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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
SHProshares Tr
Recent Activity
New Position
1.54%
$8.472M
199,898 shares@ $42.38 avg price
BLKBlackrock Inc
Recent Activity
New Position
1.03%
$5.675M
5,536 shares@ $1025.11 avg price
TGTTarget Corp
Recent Activity
New Position
0.62%
$3.397M
25,132 shares@ $135.19 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.24%
$1.279M
17,702 shares@ $72.23 avg price
ADBEAdobe Inc
Recent Activity
New Position
0.23%
$1.228M
2,762 shares@ $444.68 avg price
CBChubb Limited
Recent Activity
New Position
0.23%
$1.219M
4,411 shares@ $276.3 avg price
PLTRPalantir Technologies Inc
Recent Activity
New Position
0.15%
$776,871
10,272 shares@ $75.63 avg price
ENBEnbridge Inc
Recent Activity
New Position
0.09%
$464,651
10,951 shares@ $42.44 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.08%
$391,440
3,544 shares@ $110.46 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
New Position
0.06%
$298,153
15,345 shares@ $19.43 avg price