Portfolio (Quarterly)
Guide ↗
Mirador Capital Partners LP
· CIK 0001633446| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | — | RALLIANT CORP | — | 3,081.0 | $227K | 0.03% | NEW | — | $73.63 | — |
| 22 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 1,987.0 | $218K | 0.03% | NEW | — | $109.77 | -10.8% |
| 23 | AXP | AMERICAN EXPRESS CO | Financial Services | 630.0 | $213K | 0.03% | NEW | — | $338.25 | -7.9% |
| 24 | WDC | WESTERN DIGITAL CORP | Technology | 328.0 | $210K | 0.03% | NEW | — | $638.72 | -30.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
36.8%
Healthcare
15.6%
Financial Services
15.5%
Communication Services
7.9%
Consumer Cyclical
7.8%
Energy
7.4%
Industrials
2.8%
Basic Materials
2.2%
Utilities
2.0%
Consumer Defensive
1.4%