Portfolio (Quarterly)
Guide ↗
Mirador Capital Partners LP
· CIK 0001633446| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | SO | SOUTHERN CO | Utilities | 6,160.0 | $590K | 0.07% | -101.0 | -1.6% | $95.72 | -10.7% |
| 142 | EWY | ISHARES INC | — | 2,892.0 | $584K | 0.07% | NEW | — | $201.90 | -10.2% |
| 143 | SCHD | SCHWAB STRATEGIC TR | — | 18,246.0 | $579K | 0.07% | — | — | $31.71 | +6.2% |
| 144 | WFC | WELLS FARGO & CO | Financial Services | 6,976.0 | $576K | 0.07% | — | — | $82.64 | +4.2% |
| 145 | PACB | PACIFIC BIOSCIENCES CALIF IN | Healthcare | 342,482.0 | $575K | 0.07% | -262K | -43.4% | $1.68 | -18.5% |
| 146 | SHLS | SHOALS TECHNOLOGIES GROUP IN | Energy | 58,020.0 | $574K | 0.07% | NEW | — | $9.90 | -23.2% |
| 147 | ABNB | AIRBNB INC | Consumer Cyclical | 3,989.0 | $571K | 0.07% | — | — | $143.10 | +16.2% |
| 148 | SCHA | SCHWAB STRATEGIC TR | — | 15,715.0 | $568K | 0.07% | — | — | $36.13 | -7.4% |
| 149 | CRF | CORNERSTONE TOTAL RETURN FD | Financial Services | 79,017.0 | $567K | 0.07% | NEW | — | $7.18 | -15.3% |
| 150 | UPS | UNITED PARCEL SVCS INC | Industrials | 5,134.0 | $552K | 0.07% | NEW | — | $107.51 | -7.9% |
| 151 | NSC | NORFOLK SOUTHN CORP | Industrials | 1,752.0 | $551K | 0.07% | — | — | $314.59 | -0.1% |
| 152 | SOLV | SOLVENTUM CORP | Healthcare | 7,079.0 | $546K | 0.07% | -126.0 | -1.8% | $77.15 | +15.2% |
| 153 | BAC | BANK OF AMER CORP | Financial Services | 9,296.0 | $530K | 0.07% | — | — | $56.98 | +1.3% |
| 154 | INTU | INTUIT | Technology | 2,023.0 | $528K | 0.07% | — | — | $261.00 | +16.2% |
| 155 | AMGN | AMGEN INC | Healthcare | 1,410.0 | $511K | 0.06% | +143.0 | +11.3% | $362.14 | +6.5% |
| 156 | VWO | VANGUARD INTL EQUITY INDEX F | — | 8,082.0 | $482K | 0.06% | -567.0 | -6.6% | $59.69 | +0.5% |
| 157 | MPC | MARATHON PETE CORP | Energy | 1,875.0 | $479K | 0.06% | +184.0 | +10.9% | $255.66 | +66.2% |
| 158 | GEV | GE VERNOVA INC | Utilities | 408.0 | $479K | 0.06% | +10.0 | +2.5% | $1174.88 | -20.0% |
| 159 | IVV | ISHARES TR | — | 634.0 | $474K | 0.06% | — | — | $748.33 | +2.2% |
| 160 | VOO | VANGUARD INDEX FDS | — | 673.0 | $462K | 0.06% | — | — | $687.08 | +2.1% |
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%