$364 Million is the total value of Mirador Capital Partners LP's 169 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UL | New | UNILEVER PLCspon adr new | $4,153,000 | – | 68,806 | +100.0% | 1.14% | – |
| GM | New | GENERAL MTRS CO | $2,131,000 | – | 51,175 | +100.0% | 0.58% | – |
| SVMK | New | SVMK INC | $1,819,000 | – | 71,212 | +100.0% | 0.50% | – |
| KRO | New | KRONOS WORLDWIDE INC | $728,000 | – | 48,802 | +100.0% | 0.20% | – |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $530,000 | – | 10,433 | +100.0% | 0.14% | – |
| SCHJ | New | SCHWAB STRATEGIC TR1 5yr corp bd | $474,000 | – | 9,232 | +100.0% | 0.13% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $463,000 | – | 2,380 | +100.0% | 0.13% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $293,000 | – | 1,777 | +100.0% | 0.08% | – |
| CHL | New | CHINA MOBILE LIMITEDsponsored adr | $273,000 | – | 9,576 | +100.0% | 0.08% | – |
| PSQ | New | PROSHARES TRshort qqq new | $271,000 | – | 18,788 | +100.0% | 0.07% | – |
| SHOP | New | SHOPIFY INCcl a | $257,000 | – | 227 | +100.0% | 0.07% | – |
| PANW | New | PALO ALTO NETWORKS INC | $252,000 | – | 708 | +100.0% | 0.07% | – |
| BA | New | BOEING CO | $247,000 | – | 1,153 | +100.0% | 0.07% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $224,000 | – | 3,282 | +100.0% | 0.06% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $216,000 | – | 1,718 | +100.0% | 0.06% | – |
| CF | New | CF INDS HLDGS INC | $215,000 | – | 5,565 | +100.0% | 0.06% | – |
| PPT | New | PUTNAM PREMIER INCOME TRsh ben int | $181,000 | – | 38,961 | +100.0% | 0.05% | – |
| New | TRANSENTERIX INC | $8,000 | – | 13,539 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-20
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.