Miramar Capital
Latest statistics and disclosures from Miramar Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AVGO, ABBV, GOOGL, VZ, and represent 26.64% of Miramar Capital's stock portfolio.
- Added to shares of these 10 stocks: UNP, WM, MRK, PAYX, EOG, QCOM, PEP, ABT, VZ, JPM.
- Started 2 new stock positions in F, CPK.
- Reduced shares in these 10 stocks: , UPS, AVGO, UMBF, ABBV, , VTI, VXUS, MSFT, GD.
- Sold out of its positions in META, UMBF, UNH, VXUS.
- Miramar Capital was a net seller of stock by $-445k.
- Miramar Capital has $451M in assets under management (AUM), dropping by 6.62%.
- Central Index Key (CIK): 0001767812
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Portfolio Holdings for Miramar Capital
Miramar Capital holds 58 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.1 | $28M | 53k | 517.95 |
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| Broadcom (AVGO) | 5.9 | $27M | -5% | 81k | 329.91 |
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| Abbvie (ABBV) | 5.5 | $25M | 106k | 231.54 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.8 | $22M | 88k | 243.10 |
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| Verizon Communications (VZ) | 4.4 | $20M | +2% | 453k | 43.95 |
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| Chevron Corporation (CVX) | 3.9 | $17M | 112k | 155.29 |
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| Pepsi (PEP) | 3.8 | $17M | +3% | 123k | 140.44 |
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| Home Depot (HD) | 3.8 | $17M | 43k | 405.19 |
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| JPMorgan Chase & Co. (JPM) | 3.7 | $17M | 52k | 315.43 |
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| McDonald's Corporation (MCD) | 3.6 | $16M | 53k | 303.89 |
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| Oneok (OKE) | 3.4 | $16M | 213k | 72.97 |
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| Cme (CME) | 3.4 | $16M | 58k | 270.19 |
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| Union Pacific Corporation (UNP) | 3.3 | $15M | +14% | 62k | 236.37 |
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| Visa Com Cl A (V) | 3.2 | $14M | 42k | 341.38 |
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| Medtronic SHS (MDT) | 3.1 | $14M | 148k | 95.24 |
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| Apple (AAPL) | 3.1 | $14M | 55k | 254.63 |
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| Lockheed Martin Corporation (LMT) | 3.1 | $14M | 28k | 499.21 |
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| Waste Management (WM) | 2.8 | $13M | +16% | 58k | 220.83 |
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| General Dynamics Corporation (GD) | 2.8 | $13M | 38k | 341.00 |
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| Qualcomm (QCOM) | 2.8 | $13M | +6% | 77k | 166.36 |
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| Hershey Company (HSY) | 2.7 | $12M | 65k | 187.05 |
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| Blackrock (BLK) | 2.7 | $12M | 10k | 1165.87 |
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| Genuine Parts Company (GPC) | 2.5 | $11M | 80k | 138.60 |
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| Abbott Laboratories (ABT) | 2.4 | $11M | +5% | 81k | 133.94 |
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| Bristol Myers Squibb (BMY) | 2.2 | $9.8M | 218k | 45.10 |
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| Paychex (PAYX) | 2.2 | $9.8M | +17% | 77k | 126.76 |
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| EOG Resources (EOG) | 2.1 | $9.3M | +13% | 83k | 112.12 |
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| Merck & Co (MRK) | 2.0 | $8.9M | +22% | 106k | 83.93 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $2.9M | +5% | 14k | 215.79 |
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| Albertsons Cos Common Stock (ACI) | 0.6 | $2.7M | 152k | 17.51 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $2.1M | 78k | 27.30 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $1.6M | -3% | 2.4k | 666.18 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.3M | +2% | 8.9k | 140.95 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $938k | 2.6k | 355.47 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $880k | -20% | 2.7k | 328.17 |
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| Klaviyo Com Ser A (KVYO) | 0.2 | $791k | 29k | 27.69 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.2 | $746k | 1.3k | 596.03 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $714k | -3% | 1.4k | 502.74 |
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| Curtiss-Wright (CW) | 0.1 | $668k | -4% | 1.2k | 542.94 |
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| Fastenal Company (FAST) | 0.1 | $652k | 13k | 49.04 |
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| Consolidated Edison (ED) | 0.1 | $563k | 5.6k | 100.52 |
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| Costco Wholesale Corporation (COST) | 0.1 | $500k | 540.00 | 925.63 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $499k | -5% | 831.00 | 600.37 |
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| Fiserv (FI) | 0.1 | $426k | 3.3k | 128.93 |
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| United Parcel Service CL B (UPS) | 0.1 | $400k | -91% | 4.8k | 83.53 |
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| Emerson Electric (EMR) | 0.1 | $366k | -20% | 2.8k | 131.18 |
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| PNC Financial Services (PNC) | 0.1 | $344k | 1.7k | 200.93 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $318k | -10% | 2.6k | 124.34 |
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| Procter & Gamble Company (PG) | 0.1 | $315k | -5% | 2.1k | 153.62 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $311k | -25% | 1.1k | 293.74 |
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| Johnson & Johnson (JNJ) | 0.1 | $311k | 1.7k | 185.41 |
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| Bank of America Corporation (BAC) | 0.1 | $305k | -7% | 5.9k | 51.59 |
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| Ford Motor Company (F) | 0.1 | $242k | NEW | 20k | 11.96 |
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| Amazon (AMZN) | 0.1 | $233k | 1.1k | 219.57 |
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| Eli Lilly & Co. (LLY) | 0.1 | $229k | 300.00 | 763.00 |
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| MetLife (MET) | 0.1 | $228k | 2.8k | 82.37 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $225k | -7% | 2.0k | 112.75 |
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| Chesapeake Utilities Corporation (CPK) | 0.0 | $202k | NEW | 1.5k | 134.69 |
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Past Filings by Miramar Capital
SEC 13F filings are viewable for Miramar Capital going back to 2018
- Miramar Capital 2025 Q3 filed Nov. 12, 2025
- Miramar Capital 2025 Q2 filed Aug. 13, 2025
- Miramar Capital 2025 Q1 filed May 13, 2025
- Miramar Capital 2024 Q4 filed Feb. 7, 2025
- Miramar Capital 2024 Q3 filed Nov. 6, 2024
- Miramar Capital 2024 Q2 filed Aug. 12, 2024
- Miramar Capital 2024 Q1 filed May 8, 2024
- Miramar Capital 2023 Q4 filed Feb. 9, 2024
- Miramar Capital 2023 Q3 filed Nov. 7, 2023
- Miramar Capital 2023 Q2 filed Aug. 11, 2023
- Miramar Capital 2023 Q1 filed May 12, 2023
- Miramar Capital 2022 Q4 filed Feb. 9, 2023
- Miramar Capital 2022 Q3 filed Nov. 10, 2022
- Miramar Capital 2022 Q2 filed Aug. 3, 2022
- Miramar Capital 2022 Q1 filed May 10, 2022
- Miramar Capital 2021 Q4 filed Feb. 8, 2022