$204 Million is the total value of Mirador Capital Partners LP's 153 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $1,262,000 | +8.4% | 4,745 | 0.0% | 0.62% | -2.5% | |
| KLAC | KLA-TENCOR CORP | $641,000 | -0.9% | 6,307 | 0.0% | 0.31% | -10.8% | |
| NEE | NEXTERA ENERGY INC | $474,000 | +0.2% | 2,830 | 0.0% | 0.23% | -10.1% | |
| INTU | INTUIT | $448,000 | +11.2% | 1,972 | 0.0% | 0.22% | 0.0% | |
| BA | BOEING CO | $446,000 | +10.7% | 1,200 | 0.0% | 0.22% | -0.5% | |
| ROP | ROPER TECHNOLOGIES INC | $444,000 | +7.2% | 1,500 | 0.0% | 0.22% | -3.6% | |
| SCHW | SCHWAB CHARLES CORP NEW | $390,000 | -3.9% | 7,944 | 0.0% | 0.19% | -13.6% | |
| IJH | ISHARES TRcore s&p mcp etf | $380,000 | +3.3% | 1,890 | 0.0% | 0.19% | -7.0% | |
| IJR | ISHARES TRcore s&p scp etf | $366,000 | +4.3% | 4,200 | 0.0% | 0.18% | -6.3% | |
| CVS | CVS HEALTH CORP | $316,000 | +22.5% | 4,010 | 0.0% | 0.16% | +10.7% | |
| PSA | PUBLIC STORAGE | $304,000 | -11.1% | 1,508 | 0.0% | 0.15% | -19.9% | |
| CHRW | C H ROBINSON WORLDWIDE INC | $294,000 | +17.1% | 3,000 | 0.0% | 0.14% | +5.1% | |
| ANET | ARISTA NETWORKS INC | $271,000 | +3.4% | 1,019 | 0.0% | 0.13% | -7.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $240,000 | +3.9% | 6,024 | 0.0% | 0.12% | -7.1% | |
| SHYG | ISHARES TR0-5yr hi yl cp | $233,000 | +0.9% | 4,945 | 0.0% | 0.11% | -9.5% | |
| AMLP | ALPS ETF TRalerian mlp | $223,000 | +5.7% | 20,900 | 0.0% | 0.11% | -5.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-13
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.