Filed: 11/12/2025ACC: 0001767812-25-000006
📋 What this filing means
MIRAMAR CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $450.81M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$450.81M
Total AUM (reported)
3.03M
Total Shares
Allocation by class
COM$385.16M85.4%
CAP STK CL A$21.48M4.8%
COM CL A$14.22M3.2%
SHS$14.06M3.1%
DIV APP ETF$2.94M0.7%
COMMON STOCK$2.66M0.6%
US DIVIDEND EQ$2.12M0.5%
Portfolio Concentration
Top 3$78.69M17.5%
4–10$125.96M27.9%
11–25$196.10M43.5%
Rest$50.06M11.1%
Top 3 weight
17.5%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 3.03M
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
3.03M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:
MICROSOFT CORP
SOLEShares53.04K
TypeSH
Market value$27.47M
6.09%
Sole
0.00
Shared
0.00
None
53.04K
BROADCOM INC
SOLEShares80.56K
TypeSH
Market value$26.58M
5.90%
Sole
0.00
Shared
0.00
None
80.56K
ABBVIE INC
SOLEShares106.43K
TypeSH
Market value$24.64M
5.47%
Sole
0.00
Shared
0.00
None
106.43K
ALPHABET INC
SOLEShares88.36K
TypeSH
Market value$21.48M
4.76%
Sole
0.00
Shared
0.00
None
88.36K
VERIZON COMMUNICATIONS INC
SOLEShares452.87K
TypeSH
Market value$19.90M
4.42%
Sole
0.00
Shared
0.00
None
452.87K
CHEVRON CORP NEW
SOLEShares111.77K
TypeSH
Market value$17.36M
3.85%
Sole
0.00
Shared
0.00
None
111.77K
PEPSICO INC
SOLEShares123.45K
TypeSH
Market value$17.34M
3.85%
Sole
0.00
Shared
0.00
None
123.45K
HOME DEPOT INC
SOLEShares42.73K
TypeSH
Market value$17.31M
3.84%
Sole
0.00
Shared
0.00
None
42.73K
JPMORGAN CHASE & CO.
SOLEShares52.18K
TypeSH
Market value$16.46M
3.65%
Sole
0.00
Shared
0.00
None
52.18K
MCDONALDS CORP
SOLEShares53.02K
TypeSH
Market value$16.11M
3.57%
Sole
0.00
Shared
0.00
None
53.02K
ONEOK INC NEW
SOLEShares213K
TypeSH
Market value$15.54M
3.45%
Sole
0.00
Shared
0.00
None
213K
CME GROUP INC
SOLEShares57.51K
TypeSH
Market value$15.54M
3.45%
Sole
0.00
Shared
0.00
None
57.51K
UNION PAC CORP
SOLEShares62.05K
TypeSH
Market value$14.67M
3.25%
Sole
0.00
Shared
0.00
None
62.05K
VISA INC
SOLEShares41.67K
TypeSH
Market value$14.22M
3.16%
Sole
0.00
Shared
0.00
None
41.67K
MEDTRONIC PLC
SOLEShares147.65K
TypeSH
Market value$14.06M
3.12%
Sole
0.00
Shared
0.00
None
147.65K
APPLE INC
SOLEShares54.76K
TypeSH
Market value$13.94M
3.09%
Sole
0.00
Shared
0.00
None
54.76K
LOCKHEED MARTIN CORP
SOLEShares27.63K
TypeSH
Market value$13.79M
3.06%
Sole
0.00
Shared
0.00
None
27.63K
WASTE MGMT INC DEL
SOLEShares58.05K
TypeSH
Market value$12.82M
2.84%
Sole
0.00
Shared
0.00
None
58.05K
GENERAL DYNAMICS CORP
SOLEShares37.48K
TypeSH
Market value$12.78M
2.84%
Sole
0.00
Shared
0.00
None
37.48K
QUALCOMM INC
SOLEShares76.46K
TypeSH
Market value$12.72M
2.82%
Sole
0.00
Shared
0.00
None
76.46K
HERSHEY CO
SOLEShares64.74K
TypeSH
Market value$12.11M
2.69%
Sole
0.00
Shared
0.00
None
64.74K
BLACKROCK INC
SOLEShares10.35K
TypeSH
Market value$12.06M
2.68%
Sole
0.00
Shared
0.00
None
10.35K
GENUINE PARTS CO
SOLEShares80.44K
TypeSH
Market value$11.15M
2.47%
Sole
0.00
Shared
0.00
None
80.44K
ABBOTT LABS
SOLEShares80.97K
TypeSH
Market value$10.84M
2.41%
Sole
0.00
Shared
0.00
None
80.97K
BRISTOL-MYERS SQUIBB CO
SOLEShares218.22K
TypeSH
Market value$9.84M
2.18%
Sole
0.00
Shared
0.00
None
218.22K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 53.04K | SH | $27.47M 6.09% | 0.00 | 0.00 | 53.04K |
BROADCOM INCSOLE | COM | 80.56K | SH | $26.58M 5.90% | 0.00 | 0.00 | 80.56K |
ABBVIE INCSOLE | COM | 106.43K | SH | $24.64M 5.47% | 0.00 | 0.00 | 106.43K |
ALPHABET INCSOLE | CAP STK CL A | 88.36K | SH | $21.48M 4.76% | 0.00 | 0.00 | 88.36K |
VERIZON COMMUNICATIONS INCSOLE | COM | 452.87K | SH | $19.90M 4.42% | 0.00 | 0.00 | 452.87K |
CHEVRON CORP NEWSOLE | COM | 111.77K | SH | $17.36M 3.85% | 0.00 | 0.00 | 111.77K |
PEPSICO INCSOLE | COM | 123.45K | SH | $17.34M 3.85% | 0.00 | 0.00 | 123.45K |
HOME DEPOT INCSOLE | COM | 42.73K | SH | $17.31M 3.84% | 0.00 | 0.00 | 42.73K |
JPMORGAN CHASE & CO.SOLE | COM | 52.18K | SH | $16.46M 3.65% | 0.00 | 0.00 | 52.18K |
MCDONALDS CORPSOLE | COM | 53.02K | SH | $16.11M 3.57% | 0.00 | 0.00 | 53.02K |
ONEOK INC NEWSOLE | COM | 213K | SH | $15.54M 3.45% | 0.00 | 0.00 | 213K |
CME GROUP INCSOLE | COM | 57.51K | SH | $15.54M 3.45% | 0.00 | 0.00 | 57.51K |
UNION PAC CORPSOLE | COM | 62.05K | SH | $14.67M 3.25% | 0.00 | 0.00 | 62.05K |
VISA INCSOLE | COM CL A | 41.67K | SH | $14.22M 3.16% | 0.00 | 0.00 | 41.67K |
MEDTRONIC PLCSOLE | SHS | 147.65K | SH | $14.06M 3.12% | 0.00 | 0.00 | 147.65K |
APPLE INCSOLE | COM | 54.76K | SH | $13.94M 3.09% | 0.00 | 0.00 | 54.76K |
LOCKHEED MARTIN CORPSOLE | COM | 27.63K | SH | $13.79M 3.06% | 0.00 | 0.00 | 27.63K |
WASTE MGMT INC DELSOLE | COM | 58.05K | SH | $12.82M 2.84% | 0.00 | 0.00 | 58.05K |
GENERAL DYNAMICS CORPSOLE | COM | 37.48K | SH | $12.78M 2.84% | 0.00 | 0.00 | 37.48K |
QUALCOMM INCSOLE | COM | 76.46K | SH | $12.72M 2.82% | 0.00 | 0.00 | 76.46K |
HERSHEY COSOLE | COM | 64.74K | SH | $12.11M 2.69% | 0.00 | 0.00 | 64.74K |
BLACKROCK INCSOLE | COM | 10.35K | SH | $12.06M 2.68% | 0.00 | 0.00 | 10.35K |
GENUINE PARTS COSOLE | COM | 80.44K | SH | $11.15M 2.47% | 0.00 | 0.00 | 80.44K |
ABBOTT LABSSOLE | COM | 80.97K | SH | $10.84M 2.41% | 0.00 | 0.00 | 80.97K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 218.22K | SH | $9.84M 2.18% | 0.00 | 0.00 | 218.22K |
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