Miramar Capital, LLC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$450.8M
Holdings
58
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 53,038 | $27.5M | 6.09% | |
| 2 | AVGOBROADCOM INC | 80,558 | $26.6M | 5.90% | |
| 3 | ABBVABBVIE INC | 106,426 | $24.6M | 5.47% | |
| 4 | GOOGLALPHABET INC | 88,363 | $21.5M | 4.76% | |
| 5 | BACVERIZON COMMUNICATIONS INC | 452,867 | $19.9M | 4.41% | |
| 6 | CVXCHEVRON CORP NEW | 111,768 | $17.4M | 3.85% | |
| 7 | PEPPEPSICO INC | 123,449 | $17.3M | 3.85% | |
| 8 | HDHOME DEPOT INC | 42,725 | $17.3M | 3.84% | |
| 9 | JPMJPMORGAN CHASE & CO. | 52,176 | $16.5M | 3.65% | |
| 10 | MCDMCDONALDS CORP | 53,015 | $16.1M | 3.57% | |
| 11 | OKEONEOK INC NEW | 212,996 | $15.5M | 3.45% | |
| 12 | CMECME GROUP INC | 57,513 | $15.5M | 3.45% | |
| 13 | UNPUNION PAC CORP | 62,053 | $14.7M | 3.25% | |
| 14 | VVISA INC | 41,666 | $14.2M | 3.15% | |
| 15 | MDTMEDTRONIC PLC | 147,650 | $14.1M | 3.12% | |
| 16 | AAPLAPPLE INC | 54,764 | $13.9M | 3.09% | |
| 17 | LMTLOCKHEED MARTIN CORP | 27,629 | $13.8M | 3.06% | |
| 18 | WMWASTE MGMT INC DEL | 58,055 | $12.8M | 2.84% | |
| 19 | GDGENERAL DYNAMICS CORP | 37,482 | $12.8M | 2.84% | |
| 20 | QCOMQUALCOMM INC | 76,463 | $12.7M | 2.82% | |
| 21 | HSYHERSHEY CO | 64,736 | $12.1M | 2.69% | |
| 22 | BLKBLACKROCK INC | 10,348 | $12.1M | 2.68% | |
| 23 | GPCGENUINE PARTS CO | 80,444 | $11.1M | 2.47% | |
| 24 | ABTABBOTT LABS | 80,967 | $10.8M | 2.41% | |
| 25 | BMYBRISTOL-MYERS SQUIBB CO | 218,225 | $9.8M | 2.18% | |
| 26 | PAYXPAYCHEX INC | 77,339 | $9.8M | 2.17% | |
| 27 | EOGEOG RES INC | 83,258 | $9.3M | 2.07% | |
| 28 | MRKMERCK & CO INC | 106,201 | $8.9M | 1.98% | |
| 29 | VIGVANGUARD SPECIALIZED FUNDS | 13,624 | $2.9M | 0.65% | |
| 30 | ACIALBERTSONS COS INC | 152,000 | $2.7M | 0.59% | |
| 31 | SCHDSCHWAB STRATEGIC TR | 77,609 | $2.1M | 0.47% | |
| 32 | SPYSPDR S&P 500 ETF TR | 2,442 | $1.6M | 0.36% | |
| 33 | VYMVANGUARD WHITEHALL FDS | 8,905 | $1.3M | 0.28% | |
| 34 | GQ9SPDR GOLD TR | 2,640 | $938K | 0.21% | |
| 35 | VTIVANGUARD INDEX FDS | 2,681 | $879K | 0.19% | |
| 36 | KVYOKLAVIYO INC | 28,572 | $791K | 0.18% | |
| 37 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,252 | $746K | 0.17% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,421 | $714K | 0.16% | |
| 39 | CWCURTISS WRIGHT CORP | 1,230 | $667K | 0.15% | |
| 40 | FASTFASTENAL CO | 13,300 | $652K | 0.14% | |
| 41 | EDCONSOLIDATED EDISON INC | 5,600 | $562K | 0.12% | |
| 42 | COSTCOSTCO WHSL CORP NEW | 540 | $499K | 0.11% | |
| 43 | NDQINVESCO QQQ TR | 831 | $498K | 0.11% | |
| 44 | FISVFISERV INC | 3,300 | $425K | 0.09% | |
| 45 | UPSUNITED PARCEL SERVICE INC | 4,789 | $400K | 0.09% | |
| 46 | EMREMERSON ELEC CO | 2,790 | $365K | 0.08% | |
| 47 | PNCPNC FINL SVCS GROUP INC | 1,713 | $344K | 0.08% | |
| 48 | KMBKIMBERLY-CLARK CORP | 2,561 | $318K | 0.07% | |
| 49 | PGPROCTER AND GAMBLE CO | 2,051 | $315K | 0.07% | |
| 50 | VOVANGUARD INDEX FDS | 1,059 | $311K | 0.07% | |
| 51 | JNJJOHNSON & JOHNSON | 1,675 | $310K | 0.07% | |
| 52 | BACBANK AMERICA CORP | 5,904 | $304K | 0.07% | |
| 53 | FFORD MTR CO | 20,219 | $241K | 0.05% | |
| 54 | AMZNAMAZON COM INC | 1,060 | $232K | 0.05% | |
| 55 | METMETLIFE INC | 2,772 | $228K | 0.05% | |
| 56 | LLYELI LILLY & CO | 300 | $228K | 0.05% | |
| 57 | XOMEXXON MOBIL CORP | 1,998 | $225K | 0.05% | |
| 58 | CPKCHESAPEAKE UTILS CORP | 1,500 | $202K | 0.04% |