13F HOLDINGS REPORT
Miramar Capital, LLC
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001767812-25-000005
Total Value
$422.8M
Positions
60
Other Managers
0
Confidential Omitted
No
Holdings (60)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 53,342 | $26.5M | 6.28% |
| 2 | BROADCOM INC | AVGO | 85,064 | $23.4M | 5.55% |
| 3 | ABBVIE INC | ABBV | 107,774 | $20.0M | 4.73% |
| 4 | VERIZON COMMUNICATIONS INC | VZ | 441,858 | $19.1M | 4.52% |
| 5 | ONEOK INC NEW | OKE | 209,439 | $17.1M | 4.04% |
| 6 | CHEVRON CORP NEW | CVX | 112,326 | $16.1M | 3.80% |
| 7 | CME GROUP INC | CME | 57,662 | $15.9M | 3.76% |
| 8 | PEPSICO INC | PEP | 119,332 | $15.8M | 3.73% |
| 9 | HOME DEPOT INC | HD | 42,188 | $15.5M | 3.66% |
| 10 | ALPHABET INC | GOOG | 87,617 | $15.4M | 3.65% |
| 11 | MCDONALDS CORP | MCD | 52,483 | $15.3M | 3.63% |
| 12 | JPMORGAN CHASE & CO. | VYLD | 51,267 | $14.9M | 3.52% |
| 13 | VISA INC | V | 41,671 | $14.8M | 3.50% |
| 14 | MEDTRONIC PLC | MDT | 146,997 | $12.8M | 3.03% |
| 15 | LOCKHEED MARTIN CORP | LMT | 27,483 | $12.7M | 3.01% |
| 16 | UNION PAC CORP | UNP | 54,248 | $12.5M | 2.95% |
| 17 | QUALCOMM INC | QCOM | 71,912 | $11.5M | 2.71% |
| 18 | WASTE MGMT INC DEL | 94106L109 | 49,881 | $11.4M | 2.70% |
| 19 | APPLE INC | AAPL | 54,645 | $11.2M | 2.65% |
| 20 | GENERAL DYNAMICS CORP | GD | 37,852 | $11.0M | 2.61% |
| 21 | BLACKROCK INC | BLK | 10,297 | $10.8M | 2.56% |
| 22 | HERSHEY CO | HSY | 64,322 | $10.7M | 2.52% |
| 23 | ABBOTT LABS | ABLZF | 76,673 | $10.4M | 2.47% |
| 24 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 219,421 | $10.2M | 2.40% |
| 25 | GENUINE PARTS CO | GPC | 80,804 | $9.8M | 2.32% |
| 26 | PAYCHEX INC | PAYX | 65,731 | $9.6M | 2.26% |
| 27 | EOG RES INC | EOG | 73,047 | $8.7M | 2.07% |
| 28 | MERCK & CO INC | MRK | 86,516 | $6.8M | 1.62% |
| 29 | UNITED PARCEL SERVICE INC | UPS | 57,081 | $5.8M | 1.36% |
| 30 | UNITEDHEALTH GROUP INC | UNH | 14,768 | $4.6M | 1.09% |
| 31 | ALBERTSONS COS INC | 013091103 | 152,000 | $3.3M | 0.77% |
| 32 | VANGUARD SPECIALIZED FUNDS | 921908844 | 12,902 | $2.6M | 0.62% |
| 33 | SCHWAB STRATEGIC TR | 808524797 | 77,609 | $2.1M | 0.49% |
| 34 | SPDR S&P 500 ETF TR | SPY | 2,518 | $1.6M | 0.37% |
| 35 | VANGUARD WHITEHALL FDS | 921946406 | 8,676 | $1.2M | 0.27% |
| 36 | VANGUARD INDEX FDS | 922908769 | 3,378 | $1.0M | 0.24% |
| 37 | KLAVIYO INC | KVYO | 28,572 | $959,448 | 0.23% |
| 38 | SPDR GOLD TR | GLD | 2,640 | $804,751 | 0.19% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,472 | $715,053 | 0.17% |
| 40 | SPDR S&P MIDCAP 400 ETF TR | MDY | 1,248 | $706,967 | 0.17% |
| 41 | CURTISS WRIGHT CORP | CW | 1,290 | $630,230 | 0.15% |
| 42 | FISERV INC | FISV | 3,300 | $568,953 | 0.13% |
| 43 | CONSOLIDATED EDISON INC | ED | 5,600 | $561,960 | 0.13% |
| 44 | FASTENAL CO | FAST | 13,300 | $558,600 | 0.13% |
| 45 | COSTCO WHSL CORP NEW | 22160K105 | 540 | $534,568 | 0.13% |
| 46 | INVESCO QQQ TR | IVZ | 875 | $482,685 | 0.11% |
| 47 | EMERSON ELEC CO | EMR | 3,515 | $468,655 | 0.11% |
| 48 | VANGUARD INDEX FDS | 922908629 | 1,428 | $399,597 | 0.09% |
| 49 | UMB FINL CORP | 902788108 | 3,530 | $371,215 | 0.09% |
| 50 | KIMBERLY-CLARK CORP | KMB | 2,850 | $367,422 | 0.09% |
| 51 | PROCTER AND GAMBLE CO | 742718109 | 2,176 | $346,623 | 0.08% |
| 52 | PNC FINL SVCS GROUP INC | 693475105 | 1,713 | $319,337 | 0.08% |
| 53 | BANK AMERICA CORP | 060505104 | 6,388 | $302,280 | 0.07% |
| 54 | META PLATFORMS INC | META | 355 | $262,022 | 0.06% |
| 55 | JOHNSON & JOHNSON | JNJ | 1,683 | $257,062 | 0.06% |
| 56 | AMAZON COM INC | AMZN | 1,070 | $234,747 | 0.06% |
| 57 | ELI LILLY & CO | LLY | 300 | $233,859 | 0.06% |
| 58 | EXXON MOBIL CORP | XOM | 2,168 | $233,710 | 0.06% |
| 59 | METLIFE INC | MET-PF | 2,772 | $222,924 | 0.05% |
| 60 | VANGUARD STAR FDS | 921909768 | 3,009 | $207,892 | 0.05% |