$390 Million is the total value of Mirador Capital Partners LP's 181 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LLY | New | LILLY ELI & CO | $2,976,000 | – | 15,930 | +100.0% | 0.76% | – |
| WW | New | WW INTL INC | $2,514,000 | – | 80,375 | +100.0% | 0.64% | – |
| CC | New | CHEMOURS CO | $1,616,000 | – | 57,917 | +100.0% | 0.42% | – |
| GDYN | New | GRID DYNAMICS HLDGS INCcl a | $1,469,000 | – | 92,240 | +100.0% | 0.38% | – |
| TWOU | New | 2U INC | $1,356,000 | – | 35,462 | +100.0% | 0.35% | – |
| NEM | New | NEWMONT CORP | $1,319,000 | – | 21,881 | +100.0% | 0.34% | – |
| PSX | New | PHILLIPS 66 | $1,205,000 | – | 14,783 | +100.0% | 0.31% | – |
| RDWR | New | RADWARE LTDord | $892,000 | – | 34,194 | +100.0% | 0.23% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $381,000 | – | 16,362 | +100.0% | 0.10% | – |
| MO | New | ALTRIA GROUP INC | $368,000 | – | 7,188 | +100.0% | 0.09% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $342,000 | – | 1,653 | +100.0% | 0.09% | – |
| BST | New | BLACKROCK SCIENCE & TECHNOLO | $311,000 | – | 5,755 | +100.0% | 0.08% | – |
| TDOC | New | TELADOC HEALTH INC | $285,000 | – | 1,568 | +100.0% | 0.07% | – |
| PYPL | New | PAYPAL HLDGS INC | $283,000 | – | 1,167 | +100.0% | 0.07% | – |
| AMAT | New | APPLIED MATLS INC | $270,000 | – | 2,022 | +100.0% | 0.07% | – |
| GE | New | GENERAL ELECTRIC CO | $255,000 | – | 19,408 | +100.0% | 0.06% | – |
| BSCQ | New | INVESCO EXCH TRD SLF IDX FD | $255,000 | – | 11,971 | +100.0% | 0.06% | – |
| AY | New | ATLANTICA SUSTAINABLE INFR P | $248,000 | – | 6,766 | +100.0% | 0.06% | – |
| HD | New | HOME DEPOT INC | $248,000 | – | 813 | +100.0% | 0.06% | – |
| HECCU | New | HUDSON EXECUTIVE INVT CORPunit 06/21/2025 | $244,000 | – | 22,687 | +100.0% | 0.06% | – |
| RIG | New | TRANSOCEAN LTD | $246,000 | – | 69,318 | +100.0% | 0.06% | – |
| QQQJ | New | INVESCO EXCH TRADED FD TR IInasdaqnxtgen100 | $228,000 | – | 7,147 | +100.0% | 0.06% | – |
| CAT | New | CATERPILLAR INC | $219,000 | – | 946 | +100.0% | 0.06% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $219,000 | – | 2,200 | +100.0% | 0.06% | – |
| XRT | New | SPDR SER TRs&p retail etf | $219,000 | – | 2,453 | +100.0% | 0.06% | – |
| MDYV | New | SPDR SER TRs&p 400 mdcp val | $211,000 | – | 3,224 | +100.0% | 0.05% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $204,000 | – | 3,818 | +100.0% | 0.05% | – |
| ALB | New | ALBEMARLE CORP | $201,000 | – | 1,374 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-29
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.