Q2 2026 13F · SEC CIK 1767812

Miramar Capital, LLC

Asset managerFiled 2026-07-27 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $455.0M
Reported positions: 57
Top holdings a year, 3 yrs: +11.1%
Average holding period: 5.9 yrs

Miramar Capital, LLC is an asset manager that reported 57 positions worth $455.0M in its Q2 2026 13F, filed 2026-07-27. Its largest holdings were Abbvie Inc (ABBV, 5.8%), Alphabet Inc (GOOGL, 5.5%), Broadcom Inc (AVGO, 5.4%). A portfolio copying its top holdings returned 11.1% a year over the last 3 years, against 20.4% for the S&P 500.

Miramar Capital, LLC holdings largest 50 of 57 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Miramar Capital, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ABBVAbbvie Inc	5.8%	5.0%	104,867	+2.2%	$26.4M
GOOGLAlphabet Inc	5.5%	4.5%	70,410	-0.2%	$25.2M
AVGOBroadcom Inc	5.4%	4.9%	65,546	-7.6%	$24.8M
MSFTMicrosoft Corp	4.6%	4.6%	55,915	+0.3%	$20.9M
OKEOneok Inc	4.2%	4.5%	220,375	-0.5%	$19.2M
VZVerizon Communications Inc Com	4.1%	4.9%	442,439	+0.2%	$18.7M
CVXChevron Corp New	4.0%	5.0%	110,127	+1.3%	$18.3M
VVisa Inc Com Cl A	3.9%	3.4%	51,594	+1.4%	$17.7M
AAPLApple Inc	3.8%	3.0%	59,685	+13.3%	$17.3M
JPMJpmorgan Chase & Co	3.8%	3.4%	52,493	+0.8%	$17.2M
HDHome Depot Inc Com	3.8%	3.3%	48,486	+7.9%	$17.1M
UNPUnion Pac Corp	3.6%	3.3%	60,858	-0.0%	$16.6M
PEPPepsico Inc	3.6%	4.2%	121,977	+1.0%	$16.5M
MCDMcdonalds Corp Com	3.1%	3.6%	52,321	+1.1%	$14.1M
LMTLockheed Martin Corp Com	3.1%	3.6%	27,252	+0.9%	$13.9M
HSYHershey Co.	3.0%	3.0%	78,278	+22.6%	$13.7M
PAYXPaychex Inc	3.0%	2.4%	137,320	+19.0%	$13.5M
MRKMerck & Co. Inc	2.9%	2.8%	103,681	+0.1%	$13.3M
WMWaste Mgmt Inc Del	2.9%	3.0%	58,612	+1.6%	$13.1M
GDGeneral Dynamics Corp	2.9%	2.8%	36,673	+1.5%	$13.0M
CMECme Group Inc	2.8%	3.7%	58,146	+4.4%	$12.8M
ABTAbbott Laboratories	2.8%	2.4%	138,737	+31.9%	$12.6M
BMYBristol-Myers Squibb Co Com	2.7%	2.9%	216,049	+0.6%	$12.4M
EOGEog Res Inc	2.3%	2.6%	82,361	+0.1%	$10.7M
QCOMQualcomm Inc	2.3%	2.2%	56,421	-25.6%	$10.4M
BLKBlackrock Inc	2.2%	2.2%	10,505	+3.3%	$10.1M
KRThe Kroger Co	2.0%	2.6%	162,078	+1.6%	$9.0M
SNASnap-on Inc.	1.0%	—	11,776	—	$4.7M
VIGVanguard Dividend Appreciation ETF	0.7%	0.6%	12,942	+0.5%	$3.1M
SCHDSchwab Strategic Tr	0.6%	0.5%	81,245	+3.1%	$2.6M
ACIAlbertsons Cos Inc Com	0.5%	0.6%	152,000	+0.0%	$2.1M
SPYSpdr S&p 500 ETF Tr	0.4%	0.4%	2,632	-1.1%	$2.0M
VYMVym	0.3%	0.3%	8,691	-0.9%	$1.4M
VTIVanguard Index Fds	0.2%	0.2%	2,705	+0.0%	$1.0M
GLDSpdr Gold Shares	0.2%	0.3%	2,640	+0.0%	$973K
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.2%	0.2%	1,252	+0.0%	$881K
CWCurtiss Wright Corp	0.2%	0.1%	966	-2.0%	$732K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.1%	1,371	+0.0%	$686K
QQQInvesco Qqq Tr	0.1%	0.1%	848	-0.5%	$624K
COSTCostco Whsl Corp New	0.1%	0.1%	605	+12.0%	$566K
FASTFastenal Co	0.1%	0.1%	10,500	-2.8%	$504K
KVYOKlaviyo Inc	0.1%	0.1%	28,572	+0.0%	$431K
JNJJohnson & Johnson	0.1%	0.1%	1,675	+0.0%	$425K
PNCPnc Finl Svcs Group Inc	0.1%	0.1%	1,713	+0.0%	$422K
EMREmerson Elec Co Com	0.1%	0.1%	2,790	+0.0%	$399K
LLYLilly Eli & Co	0.1%	0.1%	290	+0.0%	$348K
EDConsolidated Edison Inc	0.1%	0.1%	3,100	+0.0%	$343K
BACBank of Amer Corp	0.1%	0.1%	5,904	+0.0%	$336K
VOVanguard Index Fds	0.1%	0.1%	4,125	+277.4%	$332K
IWMIshares	0.1%	—	900	—	$270K

What Miramar Capital, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.0% /yr; S&P 500 +20.1%
3 years: +11.1% /yr; S&P 500 +20.4%
5 years: +7.2% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$455.0M	57
Q1 2026	$449.2M	56
Q4 2025	$457.6M	56
Q3 2025	$450.8M	58
Q2 2025	$422.8M	60
Q1 2025	$420.3M	55
Q4 2024	$419.3M	58
Q3 2024	$428.3M	57
Q2 2024	$400.0M	57
Q1 2024	$396.1M	59
Q4 2023	$383.6M	62
Q3 2023	$367.8M	66

Questions about Miramar Capital, LLC's portfolio

What stocks does Miramar Capital, LLC own?

Miramar Capital, LLC's latest 13F, for Q2 2026 and filed Jul 27, 2026, lists 57 positions worth $455.0M. The largest are Abbvie Inc (ABBV) at 5.8%, Alphabet Inc (GOOGL) at 5.5%, Broadcom Inc (AVGO) at 5.4%, Microsoft Corp (MSFT) at 4.6% and Oneok Inc (OKE) at 4.2%.

What did Miramar Capital, LLC buy last quarter?

In Q2 2026, Miramar Capital, LLC added Vanguard Index Fds (VO) (+277.4% shares), Abbott Laboratories (ABT) (+31.9% shares) and Hershey Co. (HSY) (+22.6% shares), compared with its Q1 2026 filing.

What did Miramar Capital, LLC sell last quarter?

In Q2 2026, Miramar Capital, LLC cut from its top 50 Genuine Parts Co Com (GPC), cut from its top 50 Procter & Gamble Co Com (PG), Qualcomm Inc (QCOM) (-25.6% shares) and Broadcom Inc (AVGO) (-7.6% shares), compared with its Q1 2026 filing.

How has Miramar Capital, LLC's portfolio performed?

A portfolio copying Miramar Capital, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.0% against +20.1%. Over 5 years: +7.2% a year against +11.6%.

When is Miramar Capital, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Miramar Capital, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.