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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
DEMWisdomtree Tr
Recent Activity
Decreased -1.09%
0.27%
$1.487M
36,718 shares@ $40.49 avg price
ZZillow Group Inc
Recent Activity
Increased 1.49%
0.27%
$1.478M
19,955 shares@ $74.06 avg price
MGRCMcgrath Rentcorp
Recent Activity
Decreased -3.06%
0.27%
$1.466M
13,107 shares@ $111.83 avg price
VVRInvesco Sr Income Tr
Recent Activity
Decreased -10.09%
0.27%
$1.465M
370,788 shares@ $3.96 avg price
XLCSelect Sector Spdr Tr
Recent Activity
Increased 2.05%
0.27%
$1.465M
15,128 shares@ $96.82 avg price
CRMSalesforce Inc
Recent Activity
Increased 14.03%
0.24%
$1.308M
3,911 shares@ $334.35 avg price
INTUIntuit
Recent Activity
Increased 0.94%
0.24%
$1.285M
2,044 shares@ $628.5 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.24%
$1.279M
17,702 shares@ $72.23 avg price
SSDSimpson Mfg Inc
Recent Activity
Decreased -2.9%
0.24%
$1.275M
7,687 shares@ $165.84 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 4.01%
0.23%
$1.268M
13,723 shares@ $92.37 avg price