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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
BSJOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$39.12M
1.722M shares@ $22.72 avg price
7434⤦Proshares Tr
Recent Activity
Exited
0%
$10.949M
1.009M shares@ $10.86 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$5.243M
5,522 shares@ $949.53 avg price
ARCArc Document Solutions Inc
Recent Activity
Exited
0%
$1.228M
363,264 shares@ $3.39 avg price
DOWDow Inc
Recent Activity
Exited
0%
$868,672
15,901 shares@ $54.64 avg price
BSMOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$763,852
30,776 shares@ $24.82 avg price
ENPHEnphase Energy Inc
Recent Activity
Exited
0%
$643,988
5,698 shares@ $113.03 avg price
CMICummins Inc
Recent Activity
Exited
0%
$402,569
1,243 shares@ $323.87 avg price
SCTXXSchwab Charles Family Fd
Recent Activity
Exited
0%
$374,155
374,155 shares@ $1.0 avg price
GBTCGrayscale Bitcoin Tr Btc
Recent Activity
Exited
0%
$359,207
7,113 shares@ $50.51 avg price