Miramar Capital, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Miramar Capital, LLC reported 55 stock positions worth $420.3 million. Its top holding was Abbvie (ABBV) at 5.3% of the portfolio, followed by Oneok (OKE, 4.8%) and Verizon Communications (VZ, 4.7%). Compared with Q4 2024, it opened 1 new position, sold out of 4, added to 9 and reduced 32. The biggest buy was a new position in EOG Resources (EOG) and the biggest sale Broadcom (AVGO, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NORTHBROOK, IL
- CIK
- 0001767812
- Portfolio Value
- $420.3M (Q1 2025)
- SEC Filing
- 0001767812-25-000003 ↗ filed May 13, 2025
Holdings Value
Holdings 55 stocks · $420.3M
| ABBV Abbvie Inc. | 5.27% | 105,668 | $22.1M | Reduce -3.2% |
| OKE Oneok Inc. | 4.80% | 203,478 | $20.2M | Reduce -1.7% |
| VZ Verizon Communications Inc. | 4.70% | 435,899 | $19.8M | Reduce -2.9% |
| MSFT Microsoft Corp. | 4.68% | 52,437 | $19.7M | Reduce -3.3% |
| CVX Chevron Corp. | 4.33% | 108,777 | $18.2M | Reduce -3.2% |
| PEP Pepsico Inc. | 4.17% | 116,816 | $17.5M | Add +1.0% |
| MCD McDonald's Corp. | 3.87% | 52,029 | $16.3M | Reduce -3.0% |
| CME Cme Group Inc. | 3.62% | 57,369 | $15.2M | Reduce -3.0% |
| HD Home Depot Inc. | 3.57% | 40,965 | $15.0M | Reduce -2.4% |
| AVGO Broadcom Inc. | 3.39% | 85,014 | $14.2M | Reduce -3.4% |
| V Visa Inc. Class A | 3.38% | 40,543 | $14.2M | Reduce -3.1% |
| GOOGL Alphabet Inc. Class A | 3.16% | 85,938 | $13.3M | Reduce -1.8% |
| MDT Medtronic PLC | 3.12% | 146,094 | $13.1M | Reduce -3.6% |
| BMY Bristol-Myers Squibb Co. | 3.11% | 214,119 | $13.1M | Add +20.1% |
| UNP Union Pacific Corp. | 3.00% | 53,310 | $12.6M | Reduce -2.3% |
| JPM JPMorgan Chase & Co. | 2.94% | 50,460 | $12.4M | Reduce -3.1% |
| LMT Lockheed Martin Corp. | 2.90% | 27,314 | $12.2M | Add +22.3% |
| UNH Unitedhealth Group Inc. | 2.86% | 22,915 | $12.0M | Reduce -2.2% |
| AAPL Apple Inc. | 2.79% | 52,768 | $11.7M | Reduce -6.5% |
| WM Waste Management Inc. | 2.71% | 49,194 | $11.4M | Add +4.7% |
| QCOM Qualcomm Inc. | 2.59% | 70,794 | $10.9M | Add +22.6% |
| GD General Dynamics Corp. | 2.44% | 37,611 | $10.3M | Reduce -2.9% |
| ABT Abbott Laboratories | 2.42% | 76,554 | $10.2M | Reduce -3.1% |
| PAYX Paychex Inc. | 2.39% | 65,231 | $10.1M | Reduce -2.9% |
| BLK BlackRock Inc. | 2.33% | 10,326 | $9.8M | Reduce -1.5% |
| GPC Genuine Parts Co. | 2.14% | 75,378 | $9.0M | Reduce -2.5% |
| HSY The Hershey Co. | 1.97% | 48,345 | $8.3M | Add +35.8% |
| UPS United Parcel Service Class B | 1.91% | 72,950 | $8.0M | Reduce -10.1% |
| MRK Merck & Co. Inc. | 1.83% | 85,487 | $7.7M | Reduce -2.5% |
| EOG EOG Resources Inc. | 1.74% | 56,889 | $7.3M | New |
| WMB Williams Cos Inc. | 1.29% | 90,915 | $5.4M | Reduce -3.2% |
| ACI Albertsons Cos Inc. Class A | 0.80% | 152,000 | $3.3M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.51% | 11,029 | $2.1M | Add +6.1% |
| SCHD Schwab US DVD Equity ETF | 0.46% | 69,811 | $2.0M | Reduce -0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 2,518 | $1.4M | Reduce -24.3% |
| VYM Vanguard High DVD Yield ETF | 0.25% | 8,071 | $1.0M | Add +1.9% |
| KVYO Klaviyo Inc. Class A | 0.21% | 28,572 | $865K | No change |
| FISV Fiserv Inc. | 0.19% | 3,575 | $789K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 1,472 | $784K | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,627 | $763K | Reduce -6.1% |
| GLD SPDR Gold Shares | 0.18% | 2,640 | $761K | No change |
| ED Consolidated Edison Inc. | 0.15% | 5,600 | $619K | No change |
| MDY State Street SPDR S&P Midcap | 0.15% | 1,156 | $617K | Add +1.9% |
| FAST Fastenal Co. | 0.14% | 7,600 | $589K | No change |
| EMR Emerson Electric Co. | 0.12% | 4,615 | $506K | Reduce -4.2% |
| COST Costco Wholesale Corp. | 0.12% | 525 | $497K | No change |
| KMB Kimberly-Clark Corp. | 0.10% | 2,850 | $405K | No change |
| CW Curtiss-Wright Corp. | 0.09% | 1,190 | $378K | Reduce -7.8% |
| PG The Procter & Gamble Co. | 0.08% | 1,892 | $322K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 7,218 | $301K | Reduce -8.8% |
| PNC PNC Financial Services Group | 0.07% | 1,713 | $301K | No change |
| JNJ Johnson & Johnson | 0.07% | 1,765 | $293K | No change |
| MET Metlife Inc. | 0.05% | 2,772 | $223K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 2,190 | $216K | Reduce -6.7% |
| WMT Walmart Inc. | 0.05% | 2,442 | $214K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -3.4% | 3.39% | −1.48 |
| TGT Target Corp. | Sold out | 0.00% | −1.05 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.89 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 3.16% | −0.79 |
| MSFT Microsoft Corp. | Reduce -3.3% | 4.68% | −0.77 |
| AAPL Apple Inc. | Reduce -6.5% | 2.79% | −0.58 |
| UPS United Parcel Service Class B | Reduce -10.1% | 1.91% | −0.53 |
| HD Home Depot Inc. | Reduce -2.4% | 3.57% | −0.32 |
| MRK Merck & Co. Inc. | Reduce -2.5% | 1.83% | −0.26 |
| BLK BlackRock Inc. | Reduce -1.5% | 2.33% | −0.24 |
| OKE Oneok Inc. | Reduce -1.7% | 4.80% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -24.3% | 0.34% | −0.13 |
| USB US Bancorp | Sold out | 0.00% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -3.1% | 2.94% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.1% | 0.18% | −0.03 |
| EMR Emerson Electric Co. | Reduce -4.2% | 0.12% | −0.02 |
| CW Curtiss-Wright Corp. | Reduce -7.8% | 0.09% | −0.02 |
| GPC Genuine Parts Co. | Reduce -2.5% | 2.14% | −0.02 |
| BAC Bank of America Corp. | Reduce -8.8% | 0.07% | −0.01 |
| DIS The Walt Disney Co. | Reduce -6.7% | 0.05% | −0.01 |
| XELB Xcel Brands Inc. | Sold out | 0.00% | −0.01 |
| GD General Dynamics Corp. | Reduce -2.9% | 2.44% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -0.8% | 0.46% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 0.19% | +0.03 |
| UNP Union Pacific Corp. | Reduce -2.3% | 3.00% | +0.03 |
| UNH Unitedhealth Group Inc. | Reduce -2.2% | 2.86% | +0.03 |
| WMB Williams Cos Inc. | Reduce -3.2% | 1.29% | +0.08 |
| PAYX Paychex Inc. | Reduce -2.9% | 2.39% | +0.15 |
| MCD McDonald's Corp. | Reduce -3.0% | 3.87% | +0.16 |
| V Visa Inc. Class A | Reduce -3.1% | 3.38% | +0.23 |
| MDT Medtronic PLC | Reduce -3.6% | 3.12% | +0.24 |
| ABT Abbott Laboratories | Reduce -3.1% | 2.42% | +0.28 |
| CME Cme Group Inc. | Reduce -3.0% | 3.62% | +0.35 |
| VZ Verizon Communications Inc. | Reduce -2.9% | 4.70% | +0.42 |
| CVX Chevron Corp. | Reduce -3.2% | 4.33% | +0.45 |
| ABBV Abbvie Inc. | Reduce -3.2% | 5.27% | +0.64 |
Portfolio Buys Q4 2024 → Q1 2025
| EOG EOG Resources Inc. | New | 1.74% | +1.74 |
| BMY Bristol-Myers Squibb Co. | Add +20.1% | 3.11% | +0.70 |
| HSY The Hershey Co. | Add +35.8% | 1.97% | +0.53 |
| QCOM Qualcomm Inc. | Add +22.6% | 2.59% | +0.47 |
| WM Waste Management Inc. | Add +4.7% | 2.71% | +0.45 |
| LMT Lockheed Martin Corp. | Add +22.3% | 2.90% | +0.32 |
| VIG Vanguard Dividend Apprec ETF | Add +6.1% | 0.51% | +0.02 |
| VYM Vanguard High DVD Yield ETF | Add +1.9% | 0.25% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +1.9% | 0.15% | −0.01 |
| PEP Pepsico Inc. | Add +1.0% | 4.17% | −0.03 |
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 |