Miramar Capital, LLC
CIK 1767812
13F filing for Q2 2026・No. 4,144
- Holdings
- US$454.97M
- Quarter change
- +US$5.76M
- Entries
- 57
- Net bought (estimate)
- +US$5.02M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 3
- Cut 12
- Added 25
- Corporate actions 0
- Unchanged 16
Largest holdings
57 stocks worth US$454.97M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ABBVABBVIE INCCOM | Added | 104,867 | US$26.39M | 5.80% |
| GOOGLAlphabetCAP STK CL A | Cut | 70,410 | US$25.16M | 5.53% |
| AVGOBroadcomCOM | Cut | 65,546 | US$24.76M | 5.44% |
| MSFTMicrosoftCOM | Added | 55,915 | US$20.86M | 4.58% |
| 9666690DONEOK INC NEWCOM | Cut | 220,375 | US$19.16M | 4.21% |
| VZVERIZON COMMUNICATIONS INCCOM | Added | 442,439 | US$18.73M | 4.12% |
| CVXCHEVRON CORPORATIONCOM | Added | 110,127 | US$18.25M | 4.01% |
| VVISA INCCOM CL A | Added | 51,594 | US$17.7M | 3.89% |
| AAPLAppleCOM | Added | 59,685 | US$17.27M | 3.80% |
| JPMJPMORGAN CHASE & COCOM | Added | 52,493 | US$17.18M | 3.78% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 27, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.