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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
BSJQInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 730.11%
6.3%
$34.746M
1.493M shares@ $23.28 avg price
AAPLApple Inc
Recent Activity
Increased 0.7%
4.65%
$25.644M
102,404 shares@ $250.43 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.82%
4.04%
$22.283M
49,159 shares@ $453.29 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.19%
3.83%
$21.121M
110,906 shares@ $190.45 avg price
BXBlackstone Inc
Recent Activity
Increased 2.02%
3.05%
$16.817M
97,536 shares@ $172.43 avg price
KKRKkr & Co Inc
Recent Activity
Increased 1.42%
2.54%
$13.964M
94,412 shares@ $147.92 avg price
METAMeta Platforms Inc
Recent Activity
Increased 0.73%
2.45%
$13.513M
23,079 shares@ $585.53 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 0.48%
2.39%
$13.131M
54,777 shares@ $239.71 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.24%
1.74%
$9.565M
50,528 shares@ $189.3 avg price
KMIKinder Morgan Inc Del
Recent Activity
Increased 0.17%
1.53%
$8.402M
306,630 shares@ $27.4 avg price