Miramar Capital, LLC holds a diversified book of 57 reported positions worth $455.0M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened Snap-On Inc and trimmed Alphabet Inc-CL A. Their largest long position is Abbvie Inc at 6% of the reported non-option book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
+3 sectors below the cut, 9% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Miramar Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 6 / 57 | $2.9B |
| Hoffman, Alan N Investment Management | 7 / 57 | $154.0M |
| 9823 Capital, L.P. | 7 / 57 | $125.7M |
| Emerald Advisors, LLC | 37 / 57 | $643.3M |
| Independent Investors Inc | 24 / 57 | $410.9M |
| United American Securities Inc. (d/b/a UAS Asset Management) | 7 / 57 | $360.3M |
| Fortune 45 LLC | 12 / 57 | $173.4M |
| Marest Capital, LLC | 8 / 57 | $148.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Miramar Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Abbvie Inc COM | $26.4M | 104.9K | 5.8% | ▲+2.2% Added · +2K sh | |
| 2 | Alphabet Inc CAP STK CL A | $25.2M | 70.4K | 5.5% | ▼−0.2% Reduced · −144 sh | |
| 3 | Broadcom Inc COM | $24.8M | 65.5K | 5.4% | ▼−7.6% Reduced · −5K sh | |
| 4 | Microsoft Corp COM | $20.9M | 55.9K | 4.6% | ▲+0.3% Added · +171 sh | |
| 5 | Oneok Inc New COM | $19.2M | 220.4K | 4.2% | ▼−0.5% Reduced · −1K sh | |
| 6 | Verizon Communications Inc COM | $18.7M | 442.4K | 4.1% | ▲+0.2% Added · +774 sh | |
| 7 | Chevron Corporation COM | $18.3M | 110.1K | 4.0% | ▲+1.3% Added · +1K sh | |
| 8 | Visa Inc COM CL A | $17.7M | 51.6K | 3.9% | ▲+1.4% Added · +701 sh | |
| 9 | Apple Inc COM | $17.3M | 59.7K | 3.8% | ▲+13% Added · +7K sh | |
| 10 | JPMorgan Chase & Co COM | $17.2M | 52.5K | 3.8% | ▲+0.8% Added · +429 sh | |
| 11 | Home Depot Inc COM | $17.1M | 48.5K | 3.8% | ▲+7.9% Added · +4K sh | |
| 12 | Union Pac Corp COM | $16.6M | 60.9K | 3.6% | ▼~0% Reduced · −23 sh | |
| 13 | Pepsico Inc COM | $16.5M | 122.0K | 3.6% | ▲+1.0% Added · +1K sh | |
| 14 | McDonalds Corp COM | $14.1M | 52.3K | 3.1% | ▲+1.1% Added · +558 sh | |
| 15 | Lockheed Martin Corp COM | $13.9M | 27.3K | 3.1% | ▲+0.8% Added · +232 sh | |
| 16 | Hershey Co COM | $13.7M | 78.3K | 3.0% | ▲+23% Added · +14K sh | |
| 17 | Paychex Inc COM | $13.5M | 137.3K | 3.0% | ▲+19% Added · +22K sh | |
| 18 | Merck & Co Inc COM | $13.3M | 103.7K | 2.9% | ▲+0.1% Added · +131 sh | |
| 19 | Waste Mgmt Inc Del COM | $13.1M | 58.6K | 2.9% | ▲+1.6% Added · +931 sh | |
| 20 | General Dynamics Corp COM | $13.0M | 36.7K | 2.9% | ▲+1.5% Added · +539 sh | |
| 21 | Cme Group Inc COM | $12.8M | 58.1K | 2.8% | ▲+4.3% Added · +2K sh | |
| 22 | Abbott Laboratories COM | $12.6M | 138.7K | 2.8% | ▲+32% Added · +34K sh | |
| 23 | Bristol-Myers Squibb Co COM | $12.4M | 216.0K | 2.7% | ▲+0.6% Added · +1K sh | |
| 24 | Eog Res Inc COM | $10.7M | 82.4K | 2.3% | ▲+0.1% Added · +46 sh | |
| 25 | Qualcomm Inc COM | $10.4M | 56.4K | 2.3% | ▼−26% Reduced · −19K sh | |
| 26 | BlackRock Inc COM | $10.1M | 10.5K | 2.2% | ▲+3.3% Added · +332 sh | |
| 27 | Kroger Co COM | $9.0M | 162.1K | 2.0% | ▲+1.6% Added · +3K sh | |
| 28 | Snap On Inc COM | $4.7M | 11.8K | 1.0% | ▲New New position | |
| 29 | Vanguard Specialized Funds DIV APP ETF | $3.1M | 12.9K | 0.7% | ▲+0.5% Added · +68 sh | |
| 30 | Schwab Strategic TR US DIVIDEND EQ | $2.6M | 81.2K | 0.6% | ▲+3.0% Added · +2K sh | |
| 31 | Albertsons Companies Inc COMMON STOCK | $2.1M | 152.0K | 0.5% | —Held | |
| 32 | State STR SPDR S&P 500 ETF T TR UNIT | $2.0M | 2.6K | 0.4% | ▼−1.1% Reduced · −30 sh | |
| 33 | Vanguard Whitehall FDS HIGH DIV YLD | $1.4M | 8.7K | 0.3% | ▼−0.8% Reduced · −75 sh | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $1.0M | 2.7K | 0.2% | —Held | |
| 35 | SPDR Gold TR GOLD SHS | $973K | 2.6K | 0.2% | —Held | |
| 36 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $881K | 1.3K | 0.2% | —Held | |
| 37 | Curtiss Wright Corp COM | $732K | 966 | 0.2% | ▼−2.0% Reduced · −20 sh | |
| 38 | Berkshire Hathaway Inc Del CL B NEW | $686K | 1.4K | 0.2% | —Held | |
| 39 | Invesco QQQ TR UNIT SER 1 | $624K | 848 | 0.1% | ▼−0.5% Reduced · −4 sh | |
| 40 | Costco Wholesale Corporation COM | $566K | 605 | 0.1% | ▲+12% Added · +65 sh | |
| 41 | Fastenal Co COM | $504K | 10.5K | 0.1% | ▼−2.8% Reduced · −300 sh | |
| 42 | Klaviyo Inc COM SER A | $431K | 28.6K | 0.1% | —Held | |
| 43 | Johnson & Johnson COM | $425K | 1.7K | 0.1% | —Held | |
| 44 | PNC Finl Svcs Group Inc COM | $422K | 1.7K | 0.1% | —Held | |
| 45 | Emerson Elec Co COM | $399K | 2.8K | 0.1% | —Held | |
| 46 | Eli Lilly & Co COM | $348K | 290 | 0.1% | —Held | |
| 47 | Consolidated Edison Inc COM | $343K | 3.1K | 0.1% | —Held | |
| 48 | Bank Of Amer Corp COM | $336K | 5.9K | 0.1% | —Held | |
| 49 | Vanguard Index FDS MID CAP ETF | $332K | 4.1K | 0.1% | ▲+277% Added · +3K sh | |
| 50 | Ishares TR RUSSELL 2000 ETF | $270K | 900 | 0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Miramar Capital, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 27d | 57 | $455.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 41d | 56 | $449.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 42d | 56 | $457.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 58 | $450.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 60 | $422.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 55 | $420.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 7, 2025 | 38d | 58 | $419.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 37d | 57 | $428.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.