Mirador Capital Partners LP

CIK 1633446 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$816.8M
#2.790 dari 9.443 berdasarkan nilai 13F · top 29.5%
Posisi
218
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +15.6% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
39,64%
Bobot 25 kepemilikan teratas
63,37%
Posisi di atas 1%
27
Jumlah posisi efektif
40,5

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 7,67% Perkiraan pembelian $86.058.855 · penjualan $58.389.936

Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 76,8% masih dipegang

Posisi baru
24
Meningkat
103
Menurun
74
Tertutup
11
Di halaman ini

Rincian sektor

Technology
22,1%
Healthcare
11,0%
Communication Services
10,6%
Financial Services
6,3%
Energy
5,0%
Retail
4,7%
Financials
3,3%
Industrials
3,3%
Communications
2,5%
Materials
1,5%
Utilities
1,4%
Consumer Discretionary
1,2%
Consumer products
0,7%
Real Estate
0,4%
Telecommunication
0,1%
Logistics & Transportation
0,1%
Consumer Staples
0,1%
N/A
0,0%
Lainnya/Tidak terpetakan
25,7%

Portofolio lengkap 218 posisi

Tipe Rentetan Tren 8 kuartal
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF $62.317.011 7,63% 2.714.747 $-12.424.005 Turun ×2
BSJR Invesco BulletShares 2027 High Yield Corporate Bond ETF $53.521.290 6,55% 2.395.160 $3.141.711 Naik ×3
GOOG Alphabet Inc. - Class C Capital Stock $42.632.433 5,22% 120.659 $7.766.208 Turun ×1
AAPL Apple Inc. - Common Stock $35.822.441 4,39% 123.799 $4.397.722 Turun ×1
AMZN Amazon.com, Inc. - Common Stock $29.647.725 3,63% 124.393 $6.354.273 Naik ×6
BRKB $26.155.385 3,20% 52.270 $2.352.563 Naik ×2
GOOGL Alphabet Inc. - Class A Common Stock $20.010.803 2,45% 55.995 $3.956.932 Naik ×6
JPM JP Morgan Chase & Co. Common Stock $18.572.731 2,27% 56.740 $1.768.928 Turun ×2
KLAC KLA Corporation - Common Stock $17.788.822 2,18% 58.960 $9.107.493 Naik ×1
ABBV AbbVie Inc. Common Stock $17.303.177 2,12% 68.762 $2.974.654 Naik ×6
CYTK Cytokinetics, Incorporated - Common Stock $17.239.900 2,11% 202.370 $3.881.723 Turun ×1
PANW Palo Alto Networks, Inc. - Common Stock $17.118.362 2,10% 50.198 $9.219.791 Naik ×6
CVX Chevron Corporation Common Stock $15.451.464 1,89% 93.216 $-3.654.540 Naik ×1
NVDA NVIDIA Corporation - Common Stock $14.595.191 1,79% 72.943 $3.893.132 Naik ×3
INTC Intel Corporation - Common Stock $14.124.533 1,73% 101.157 $9.666.416 Naik ×2
META Meta Platforms, Inc. - Class A Common Stock $14.001.837 1,71% 24.857 $-178.533 Naik ×1
EXTR Extreme Networks, Inc. - Common Stock $13.427.853 1,64% 414.824 $7.140.760 Turun ×1
MSFT Microsoft Corporation - Common Stock $13.176.868 1,61% 35.325 $159.313 Naik ×3
BX Blackstone Inc. Common Stock $13.019.374 1,59% 110.643 $251.857 Turun ×1
BSJS Invesco BulletShares 2028 High Yield Corporate Bond ETF $12.197.227 1,49% 560.921 $11.692.156 Naik ×1
UNH UnitedHealth Group Incorporated Common Stock (DE) $11.015.434 1,35% 26.503 $3.948.977 Naik ×4
KMI Kinder Morgan, Inc. Common Stock $10.878.274 1,33% 340.265 $-489.563 Naik ×6
UBER Uber Technologies, Inc. Common Stock $9.877.261 1,21% 136.880 $-8.798 Turun ×1
DELL Dell Technologies Inc. Class C Common Stock $8.866.523 1,09% 20.550 $5.004.405 Turun ×1
KKR KKR & Co. Inc. Common Stock $8.840.065 1,08% 96.318 $-237.484 Turun ×1
FCX Freeport-McMoRan, Inc. Common Stock $8.211.438 1,01% 130.568 $719.789 Naik ×6
NFLX Netflix, Inc. - Common Stock $8.160.306 1,00% 114.290 $1.041.168 Naik ×4
PSX Phillips 66 Common Stock $7.995.266 0,98% 47.295 $-575.356 Naik ×1
GLD $7.941.536 0,97% 21.558 $-1.357.461 Turun ×1
SNOW Snowflake Inc. Common Stock $7.600.643 0,93% 29.865 $3.065.938 Turun ×1
CLDX Celldex Therapeutics, Inc. - Common Stock $6.737.019 0,82% 181.054 $1.089.178 Naik ×6
DIVI $6.698.512 0,82% 156.800 $6.024.434 Naik ×1
V Visa Inc. $6.289.936 0,77% 18.333 $717.427 Turun ×2
TMO Thermo Fisher Scientific Inc Common Stock $5.952.328 0,73% 11.872 $141.806 Naik ×6
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $5.949.493 0,73% 7.796 $2.969.857 Naik ×2
C Citigroup, Inc. Common Stock $5.840.077 0,71% 41.727 $1.156.459 Naik ×6
ALAB Astera Labs, Inc. - Common Stock $5.684.179 0,70% 11.768
BLK BlackRock, Inc. Common Stock $5.426.738 0,66% 5.644 $-59.392 Turun ×4
AVGO Broadcom Inc. - Common Stock $5.103.540 0,62% 13.510 $905.457 Turun ×5
TSLA Tesla, Inc. - Common Stock $5.056.899 0,62% 12.023 $2.883.998 Naik ×1
COST Costco Wholesale Corporation - Common Stock $5.019.890 0,61% 5.366 $-237.218 Naik ×3
ARCC Ares Capital Corporation - Closed End Fund $4.764.853 0,58% 257.143 $92.482 Turun ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $4.643.537 0,57% 4.591 $-505.372 Turun ×2
SKY Champion Homes, Inc. Common Stock $4.554.394 0,56% 51.684 $723.893 Naik ×5
IOVA Iovance Biotherapeutics, Inc. - Common Stock $4.493.998 0,55% 1.080.288 $726.940 Naik ×3
DHR Danaher Corporation Common Stock $4.354.954 0,53% 22.863 $-43.755 Turun ×4
ICE Intercontinental Exchange Inc. Common Stock $4.349.496 0,53% 35.330 $-1.183.934 Naik ×2
LRCX Lam Research Corporation - Common Stock $4.002.815 0,49% 9.237 $1.885.409 Turun ×5
CEG Constellation Energy Corporation - Common Stock When-Issued $3.892.708 0,48% 15.673 $1.304.058 Naik ×2
QQQ Invesco QQQ Trust, Series 1 $3.832.651 0,47% 5.205 $908.324 Naik ×1
SPY SPY $3.724.709 0,46% 4.988 $535.311 Naik ×1
ANET Arista Networks, Inc. Common Stock $3.605.363 0,44% 21.223 Naik ×1
KRP Kimbell Royalty Partners Common Units Representing Limited Partner Interests $3.562.314 0,44% 245.170 $19.222 Naik ×6
CSCO Cisco Systems, Inc. - Common Stock $3.202.201 0,39% 27.262 $1.082.019 Turun ×1
SIMO Silicon Motion Technology Corporation - American Depositary Shares, each representing four ordinary shares $2.907.971 0,36% 8.724 Naik ×1
FORM FormFactor, Inc. - Common Stock $2.869.784 0,35% 17.944 $902.439 Turun ×4
BMY Bristol-Myers Squibb Company Common Stock $2.811.574 0,34% 48.795 $-152.362 Turun ×1
TMC TMC the metals company Inc. - Common Stock $2.717.929 0,33% 613.528 $73.173 Naik ×4
ORCL Oracle Corporation Common Stock $2.694.457 0,33% 18.386 $399.644 Naik ×6
SITM SiTime Corporation - Common Stock $2.440.963 0,30% 3.274 Naik ×1
TXG 10x Genomics, Inc. - Common Stock $2.439.804 0,30% 63.636 $798.874 Turun ×1
MGM MGM Resorts International Common Stock $2.405.082 0,29% 50.305
CAH Cardinal Health, Inc. Common Stock $2.338.778 0,29% 9.845 $216.662 Turun ×1
AMAT Applied Materials, Inc. - Common Stock $2.281.738 0,28% 3.156 $1.232.820 Naik ×3
HEI Heico Corporation Common Stock $2.045.243 0,25% 5.742 $488.884 Naik ×4
MU Micron Technology, Inc. - Common Stock $2.036.577 0,25% 1.764 $1.061.458 Turun ×3
LLY Eli Lilly and Company Common Stock $1.987.378 0,24% 1.657 $570.210 Naik ×2
NEE NextEra Energy, Inc. Common Stock $1.970.115 0,24% 22.446 $1.639.637 Naik ×2
JNJ Johnson & Johnson Common Stock $1.881.793 0,23% 7.410 $144.224 Naik ×5
ROST Ross Stores, Inc. - Common Stock $1.857.383 0,23% 8.726 $-29.388 Naik ×1
AMD Advanced Micro Devices, Inc. - Common Stock $1.800.240 0,22% 3.099 $1.131.566 Turun ×3
RDDT Reddit, Inc. Class A Common Stock $1.788.915 0,22% 10.306 Naik ×1
GILD Gilead Sciences, Inc. - Common Stock $1.781.262 0,22% 14.099 $-206.872 Turun ×1
CAT Caterpillar, Inc. Common Stock $1.755.761 0,21% 1.649 $641.661 Naik ×2
TOST Toast, Inc. Class A Common Stock $1.740.920 0,21% 62.578 $101.860 Naik ×6
AEP American Electric Power Company, Inc. - Common Stock $1.727.922 0,21% 12.630 $429.618 Naik ×1
IBM International Business Machines Corporation Common Stock $1.679.700 0,21% 5.973 $243.646 Naik ×1
MMM 3M Company Common Stock $1.615.510 0,20% 9.978 $130.844 Turun ×1
AIRR First Trust RBA American Industrial Renaissance ETF $1.603.663 0,20% 12.035 $349.745 Naik ×3
IAU $1.562.830 0,19% 20.697 $37.221 Naik ×3
SSD Simpson Manufacturing Company, Inc. Common Stock $1.549.193 0,19% 7.400 $280.791 Naik ×1
WDAY Workday, Inc. - Class A Common Stock $1.539.676 0,19% 12.577 $-102.513 Turun ×2
GE GE Aerospace Common Stock $1.478.588 0,18% 3.956 $354.695 Turun ×1
DOC Healthpeak Properties, Inc. Common Stock $1.463.716 0,18% 68.398 $324.351 Turun ×1
TNET TriNet Group, Inc. Common Stock $1.401.603 0,17% 28.321 $451.244 Naik ×2
PLTR Palantir Technologies Inc. - Class A Common Stock $1.385.223 0,17% 11.873 $-320.841 Naik ×1
QCOM QUALCOMM Incorporated - Common Stock $1.369.224 0,17% 7.410 $423.808 Naik ×1
NUE Nucor Corporation Common Stock $1.365.881 0,17% 6.132 $385.769 Naik ×1
MGRC McGrath RentCorp - Common Stock $1.364.608 0,17% 11.275 $119.730 Turun ×1
FLG Flagstar Bank, N.A. Common Stock $1.340.206 0,16% 89.706 $179.470 Naik ×6
DEM $1.311.129 0,16% 24.375 $23.864 Turun ×6
ACWX iShares MSCI ACWI ex U.S. ETF $1.304.286 0,16% 17.137 $161.851 Naik ×6
AKTS Aktis Oncology, Inc. - Common stock $1.293.197 0,16% 40.124 Naik ×1
FIVN Five9, Inc. - Common Stock $1.284.402 0,16% 60.244 $369.621 Turun ×1
SMH SMH $1.274.410 0,16% 1.943 $666.712 Naik ×3
JIVE JPMorgan International Value ETF $1.263.535 0,15% 13.741 $159.563 Naik ×3
SGOV iShares 0-3 Month Treasury Bond ETF $1.226.371 0,15% 12.182 Naik ×1
WMB Williams Companies, Inc. (The) Common Stock $1.200.821 0,15% 16.153 $35.425 Naik ×2
CMS CMS Energy Corporation Common Stock $1.105.237 0,14% 14.448 $-34.509 Turun ×1
PFE Pfizer, Inc. Common Stock $1.103.701 0,14% 45.835 $-199.499 Turun ×1

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
BSJR $53.521.290 6,55% naik ×3
AMZN $29.647.725 3,63% naik ×6
GOOGL $20.010.803 2,45% naik ×6
ABBV $17.303.177 2,12% naik ×6
PANW $17.118.362 2,10% naik ×6
NVDA $14.595.191 1,79% naik ×3
MSFT $13.176.868 1,61% naik ×3
UNH $11.015.434 1,35% naik ×4
KMI $10.878.274 1,33% naik ×6
FCX $8.211.438 1,01% naik ×6
NFLX $8.160.306 1,00% naik ×4
CLDX $6.737.019 0,82% naik ×6
TMO $5.952.328 0,73% naik ×6
C $5.840.077 0,71% naik ×6
COST $5.019.890 0,61% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
ALAB $5.684.179 11.768 0,70%
ANET $3.605.363 21.223 0,44%
SIMO $2.907.971 8.724 0,36%
SITM $2.440.963 3.274 0,30%
MGM $2.405.082 50.305 0,29%
RDDT $1.788.915 10.306 0,22%
AKTS $1.293.197 40.124 0,16%
SGOV $1.226.371 12.182 0,15%
CLM $595.259 78.738 0,07%
EWY $583.895 2.892 0,07%
SHLS $574.398 58.020 0,07%
CRF $567.342 79.017 0,07%
UPS $551.949 5.134 0,07%
PRCT $441.100 19.535 0,05%
NAC $389.961 32.175 0,05%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
BSJQ Dipangkas -510K -$12.4M
INTC Beli lebih banyak +135 +$9.7M
PANW Beli lebih banyak +930 +$9.2M
KLAC Beli lebih banyak +53K +$9.1M
GOOG Dipangkas -885 +$7.8M
EXTR Dipangkas -2K +$7.1M
AMZN Beli lebih banyak +13K +$6.4M
DELL Dipangkas -3K +$5.0M
AAPL Dipangkas -23 +$4.4M
GOOGL Beli lebih banyak +167 +$4.0M

2 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
BSJP 31 Des. 2025 750.414 $17.304.546 Tidak lagi dilacak
SH 30 Juni 2025 371.316 $16.545.824 Tidak lagi dilacak
SH 30 Juni 2026 352.756 $13.380.039 Tidak lagi dilacak
SH 31 Des. 2025 251.250 $9.286.203 Tidak lagi dilacak
CB 30 Juni 2026 21.081 $6.871.060 0,8%
PSQ 30 Juni 2025 152.976 $6.215.415 Tidak lagi dilacak
VGK 30 Juni 2026 69.196 $5.703.812 Tidak lagi dilacak
RNA 31 Maret 2026 62.737 $4.525.220 -1,8%
WYNN 30 Juni 2025 47.236 $3.944.165 7,0%
IBB 30 Juni 2025 30.626 $3.917.010 68,9%
PEP 31 Des. 2025 27.065 $3.801.031 -0,6%
L 30 Juni 2026 31.810 $3.395.403 -1,8%
BA 30 Juni 2025 19.087 $3.255.288 2,4%
SRPT 31 Maret 2026 139.982 $3.012.413 -10,1%
NKE 31 Maret 2026 46.042 $2.933.322 -23,2%
PCG 31 Des. 2025 164.173 $2.475.729 11,3%
OIH 30 Juni 2025 9.114 $2.388.970 Tidak lagi dilacak
XOM 30 Juni 2026 13.600 $2.307.361 21,7%
ISRG 30 Sep. 2025 3.815 $2.073.109 -16,5%
WYNN 31 Maret 2026 16.646 $2.003.054 -1,3%
CRDO 31 Maret 2026 13.260 $1.907.981 146,6%
RCKT 30 Juni 2025 203.829 $1.359.539 44,1%
LFMD 31 Des. 2025 193.540 $1.314.137 -3,5%
STZ 31 Maret 2025 5.610 $1.239.833 -26,8%
VVR 31 Des. 2025 322.688 $1.116.502 -10,1%
HON 30 Juni 2026 4.865 $1.099.724 -1,9%
SLV 31 Maret 2026 15.977 $1.029.238 Tidak lagi dilacak
FICO 30 Juni 2026 892 $952.246 -2,4%
SMCI 31 Des. 2025 19.739 $946.284 27,2%
ET 30 Sep. 2025 50.692 $919.040 23,8%
TGT 31 Des. 2025 9.746 $874.178 66,2%
EDR 31 Maret 2025 27.057 $846.603 Tidak lagi dilacak
BIL 31 Maret 2025 9.214 $842.437 Tidak lagi dilacak
ZG 30 Juni 2025 10.077 $673.748 -47,1%
ANSS 31 Maret 2025 1.957 $660.155 Tidak lagi dilacak
MP 30 Juni 2025 24.263 $592.260 72,8%
PRCH 31 Des. 2025 30.881 $518.183 82,7%
CUBE 30 Juni 2026 13.761 $504.334 3,4%
TSLX 31 Maret 2026 21.281 $462.232 2,4%
OBDC 31 Des. 2025 30.927 $394.938 -9,2%
PH 31 Maret 2025 620 $394.433 66,5%
LVS 31 Maret 2025 6.487 $333.178 20,1%
ETHE 31 Maret 2026 13.669 $333.114 Tidak lagi dilacak
XBI 31 Maret 2025 3.477 $313.139 Tidak lagi dilacak
NOW 30 Juni 2026 2.915 $304.763 30,6%
AXP 31 Maret 2026 802 $296.700 10,8%
CRSP 31 Maret 2025 7.536 $296.617 75,0%
BSCP 31 Des. 2025 13.963 $288.894 Tidak lagi dilacak
SOFI 31 Maret 2025 18.601 $286.455 60,4%
ALAB 31 Maret 2026 1.647 $273.995 164,3%
NEM 31 Maret 2025 7.126 $265.244 171,1%
GDX 30 Juni 2026 2.795 $256.527 Tidak lagi dilacak
MSTR 31 Des. 2025 776 $250.035 -20,8%
ADBE 31 Des. 2025 703 $247.983 -22,0%
WM 31 Des. 2025 1.116 $246.446 1,9%
GBTC 30 Sep. 2025 2.863 $242.868 Tidak lagi dilacak
CG 31 Maret 2026 4.059 $239.921 0,9%
DIS 31 Maret 2025 2.155 $239.921 8,5%
PRCT 31 Maret 2026 7.480 $235.321 -15,6%
CG 31 Maret 2025 4.648 $234.702 12,0%
MOS 31 Maret 2025 9.548 $234.690 -12,1%
URI 31 Des. 2025 245 $233.892 36,7%
KMB 31 Des. 2025 1.867 $232.143 7,5%
STWD 30 Juni 2025 11.225 $221.918 -18,6%
IEFA 31 Maret 2026 2.436 $217.968 Tidak lagi dilacak
PDP 31 Maret 2025 2.000 $215.220
DES 30 Juni 2025 6.726 $214.971 Tidak lagi dilacak
DIS 31 Maret 2026 1.869 $212.613 11,2%
UDMY 31 Maret 2026 35.925 $210.161 Tidak lagi dilacak
KBH 30 Juni 2025 3.550 $206.341 3,0%
KBH 30 Juni 2026 3.964 $205.142 -12,8%
DUK 31 Des. 2025 1.647 $203.816 4,2%
MGM 31 Maret 2025 5.872 $203.465 45,8%
QQEW 31 Des. 2025 1.430 $201.740
MOAT 30 Juni 2025 2.286 $201.137 Tidak lagi dilacak
MARA 30 Sep. 2025 10.093 $158.258 -33,1%
PHLT 31 Des. 2025 12.758 $98.619 Tidak lagi dilacak
COYA 31 Maret 2025 13.807 $79.114 -23,5%
PLBY 31 Maret 2026 25.089 $47.167 -17,8%
MOVE 31 Des. 2025 20.722 $11.901 13,1%