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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
MCDMcdonalds Corp
Recent Activity
Decreased -0.53%
0.07%
$379,077
1,308 shares@ $289.82 avg price
BACBank America Corp
Recent Activity
Decreased -0.58%
0.07%
$352,831
8,028 shares@ $43.96 avg price
LVSLas Vegas Sands Corp
Recent Activity
Decreased -36.17%
0.07%
$333,178
6,487 shares@ $51.37 avg price
XBISpdr Ser Tr
Recent Activity
Decreased -4.02%
0.06%
$313,139
3,477 shares@ $90.07 avg price
AXPAmerican Express Co
Recent Activity
Decreased -5.39%
0.05%
$275,718
929 shares@ $296.8 avg price
AMGNAmgen Inc
Recent Activity
Decreased -30.17%
0.05%
$274,507
1,053 shares@ $260.7 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.94%
0.05%
$273,807
755 shares@ $362.66 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.42%
0.05%
$269,040
6,109 shares@ $44.04 avg price
NEENextera Energy Inc
Recent Activity
Decreased -1.81%
0.05%
$267,768
3,735 shares@ $71.7 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -73.2%
0.05%
$266,070
12,885 shares@ $20.65 avg price