Miramar Capital, LLC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$457.6M
Holdings
56
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (56 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 87,577 | $27.4M | 5.99% | |
| 2 | MSFTMICROSOFT CORP | 53,077 | $25.7M | 5.61% | |
| 3 | AVGOBROADCOM INC | 72,584 | $25.1M | 5.49% | |
| 4 | ABBVABBVIE INC | 105,005 | $24.0M | 5.24% | |
| 5 | BACVERIZON COMMUNICATIONS INC | 453,028 | $18.5M | 4.03% | |
| 6 | PEPPEPSICO INC | 123,909 | $17.8M | 3.89% | |
| 7 | CVXCHEVRON CORP NEW | 112,090 | $17.1M | 3.73% | |
| 8 | JPMJPMORGAN CHASE & CO. | 51,414 | $16.6M | 3.62% | |
| 9 | MCDMCDONALDS CORP | 53,092 | $16.2M | 3.55% | |
| 10 | OKEONEOK INC NEW | 214,611 | $15.8M | 3.45% | |
| 11 | CMECME GROUP INC | 57,389 | $15.7M | 3.42% | |
| 12 | HDHOME DEPOT INC | 43,042 | $14.8M | 3.24% | |
| 13 | VVISA INC | 41,798 | $14.7M | 3.20% | |
| 14 | AAPLAPPLE INC | 53,696 | $14.6M | 3.19% | |
| 15 | UNPUNION PAC CORP | 62,334 | $14.4M | 3.15% | |
| 16 | MDTMEDTRONIC PLC | 146,412 | $14.1M | 3.07% | |
| 17 | LMTLOCKHEED MARTIN CORP | 27,916 | $13.5M | 2.95% | |
| 18 | QCOMQUALCOMM INC | 77,041 | $13.2M | 2.88% | |
| 19 | WMWASTE MGMT INC DEL | 58,823 | $12.9M | 2.82% | |
| 20 | GDGENERAL DYNAMICS CORP | 37,118 | $12.5M | 2.73% | |
| 21 | HSYHERSHEY CO | 65,414 | $11.9M | 2.60% | |
| 22 | BMYBRISTOL-MYERS SQUIBB CO | 219,743 | $11.9M | 2.59% | |
| 23 | MRKMERCK & CO INC | 106,027 | $11.2M | 2.44% | |
| 24 | BLKBLACKROCK INC | 10,336 | $11.1M | 2.42% | |
| 25 | GPCGENUINE PARTS CO | 83,047 | $10.2M | 2.23% | |
| 26 | ABTABBOTT LABS | 81,083 | $10.2M | 2.22% | |
| 27 | PAYXPAYCHEX INC | 80,342 | $9.0M | 1.97% | |
| 28 | EOGEOG RES INC | 84,241 | $8.8M | 1.93% | |
| 29 | KRKROGER CO | 131,577 | $8.2M | 1.80% | |
| 30 | VIGVANGUARD SPECIALIZED FUNDS | 13,631 | $3.0M | 0.65% | |
| 31 | ACIALBERTSONS COS INC | 152,000 | $2.6M | 0.57% | |
| 32 | SCHDSCHWAB STRATEGIC TR | 79,770 | $2.2M | 0.48% | |
| 33 | SPYSPDR S&P 500 ETF TR | 2,654 | $1.8M | 0.40% | |
| 34 | VYMVANGUARD WHITEHALL FDS | 9,066 | $1.3M | 0.28% | |
| 35 | GQ9SPDR GOLD TR | 2,640 | $1.0M | 0.23% | |
| 36 | KVYOKLAVIYO INC | 28,572 | $927K | 0.20% | |
| 37 | VTIVANGUARD INDEX FDS | 2,713 | $909K | 0.20% | |
| 38 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,252 | $755K | 0.16% | |
| 39 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,381 | $694K | 0.15% | |
| 40 | CWCURTISS WRIGHT CORP | 1,075 | $592K | 0.13% | |
| 41 | NDQINVESCO QQQ TR | 776 | $476K | 0.10% | |
| 42 | COSTCOSTCO WHSL CORP NEW | 540 | $465K | 0.10% | |
| 43 | FASTFASTENAL CO | 10,800 | $433K | 0.09% | |
| 44 | EMREMERSON ELEC CO | 2,790 | $370K | 0.08% | |
| 45 | PNCPNC FINL SVCS GROUP INC | 1,713 | $357K | 0.08% | |
| 46 | JNJJOHNSON & JOHNSON | 1,675 | $346K | 0.08% | |
| 47 | BACBANK AMERICA CORP | 5,904 | $324K | 0.07% | |
| 48 | VOVANGUARD INDEX FDS | 1,088 | $315K | 0.07% | |
| 49 | LLYELI LILLY & CO | 290 | $311K | 0.07% | |
| 50 | EDCONSOLIDATED EDISON INC | 3,100 | $307K | 0.07% | |
| 51 | AMZNAMAZON COM INC | 1,060 | $244K | 0.05% | |
| 52 | PGPROCTER AND GAMBLE CO | 1,689 | $241K | 0.05% | |
| 53 | FISVFISERV INC | 3,300 | $221K | 0.05% | |
| 54 | METMETLIFE INC | 2,772 | $218K | 0.05% | |
| 55 | TMOTHERMO FISHER SCIENTIFIC INC | 347 | $200K | 0.04% | |
| 56 | FFORD MTR CO | 10,219 | $134K | 0.03% |