$184 Million is the total value of Mirador Capital Partners LP's 143 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KLAC | KLA-TENCOR CORP | $647,000 | +0.8% | 6,307 | 0.0% | 0.35% | -21.4% | |
| GSK | GLAXOSMITHKLINE PLCsponsored adr | $478,000 | +0.4% | 11,868 | 0.0% | 0.26% | -21.7% | |
| NEE | NEXTERA ENERGY INC | $473,000 | +1.9% | 2,830 | 0.0% | 0.26% | -20.1% | |
| ROP | ROPER TECHNOLOGIES INC | $414,000 | +4.5% | 1,500 | 0.0% | 0.22% | -18.5% | |
| SCHW | SCHWAB CHARLES CORP NEW | $406,000 | -8.1% | 7,944 | 0.0% | 0.22% | -28.2% | |
| INTU | INTUIT | $403,000 | +10.7% | 1,972 | 0.0% | 0.22% | -13.8% | |
| BA | BOEING CO | $403,000 | +0.8% | 1,200 | 0.0% | 0.22% | -21.5% | |
| IJH | ISHARES TRcore s&p mcp etf | $368,000 | +4.2% | 1,890 | 0.0% | 0.20% | -18.7% | |
| IJR | ISHARES TRcore s&p scp etf | $351,000 | +7.3% | 4,200 | 0.0% | 0.19% | -16.2% | |
| PSA | PUBLIC STORAGE | $342,000 | +12.5% | 1,508 | 0.0% | 0.19% | -12.3% | |
| PM | PHILIP MORRIS INTL INC | $287,000 | -1.4% | 3,553 | 0.0% | 0.16% | -23.2% | |
| STWD | STARWOOD PPTY TR INC | $267,000 | +3.5% | 12,306 | 0.0% | 0.14% | -19.4% | |
| ANET | ARISTA NETWORKS INC | $262,000 | -3.0% | 1,019 | 0.0% | 0.14% | -23.9% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $251,000 | -9.1% | 3,000 | 0.0% | 0.14% | -28.6% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $231,000 | -6.1% | 6,024 | 0.0% | 0.13% | -26.3% | |
| AMLP | ALPS ETF TRalerian mlp | $211,000 | 0.0% | 20,900 | 0.0% | 0.12% | -21.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-08
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.