Miramar Capital, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 69.5%; sector active share 26.6% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
57 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 19.2% | $87,248,013 |
| Healthcare | 14.4% | $65,522,710 |
| Industrials | 13.8% | $62,866,025 |
| Financial Services | 13.1% | $59,717,106 |
| Energy | 10.6% | $48,098,745 |
| Communication Services | 9.6% | $43,895,288 |
| Consumer Defensive | 9.3% | $42,102,054 |
| Consumer Cyclical | 7.0% | $31,637,615 |
| Unclassified | 3.0% | $13,535,297 |
| Utilities | 0.1% | $342,953 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ABT | Abbott Laboratories | +33,524 | 138,737 | $12,588,995 | |
| PAYX | Paychex Inc | +21,916 | 137,320 | $13,502,675 | |
| HSY | Hershey Co | +14,443 | 78,278 | $13,733,875 | |
| AAPL | Apple Inc. | +7,013 | 59,685 | $17,270,451 | |
| HD | Home Depot, Inc. | +3,547 | 48,486 | $17,100,042 | |
| VO | VANGUARD MID-CAP INDEX FUND | +3,032 | 4,125 | $332,351 | |
| KR | Kroger Co | +2,527 | 162,078 | $9,000,191 | |
| CME | Cme Group Inc. | +2,427 | 58,146 | $12,840,381 | |
| SCHD | Schwab U.S. Dividend Equity ETF | +2,410 | 81,245 | $2,576,278 | |
| ABBV | AbbVie Inc. | +2,285 | 104,867 | $26,388,731 | |
| CVX | Chevron Corp | +1,369 | 110,127 | $18,254,651 | |
| BMY | Bristol Myers Squibb Co | +1,311 | 216,049 | $12,448,743 | |
| PEP | Pepsico Inc | +1,198 | 121,977 | $16,515,685 | |
| WM | Waste Management Inc | +931 | 58,612 | $13,063,442 | |
| VZ | Verizon Communications Inc | +774 | 442,439 | $18,732,867 | |
| V | Visa Inc. | +701 | 51,594 | $17,701,385 | |
| MCD | Mcdonalds Corp | +558 | 52,321 | $14,142,889 | |
| GD | General Dynamics Corp | +539 | 36,673 | $12,991,043 | |
| JPM | Jpmorgan Chase & Co | +429 | 52,493 | $17,182,533 | |
| BLK | BlackRock, Inc. | +332 | 10,505 | $10,101,187 | |
| LMT | Lockheed Martin Corp | +232 | 27,252 | $13,883,803 | |
| MSFT | Microsoft Corp | +171 | 55,915 | $20,857,413 | |
| MRK | Merck & Co., Inc. | +131 | 103,681 | $13,323,008 | |
| VIG | Vanguard Specialized Funds | +68 | 12,942 | $3,062,336 | |
| COST | Costco Wholesale Corp | +65 | 605 | $565,959 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QCOM | Qualcomm Inc | −19,407 | 56,421 | $10,426,036 | |
| AVGO | Broadcom Inc. | −5,410 | 65,546 | $24,760,001 | |
| OKE | Oneok Inc | −1,182 | 220,375 | $19,159,402 | |
| FAST | Fastenal Co | −300 | 10,500 | $504,315 | |
| GOOGL | Alphabet Inc. | −144 | 70,410 | $25,162,421 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | −75 | 8,691 | $1,373,438 | |
| PG | PROCTER & GAMBLE Co | −42 | 1,567 | $229,784 | |
| SPY | Spdr S&P 500 ETF Trust | −30 | 2,632 | $1,965,498 | |
| UNP | Union Pacific Corp | −23 | 60,858 | $16,553,376 | |
| CW | Curtiss Wright Corp | −20 | 966 | $731,996 | |
| QQQ | Invesco Qqq Trust, Series 1 | −4 | 848 | $624,467 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 104,867 | $26,388,731 | 5.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 70,410 | $25,162,421 | 5.53% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 65,546 | $24,760,001 | 5.44% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 55,915 | $20,857,413 | 4.58% | |
| OKE |
Oneok Inc
Energy
|
Reduced | 220,375 | $19,159,402 | 4.21% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 442,439 | $18,732,867 | 4.12% | |
| CVX |
Chevron Corp
Energy
|
Added | 110,127 | $18,254,651 | 4.01% | |
| V |
Visa Inc.
Financial Services
|
Added | 51,594 | $17,701,385 | 3.89% | |
| AAPL |
Apple Inc.
Technology
|
Added | 59,685 | $17,270,451 | 3.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 52,493 | $17,182,533 | 3.78% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 48,486 | $17,100,042 | 3.76% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 60,858 | $16,553,376 | 3.64% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 121,977 | $16,515,685 | 3.63% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 52,321 | $14,142,889 | 3.11% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 27,252 | $13,883,803 | 3.05% | |
| HSY |
Hershey Co
Consumer Defensive
|
Added | 78,278 | $13,733,875 | 3.02% | |
| PAYX |
Paychex Inc
Technology
|
Added | 137,320 | $13,502,675 | 2.97% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 103,681 | $13,323,008 | 2.93% | |
| WM |
Waste Management Inc
Industrials
|
Added | 58,612 | $13,063,442 | 2.87% | |
| GD |
General Dynamics Corp
Industrials
|
Added | 36,673 | $12,991,043 | 2.86% | |
| CME |
Cme Group Inc.
Financial Services
|
Added | 58,146 | $12,840,381 | 2.82% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 138,737 | $12,588,995 | 2.77% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Added | 216,049 | $12,448,743 | 2.74% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 82,361 | $10,684,692 | 2.35% | |
| QCOM |
Qualcomm Inc
Technology
|
Reduced | 56,421 | $10,426,036 | 2.29% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 10,505 | $10,101,187 | 2.22% | |
| KR |
Kroger Co
Consumer Defensive
|
Added | 162,078 | $9,000,191 | 1.98% | |
| SNA |
Snap-on Inc
Industrials
|
NEW | 11,776 | $4,738,662 | 1.04% | |
| VIG |
Vanguard Specialized Funds
|
Added | 12,942 | $3,062,336 | 0.67% | |
| SCHD |
Schwab U.S. Dividend Equity ETF
|
Added | 81,245 | $2,576,278 | 0.57% | |
| ACI |
Albertsons Companies, Inc.
Consumer Defensive
|
Held | 152,000 | $2,056,560 | 0.45% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,632 | $1,965,498 | 0.43% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 8,691 | $1,373,438 | 0.30% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Held | 2,705 | $1,000,958 | 0.22% | |
| GLD |
Spdr Gold Trust
|
Held | 2,640 | $972,523 | 0.21% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 1,252 | $880,581 | 0.19% | |
| CW |
Curtiss Wright Corp
Industrials
|
Reduced | 966 | $731,996 | 0.16% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,371 | $686,034 | 0.15% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 848 | $624,467 | 0.14% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
Added | 605 | $565,959 | 0.12% | |
| FAST |
Fastenal Co
Industrials
|
Reduced | 10,500 | $504,315 | 0.11% | |
| KVYO |
Klaviyo, Inc.
Technology
|
Held | 28,572 | $431,437 | 0.09% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 1,675 | $425,399 | 0.09% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 1,713 | $421,774 | 0.09% | |
| EMR |
Emerson Electric Co
Industrials
|
Held | 2,790 | $399,388 | 0.09% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Held | 290 | $347,834 | 0.08% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 3,100 | $342,953 | 0.08% | |
| BAC |
Bank Of America Corp
Financial Services
|
Held | 5,904 | $336,409 | 0.07% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Added | 4,125 | $332,351 | 0.07% | |
| IWM |
iShares Russell 2000 ETF
|
Held | 900 | $270,405 | 0.06% |
Showing the top 50 of 57 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.