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MIRADOR CAPITAL PARTNERS LP

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PLEASANTON CA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Mirador Capital Partners is based out of Pleasanton. Mirador Capital Partners is a large advisory firm with 563 clients and discretionary assets under management (AUM) of $620,626,658 (Form ADV from 2023-09-07). Their last reported 13F filing for Q4 2023 included $472,256,480 in managed 13F securities and a top 10 holdings concentration of 44.79%. Mirador Capital Partners's largest holding is Invesco BulletShares 2024 High Yield Corporate Bond ETF- with shares held of 3,382,059. Whalewisdom has at least 37 13F filings

2023-12-31

Top Buys (13F)

Name % Change
BSJP Invesco BulletShares 4.24%
BSJO Invesco BulletShares 3.45%
MSFT Microsoft Corp. 1.17%
AMZN Amazon.com Inc. 0.58%
META Meta Platforms Inc 0.5%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
BSJO Invesco BulletShares 16.27%
BSJP Invesco BulletShares 4.44%
BRK.B Berkshire Hathaway I 4.13%
AAPL Apple Inc 3.88%
GOOG Alphabet Inc. Class 3.12%

2023-12-31

13F Activity

Market Value $472m, Prior: $439m
New Purchases 27 stocks
Added To 91 stocks
Sold out of 28 stocks
Reduced holdings in 59 stocks
Top 10 Holdings % 44.79%
Turnover %[1] 29.89%
Turnover Alt %[2] 15.1%
Time Held Top 20 9.6 quarters
Time Held Top 10 8.3 quarters
Time Held All 14.08 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance