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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
XCHYXCalamos Conv & High Income F
Recent Activity
Decreased -15.98%
0.15%
$796,356
65,598 shares@ $12.14 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -25.04%
0.14%
$746,091
6,936 shares@ $107.57 avg price
RNAAvidity Biosciences Inc
Recent Activity
Decreased -15.95%
0.14%
$745,349
25,631 shares@ $29.08 avg price
CIBRFirst Tr Exchange Traded Fd
Recent Activity
Decreased -2.36%
0.14%
$737,380
11,621 shares@ $63.46 avg price
FLTRVaneck Etf Trust
Recent Activity
Decreased -2.16%
0.11%
$552,437
21,707 shares@ $25.45 avg price
ABNBAirbnb Inc
Recent Activity
Decreased -10.04%
0.1%
$536,416
4,082 shares@ $131.42 avg price
NFLXNetflix Inc
Recent Activity
Decreased -32.59%
0.1%
$516,074
579 shares@ $891.32 avg price
NOWServicenow Inc
Recent Activity
Decreased -2.18%
0.09%
$474,934
448 shares@ $1060.13 avg price
SOLVSolventum Corp
Recent Activity
Decreased -0.42%
0.09%
$461,165
6,981 shares@ $66.07 avg price
PHParker-hannifin Corp
Recent Activity
Decreased -4.17%
0.08%
$394,433
620 shares@ $636.19 avg price