Miramar Capital
Latest statistics and disclosures from Miramar Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CVX, ABBV, VZ, AVGO, MSFT, and represent 24.39% of Miramar Capital's stock portfolio.
- Added to shares of these 10 stocks: PAYX, V, ABT, KR, MSFT, OKE, HD, IWM, WMT, IJR.
- Started 4 new stock positions in IWM, XOM, WMT, IJR.
- Reduced shares in these 10 stocks: MDT (-$14M), GOOGL, CVX, VZ, LMT, ABBV, AVGO, CME, PEP, MCD.
- Sold out of its positions in FISV, MET, TMO, MDT.
- Miramar Capital was a net seller of stock by $-13M.
- Miramar Capital has $449M in assets under management (AUM), dropping by -1.84%.
- Central Index Key (CIK): 0001767812
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Portfolio Holdings for Miramar Capital
Miramar Capital holds 56 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Chevron Corporation (CVX) | 5.0 | $23M | -2% | 109k | 206.90 |
|
| Abbvie (ABBV) | 5.0 | $22M | -2% | 103k | 217.49 |
|
| Verizon Communications (VZ) | 4.9 | $22M | -2% | 442k | 50.20 |
|
| Broadcom (AVGO) | 4.9 | $22M | -2% | 71k | 309.51 |
|
| Microsoft Corporation (MSFT) | 4.6 | $21M | +5% | 56k | 370.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.5 | $20M | -19% | 71k | 287.56 |
|
| Oneok (OKE) | 4.5 | $20M | +3% | 222k | 90.39 |
|
| Pepsi (PEP) | 4.2 | $19M | -2% | 121k | 155.29 |
|
| Cme (CME) | 3.7 | $17M | -2% | 56k | 295.35 |
|
| Lockheed Martin Corporation (LMT) | 3.6 | $16M | -3% | 27k | 604.39 |
|
| McDonald's Corporation (MCD) | 3.6 | $16M | -2% | 52k | 310.79 |
|
| Visa Com Cl A (V) | 3.4 | $15M | +21% | 51k | 302.24 |
|
| JPMorgan Chase & Co. (JPM) | 3.4 | $15M | 52k | 294.16 |
|
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| Home Depot (HD) | 3.3 | $15M | +4% | 45k | 328.89 |
|
| Union Pacific Corporation (UNP) | 3.3 | $15M | -2% | 61k | 242.62 |
|
| Apple (AAPL) | 3.0 | $13M | 53k | 253.79 |
|
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| Hershey Company (HSY) | 3.0 | $13M | -2% | 64k | 207.89 |
|
| Waste Management (WM) | 3.0 | $13M | 58k | 229.79 |
|
|
| Bristol Myers Squibb (BMY) | 2.9 | $13M | -2% | 215k | 60.65 |
|
| Merck & Co (MRK) | 2.8 | $13M | -2% | 104k | 120.29 |
|
| General Dynamics Corporation (GD) | 2.8 | $12M | -2% | 36k | 343.22 |
|
| EOG Resources (EOG) | 2.6 | $12M | -2% | 82k | 144.57 |
|
| Kroger (KR) | 2.6 | $12M | +21% | 160k | 72.36 |
|
| Abbott Laboratories (ABT) | 2.4 | $11M | +29% | 105k | 102.67 |
|
| Paychex (PAYX) | 2.4 | $11M | +43% | 115k | 92.12 |
|
| Blackrock (BLK) | 2.2 | $9.8M | 10k | 961.71 |
|
|
| Qualcomm (QCOM) | 2.2 | $9.8M | 76k | 128.78 |
|
|
| Genuine Parts Company (GPC) | 1.9 | $8.5M | -3% | 80k | 105.75 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $2.8M | -5% | 13k | 215.06 |
|
| Albertsons Cos Common Stock (ACI) | 0.6 | $2.6M | 152k | 17.04 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.5 | $2.4M | 79k | 30.68 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.7M | 2.7k | 650.34 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $1.3M | -3% | 8.8k | 148.10 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.1M | 2.6k | 430.29 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $868k | 2.7k | 320.81 |
|
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $772k | 1.3k | 616.76 |
|
|
| Curtiss-Wright (CW) | 0.1 | $672k | -8% | 986.00 | 681.12 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $657k | 1.4k | 479.20 |
|
|
| Klaviyo Com Ser A (KVYO) | 0.1 | $556k | 29k | 19.46 |
|
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| Costco Wholesale Corporation (COST) | 0.1 | $538k | 540.00 | 996.43 |
|
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| Fastenal Company (FAST) | 0.1 | $501k | 11k | 46.40 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $492k | +9% | 852.00 | 577.18 |
|
| Johnson & Johnson (JNJ) | 0.1 | $409k | 1.7k | 244.42 |
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| Emerson Electric (EMR) | 0.1 | $366k | 2.8k | 131.02 |
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| PNC Financial Services (PNC) | 0.1 | $357k | 1.7k | 208.09 |
|
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| Consolidated Edison (ED) | 0.1 | $351k | 3.1k | 113.18 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $314k | 1.1k | 287.18 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $288k | 5.9k | 48.75 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $267k | 290.00 | 919.77 |
|
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| Procter & Gamble Company (PG) | 0.1 | $232k | -4% | 1.6k | 144.41 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $223k | NEW | 900.00 | 248.00 |
|
| Wal-Mart Stores (WMT) | 0.0 | $222k | NEW | 1.8k | 124.28 |
|
| Amazon (AMZN) | 0.0 | $221k | 1.1k | 208.27 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $205k | NEW | 1.7k | 124.31 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $203k | NEW | 1.2k | 169.66 |
|
| Ford Motor Company (F) | 0.0 | $118k | 10k | 11.54 |
|
Past Filings by Miramar Capital
SEC 13F filings are viewable for Miramar Capital going back to 2018
- Miramar Capital 2026 Q1 filed May 11, 2026
- Miramar Capital 2025 Q4 filed Feb. 11, 2026
- 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