Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MIRADOR CAPITAL PARTNERS LP | 01-19-2024 | 12-31-2023 | 184 | 472,256,480 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 251 | $270,529 | 1,444 | 0.00 | 0.00 | -15,015 | -91.23 | 12-31-2023 |
| CATERPILLAR INC | COM | 252 | $268,628 | 909 | 0.00 | 0.00 | -642 | -41.39 | 12-31-2023 |
| STARBUCKS CORP | COM | 253 | $260,776 | 2,716 | 0.00 | 0.00 | 41 | 1.53 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 254 | $257,800 | 3,678 | 0.00 | 3,678 | +Inf | 12-31-2023 |
