Sponsored

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

Currently, Miramar Capital, LLC holds 56 types of securities in its portfolio with a total value $449.2M. In the most recent quarter, they have increased their positions in PAYX (+35.1K shares, valued at $3.2M), V (+9.1K shares, valued at $2.7M), ABT (+24.1K shares, valued at $2.5M); decreased their positions in N/A (-17.0K shares, valued at $4.9M), CVX (-3.3K shares, valued at $689.4K), VZ (-11.4K shares, valued at $570.4K); initiated new positions in IWM (+900 shares, valued at $223.2K), WMT (+1.8K shares, valued at $221.5K), IJR (+1.7K shares, valued at $205.4K).

1M P&L

+10.9M+3.03%

3M P&L

-5.1M-1.35%

HY P&L

+21.5M+6.19%

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

1Drug Manufacturers - General36.5M

10.3%

2Software - Infrastructure26.6M

7.5%

3Telecom Services18.5M

5.2%

Top Industries by Stock Count

1N/A9 stocks

18.8%

2Drug Manufacturers - General4 stocks

8.3%

3Grocery Stores2 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CVX CHEVRON CORPORATION108.8K shares-2.97%2026-03-312026-05-11

ABBV ABBVIE INC102.6K shares-2.31%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC441.7K shares-2.51%2026-03-312026-05-11

BROADCOM INC BROADCOM INC71.0K shares-2.24%2026-03-312026-05-11

MSFT MICROSOFT CORP55.7K shares5.02%2026-03-312026-05-11

ALPHABET INC ALPHABET INC70.6K shares-19.44%2026-03-312026-05-11

OKE ONEOK INC NEW221.6K shares3.24%2026-03-312026-05-11

PEP PEPSICO INC120.8K shares-2.53%2026-03-312026-05-11

Sponsored

CME CME GROUP INC55.7K shares-2.91%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP27.0K shares-3.21%2026-03-312026-05-11

MCD MCDONALDS CORP51.8K shares-2.50%2026-03-312026-05-11

V VISA INC50.9K shares21.76%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO52.1K shares1.26%2026-03-312026-05-11

HD HOME DEPOT INC44.9K shares4.41%2026-03-312026-05-11

UNP UNION PAC CORP60.9K shares-2.33%2026-03-312026-05-11

AAPL APPLE INC52.7K shares-1.91%2026-03-312026-05-11

Sponsored

HSY HERSHEY CO63.8K shares-2.41%2026-03-312026-05-11

WM WASTE MGMT INC DEL57.7K shares-1.94%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO214.7K shares-2.28%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC103.5K shares-2.34%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP36.1K shares-2.65%2026-03-312026-05-11

EOG EOG RES INC82.3K shares-2.29%2026-03-312026-05-11

KR KROGER CO159.6K shares21.26%2026-03-312026-05-11

ABT ABBOTT LABORATORIES105.2K shares29.76%2026-03-312026-05-11

Sponsored

PAYX PAYCHEX INC115.4K shares43.64%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC10.2K shares-1.58%2026-03-312026-05-11

QCOM QUALCOMM INC75.8K shares-1.57%2026-03-312026-05-11

GPC GENUINE PARTS CO80.0K shares-3.71%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS12.9K shares-5.55%2026-03-312026-05-11

ACI ALBERTSONS COS INC152.0K shares0.00%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR78.8K shares-1.17%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T2.7K shares0.30%2026-03-312026-05-11

Sponsored

VYM VANGUARD WHITEHALL FDS8.8K shares-3.31%2026-03-312026-05-11

GLD SPDR GOLD TR2.6K shares0.00%2026-03-312026-05-11

VTI VANGUARD INDEX FDS2.7K shares-0.29%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 401.3K shares0.00%2026-03-312026-05-11

CW CURTISS WRIGHT CORP986 shares-8.28%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-0.72%2026-03-312026-05-11

KVYO KLAVIYO INC28.6K shares0.00%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION540 shares0.00%2026-03-312026-05-11

Sponsored

FAST FASTENAL CO10.8K shares0.00%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR852 shares9.79%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON1.7K shares0.00%2026-03-312026-05-11

EMR EMERSON ELEC CO2.8K shares0.00%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC1.7K shares0.00%2026-03-312026-05-11

ED CONSOLIDATED EDISON INC3.1K shares0.00%2026-03-312026-05-11

VO VANGUARD INDEX FDS1.1K shares0.46%2026-03-312026-05-11

BAC BANK AMERICA CORP5.9K shares0.00%2026-03-312026-05-11

Sponsored

LLY ELI LILLY & CO290 shares0.00%2026-03-312026-05-11

PG PROCTER & GAMBLE CO1.6K shares-4.74%2026-03-312026-05-11

IWM ISHARES TR900 sharesnew addition2026-03-312026-05-11

WMT WALMART INC1.8K sharesnew addition2026-03-312026-05-11

AMZN AMAZON COM INC1.1K shares0.00%2026-03-312026-05-11

IJR ISHARES TR1.7K sharesnew addition2026-03-312026-05-11

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-05-11

F FORD MTR CO10.2K shares0.00%2026-03-312026-05-11

Sponsored

CVX

CHEVRON CORPORATION

-2.97%

Shares108.8K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-2.31%

Shares102.6K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

-2.51%

Shares441.7K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

-2.24%

Shares71.0K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

5.02%

Shares55.7K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-19.44%

Shares70.6K

Event2026-03-31

Filed2026-05-11

OKE

ONEOK INC NEW

3.24%

Shares221.6K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

-2.53%

Shares120.8K

Event2026-03-31

Filed2026-05-11

CME

CME GROUP INC

-2.91%

Shares55.7K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP

-3.21%

Shares27.0K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-2.50%

Shares51.8K

Event2026-03-31

Filed2026-05-11

VISA INC

21.76%

Shares50.9K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

1.26%

Shares52.1K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

4.41%

Shares44.9K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP

-2.33%

Shares60.9K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-1.91%

Shares52.7K

Event2026-03-31

Filed2026-05-11

HSY

HERSHEY CO

-2.41%

Shares63.8K

Event2026-03-31

Filed2026-05-11

WASTE MGMT INC DEL

-1.94%

Shares57.7K

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO

-2.28%

Shares214.7K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

-2.34%

Shares103.5K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP

-2.65%

Shares36.1K

Event2026-03-31

Filed2026-05-11

EOG

EOG RES INC

-2.29%

Shares82.3K

Event2026-03-31

Filed2026-05-11

KROGER CO

21.26%

Shares159.6K

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

29.76%

Shares105.2K

Event2026-03-31

Filed2026-05-11

PAYX

PAYCHEX INC

43.64%

Shares115.4K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

-1.58%

Shares10.2K

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

-1.57%

Shares75.8K

Event2026-03-31

Filed2026-05-11

GPC

GENUINE PARTS CO

-3.71%

Shares80.0K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

-5.55%

Shares12.9K

Event2026-03-31

Filed2026-05-11

ACI

ALBERTSONS COS INC

0.00%

Shares152.0K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

-1.17%

Shares78.8K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

0.30%

Shares2.7K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

-3.31%

Shares8.8K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

-0.29%

Shares2.7K

Event2026-03-31

Filed2026-05-11

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

CURTISS WRIGHT CORP

-8.28%

Shares986

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-0.72%

Shares1.4K

Event2026-03-31

Filed2026-05-11

KVYO

KLAVIYO INC

0.00%

Shares28.6K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares540

Event2026-03-31

Filed2026-05-11

FAST

FASTENAL CO

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

9.79%

Shares852

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-11

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-11

CONSOLIDATED EDISON INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.46%

Shares1.1K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

0.00%

Shares290

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

-4.74%

Shares1.6K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

New

Shares900

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

New

Shares1.7K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-11

FORD MTR CO

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available