Investor
Miramar Capital, LLC
CIK 0001767812 · filed 2026-05-11 · SEC filing
13F book
$449.2M
Positions
56
4 new · 4 sold
Largest name
5.0%
Chevron Corp New · CVX
Est. mark
$4.9M
Price effect on 52 names still held. Flow −$13.3M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Chevron Corp New | CVX | 108.8K | $22.5M | 5.0% | $5.93M | Cut$5.42M |
| AbbVie Inc. | ABBV | 102.6K | $22.3M | 5.0% | −$1.13M | Cut−$1.68M |
| Verizon Communications Inc | VZ | 441.7K | $22.2M | 4.9% | $4.18M | Cut$3.72M |
| Broadcom Inc. | AVGO | 71K | $22M | 4.9% | −$2.6M | Cut−$3.16M |
| Microsoft Corp | MSFT | 55.7K | $20.6M | 4.6% | −$6.02M | Added−$5.03M |
| Alphabet Inc | — | 70.6K | $20.3M | 4.5% | −$1.79M | Cut−$7.12M |
| Oneok Inc /New/ | OKE | 221.6K | $20M | 4.5% | $3.62M | Added$4.25M |
| Pepsico Inc | PEP | 120.8K | $18.8M | 4.2% | $1.42M | Cut$972.4K |
| Cme Group Inc. | CME | 55.7K | $16.5M | 3.7% | $1.24M | Cut$784.8K |
| Lockheed Martin Corp | LMT | 27K | $16.3M | 3.6% | $3.26M | Cut$2.83M |
| Mcdonalds Corp | MCD | 51.8K | $16.1M | 3.6% | $267.1K | Cut−$139.1K |
| Visa Inc. | V | 50.9K | $15.4M | 3.4% | −$2.03M | Added$722.9K |
| Jpmorgan Chase & Co. | — | 52.1K | $15.3M | 3.4% | −$1.44M | Added−$1.25M |
| Home Depot, Inc. | HD | 44.9K | $14.8M | 3.3% | −$654.7K | Added−$30.8K |
| Union Pac Corp | — | 60.9K | $14.8M | 3.3% | $688K | Cut$351.8K |
| Apple Inc. | AAPL | 52.7K | $13.4M | 3.0% | −$951.8K | Cut−$1.23M |
| Hershey Co | HSY | 63.8K | $13.3M | 3.0% | $1.65M | Cut$1.37M |
| Waste Mgmt Inc Del | — | 57.7K | $13.3M | 3.0% | $581.4K | Cut$330.5K |
| Bristol-Myers Squibb Co | — | 214.7K | $13M | 2.9% | $1.44M | Cut$1.17M |
| Merck & Co., Inc. | MRK | 103.5K | $12.5M | 2.8% | $1.56M | Cut$1.3M |
| General Dynamics Corp | GD | 36.1K | $12.4M | 2.8% | $237K | Cut−$94.2K |
| Eog Res Inc | — | 82.3K | $11.9M | 2.6% | $3.26M | Cut$3.05M |
| Kroger Co | KR | 159.6K | $11.5M | 2.6% | $1.3M | Added$3.32M |
| Abbott Labs | ABT | 105.2K | $10.8M | 2.4% | −$1.83M | Added$643.3K |
| Paychex Inc | PAYX | 115.4K | $10.6M | 2.4% | −$1.61M | Added$1.62M |
| BlackRock, Inc. | BLK | 10.2K | $9.78M | 2.2% | −$1.11M | Cut−$1.28M |
| Qualcomm Inc | — | 75.8K | $9.77M | 2.2% | −$3.21M | Cut−$3.41M |
| Genuine Parts Co | GPC | 80K | $8.46M | 1.9% | −$1.38M | Cut−$1.76M |
| Vanguard Specialized Funds | — | 12.9K | $2.77M | 0.6% | −$60.8K | Cut−$227.1K |
| Albertsons Cos Inc | ACI | 152K | $2.59M | 0.6% | −$19.8K | Held |
| Schwab Strategic Tr | — | 78.8K | $2.42M | 0.5% | $256.2K | Cut$230.6K |
| Spdr S&P 500 Etf Tr | — | 2.66K | $1.73M | 0.4% | −$83.8K | Added−$78.6K |
| Vanguard Whitehall Fds | — | 8.77K | $1.3M | 0.3% | $40.1K | Cut−$2.91K |
| Spdr Gold Tr | — | 2.64K | $1.14M | 0.3% | $89.7K | Held |
| Vanguard Index Fds | — | 2.71K | $867.8K | 0.2% | −$39.1K | Cut−$41.8K |
| Spdr S&P Midcap 400 Etf Tr | — | 1.25K | $772.2K | 0.2% | $16.9K | Held |
| Curtiss Wright Corp | CW | 986 | $671.6K | 0.1% | $128K | Cut$79K |
| Berkshire Hathaway Inc Del | — | 1.37K | $657K | 0.1% | −$32.2K | Cut−$37.2K |
| Klaviyo, Inc. | KVYO | 28.6K | $556K | 0.1% | −$371.7K | Held |
| Costco Whsl Corp New | — | 540 | $538.1K | 0.1% | $72.4K | Held |
| Fastenal Co | FAST | 10.8K | $501.1K | 0.1% | $67.7K | Held |
| Invesco Qqq Tr | — | 852 | $491.8K | 0.1% | −$28.8K | Added$15.1K |
| Johnson & Johnson | JNJ | 1.68K | $409.4K | 0.1% | $62.8K | Held |
| Emerson Elec Co | — | 2.79K | $365.5K | 0.1% | −$4.74K | Held |
| Pnc Finl Svcs Group Inc | — | 1.71K | $356.5K | 0.1% | −$1.1K | Held |
| Consolidated Edison Inc | ED | 3.1K | $350.9K | 0.1% | $43K | Held |
| Vanguard Index Fds | — | 1.09K | $313.9K | 0.1% | −$3.31K | Added−$1.87K |
| Bank America Corp | — | 5.9K | $287.8K | 0.1% | −$36.9K | Held |
| Eli Lilly & Co | LLY | 290 | $266.7K | 0.1% | −$44.9K | Held |
| Procter And Gamble Co | PG | 1.61K | $232.4K | 0.1% | $1.82K | Cut−$9.65K |
| Ishares Tr | — | 900 | $223.2K | 0.1% | — | New |
| Walmart Inc. | WMT | 1.78K | $221.5K | 0.0% | — | New |
| Amazon Com Inc | AMZN | 1.06K | $220.8K | 0.0% | −$23.9K | Held |
| Ishares Tr | — | 1.65K | $205.4K | 0.0% | — | New |
| Exxon Mobil Corp | — | 1.2K | $203.3K | 0.0% | — | New |
| Ford Mtr Co | — | 10.2K | $117.9K | 0.0% | −$16.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.