$137 Million is the total value of Mirador Capital Partners LP's 132 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITB | New | ISHARES TRus home cons etf | $1,294,000 | – | 40,467 | +100.0% | 0.94% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $1,144,000 | – | 15,383 | +100.0% | 0.83% | – |
| PHM | New | PULTE GROUP INC | $1,105,000 | – | 46,927 | +100.0% | 0.80% | – |
| IBB | New | ISHARES TRnasdq biotec etf | $999,000 | – | 3,407 | +100.0% | 0.73% | – |
| GILD | New | GILEAD SCIENCES INC | $462,000 | – | 6,800 | +100.0% | 0.34% | – |
| ACN | New | ACCENTURE PLC IRELAND | $401,000 | – | 3,345 | +100.0% | 0.29% | – |
| ORCL | New | ORACLE CORP | $378,000 | – | 8,467 | +100.0% | 0.28% | – |
| NEE | New | NEXTERA ENERGY INC | $359,000 | – | 2,800 | +100.0% | 0.26% | – |
| CVS | New | CVS HEALTH CORP | $314,000 | – | 4,000 | +100.0% | 0.23% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $310,000 | – | 1,500 | +100.0% | 0.23% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $289,000 | – | 1,225 | +100.0% | 0.21% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $272,000 | – | 1,590 | +100.0% | 0.20% | – |
| C | New | CITIGROUP INC | $271,000 | – | 4,535 | +100.0% | 0.20% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $266,000 | – | 20,900 | +100.0% | 0.19% | – |
| VNQ | New | VANGUARD INDEX FDSreit etf | $266,000 | – | 3,220 | +100.0% | 0.19% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $263,000 | – | 3,800 | +100.0% | 0.19% | – |
| NKE | New | NIKE INCcl b | $252,000 | – | 4,529 | +100.0% | 0.18% | – |
| VLRS | New | CONTROLADORA VUELA CIA DE AVspon adr rp 10 | $236,000 | – | 16,925 | +100.0% | 0.17% | – |
| CHRW | New | C H ROBINSON WORLDWIDE INC | $232,000 | – | 3,000 | +100.0% | 0.17% | – |
| ALL | New | ALLSTATE CORP | $229,000 | – | 2,807 | +100.0% | 0.17% | – |
| BA | New | BOEING CO | $212,000 | – | 1,200 | +100.0% | 0.15% | – |
| MCHP | New | MICROCHIP TECHNOLOGY INC | $207,000 | – | 2,803 | +100.0% | 0.15% | – |
| SKM | New | SK TELECOM LTDsponsored adr | $203,000 | – | 8,056 | +100.0% | 0.15% | – |
| CNP | New | CENTERPOINT ENERGY INC | $200,000 | – | 7,252 | +100.0% | 0.15% | – |
| IJS | New | ISHARES TRsp smcp600vl etf | $200,000 | – | 1,440 | +100.0% | 0.15% | – |
| RSP | New | RYDEX ETF TRUSTgug s&p500 eq wt | $201,000 | – | 2,217 | +100.0% | 0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 31 | Q3 2023 | 5.6% |
| BERKSHIRE HATHAWAY INC DEL | 31 | Q3 2023 | 5.5% |
| ALPHABET INC | 31 | Q3 2023 | 3.0% |
| INTEL CORP | 31 | Q3 2023 | 3.4% |
| ALPHABET INC | 31 | Q3 2023 | 3.2% |
| JPMORGAN CHASE & CO | 31 | Q3 2023 | 3.0% |
| META PLATFORMS INC | 31 | Q3 2023 | 2.9% |
| THERMO FISHER SCIENTIFIC INC | 31 | Q3 2023 | 2.1% |
| CHEVRON CORP NEW | 31 | Q3 2023 | 3.3% |
| ABBVIE INC | 31 | Q3 2023 | 1.9% |
View Mirador Capital Partners LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-05 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-02 |
View Mirador Capital Partners LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.