Miramar Capital, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$420.3M
Holdings
55
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ABBVABBVIE INC | 105,668 | $22.1M | 5.27% | |
| 2 | OKEONEOK INC NEW | 203,478 | $20.2M | 4.80% | |
| 3 | BACVERIZON COMMUNICATIONS INC | 435,899 | $19.8M | 4.70% | |
| 4 | MSFTMICROSOFT CORP | 52,437 | $19.7M | 4.68% | |
| 5 | CVXCHEVRON CORP NEW | 108,777 | $18.2M | 4.33% | |
| 6 | PEPPEPSICO INC | 116,816 | $17.5M | 4.17% | |
| 7 | MCDMCDONALDS CORP | 52,029 | $16.3M | 3.87% | |
| 8 | CMECME GROUP INC | 57,369 | $15.2M | 3.62% | |
| 9 | HDHOME DEPOT INC | 40,965 | $15.0M | 3.57% | |
| 10 | AVGOBROADCOM INC | 85,014 | $14.2M | 3.39% | |
| 11 | VVISA INC | 40,543 | $14.2M | 3.38% | |
| 12 | GOOGLALPHABET INC | 85,938 | $13.3M | 3.16% | |
| 13 | MDTMEDTRONIC PLC | 146,094 | $13.1M | 3.12% | |
| 14 | BMYBRISTOL-MYERS SQUIBB CO | 214,119 | $13.1M | 3.11% | |
| 15 | UNPUNION PAC CORP | 53,310 | $12.6M | 3.00% | |
| 16 | JPMJPMORGAN CHASE & CO. | 50,460 | $12.4M | 2.94% | |
| 17 | LMTLOCKHEED MARTIN CORP | 27,314 | $12.2M | 2.90% | |
| 18 | UNHUNITEDHEALTH GROUP INC | 22,915 | $12.0M | 2.86% | |
| 19 | AAPLAPPLE INC | 52,768 | $11.7M | 2.79% | |
| 20 | WMWASTE MGMT INC DEL | 49,194 | $11.4M | 2.71% | |
| 21 | QCOMQUALCOMM INC | 70,794 | $10.9M | 2.59% | |
| 22 | GDGENERAL DYNAMICS CORP | 37,611 | $10.3M | 2.44% | |
| 23 | ABTABBOTT LABS | 76,554 | $10.2M | 2.42% | |
| 24 | PAYXPAYCHEX INC | 65,231 | $10.1M | 2.39% | |
| 25 | BLKBLACKROCK INC | 10,326 | $9.8M | 2.33% | |
| 26 | GPCGENUINE PARTS CO | 75,378 | $9.0M | 2.14% | |
| 27 | HSYHERSHEY CO | 48,345 | $8.3M | 1.97% | |
| 28 | UPSUNITED PARCEL SERVICE INC | 72,950 | $8.0M | 1.91% | |
| 29 | MRKMERCK & CO INC | 85,487 | $7.7M | 1.83% | |
| 30 | EOGEOG RES INC | 56,889 | $7.3M | 1.74% | |
| 31 | WMBWILLIAMS COS INC | 90,915 | $5.4M | 1.29% | |
| 32 | ACIALBERTSONS COS INC | 152,000 | $3.3M | 0.80% | |
| 33 | VIGVANGUARD SPECIALIZED FUNDS | 11,029 | $2.1M | 0.51% | |
| 34 | SCHDSCHWAB STRATEGIC TR | 69,811 | $2.0M | 0.46% | |
| 35 | SPYSPDR S&P 500 ETF TR | 2,518 | $1.4M | 0.33% | |
| 36 | VYMVANGUARD WHITEHALL FDS | 8,071 | $1.0M | 0.25% | |
| 37 | KVYOKLAVIYO INC | 28,572 | $864K | 0.21% | |
| 38 | FISVFISERV INC | 3,575 | $789K | 0.19% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,472 | $783K | 0.19% | |
| 40 | NDQINVESCO QQQ TR | 1,627 | $762K | 0.18% | |
| 41 | GQ9SPDR GOLD TR | 2,640 | $760K | 0.18% | |
| 42 | EDCONSOLIDATED EDISON INC | 5,600 | $619K | 0.15% | |
| 43 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,156 | $616K | 0.15% | |
| 44 | FASTFASTENAL CO | 7,600 | $589K | 0.14% | |
| 45 | EMREMERSON ELEC CO | 4,615 | $505K | 0.12% | |
| 46 | COSTCOSTCO WHSL CORP NEW | 525 | $496K | 0.12% | |
| 47 | KMBKIMBERLY-CLARK CORP | 2,850 | $405K | 0.10% | |
| 48 | CWCURTISS WRIGHT CORP | 1,190 | $377K | 0.09% | |
| 49 | PGPROCTER AND GAMBLE CO | 1,892 | $322K | 0.08% | |
| 50 | BACBANK AMERICA CORP | 7,218 | $301K | 0.07% | |
| 51 | PNCPNC FINL SVCS GROUP INC | 1,713 | $301K | 0.07% | |
| 52 | JNJJOHNSON & JOHNSON | 1,765 | $292K | 0.07% | |
| 53 | METMETLIFE INC | 2,772 | $222K | 0.05% | |
| 54 | DISDISNEY WALT CO | 2,190 | $216K | 0.05% | |
| 55 | WMTWALMART INC | 2,442 | $214K | 0.05% |