Sponsored

The Analysis of Miramar Capital, LLC's Holdings & P&L

Currently, Miramar Capital, LLC holds 57 types of securities in its portfolio with a total value $455.0M. In the most recent quarter, they have increased their positions in SNA (+11.8K shares, valued at $4.7M), ABT (+33.5K shares, valued at $3.0M), HSY (+14.4K shares, valued at $2.5M); decreased their positions in QCOM (-19.4K shares, valued at $3.6M), N/A (-5.4K shares, valued at $2.0M), OKE (-1.2K shares, valued at $102.8K); initiated new positions in SNA (+11.8K shares, valued at $4.7M), MET (+2.8K shares, valued at $234.5K), VOO (+337 shares, valued at $231.5K).

1M P&L

+12.8M+3.63%

3M P&L

+21.5M+6.26%

HY P&L

+4.6M+1.28%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Aerospace & Defense27.6M

7.8%

2Drug Manufacturers - General26.5M

7.5%

3Internet Content & Information25.2M

7.1%

Top Industries by Stock Count

1N/A10 stocks

20.4%

2Drug Manufacturers - General4 stocks

8.2%

3Aerospace & Defense3 stocks

6.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ABBVIE INC ABBVIE INC104.9K shares2.23%2026-06-302026-07-27

GOOGL ALPHABET INC70.4K shares-0.20%2026-06-302026-07-27

BROADCOM INC BROADCOM INC65.5K shares-7.62%2026-06-302026-07-27

MSFT MICROSOFT CORP55.9K shares0.31%2026-06-302026-07-27

OKE ONEOK INC NEW220.4K shares-0.53%2026-06-302026-07-27

VZ VERIZON COMMUNICATIONS INC442.4K shares0.18%2026-06-302026-07-27

CVX CHEVRON CORPORATION110.1K shares1.26%2026-06-302026-07-27

VISA INC VISA INC51.6K shares1.38%2026-06-302026-07-27

Sponsored

AAPL APPLE INC59.7K shares13.31%2026-06-302026-07-27

JPMORGAN CHASE & CO JPMORGAN CHASE & CO52.5K shares0.82%2026-06-302026-07-27

HD HOME DEPOT INC48.5K shares7.89%2026-06-302026-07-27

UNP UNION PAC CORP60.9K shares-0.04%2026-06-302026-07-27

PEP PEPSICO INC122.0K shares0.99%2026-06-302026-07-27

MCD MCDONALDS CORP52.3K shares1.08%2026-06-302026-07-27

LMT LOCKHEED MARTIN CORP27.3K shares0.86%2026-06-302026-07-27

HSY HERSHEY CO78.3K shares22.63%2026-06-302026-07-27

Sponsored

PAYX PAYCHEX INC137.3K shares18.99%2026-06-302026-07-27

MRK MERCK & CO INC103.7K shares0.13%2026-06-302026-07-27

WASTE MGMT INC DEL WASTE MGMT INC DEL58.6K shares1.61%2026-06-302026-07-27

GD GENERAL DYNAMICS CORP36.7K shares1.49%2026-06-302026-07-27

CME CME GROUP INC58.1K shares4.36%2026-06-302026-07-27

ABT ABBOTT LABORATORIES138.7K shares31.86%2026-06-302026-07-27

BMY BRISTOL-MYERS SQUIBB CO216.0K shares0.61%2026-06-302026-07-27

EOG EOG RES INC82.4K shares0.06%2026-06-302026-07-27

Sponsored

QCOM QUALCOMM INC56.4K shares-25.59%2026-06-302026-07-27

BLK BLACKROCK INC10.5K shares3.26%2026-06-302026-07-27

KR KROGER CO162.1K shares1.58%2026-06-302026-07-27

SNA SNAP ON INC11.8K sharesnew addition2026-06-302026-07-27

VIG VANGUARD SPECIALIZED FUNDS12.9K shares0.53%2026-06-302026-07-27

SCHD SCHWAB STRATEGIC TR81.2K shares3.06%2026-06-302026-07-27

ACI ALBERTSONS COMPANIES INC152.0K shares0.00%2026-06-302026-07-27

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T2.6K shares-1.13%2026-06-302026-07-27

Sponsored

VYM VANGUARD WHITEHALL FDS8.7K shares-0.86%2026-06-302026-07-27

VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares0.00%2026-06-302026-07-27

GLD SPDR GOLD TR2.6K shares0.00%2026-06-302026-07-27

MDY STATE STR SPDR S&P MIDCAP 401.3K shares0.00%2026-06-302026-07-27

CW CURTISS WRIGHT CORP966 shares-2.03%2026-06-302026-07-27

BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2026-06-302026-07-27

QQQ INVESCO QQQ TR848 shares-0.47%2026-06-302026-07-27

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION605 shares12.04%2026-06-302026-07-27

Sponsored

FAST FASTENAL CO10.5K shares-2.78%2026-06-302026-07-27

KVYO KLAVIYO INC28.6K shares0.00%2026-06-302026-07-27

JNJ JOHNSON & JOHNSON1.7K shares0.00%2026-06-302026-07-27

PNC PNC FINL SVCS GROUP INC1.7K shares0.00%2026-06-302026-07-27

EMR EMERSON ELEC CO2.8K shares0.00%2026-06-302026-07-27

LLY ELI LILLY & CO290 shares0.00%2026-06-302026-07-27

ED CONSOLIDATED EDISON INC3.1K shares0.00%2026-06-302026-07-27

BAC BANK OF AMER CORP5.9K shares0.00%2026-06-302026-07-27

Sponsored

VO VANGUARD INDEX FDS4.1K shares277.40%2026-06-302026-07-27

IWM ISHARES TR900 shares0.00%2026-06-302026-07-27

AMZN AMAZON COM INC1.1K shares0.00%2026-06-302026-07-27

IJR ISHARES TR1.7K shares0.00%2026-06-302026-07-27

MET METLIFE INC2.8K sharesnew addition2026-06-302026-07-27

VOO VANGUARD INDEX FDS337 sharesnew addition2026-06-302026-07-27

PG PROCTER & GAMBLE CO1.6K shares-2.61%2026-06-302026-07-27

PFG PRINCIPAL FINANCIAL GROUP IN2.0K sharesnew addition2026-06-302026-07-27

Sponsored

F FORD MTR CO10.2K shares0.00%2026-06-302026-07-27

ABBVIE INC

2.23%

Shares104.9K

Event2026-06-30

Filed2026-07-27

GOOGL

ALPHABET INC

-0.20%

Shares70.4K

Event2026-06-30

Filed2026-07-27

BROADCOM INC

-7.62%

Shares65.5K

Event2026-06-30

Filed2026-07-27

MSFT

MICROSOFT CORP

0.31%

Shares55.9K

Event2026-06-30

Filed2026-07-27

OKE

ONEOK INC NEW

-0.53%

Shares220.4K

Event2026-06-30

Filed2026-07-27

VERIZON COMMUNICATIONS INC

0.18%

Shares442.4K

Event2026-06-30

Filed2026-07-27

CVX

CHEVRON CORPORATION

1.26%

Shares110.1K

Event2026-06-30

Filed2026-07-27

VISA INC

1.38%

Shares51.6K

Event2026-06-30

Filed2026-07-27

AAPL

APPLE INC

13.31%

Shares59.7K

Event2026-06-30

Filed2026-07-27

JPMORGAN CHASE & CO

0.82%

Shares52.5K

Event2026-06-30

Filed2026-07-27

HOME DEPOT INC

7.89%

Shares48.5K

Event2026-06-30

Filed2026-07-27

UNP

UNION PAC CORP

-0.04%

Shares60.9K

Event2026-06-30

Filed2026-07-27

PEP

PEPSICO INC

0.99%

Shares122.0K

Event2026-06-30

Filed2026-07-27

MCD

MCDONALDS CORP

1.08%

Shares52.3K

Event2026-06-30

Filed2026-07-27

LMT

LOCKHEED MARTIN CORP

0.86%

Shares27.3K

Event2026-06-30

Filed2026-07-27

HSY

HERSHEY CO

22.63%

Shares78.3K

Event2026-06-30

Filed2026-07-27

PAYX

PAYCHEX INC

18.99%

Shares137.3K

Event2026-06-30

Filed2026-07-27

MRK

MERCK & CO INC

0.13%

Shares103.7K

Event2026-06-30

Filed2026-07-27

WASTE MGMT INC DEL

1.61%

Shares58.6K

Event2026-06-30

Filed2026-07-27

GENERAL DYNAMICS CORP

1.49%

Shares36.7K

Event2026-06-30

Filed2026-07-27

CME

CME GROUP INC

4.36%

Shares58.1K

Event2026-06-30

Filed2026-07-27

ABT

ABBOTT LABORATORIES

31.86%

Shares138.7K

Event2026-06-30

Filed2026-07-27

BMY

BRISTOL-MYERS SQUIBB CO

0.61%

Shares216.0K

Event2026-06-30

Filed2026-07-27

EOG

EOG RES INC

0.06%

Shares82.4K

Event2026-06-30

Filed2026-07-27

QCOM

QUALCOMM INC

-25.59%

Shares56.4K

Event2026-06-30

Filed2026-07-27

BLK

BLACKROCK INC

3.26%

Shares10.5K

Event2026-06-30

Filed2026-07-27

KROGER CO

1.58%

Shares162.1K

Event2026-06-30

Filed2026-07-27

SNA

SNAP ON INC

New

Shares11.8K

Event2026-06-30

Filed2026-07-27

VIG

VANGUARD SPECIALIZED FUNDS

0.53%

Shares12.9K

Event2026-06-30

Filed2026-07-27

SCHD

SCHWAB STRATEGIC TR

3.06%

Shares81.2K

Event2026-06-30

Filed2026-07-27

ACI

ALBERTSONS COMPANIES INC

0.00%

Shares152.0K

Event2026-06-30

Filed2026-07-27

STATE STR SPDR S&P 500 ETF T

-1.13%

Shares2.6K

Event2026-06-30

Filed2026-07-27

VYM

VANGUARD WHITEHALL FDS

-0.86%

Shares8.7K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-27

GLD

SPDR GOLD TR

0.00%

Shares2.6K

Event2026-06-30

Filed2026-07-27

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-27

CURTISS WRIGHT CORP

-2.03%

Shares966

Event2026-06-30

Filed2026-07-27

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-27

QQQ

INVESCO QQQ TR

-0.47%

Shares848

Event2026-06-30

Filed2026-07-27

COSTCO WHOLESALE CORPORATION

12.04%

Shares605

Event2026-06-30

Filed2026-07-27

FAST

FASTENAL CO

-2.78%

Shares10.5K

Event2026-06-30

Filed2026-07-27

KVYO

KLAVIYO INC

0.00%

Shares28.6K

Event2026-06-30

Filed2026-07-27

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

EMR

EMERSON ELEC CO

0.00%

Shares2.8K

Event2026-06-30

Filed2026-07-27

LLY

ELI LILLY & CO

0.00%

Shares290

Event2026-06-30

Filed2026-07-27

CONSOLIDATED EDISON INC

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-27

BAC

BANK OF AMER CORP

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-27

VANGUARD INDEX FDS

277.40%

Shares4.1K

Event2026-06-30

Filed2026-07-27

IWM

ISHARES TR

0.00%

Shares900

Event2026-06-30

Filed2026-07-27

AMZN

AMAZON COM INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-27

IJR

ISHARES TR

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-27

MET

METLIFE INC

New

Shares2.8K

Event2026-06-30

Filed2026-07-27

VOO

VANGUARD INDEX FDS

New

Shares337

Event2026-06-30

Filed2026-07-27

PROCTER & GAMBLE CO

-2.61%

Shares1.6K

Event2026-06-30

Filed2026-07-27

PFG

PRINCIPAL FINANCIAL GROUP IN

New

Shares2.0K

Event2026-06-30

Filed2026-07-27

FORD MTR CO

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available