Mirador Capital Partners LP — 13F Holdings & Portfolio
CIK 1633446 · latest 13F-HR filed 2026-10-09
Mirador Capital Partners LP manages $859.3M in 13F-reported U.S. long-equity assets across 224 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are BSJR (8.30%), GOOG (4.88%), AAPL (4.86%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 22 new positions and exited 14; 64 existing positions rose in reported value and 80 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-10-09
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 38.7%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jul 23, 2026.
SUITE 230
PLEASANTON, CA 94566
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| GARMAN, DON, CORBIN Control | LIMITED PARTNER & CHIEF COMPLIANCE OFFICER since Jul 2013 | 75% or more | Individual |
| GLAFKIDES, AUDREY, DENISE Control | CHIEF OPERATING OFFICER since Jul 2019 | Less than 5% | Individual |
| MIRADOR GENERAL PARTNER, INC. Control | GENERAL PARTNER since Jul 2013 | Less than 5% | Domestic Entity |
| MURRAY, DANIEL, BUNTIN | LIMITED PARTNER since Jul 2013 | Less than 5% | Individual |
| WIKLE, CAROL, ANN | LIMITED PARTNER since Jan 2015 | Less than 5% | Individual |
| GARMAN, DON, CORBIN Control Indirect owner via MIRADOR GENERAL PARTNER, INC. | PRESIDENT since Jun 2013 | 75% or more | Individual |
Ownership & leadership changes · 4 filings with changes since Nov 5, 2014
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedGLAFKIDES, AUDREY, DENISE · CHIEF OPERATING OFFICER · Less than 5% · control person
- No longer listedPFANNENSTIEL, JASON, ANTHONY · LIMITED PARTNER · Less than 5% · listed since Jul 2013
- No longer listedSANDERS, DREW, YAGER · LIMITED PARTNER · Less than 5% · listed since Jul 2013
- AddedWIKLE, CAROL, ANN · LIMITED PARTNER · Less than 5%
- ChangedPFANNENSTIEL, JASON, ANTHONY · ownership 5–10% → Less than 5%
- AddedSANDERS, DREW, YAGER · LIMITED PARTNER · Less than 5%
- ListedGARMAN, DON, CORBIN · LIMITED PARTNER & CHIEF COMPLIANCE OFFICER · 75% or more · control person
- ListedGARMAN, DON, CORBIN · PRESIDENT · 75% or more · indirect via MIRADOR GENERAL PARTNER, INC. · control person
- ListedMIRADOR GENERAL PARTNER, INC. · GENERAL PARTNER · Less than 5% · control person
- ListedMURRAY, DANIEL, BUNTIN · LIMITED PARTNER · Less than 5%
- ListedPFANNENSTIEL, JASON, ANTHONY · LIMITED PARTNER · 5–10%
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- INVESCO EXCH TRD SLF IDX FD$17.8M +33.2%
- INVESCO EXCH TRD SLF IDX FD$17.5M +143.4%
- IOVANCE BIOTHERAPEUTICS INC$11.7M +261.3%
- APPLE INC$5.9M +16.5%
- MICROSOFT CORP$5.1M +38.7%
Top Trims
- INVESCO EXCH TRD SLF IDX FD-$31.9M -51.2%
- SPDR GOLD TR-$6.8M -85.4%
- KLA CORP-$6.3M -35.4%
- EXTREME NETWORKS INC-$5.5M -41.1%
- CYTOKINETICS INC-$3.5M -20.1%
New Positions
- VANECK ETF TRUST$11.1M
- BOEING CO$3.4M
- EXXONMOBIL HOLDINGS CORP$2.3M
- NOVAGOLD RESOURCES INC$1.2M
- KAILERA THERAPEUTICS INC$665.6K
Exited Positions
- CHAMPION HOMES INC$4.6M
- FLAGSTAR BANK NATIONAL ASSOC$1.3M
- ISHARES TR$1.2M
- CORNERSTONE STRATEGIC INVEST$595.3K
- CORNERSTONE TOTAL RETURN FD$567.3K
Mirador Capital Partners LP Holdings (2026-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | INVESCO EXCH TRD SLF IDX FD | BSJR | 46138J585 | $71.3M | 8.30% | 3,226,238 | SH |
| 2 | ALPHABET INC | GOOG | 02079K107 | $41.9M | 4.88% | 122,987 | SH |
| 3 | APPLE INC | AAPL | 037833100 | $41.7M | 4.86% | 125,280 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $31.4M | 3.66% | 126,130 | SH |
| 5 | INVESCO EXCH TRD SLF IDX FD | BSJQ | 46138J635 | $30.4M | 3.54% | 1,331,615 | SH |
| 6 | INVESCO EXCH TRD SLF IDX FD | BSJS | 46138J452 | $29.7M | 3.46% | 1,386,430 | SH |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $26.7M | 3.11% | 53,667 | SH |
| 8 | PALO ALTO NETWORKS INC | PANW | 697435105 | $20.0M | 2.33% | 50,406 | SH |
| 9 | ALPHABET INC | GOOGL | 02079K305 | $19.8M | 2.31% | 57,592 | SH |
| 10 | CHEVRON CORPORATION | CVX | 166764100 | $19.4M | 2.26% | 94,887 | SH |
| 11 | JPMORGAN CHASE & CO | JPM | 46625H100 | $18.9M | 2.20% | 57,227 | SH |
| 12 | ABBVIE INC | ABBV | 00287Y109 | $18.5M | 2.16% | 70,834 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $18.3M | 2.13% | 35,622 | SH |
| 14 | META PLATFORMS INC | META | 30303M102 | $18.2M | 2.12% | 25,116 | SH |
| 15 | NVIDIA CORPORATION | NVDA | 67066G104 | $17.0M | 1.98% | 74,467 | SH |
| 16 | IOVANCE BIOTHERAPEUTICS INC | IOVA | 462260100 | $16.2M | 1.89% | 1,095,740 | SH |
| 17 | CYTOKINETICS INC | CYTK | 23282W605 | $13.8M | 1.60% | 208,896 | SH |
| 18 | BLACKSTONE INC | BX | 09260D107 | $12.6M | 1.46% | 112,150 | SH |
| 19 | INTEL CORP | INTC | 458140100 | $12.1M | 1.41% | 101,051 | SH |
| 20 | KLA CORP | KLAC | 482480100 | $11.5M | 1.34% | 58,960 | SH |
| 21 | VANECK ETF TRUST | GDX | 92189F106 | $11.1M | 1.30% | 126,965 | SH |
| 22 | KINDER MORGAN INC DEL | KMI | 49456B101 | $10.5M | 1.23% | 349,704 | SH |
| 23 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $10.3M | 1.20% | 28,030 | SH |
| 24 | SNOWFLAKE INC | SNOW | 833445109 | $10.3M | 1.20% | 30,299 | SH |
| 25 | UBER TECHNOLOGIES INC | UBER | 90353T100 | $9.6M | 1.11% | 139,537 | SH |
| 26 | FREEPORT MCMORAN INC | FCX | 35671D857 | $9.5M | 1.10% | 135,338 | SH |
| 27 | NETFLIX INC. | NFLX | 64110L106 | $9.3M | 1.09% | 134,253 | SH |
| 28 | KKR & CO INC | KKR | 48251W104 | $8.8M | 1.02% | 95,956 | SH |
| 29 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $8.5M | 0.99% | 32,164 | SH |
| 30 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $8.0M | 0.94% | 11,916 | SH |
| 31 | EXTREME NETWORKS INC | EXTR | 30226D106 | $7.9M | 0.92% | 368,591 | SH |
| 32 | PHILLIPS 66 | PSX | 718546104 | $7.6M | 0.88% | 29,682 | SH |
| 33 | DELL TECHNOLOGIES INC | DELL | 24703L202 | $7.0M | 0.81% | 12,976 | SH |
| 34 | FRANKLIN TEMPLETON ETF TR | DIVI | 35473P108 | $6.9M | 0.80% | 161,944 | SH |
| 35 | VISA INC | V | 92826C839 | $6.6M | 0.77% | 18,326 | SH |
| 36 | CELLDEX THERAPEUTICS INC NEW | CLDX | 15117B202 | $6.3M | 0.73% | 193,267 | SH |
| 37 | BLACKROCK INC | BLK | 09290D101 | $6.0M | 0.70% | 5,712 | SH |
| 38 | CITIGROUP INC | C | 172967424 | $5.6M | 0.65% | 43,155 | SH |
| 39 | INTERCONTINENTAL EXCHANGE IN | ICE | 45866F104 | $5.5M | 0.64% | 36,449 | SH |
| 40 | DANAHER CORP DEL | DHR | 235851102 | $5.1M | 0.60% | 23,090 | SH |
| 41 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $5.0M | 0.58% | 5,476 | SH |
| 42 | ARES CAPITAL CORP | ARCC | 04010L103 | $4.9M | 0.57% | 254,781 | SH |
| 43 | BROADCOM INC | AVGO | 11135F101 | $4.8M | 0.56% | 13,665 | SH |
| 44 | ARISTA NETWORKS INC | ANET | 040413205 | $4.5M | 0.52% | 22,129 | SH |
| 45 | GOLDMAN SACHS GROUP INC | GS | 38141G104 | $4.2M | 0.49% | 4,668 | SH |
| 46 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $4.1M | 0.48% | 16,068 | SH |
| 47 | INVESCO QQQ TR | QQQ | 46090E103 | $4.0M | 0.47% | 5,421 | SH |
| 48 | AMERICAN EXPRESS CO | AXP | 025816109 | $3.9M | 0.45% | 12,741 | SH |
| 49 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.8M | 0.45% | 5,027 | SH |
| 50 | KIMBELL RTY PARTNERS LP | KRP | 49435R102 | $3.6M | 0.41% | 249,616 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-09 | $859.3M | 224 | 0001085146-26-000872 |
| 2026-06-30 | 2026-07-07 | $816.8M | 218 | 0001633446-26-000003 |
| 2026-03-31 | 2026-04-08 | $706.4M | 205 | 0001633446-26-000002 |
| 2025-12-31 | 2026-01-14 | $729.5M | 204 | 0001633446-26-000001 |
SUITE 230
PLEASANTON, CA 94566