Miramar Capital, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Miramar Capital, LLC reported 57 stock positions worth $455.0 million. Its top holding was Abbvie (ABBV) at 5.8% of the portfolio, followed by Alphabet Class A (GOOGL, 5.5%) and Broadcom (AVGO, 5.4%). Compared with Q1 2026, it opened 4 new positions, sold out of 3, added to 25 and reduced 12. The biggest buy was a new position in Snap-on (SNA) and the biggest sale an exit from Genuine Parts (GPC).
- Most Recent 13F
- Q2 2026
- Location
- NORTHBROOK, IL
- CIK
- 0001767812
- Portfolio Value
- $455.0M (Q2 2026)
- SEC Filing
- 0001767812-26-000004 ↗ filed Jul 27, 2026
Holdings Value
Holdings 57 stocks · $455.0M
| ABBV Abbvie Inc. | 5.80% | 104,867 | $26.4M | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 5.53% | 70,410 | $25.2M | Reduce -0.2% |
| AVGO Broadcom Inc. | 5.44% | 65,546 | $24.8M | Reduce -7.6% |
| MSFT Microsoft Corp. | 4.58% | 55,915 | $20.9M | Add +0.3% |
| OKE Oneok Inc. | 4.21% | 220,375 | $19.2M | Reduce -0.5% |
| VZ Verizon Communications Inc. | 4.12% | 442,439 | $18.7M | Add +0.2% |
| CVX Chevron Corp. | 4.01% | 110,127 | $18.3M | Add +1.3% |
| V Visa Inc. Class A | 3.89% | 51,594 | $17.7M | Add +1.4% |
| AAPL Apple Inc. | 3.80% | 59,685 | $17.3M | Add +13.3% |
| JPM JPMorgan Chase & Co. | 3.78% | 52,493 | $17.2M | Add +0.8% |
| HD Home Depot Inc. | 3.76% | 48,486 | $17.1M | Add +7.9% |
| UNP Union Pacific Corp. | 3.64% | 60,858 | $16.6M | Reduce -0.0% |
| PEP Pepsico Inc. | 3.63% | 121,977 | $16.5M | Add +1.0% |
| MCD McDonald's Corp. | 3.11% | 52,321 | $14.1M | Add +1.1% |
| LMT Lockheed Martin Corp. | 3.05% | 27,252 | $13.9M | Add +0.9% |
| HSY The Hershey Co. | 3.02% | 78,278 | $13.7M | Add +22.6% |
| PAYX Paychex Inc. | 2.97% | 137,320 | $13.5M | Add +19.0% |
| MRK Merck & Co. Inc. | 2.93% | 103,681 | $13.3M | Add +0.1% |
| WM Waste Management Inc. | 2.87% | 58,612 | $13.1M | Add +1.6% |
| GD General Dynamics Corp. | 2.86% | 36,673 | $13.0M | Add +1.5% |
| CME Cme Group Inc. | 2.82% | 58,146 | $12.8M | Add +4.4% |
| ABT Abbott Laboratories | 2.77% | 138,737 | $12.6M | Add +31.9% |
| BMY Bristol-Myers Squibb Co. | 2.74% | 216,049 | $12.4M | Add +0.6% |
| EOG EOG Resources Inc. | 2.35% | 82,361 | $10.7M | Add +0.1% |
| QCOM Qualcomm Inc. | 2.29% | 56,421 | $10.4M | Reduce -25.6% |
| BLK BlackRock Inc. | 2.22% | 10,505 | $10.1M | Add +3.3% |
| KR Kroger Co. | 1.98% | 162,078 | $9.0M | Add +1.6% |
| SNA Snap-on Inc. | 1.04% | 11,776 | $4.7M | New |
| VIG Vanguard Dividend Apprec ETF | 0.67% | 12,942 | $3.1M | Add +0.5% |
| SCHD Schwab US DVD Equity ETF | 0.57% | 81,245 | $2.6M | Add +3.1% |
| ACI Albertsons Cos Inc. Class A | 0.45% | 152,000 | $2.1M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.43% | 2,632 | $2.0M | Reduce -1.1% |
| VYM Vanguard High DVD Yield ETF | 0.30% | 8,691 | $1.4M | Reduce -0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 2,705 | $1.0M | No change |
| GLD SPDR Gold Shares | 0.21% | 2,640 | $973K | No change |
| MDY State Street SPDR S&P Midcap | 0.19% | 1,252 | $881K | No change |
| CW Curtiss-Wright Corp. | 0.16% | 966 | $732K | Reduce -2.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 1,371 | $686K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 848 | $624K | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.12% | 605 | $566K | Add +12.0% |
| FAST Fastenal Co. | 0.11% | 10,500 | $504K | Reduce -2.8% |
| KVYO Klaviyo Inc. Class A | 0.09% | 28,572 | $431K | No change |
| JNJ Johnson & Johnson | 0.09% | 1,675 | $425K | No change |
| PNC PNC Financial Services Group | 0.09% | 1,713 | $422K | No change |
| EMR Emerson Electric Co. | 0.09% | 2,790 | $399K | No change |
| LLY Eli Lilly & Co. | 0.08% | 290 | $348K | No change |
| ED Consolidated Edison Inc. | 0.08% | 3,100 | $343K | No change |
| BAC Bank of America Corp. | 0.07% | 5,904 | $336K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 4,125 | $332K | Reduce -5.7% |
| IWM iShares Russell 2000 ETF | 0.06% | 900 | $270K | No change |
| AMZN Amazon.com Inc. | 0.06% | 1,060 | $253K | No change |
| IJR iShares Core S&P Small-Cap E | 0.05% | 1,652 | $245K | No change |
| MET Metlife Inc. | 0.05% | 2,772 | $235K | New |
| VOO Vanguard S&P 500 ETF | 0.05% | 337 | $231K | New |
| PG The Procter & Gamble Co. | 0.05% | 1,567 | $230K | Reduce -2.6% |
| PFG Principal Financial Group | 0.05% | 1,975 | $213K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.03% | 10,219 | $142K | No change |
Portfolio Sells Q1 2026 → Q2 2026
| GPC Genuine Parts Co. | Sold out | 0.00% | −1.88 |
| OKE Oneok Inc. | Reduce -0.5% | 4.21% | −0.25 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.05 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -2.6% | 0.05% | −0.00 |
| FAST Fastenal Co. | Reduce -2.8% | 0.11% | −0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -5.7% | 0.07% | +0.00 |
| CW Curtiss-Wright Corp. | Reduce -2.0% | 0.16% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.9% | 0.30% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.5% | 0.14% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.1% | 0.43% | +0.05 |
| QCOM Qualcomm Inc. | Reduce -25.6% | 2.29% | +0.12 |
| UNP Union Pacific Corp. | Reduce -0.0% | 3.64% | +0.35 |
| AVGO Broadcom Inc. | Reduce -7.6% | 5.44% | +0.55 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 5.53% | +1.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SNA Snap-on Inc. | New | 1.04% | +1.04 |
| ABBV Abbvie Inc. | Add +2.2% | 5.80% | +0.83 |
| AAPL Apple Inc. | Add +13.3% | 3.80% | +0.82 |
| PAYX Paychex Inc. | Add +19.0% | 2.97% | +0.60 |
| HD Home Depot Inc. | Add +7.9% | 3.76% | +0.47 |
| V Visa Inc. Class A | Add +1.4% | 3.89% | +0.47 |
| JPM JPMorgan Chase & Co. | Add +0.8% | 3.78% | +0.37 |
| ABT Abbott Laboratories | Add +31.9% | 2.77% | +0.36 |
| MRK Merck & Co. Inc. | Add +0.1% | 2.93% | +0.16 |
| GD General Dynamics Corp. | Add +1.5% | 2.86% | +0.09 |
| HSY The Hershey Co. | Add +22.6% | 3.02% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +0.5% | 0.67% | +0.06 |
| MET Metlife Inc. | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | New | 0.05% | +0.05 |
| PFG Principal Financial Group | New | 0.05% | +0.05 |
| BLK BlackRock Inc. | Add +3.3% | 2.22% | +0.04 |
| SCHD Schwab US DVD Equity ETF | Add +3.1% | 0.57% | +0.03 |
| COST Costco Wholesale Corp. | Add +12.0% | 0.12% | +0.00 |
| MSFT Microsoft Corp. | Add +0.3% | 4.58% | −0.01 |
| WM Waste Management Inc. | Add +1.6% | 2.87% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Add +0.6% | 2.74% | −0.16 |
| EOG EOG Resources Inc. | Add +0.1% | 2.35% | −0.30 |
| MCD McDonald's Corp. | Add +1.1% | 3.11% | −0.47 |
| PEP Pepsico Inc. | Add +1.0% | 3.63% | −0.55 |
| LMT Lockheed Martin Corp. | Add +0.9% | 3.05% | −0.58 |
| KR Kroger Co. | Add +1.6% | 1.98% | −0.59 |
| VZ Verizon Communications Inc. | Add +0.2% | 4.12% | −0.82 |
| CME Cme Group Inc. | Add +4.4% | 2.82% | −0.84 |
| CVX Chevron Corp. | Add +1.3% | 4.01% | −1.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 57 | $455.0M | ABBV, GOOGL, AVGO, MSFT, OKE |
| Q1 2026 | 56 | $449.2M | CVX, ABBV, VZ, AVGO, MSFT |
| Q4 2025 | 56 | $457.6M | GOOGL, MSFT, AVGO, ABBV, VZ |
| Q3 2025 | 58 | $450.8M | MSFT, AVGO, ABBV, GOOGL, VZ |
| Q2 2025 | 60 | $422.8M | MSFT, AVGO, ABBV, VZ, OKE |
| Q1 2025 | 55 | $420.3M | ABBV, OKE, VZ, MSFT, CVX |
| Q4 2024 | 58 | $419.3M | MSFT, OKE, AVGO, ABBV, VZ |
| Q3 2024 | 57 | $428.3M | MSFT, ABBV, PEP, VZ, AVGO |
| Q2 2024 | 57 | $400.0M | MSFT, PEP, AVGO, ABBV, OKE |
| Q1 2024 | 59 | $396.1M | MSFT, PEP, AVGO, ABBV, OKE |