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13F holdings · Q2 2026

Miramar Capital

Northbrook, IL · files as Miramar Capital, LLC
Holdings as of Jun 30, 2026Filed Jul 27, 2026Next filing due Nov 16, 2026CIK 1767812

Miramar Capital reported 57 stocks worth $455M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are ABBV (5.8%), GOOGL (5.5%) and AVGO (5.4%). Compared with Q1 2026, the fund opened new positions in SNA, MET and VOO, added to ABBV, MSFT and VZ, trimmed GOOGL, AVGO and OKE and sold out of GPC, WMT and XOM.

Reported value$455M+1.3% vs last quarter
Stocks held574 new · 3 sold out
Top 5 weight25.6%spread out
Turnover8%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
ABBV
Abbvie Inc
$26.4M5.8%105K+2,285 (+2%)8 of 8
2
GOOGL
Alphabet Inc
$25.2M5.5%70K−144 (−0%)8 of 8
3
AVGO
Broadcom Inc
$24.8M5.4%66K−5,410 (−8%)8 of 8
4
MSFT
Microsoft Corp
$20.9M4.6%56K+171 (+0%)8 of 8
5
OKE
Oneok Inc New
$19.2M4.2%220K−1,182 (−1%)8 of 8
6
VZ
Verizon Communications I
$18.7M4.1%442K+774 (+0%)8 of 8
7
CVX
Chevron Corp New
$18.3M4.0%110K+1,369 (+1%)8 of 8
8
V
Visa Inc
$17.7M3.9%52K+701 (+1%)8 of 8
9
AAPL
Apple Inc
$17.3M3.8%60K+7,013 (+13%)8 of 8
10
JPM
Jpmorgan Chase & Co.
$17.2M3.8%52K+429 (+1%)8 of 8
🔒 47 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
GPC
Genuine Parts Co
$8.5M80K
WMT
Walmart Inc
$221K1,782
XOM
Exxon Mobil Corp
$203K1,198

Reported value

last 8 quarters
$428MQ3 '24
$419MQ4 '24
$420MQ1 '25
$423MQ2 '25
$451MQ3 '25
$458MQ4 '25
$449MQ1 '26
$455MQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Jul 27, 202613F-HRQ2 2026SEC filing ↗

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Miramar Capital 13F FAQ

What does Miramar Capital own?

Miramar Capital reported 57 stocks worth $455M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are ABBV (5.8%), GOOGL (5.5%) and AVGO (5.4%). The table above lists every position in the filing (the top 10 without an account).

What did Miramar Capital buy and sell in Q2 2026?

Compared with Q1 2026: 4 new positions, 25 added to, 10 trimmed and 3 sold out. New positions include SNA, MET and VOO. It sold all of GPC, WMT and XOM.

When will Miramar Capital file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Miramar Capital's portfolio worth?

The Q2 2026 filing reports $455M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.