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Gerardo Martinez

@Mirador Capital Partners Lp

Latest period2024 - Q4ReportedManaged Assets$551.621MTotal holdings196
Assets growth rate-0.74%Assets growth rate (2-Q avg)1.9%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mirador Capital Partners Lp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 196 positions.

Assets under management

The assets under management (AUM) of Mirador Capital Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 551.621M in assets, with a quarterly growth rate of -0.74% and a 2-quarter average growth rate of 1.9%. The portfolio is managed by Gerardo Martinez, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSJPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -11.07%
10.42%
$57.438M
2.49M shares@ $23.08 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.38%
3.91%
$21.567M
98,304 shares@ $219.4 avg price
CVXChevron Corp New
Recent Activity
Decreased -3.14%
2.68%
$14.75M
101,834 shares@ $144.84 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.96%
2.41%
$13.283M
31,514 shares@ $421.51 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.79%
1.69%
$9.274M
52,190 shares@ $177.71 avg price
VVisa Inc
Recent Activity
Decreased -0.69%
1.22%
$6.717M
21,255 shares@ $316.04 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -0.41%
1.16%
$6.394M
74,646 shares@ $85.67 avg price
PFMTPerformant Healthcare Inc
Recent Activity
Decreased -0.44%
1.13%
$6.209M
2.056M shares@ $3.03 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -0.75%
1.01%
$5.553M
10,978 shares@ $505.87 avg price
PSXPhillips 66
Recent Activity
Decreased -0.7%
0.98%
$5.379M
47,215 shares@ $113.94 avg price