Miramar Capital, LLC — 13F Holdings & Portfolio

CIK 1767812 · latest 13F-HR filed 2026-07-27

Miramar Capital, LLC manages $455.0M in 13F-reported U.S. long-equity assets across 57 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ABBV (5.80%), GOOGL (5.53%), AVGO (5.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 4 new positions, exited 3, added to 30, and trimmed 11.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
666 DUNDEE ROAD
SUITE 502
NORTHBROOK, IL 60062
Phone
(847) 291-7300
Filing Manager
Miramar Capital, LLC
NORTHBROOK, IL
Signatory
Beth DeSantiago
CCO
Loading holdings…
AUM

$455.0M

Long-equity book

Holdings

57

Distinct positions

Period

2026-06-30

Filed 2026-07-27

Q/Q Activity

+4 / −3 / ↑30 / ↓11

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$4.9M +24.0%
  • ABBVIE INC$4.1M +18.3%
  • APPLE INC$3.9M +29.2%
  • PAYCHEX INC$2.9M +27.0%
  • BROADCOM INC$2.8M +12.7%
Show all 30

Top Trims

  • CHEVRON CORPORATION-$4.2M -18.9%
  • CME GROUP INC-$3.6M -22.0%
  • VERIZON COMMUNICATIONS INC-$3.4M -15.5%
  • KROGER CO-$2.5M -22.0%
  • LOCKHEED MARTIN CORP-$2.4M -15.0%
Show all 11

New Positions

  • SNAP ON INC$4.7M
  • METLIFE INC$234.5K
  • VANGUARD INDEX FDS$231.5K
  • PRINCIPAL FINANCIAL GROUP IN$212.9K
Show all 4

Exited Positions

  • GENUINE PARTS CO$8.5M
  • WALMART INC$221.5K
  • EXXON MOBIL CORP$203.3K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ABBVIE INC ABBV 00287Y109 $26.4M 5.80% 104,867 SH
2 ALPHABET INC GOOGL 02079K305 $25.2M 5.53% 70,410 SH
3 BROADCOM INC AVGO 11135F101 $24.8M 5.44% 65,546 SH
4 MICROSOFT CORP MSFT 594918104 $20.9M 4.58% 55,915 SH
5 ONEOK INC NEW OKE 682680103 $19.2M 4.21% 220,375 SH
6 VERIZON COMMUNICATIONS INC VZ 92343V104 $18.7M 4.12% 442,439 SH
7 CHEVRON CORPORATION CVX 166764100 $18.3M 4.01% 110,127 SH
8 VISA INC V 92826C839 $17.7M 3.89% 51,594 SH
9 APPLE INC AAPL 037833100 $17.3M 3.80% 59,685 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $17.2M 3.78% 52,493 SH
11 HOME DEPOT INC HD 437076102 $17.1M 3.76% 48,486 SH
12 UNION PAC CORP UNP 907818108 $16.6M 3.64% 60,858 SH
13 PEPSICO INC PEP 713448108 $16.5M 3.63% 121,977 SH
14 MCDONALDS CORP MCD 580135101 $14.1M 3.11% 52,321 SH
15 LOCKHEED MARTIN CORP LMT 539830109 $13.9M 3.05% 27,252 SH
16 HERSHEY CO HSY 427866108 $13.7M 3.02% 78,278 SH
17 PAYCHEX INC PAYX 704326107 $13.5M 2.97% 137,320 SH
18 MERCK & CO INC MRK 58933Y105 $13.3M 2.93% 103,681 SH
19 WASTE MGMT INC DEL WM 94106L109 $13.1M 2.87% 58,612 SH
20 GENERAL DYNAMICS CORP GD 369550108 $13.0M 2.86% 36,673 SH
21 CME GROUP INC CME 12572Q105 $12.8M 2.82% 58,146 SH
22 ABBOTT LABORATORIES ABT 002824100 $12.6M 2.77% 138,737 SH
23 BRISTOL-MYERS SQUIBB CO BMY 110122108 $12.4M 2.74% 216,049 SH
24 EOG RES INC EOG 26875P101 $10.7M 2.35% 82,361 SH
25 QUALCOMM INC QCOM 747525103 $10.4M 2.29% 56,421 SH
26 BLACKROCK INC BLK 09290D101 $10.1M 2.22% 10,505 SH
27 KROGER CO KR 501044101 $9.0M 1.98% 162,078 SH
28 SNAP ON INC SNA 833034101 $4.7M 1.04% 11,776 SH
29 VANGUARD SPECIALIZED FUNDS VIG 921908844 $3.1M 0.67% 12,942 SH
30 SCHWAB STRATEGIC TR SCHD 808524797 $2.6M 0.57% 81,245 SH
31 ALBERTSONS COMPANIES INC ACI 013091103 $2.1M 0.45% 152,000 SH
32 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $2.0M 0.43% 2,632 SH
33 VANGUARD WHITEHALL FDS VYM 921946406 $1.4M 0.30% 8,691 SH
34 VANGUARD INDEX FDS VTI 922908769 $1.0M 0.22% 2,705 SH
35 SPDR GOLD TR GLD 78463V107 $972.5K 0.21% 2,640 SH
36 STATE STR SPDR S&P MIDCAP 40 MDY 78467Y107 $880.6K 0.19% 1,252 SH
37 CURTISS WRIGHT CORP CW 231561101 $732.0K 0.16% 966 SH
38 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $686.0K 0.15% 1,371 SH
39 INVESCO QQQ TR QQQ 46090E103 $624.5K 0.14% 848 SH
40 COSTCO WHOLESALE CORPORATION COST 22160K105 $566.0K 0.12% 605 SH
41 FASTENAL CO FAST 311900104 $504.3K 0.11% 10,500 SH
42 KLAVIYO INC KVYO 49845K101 $431.4K 0.09% 28,572 SH
43 JOHNSON & JOHNSON JNJ 478160104 $425.4K 0.09% 1,675 SH
44 PNC FINL SVCS GROUP INC PNC 693475105 $421.8K 0.09% 1,713 SH
45 EMERSON ELEC CO EMR 291011104 $399.4K 0.09% 2,790 SH
46 ELI LILLY & CO LLY 532457108 $347.8K 0.08% 290 SH
47 CONSOLIDATED EDISON INC ED 209115104 $343.0K 0.08% 3,100 SH
48 BANK OF AMER CORP BAC 060505104 $336.4K 0.07% 5,904 SH
49 VANGUARD INDEX FDS VO 922908629 $332.4K 0.07% 4,125 SH
50 ISHARES TR IWM 464287655 $270.4K 0.06% 900 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-27 $455.0M 57 0001767812-26-000004
2026-03-31 2026-05-11 $449.2M 56 0001767812-26-000002
2025-12-31 2026-02-11 $457.6M 56 0001767812-26-000001
2025-09-30 2025-11-12 $450.8M 58 0001767812-25-000006