryEnergyHealth CareIndustrialsUtilitiesMaterialsReal EstateConsumer Staples

Style box summary for Mirador Capital Partners LP: centroid Large Core. Heaviest cells: Large Growth 23.2%, Large Core 19.5%, Large Value 9.5%.

Classified: 61.2% of book weight (121/203 names) · unclassified 38.8%: BSJQ, BSJR, BRK.B, SH, CYTK, GLD, KKR, EXTR, VGK, CLDX +72 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 203 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	BSJQINVESCO EXCH TRD SLF IDX FD	3,225,071	$75M	10.6%	TRIM −3%
2	BSJRINVESCO EXCH TRD SLF IDX FD	2,252,608	$50M	7.1%	ADD 6%
3	GOOGALPHABET INC	121,544	$35M	4.9%	HOLD
4	AAPLAPPLE INC	123,822	$31M	4.5%	ADD 10%
5	BRK.BBERKSHIRE HATHAWAY INC DEL	49,672	$24M	3.4%	HOLD
6	AMZNAMAZON COM INC	111,843	$23M	3.3%	HOLD
7	CVXCHEVRON CORP NEW	92,344	$19M	2.7%	TRIM −15%
8	JPMJPMORGAN CHASE & CO	57,125	$17M	2.4%	HOLD
9	GOOGLALPHABET INC	55,828	$16M	2.3%	ADD 2%
10	ABBVABBVIE INC	65,881	$14M	2.0%	HOLD
11	METAMETA PLATFORMS INC	24,785	$14M	2.0%	HOLD
12	SHPROSHARES TR	352,756	$13M	1.9%	NEW
13	CYTKCYTOKINETICS INC	202,673	$13M	1.9%	ADD 2%
14	MSFTMICROSOFT CORP	35,166	$13M	1.8%	ADD 3%
15	BXBLACKSTONE INC	111,032	$13M	1.8%	HOLD
16	KMIKINDER MORGAN INC DEL	339,035	$11M	1.6%	HOLD
17	NVDANVIDIA CORPORATION	61,365	$11M	1.5%	HOLD
18	UBERUBER TECHNOLOGIES INC	137,440	$10M	1.4%	HOLD
19	GLDSPDR GOLD TR	21,611	$9M	1.3%	ADD 604%
20	KKRKKR & CO INC	98,136	$9M	1.3%	HOLD
21	KLACKLA CORP	5,896	$9M	1.2%	HOLD
22	PSXPHILLIPS 66	47,045	$9M	1.2%	TRIM −7%
23	PANWPALO ALTO NETWORKS INC	49,268	$8M	1.1%	ADD 7%
24	FCXFREEPORT MCMORAN INC	127,452	$7M	1.1%	ADD 3%
25	NFLXNETFLIX INC	74,042	$7M	1.0%	ADD 16%
26	UNHUNITEDHEALTH GROUP INC	26,115	$7M	1.0%	ADD 5%
27	CBCHUBB LIMITED	21,081	$7M	1.0%	HOLD
28	EXTREXTREME NETWORKS INC	416,916	$6M	0.9%	HOLD
29	TMOTHERMO FISHER SCIENTIFIC INC	11,821	$6M	0.8%	HOLD
30	VGKVANGUARD INTL EQUITY INDEX F	69,196	$6M	0.8%	HOLD
31	CLDXCELLDEX THERAPEUTICS INC NEW	178,053	$6M	0.8%	ADD 4%
32	VVISA INC	18,437	$6M	0.8%	TRIM −4%
33	ICEINTERCONTINENTAL EXCHANGE IN	35,182	$6M	0.8%	ADD 2%
34	BLKBLACKROCK INC	5,705	$5M	0.8%	HOLD
35	COSTCOSTCO WHSL CORP NEW	5,276	$5M	0.7%	HOLD
36	GSGOLDMAN SACHS GROUP INC	6,086	$5M	0.7%	HOLD
37	CCITIGROUP INC	41,298	$5M	0.7%	ADD 4%
38	ARCCARES CAPITAL CORP	259,288	$5M	0.7%	ADD 3%
39	SNOWSNOWFLAKE INC	30,067	$5M	0.6%	HOLD
40	INTCINTEL CORP	101,022	$4M	0.6%	HOLD
41	DHRDANAHER CORP DEL	23,200	$4M	0.6%	HOLD
42	AVGOBROADCOM INC	13,564	$4M	0.6%	HOLD
43	DELLDELL TECHNOLOGIES INC	23,531	$4M	0.5%	ADD 5%
44	SKYCHAMPION HOMES INC	51,506	$4M	0.5%	ADD 2%
45	IOVAIOVANCE BIOTHERAPEUTICS INC	1,073,236	$4M	0.5%	ADD 4%
46	KRPKIMBELL RTY PARTNERS LP	244,858	$4M	0.5%	HOLD
47	LLOEWS CORP	31,810	$3M	0.5%	HOLD
48	ZZILLOW GROUP INC	78,479	$3M	0.5%	HOLD
49	SPYSTATE STR SPDR S&P 500 ETF T	4,904	$3M	0.5%	TRIM −6%
50	CRWDCROWDSTRIKE HLDGS INC	7,632	$3M	0.4%	ADD 111%
51	BMYBRISTOL-MYERS SQUIBB CO	48,870	$3M	0.4%	ADD 2%
52	QQQINVESCO QQQ TR	5,067	$3M	0.4%	HOLD
53	TMCTMC THE METALS COMPANY INC	566,329	$3M	0.4%	ADD 10%
54	CEGCONSTELLATION ENERGY CORP	9,270	$3M	0.4%	HOLD
55	XOMEXXON MOBIL CORP	13,600	$2M	0.3%	ADD 37%
56	ORCLORACLE CORP	15,599	$2M	0.3%	ADD 6%
57	TSLATESLA INC	5,845	$2M	0.3%	TRIM −13%
58	CAHCARDINAL HEALTH INC	10,043	$2M	0.3%	ADD 3%
59	CSCOCISCO SYS INC	27,325	$2M	0.3%	ADD 3%
60	LRCXLAM RESEARCH CORP	9,910	$2M	0.3%	TRIM −23%
61	GILDGILEAD SCIENCES INC	14,265	$2M	0.3%	HOLD
62	FORMFORMFACTOR INC	20,284	$2M	0.3%	TRIM −35%
63	ROSTROSS STORES INC	8,710	$2M	0.3%	TRIM −2%
64	JNJJOHNSON & JOHNSON	7,108	$2M	0.2%	ADD 3%
65	PLTRPALANTIR TECHNOLOGIES INC	11,663	$2M	0.2%	HOLD
66	WDAYWORKDAY INC	12,640	$2M	0.2%	TRIM −17%
67	TXG10X GENOMICS INC	77,293	$2M	0.2%	HOLD
68	TOSTTOAST INC	61,828	$2M	0.2%	ADD 5%
69	XLCSELECT SECTOR SPDR TR	14,115	$2M	0.2%	HOLD
70	HEIHEICO CORP NEW	5,676	$2M	0.2%	ADD 6%
71	IAUISHARES GOLD TR	17,305	$2M	0.2%	ADD 10%
72	MMM3M CO	10,223	$1M	0.2%	ADD 2%
73	IBMINTERNATIONAL BUSINESS MACHS	5,925	$1M	0.2%	HOLD
74	LLYELI LILLY & CO	1,541	$1M	0.2%	HOLD
75	PFEPFIZER INC	46,410	$1M	0.2%	HOLD
76	AEPAMERICAN ELEC PWR CO INC	9,905	$1M	0.2%	TRIM −5%
77	DEMWISDOMTREE TR	25,906	$1M	0.2%	TRIM −3%
78	VZVERIZON COMMUNICATIONS INC	25,368	$1M	0.2%	ADD 2%
79	SSDSIMPSON MFG INC	7,391	$1M	0.2%	HOLD
80	AIRRFirst Trust RBA Amern Indl Renaissance ETF	11,319	$1M	0.2%	ADD 16%
81	MGRCMCGRATH RENTCORP	11,288	$1M	0.2%	HOLD
82	WMBWILLIAMS COS INC	16,013	$1M	0.2%	ADD 3%
83	FLGFLAGSTAR BANK NATIONAL ASSOC	88,135	$1M	0.2%	ADD 6%
84	ACWXISHARES TR	16,685	$1M	0.2%	ADD 11%
85	CMSCMS ENERGY CORP	14,691	$1M	0.2%	HOLD
86	DOCHEALTHPEAK PROPERTIES INC	69,347	$1M	0.2%	ADD 11%
87	WMTWALMART INC	9,051	$1M	0.2%	ADD 4%
88	GEGE AEROSPACE	3,961	$1M	0.2%	ADD 4%
89	CATCATERPILLAR INC	1,573	$1M	0.2%	ADD 8%
90	JIVEJ P MORGAN EXCHANGE TRADED F	12,891	$1M	0.2%	ADD 24%
91	HONHONEYWELL INTL INC	4,865	$1M	0.2%	ADD 11%
92	ABTABBOTT LABS	10,508	$1M	0.2%	ADD 3%
93	PGPROCTER AND GAMBLE CO	7,355	$1M	0.2%	HOLD
94	AMATAPPLIED MATLS INC	3,069	$1M	0.1%	HOLD
95	XLUSELECT SECTOR SPDR TR	22,662	$1M	0.1%	HOLD
96	COOCOOPER COS INC	14,379	$1M	0.1%	ADD 7%
97	NUENUCOR CORP	5,796	$980,112	0.1%	HOLD
98	MUMICRON TECHNOLOGY INC	2,886	$975,119	0.1%	TRIM −83%
99	GDYNGRID DYNAMICS HLDGS INC	170,978	$974,575	0.1%	ADD 23%
100	SCHXSCHWAB U.S. LARGE-CAP ETF	37,330	$957,150	0.1%	ADD 4%
101	IBITISHARES BITCOIN TRUST ETF	24,817	$953,469	0.1%	TRIM −22%
102	FICOFAIR ISAAC CORP	892	$952,246	0.1%	ADD 7%
103	TNETTRINET GROUP INC	26,087	$950,359	0.1%	ADD 24%
104	VEEVVEEVA SYS INC	5,407	$949,794	0.1%	ADD 16%
105	QCOMQUALCOMM INC	7,341	$945,416	0.1%	TRIM −6%
106	FIVNFIVE9 INC	60,302	$914,781	0.1%	ADD 63%
107	PNWPINNACLE WEST CAP CORP	9,031	$909,886	0.1%	HOLD
108	INTUINTUIT	2,023	$874,705	0.1%	HOLD
109	PACBPACIFIC BIOSCIENCES CALIF IN	604,884	$798,447	0.1%	ADD 2%
110	VSNTVERSANT MEDIA GROUP INC	20,795	$769,831	0.1%	NEW
111	MRKMERCK & CO INC	5,882	$707,506	0.1%	TRIM −6%
112	BENFRANKLIN RESOURCES INC	29,797	$703,805	0.1%	NEW
113	MDYSPDR S&P MIDCAP 400 ETF TR	1,124	$693,465	0.1%	ADD 5%
114	SLBSCHLUMBERGER LTD	13,490	$693,254	0.1%	ADD 5%
115	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,049	$692,460	0.1%	ADD 10%
116	CCICROWN CASTLE INC	8,462	$688,026	0.1%	ADD 7%
117	CIBRFIRST TR EXCHANGE-TRADED FD	10,895	$682,902	0.1%	HOLD
118	AXSMAXSOME THERAPEUTICS INC.	4,000	$676,080	0.1%	HOLD
119	RSPINVESCO EXCHANGE TRADED FD T	3,519	$675,343	0.1%	ADD 8%
120	DIVIFRANKLIN TEMPLETON ETF TR	16,932	$674,078	0.1%	NEW
121	AMDADVANCED MICRO DEVICES INC	3,287	$668,674	0.1%	TRIM −13%
122	VLTOVERALTO CORP	7,482	$661,566	0.1%	HOLD
123	HTGCHERCULES CAPITAL INC	44,700	$660,221	0.1%	ADD 2%
124	ENBENBRIDGE INC	12,117	$656,014	0.1%	HOLD
125	WYWEYERHAEUSER CO	26,353	$643,810	0.1%	ADD 7%
126	IOOIShares S&P Global 100 Index ETF	5,263	$636,668	0.1%	ADD 2%
127	VTIVANGUARD INDEX FDS	1,945	$623,906	0.1%	HOLD
128	TNYATENAYA THERAPEUTICS INC	886,917	$614,101	0.1%	ADD 52%
129	SMHVANECK ETF TRUST	1,585	$607,698	0.1%	ADD 52%
130	SOSOUTHERN CO	6,261	$604,313	0.1%	HOLD
131	IWDISHARES TR	2,820	$602,650	0.1%	HOLD
132	FIXCOMFORT SYS USA INC	437	$602,619	0.1%	ADD 14%
133	VTVVANGUARD INDEX FDS	3,063	$600,961	0.1%	ADD 4%
134	FTVFORTIVE CORP	10,732	$593,284	0.1%	HOLD
135	FSLRFIRST SOLAR INC	2,957	$583,298	0.1%	ADD 6%
136	FLTRVANECK ETF TRUST	22,052	$561,873	0.1%	ADD 4%
137	SCHDSCHWAB STRATEGIC TR	18,239	$559,558	0.1%	TRIM −20%
138	WFCWELLS FARGO CO NEW	6,991	$556,554	0.1%	HOLD
139	SCHMSCHWAB STRATEGIC TR	17,678	$547,324	0.1%	ADD 6%
140	XLKSELECT SECTOR SPDR TR	3,884	$516,127	0.1%	HOLD
141	BSJSINVESCO EXCH TRD SLF IDX FD	23,291	$505,071	0.1%	NEW
142	CUBECUBESMART	13,761	$504,334	0.1%	ADD 4%
143	ABNBAIRBNB INC	3,989	$503,731	0.1%	HOLD
144	NSCNORFOLK SOUTHN CORP	1,752	$502,824	0.1%	HOLD
145	CRMSALESFORCE INC	2,612	$487,563	0.1%	TRIM −16%
146	XLYSELECT SECTOR SPDR TR	4,445	$484,389	0.1%	TRIM −35%
147	SOLVSOLVENTUM CORP	7,205	$470,487	0.1%	HOLD
148	VWOVANGUARD INTL EQUITY INDEX F	8,649	$467,505	0.1%	TRIM −92%
149	SCHASCHWAB STRATEGIC TR	15,762	$458,370	0.1%	ADD 3%
150	HIIHUNTINGTON INGALLS INDS INC	1,196	$454,373	0.1%	NEW
151	BACBANK AMERICA CORP	9,296	$453,160	0.1%	TRIM −2%
152	AMGNAMGEN INC	1,267	$445,752	0.1%	HOLD
153	MCDMCDONALDS CORP	1,421	$441,611	0.1%	HOLD
154	MRVLMARVELL TECHNOLOGY INC	4,376	$433,466	0.1%	TRIM −31%
155	HDHOME DEPOT INC	1,278	$420,321	0.1%	HOLD
156	ARMARM HOLDINGS PLC	2,755	$416,776	0.1%	ADD 4%
157	IVVISHARES TR	633	$413,798	0.1%	HOLD
158	MPCMARATHON PETE CORP	1,691	$412,853	0.1%	ADD 4%
159	XLESELECT SECTOR SPDR TR	6,602	$404,453	0.1%	ADD 20%
160	VOOVANGUARD INDEX FDS	671	$401,122	0.1%	TRIM −19%
161	LMTLOCKHEED MARTIN CORP	658	$397,869	0.1%	ADD 19%
162	MSMORGAN STANLEY	2,198	$361,725	0.1%	HOLD
163	SCHFSCHWAB STRATEGIC TR	14,595	$361,226	0.1%	ADD 14%
164	GEVGE VERNOVA INC	398	$347,414	0.0%	HOLD
165	SCHVSCHWAB STRATEGIC TR	11,083	$338,045	0.0%	ADD 3%
166	NEENEXTERA ENERGY INC	3,558	$330,478	0.0%	HOLD
167	KOCOCA COLA CO	4,339	$329,981	0.0%	HOLD
168	PPTPUTNAM PREMIER INCOME TR	92,640	$328,870	0.0%	ADD 30%
169	BSCQINVESCO EXCH TRD SLF IDX FD	16,266	$317,675	0.0%	TRIM −3%
170	VIGVANGUARD SPECIALIZED FUNDS	1,448	$311,417	0.0%	ADD 4%
171	VXFVANGUARD INDEX FDS	1,509	$310,540	0.0%	HOLD
172	RTXRTX CORPORATION	1,609	$310,316	0.0%	HOLD
173	IWMISHARES TR	1,238	$307,072	0.0%	TRIM −20%
174	NOWSERVICENOW INC	2,915	$304,763	0.0%	HOLD
175	IMOIMPERIAL OIL LTD	2,322	$303,764	0.0%	HOLD
176	SGVTSCHWAB STRATEGIC TR	2,982	$300,347	0.0%	NEW
177	MOALTRIA GROUP INC	4,404	$290,626	0.0%	ADD 4%
178	NVSNOVARTIS AG	1,874	$286,254	0.0%	NEW
179	BABAALIBABA GROUP HLDG LTD	2,248	$282,034	0.0%	ADD 5%
180	XLISELECT SECTOR SPDR TR	1,734	$280,371	0.0%	ADD 11%
181	BSTBLACKROCK SCIENCE & TECHNOLO	7,688	$279,453	0.0%	TRIM −7%
182	PSAPUBLIC STORAGE OPER CO	978	$265,004	0.0%	TRIM −17%
183	OMDAOMADA HEALTH INC	20,832	$261,858	0.0%	NEW
184	SRLNSSGA ACTIVE ETF TR	6,446	$258,736	0.0%	HOLD
185	GDXVANECK ETF TRUST GOLD MINERS ETF	2,795	$256,527	0.0%	TRIM −89%
186	CWENCLEARWAY ENERGY INC	6,338	$249,020	0.0%	NEW
187	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	8,511	$247,917	0.0%	ADD 3%
188	BIPBROOKFIELD INFRAST PARTNERS	6,832	$246,772	0.0%	HOLD
189	PDPINVESCO EXCHANGE TRADED FD T	2,000	$241,489	0.0%	HOLD
190	PMPHILIP MORRIS INTL INC	1,452	$240,014	0.0%	TRIM −3%
191	ADIANALOG DEVICES INC	752	$239,241	0.0%	HOLD
192	AWKAMERICAN WTR WKS CO INC NEW	1,703	$231,817	0.0%	TRIM −2%
193	MAMASTERCARD INCORPORATED	457	$228,256	0.0%	TRIM −6%
194	PLPLANET LABS PBC	7,818	$218,513	0.0%	NEW
195	DUKDUKE ENERGY CORP NEW	1,653	$216,444	0.0%	NEW
196	KBHKB HOME	3,964	$205,142	0.0%	TRIM −8%
197	NLYANNALY CAPITAL MANAGEMENT IN	9,698	$205,113	0.0%	NEW
198	XCHYXCALAMOS CONV & HIGH INCOME F	18,718	$203,839	0.0%	HOLD
199	VEAVANGUARD TAX-MANAGED FDS	3,174	$203,390	0.0%	NEW
200	MCHPMICROCHIP TECHNOLOGY INC.	3,146	$203,251	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BSJQINVESCO EXCH TRD SLF IDX FD

1.5M

1.6M

2.1M

3.0M

3.3M

3.2M

$75M

BSJRINVESCO EXCH TRD SLF IDX FD

—

1.3M

2.1M

2.3M

$50M

GOOGALPHABET INC

111K

113K

119K

120K

122K

$35M

AAPLAPPLE INC

102K

110K

113K

112K

124K

$31M

BRK.BBERKSHIRE HATHAWAY INC DEL

49K

50K

51K

50K

$24M

AMZNAMAZON COM INC

98K

100K

101K

102K

110K

112K

$23M

CVXCHEVRON CORP NEW

102K

105K

109K

108K

109K

92K

$19M

JPMJPMORGAN CHASE & CO

55K

58K

57K

$17M

GOOGLALPHABET INC

51K

53K

54K

55K

56K

$16M

ABBVABBVIE INC

52K

55K

60K

64K

65K

66K

$14M

METAMETA PLATFORMS INC

23K

24K

25K

$14M

SHPROSHARES TR

200K

371K

—

251K

—

353K

$13M

CYTKCYTOKINETICS INC

66K

99K

144K

197K

199K

203K

$13M

MSFTMICROSOFT CORP

32K

33K

34K

33K

34K

35K

$13M

BXBLACKSTONE INC

98K

102K

107K

108K

109K

111K

$13M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Mirador Capital Partners LP

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 203 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Mirador Capital Partners LP