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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
MSFTMicrosoft Corp
Recent Activity
Decreased -0.96%
2.41%
$13.283M
31,514 shares@ $421.51 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
ABBVAbbvie Inc
Recent Activity
Decreased -0.79%
1.69%
$9.274M
52,190 shares@ $177.71 avg price
SHProshares Tr
Recent Activity
New Position
1.54%
$8.472M
199,898 shares@ $42.38 avg price
KMIKinder Morgan Inc Del
Recent Activity
Increased 0.17%
1.53%
$8.402M
306,630 shares@ $27.4 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.43%
1.35%
$7.407M
55,154 shares@ $134.29 avg price
VVisa Inc
Recent Activity
Decreased -0.69%
1.22%
$6.717M
21,255 shares@ $316.04 avg price
PANWPalo Alto Networks Inc
Recent Activity
Increased 102.29%
1.2%
$6.6M
36,271 shares@ $181.97 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -0.41%
1.16%
$6.394M
74,646 shares@ $85.67 avg price