Filed: 8/13/2025ACC: 0001767812-25-000005
📋 What this filing means
MIRAMAR CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $422.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$422.82M
Total AUM (reported)
3M
Total Shares
Allocation by class
COM$357.76M84.6%
CAP STK CL A$15.44M3.7%
COM CL A$14.80M3.5%
SHS$12.81M3.0%
CL B$5.76M1.4%
COMMON STOCK$3.27M0.8%
DIV APP ETF$2.64M0.6%
Portfolio Concentration
Top 3$69.99M16.6%
4–10$114.86M27.2%
11–25$180.00M42.6%
Rest$57.97M13.7%
Top 3 weight
16.6%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 3M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole60
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings60
Rows:
MICROSOFT CORP
SOLEShares53.34K
TypeSH
Market value$26.53M
6.28%
Sole
0.00
Shared
0.00
None
53.34K
BROADCOM INC
SOLEShares85.06K
TypeSH
Market value$23.45M
5.55%
Sole
0.00
Shared
0.00
None
85.06K
ABBVIE INC
SOLEShares107.77K
TypeSH
Market value$20.01M
4.73%
Sole
0.00
Shared
0.00
None
107.77K
VERIZON COMMUNICATIONS INC
SOLEShares441.86K
TypeSH
Market value$19.12M
4.52%
Sole
0.00
Shared
0.00
None
441.86K
ONEOK INC NEW
SOLEShares209.44K
TypeSH
Market value$17.10M
4.04%
Sole
0.00
Shared
0.00
None
209.44K
CHEVRON CORP NEW
SOLEShares112.33K
TypeSH
Market value$16.08M
3.80%
Sole
0.00
Shared
0.00
None
112.33K
CME GROUP INC
SOLEShares57.66K
TypeSH
Market value$15.89M
3.76%
Sole
0.00
Shared
0.00
None
57.66K
PEPSICO INC
SOLEShares119.33K
TypeSH
Market value$15.76M
3.73%
Sole
0.00
Shared
0.00
None
119.33K
HOME DEPOT INC
SOLEShares42.19K
TypeSH
Market value$15.47M
3.66%
Sole
0.00
Shared
0.00
None
42.19K
ALPHABET INC
SOLEShares87.62K
TypeSH
Market value$15.44M
3.65%
Sole
0.00
Shared
0.00
None
87.62K
MCDONALDS CORP
SOLEShares52.48K
TypeSH
Market value$15.33M
3.63%
Sole
0.00
Shared
0.00
None
52.48K
JPMORGAN CHASE & CO.
SOLEShares51.27K
TypeSH
Market value$14.86M
3.52%
Sole
0.00
Shared
0.00
None
51.27K
VISA INC
SOLEShares41.67K
TypeSH
Market value$14.80M
3.50%
Sole
0.00
Shared
0.00
None
41.67K
MEDTRONIC PLC
SOLEShares147K
TypeSH
Market value$12.81M
3.03%
Sole
0.00
Shared
0.00
None
147K
LOCKHEED MARTIN CORP
SOLEShares27.48K
TypeSH
Market value$12.73M
3.01%
Sole
0.00
Shared
0.00
None
27.48K
UNION PAC CORP
SOLEShares54.25K
TypeSH
Market value$12.48M
2.95%
Sole
0.00
Shared
0.00
None
54.25K
QUALCOMM INC
SOLEShares71.91K
TypeSH
Market value$11.45M
2.71%
Sole
0.00
Shared
0.00
None
71.91K
WASTE MGMT INC DEL
SOLEShares49.88K
TypeSH
Market value$11.41M
2.70%
Sole
0.00
Shared
0.00
None
49.88K
APPLE INC
SOLEShares54.65K
TypeSH
Market value$11.21M
2.65%
Sole
0.00
Shared
0.00
None
54.65K
GENERAL DYNAMICS CORP
SOLEShares37.85K
TypeSH
Market value$11.04M
2.61%
Sole
0.00
Shared
0.00
None
37.85K
BLACKROCK INC
SOLEShares10.30K
TypeSH
Market value$10.80M
2.56%
Sole
0.00
Shared
0.00
None
10.30K
HERSHEY CO
SOLEShares64.32K
TypeSH
Market value$10.67M
2.52%
Sole
0.00
Shared
0.00
None
64.32K
ABBOTT LABS
SOLEShares76.67K
TypeSH
Market value$10.43M
2.47%
Sole
0.00
Shared
0.00
None
76.67K
BRISTOL-MYERS SQUIBB CO
SOLEShares219.42K
TypeSH
Market value$10.16M
2.40%
Sole
0.00
Shared
0.00
None
219.42K
GENUINE PARTS CO
SOLEShares80.80K
TypeSH
Market value$9.80M
2.32%
Sole
0.00
Shared
0.00
None
80.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 53.34K | SH | $26.53M 6.28% | 0.00 | 0.00 | 53.34K |
BROADCOM INCSOLE | COM | 85.06K | SH | $23.45M 5.55% | 0.00 | 0.00 | 85.06K |
ABBVIE INCSOLE | COM | 107.77K | SH | $20.01M 4.73% | 0.00 | 0.00 | 107.77K |
VERIZON COMMUNICATIONS INCSOLE | COM | 441.86K | SH | $19.12M 4.52% | 0.00 | 0.00 | 441.86K |
ONEOK INC NEWSOLE | COM | 209.44K | SH | $17.10M 4.04% | 0.00 | 0.00 | 209.44K |
CHEVRON CORP NEWSOLE | COM | 112.33K | SH | $16.08M 3.80% | 0.00 | 0.00 | 112.33K |
CME GROUP INCSOLE | COM | 57.66K | SH | $15.89M 3.76% | 0.00 | 0.00 | 57.66K |
PEPSICO INCSOLE | COM | 119.33K | SH | $15.76M 3.73% | 0.00 | 0.00 | 119.33K |
HOME DEPOT INCSOLE | COM | 42.19K | SH | $15.47M 3.66% | 0.00 | 0.00 | 42.19K |
ALPHABET INCSOLE | CAP STK CL A | 87.62K | SH | $15.44M 3.65% | 0.00 | 0.00 | 87.62K |
MCDONALDS CORPSOLE | COM | 52.48K | SH | $15.33M 3.63% | 0.00 | 0.00 | 52.48K |
JPMORGAN CHASE & CO.SOLE | COM | 51.27K | SH | $14.86M 3.52% | 0.00 | 0.00 | 51.27K |
VISA INCSOLE | COM CL A | 41.67K | SH | $14.80M 3.50% | 0.00 | 0.00 | 41.67K |
MEDTRONIC PLCSOLE | SHS | 147K | SH | $12.81M 3.03% | 0.00 | 0.00 | 147K |
LOCKHEED MARTIN CORPSOLE | COM | 27.48K | SH | $12.73M 3.01% | 0.00 | 0.00 | 27.48K |
UNION PAC CORPSOLE | COM | 54.25K | SH | $12.48M 2.95% | 0.00 | 0.00 | 54.25K |
QUALCOMM INCSOLE | COM | 71.91K | SH | $11.45M 2.71% | 0.00 | 0.00 | 71.91K |
WASTE MGMT INC DELSOLE | COM | 49.88K | SH | $11.41M 2.70% | 0.00 | 0.00 | 49.88K |
APPLE INCSOLE | COM | 54.65K | SH | $11.21M 2.65% | 0.00 | 0.00 | 54.65K |
GENERAL DYNAMICS CORPSOLE | COM | 37.85K | SH | $11.04M 2.61% | 0.00 | 0.00 | 37.85K |
BLACKROCK INCSOLE | COM | 10.30K | SH | $10.80M 2.56% | 0.00 | 0.00 | 10.30K |
HERSHEY COSOLE | COM | 64.32K | SH | $10.67M 2.52% | 0.00 | 0.00 | 64.32K |
ABBOTT LABSSOLE | COM | 76.67K | SH | $10.43M 2.47% | 0.00 | 0.00 | 76.67K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 219.42K | SH | $10.16M 2.40% | 0.00 | 0.00 | 219.42K |
GENUINE PARTS COSOLE | COM | 80.80K | SH | $9.80M 2.32% | 0.00 | 0.00 | 80.80K |
Page 1 of 3