Miramar Capital, LLC Top Holdings and 13F Report (2025) About Miramar Capital, LLCInvestment ActivityMiramar Capital, LLC has $419.27 million in total holdings as of December 31, 2024.Miramar Capital, LLC owns shares of 58 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 9.49% of the portfolio was purchased this quarter.About 9.87% of the portfolio was sold this quarter.This quarter, Miramar Capital, LLC has purchased 57 new stocks and bought additional shares in 23 stocks.Miramar Capital, LLC sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings Microsoft $22,847,506ONEOK $20,778,884Broadcom $20,395,428AbbVie $19,392,216Verizon Communications $17,948,192 Largest New Holdings this Quarter BLACKROCK INC $10,745,203 HoldingQUALCOMM $8,868,329 HoldingKLAVIYO INC $1,178,309 HoldingWalmart $220,635 HoldingU.S. Bancorp $205,669 Holding Largest Purchases this Quarter BLACKROCK INC 10,482 shares (about $10.75M)Bristol-Myers Squibb 169,385 shares (about $9.58M)QUALCOMM 57,729 shares (about $8.87M)Alphabet 10,528 shares (about $1.99M)Schwab US Dividend Equity ETF 61,199 shares (about $1.67M) Largest Sales this Quarter Broadcom 26,905 shares (about $6.24M)Hershey 29,380 shares (about $4.98M)Target 26,398 shares (about $3.57M)United Parcel Service 12,572 shares (about $1.59M)Genuine Parts 10,459 shares (about $1.22M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMiramar Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$22,847,506$155,113 ▲0.7%54,2055.4%Computer and TechnologyOKEONEOK$20,778,884$41,365 ▼-0.2%206,9615.0%Oils/EnergyAVGOBroadcom$20,395,428$6,237,655 ▼-23.4%87,9724.9%Computer and TechnologyABBVAbbVie$19,392,216$1,305,739 ▲7.2%109,1294.6%MedicalVZVerizon Communications$17,948,192$127,648 ▲0.7%448,8174.3%Computer and TechnologyPEPPepsiCo$17,588,775$372,699 ▼-2.1%115,6704.2%Consumer StaplesGOOGLAlphabet$16,573,594$1,992,950 ▲13.7%87,5524.0%Computer and TechnologyHDHome Depot$16,325,234$9,336 ▼-0.1%41,9683.9%Retail/WholesaleCVXChevron$16,279,472$447,991 ▼-2.7%112,3963.9%Oils/EnergyMCDMcDonald's$15,549,405$42,904 ▲0.3%53,6393.7%Retail/WholesaleAAPLApple$14,134,338$33,055 ▲0.2%56,4433.4%Computer and TechnologyCMECME Group$13,734,779$57,361 ▲0.4%59,1433.3%FinanceVVisa$13,227,854$41,717 ▲0.3%41,8553.2%Business ServicesJPMJPMorgan Chase & Co.$12,483,609$959 ▲0.0%52,0783.0%FinanceUNPUnion Pacific$12,442,775$375,810 ▲3.1%54,5643.0%TransportationMDTMedtronic$12,103,190$51,922 ▼-0.4%151,5172.9%MedicalUNHUnitedHealth Group$11,849,771$100,160 ▲0.9%23,4252.8%MedicalLMTLockheed Martin$10,850,063$455,326 ▲4.4%22,3282.6%AerospaceBLACKROCK INC$10,745,203$10,745,203 ▲New Holding10,4822.6%COMUPSUnited Parcel Service$10,229,354$1,585,329 ▼-13.4%81,1212.4%TransportationGDGeneral Dynamics$10,208,920$632,903 ▲6.6%38,7452.4%AerospaceBMYBristol-Myers Squibb$10,082,442$9,580,415 ▲1,908.3%178,2612.4%MedicalWMWaste Management$9,479,887$43,183 ▲0.5%46,9792.3%Business ServicesPAYXPaychex$9,416,755$7,852 ▼-0.1%67,1572.2%Business ServicesGPCGenuine Parts$9,030,567$1,221,193 ▼-11.9%77,3432.2%Retail/WholesaleABTAbbott Laboratories$8,939,419$31,671 ▲0.4%79,0332.1%MedicalQCOMQUALCOMM$8,868,329$8,868,329 ▲New Holding57,7292.1%Computer and TechnologyMRKMerck & Co., Inc.$8,723,530$1,027,632 ▲13.4%87,6912.1%MedicalHSYHershey$6,030,215$4,975,503 ▼-45.2%35,6081.4%Consumer StaplesWMBWilliams Companies$5,082,517$2,706 ▼-0.1%93,9121.2%Oils/EnergyTGTTarget$4,402,945$3,568,479 ▼-44.8%32,5711.1%Retail/WholesaleTXNTexas Instruments$3,711,445$101,257 ▼-2.7%19,7930.9%Computer and TechnologyACIAlbertsons Companies$2,985,2800.0%152,0000.7%Consumer StaplesVIGVanguard Dividend Appreciation ETF$2,036,436$52,482 ▲2.6%10,3990.5%ETFSPYSPDR S&P 500 ETF Trust$1,949,302$694,505 ▲55.3%3,3260.5%FinanceSCHDSchwab US Dividend Equity ETF$1,922,955$1,671,965 ▲666.1%70,3860.5%ETFKLAVIYO INC$1,178,309$1,178,309 ▲New Holding28,5720.3%COM SER AVYMVanguard High Dividend Yield ETF$1,010,640$117,000 ▲13.1%7,9210.2%ETFQQQInvesco QQQ$885,450$116,560 ▼-11.6%1,7320.2%FinanceFIFiserv$734,3770.0%3,5750.2%Business ServicesBRK.BBerkshire Hathaway$671,308$9,066 ▲1.4%1,4810.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$646,4730.0%1,1350.2%ETFGLDSPDR Gold Shares$639,2230.0%2,6400.2%FinanceEMREmerson Electric$596,7230.0%4,8150.1%Industrial ProductsFASTFastenal$546,5160.0%7,6000.1%Retail/WholesaleEDConsolidated Edison$499,6880.0%5,6000.1%UtilitiesCOSTCostco Wholesale$481,042$9,163 ▲1.9%5250.1%Retail/WholesaleCWCurtiss-Wright$457,782$67,425 ▼-12.8%1,2900.1%AerospaceKMBKimberly-Clark$373,4640.0%2,8500.1%Consumer StaplesBACBank of America$347,996$54,850 ▼-13.6%7,9180.1%FinancePNCThe PNC Financial Services Group$330,3520.0%1,7130.1%FinancePGProcter & Gamble$317,1940.0%1,8920.1%Consumer StaplesDISWalt Disney$261,376$11,137 ▼-4.1%2,3470.1%Consumer DiscretionaryJNJJohnson & Johnson$255,2540.0%1,7650.1%MedicalMETMetLife$226,9710.0%2,7720.1%FinanceWMTWalmart$220,635$220,635 ▲New Holding2,4420.1%Retail/WholesaleUSBU.S. Bancorp$205,669$205,669 ▲New Holding4,3000.0%FinanceXELBXcel Brands$36,5650.0%71,0000.0%Retail/WholesaleDOWDOW$0$11,978,065 ▼-100.0%00.0%Basic MaterialsBLKBlackRock$0$9,961,309 ▼-100.0%00.0%FinanceCMCSAComcast$0$357,635 ▼-100.0%00.0%Consumer DiscretionaryIWMiShares Russell 2000 ETF$0$209,846 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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