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 New	4.2%	4.5%	220,375	-0.5%	$19.2M
VZVerizon Communications Inc	4.1%	4.9%	442,439	+0.2%	$18.7M
CVXChevron Corporation	4.0%	5.0%	110,127	+1.3%	$18.3M
VVisa Inc	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	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	3.1%	3.6%	52,321	+1.1%	$14.1M
LMTLockheed Martin Corp	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	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
KRKroger Co	2.0%	2.6%	162,078	+1.6%	$9.0M
SNASnap on Inc	1.0%	—	11,776	—	$4.7M
VIGVanguard Specialized Funds	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	0.5%	0.6%	152,000	+0.0%	$2.1M
SPYState Str Spdr S&p 500 ETF T	0.4%	0.4%	2,632	-1.1%	$2.0M
VYMVanguard Whitehall Fds	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 Tr	0.2%	0.3%	2,640	+0.0%	$973K
MDYState Str Spdr S&p Midcap 40	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 Wholesale Corporation	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	0.1%	0.1%	2,790	+0.0%	$399K
LLYEli Lilly & 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 Tr	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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 New (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 (GPC), cut from its top 50 Procter & Gamble Co (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.