13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001767812
Total reported value
$455.0M
$455.0M
55 檔
22.0%
As reported in its official Q1 2025 Form 13F filing, Miramar Capital, LLC's tracked investment portfolio stood at $455.0M with 55 total positions.
In Q1 2025, Miramar Capital, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | Stock-Healthcare | 5.27% | +0.83% | -3.17% | |
| 2 | OKE | Oneok Inc | Stock-Energy | 4.80% | -0.25% | -1.68% | |
| 3 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.70% | -0.82% | -2.88% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.68% | -0.01% | -3.26% | |
| 5 | CVX | Chevron CORP | Stock-Energy | 4.33% | -1.00% | -3.22% | |
| 6 | PEP | Pepsico Inc | Stock-Consumer Staples | 4.17% | -0.55% | +0.99% | |
| 7 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.87% | -0.47% | -3.00% | |
| 8 | CME | Cme Group Inc | Stock-Financials | 3.62% | -0.84% | -3.00% | |
| 9 | HD | Home Depot Inc | Stock-Consumer Disc | 3.57% | +0.47% | -2.39% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 3.39% | +0.55% | -3.36% | |
| 11 | V | Visa Inc-class A Shares | Stock-Financials | 3.38% | +0.47% | -3.13% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.16% | +1.01% | -1.84% | |
| 13 | MDT | Medtronic plc | Stock-Healthcare | 3.12% | — | -3.58% | |
| 14 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 3.11% | -0.16% | +20.12% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 3.00% | +0.35% | -2.30% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.94% | +0.37% | -3.11% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 2.90% | -0.59% | +22.33% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.86% | — | -2.18% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 2.79% | +0.82% | -6.51% | |
| 20 | WM | Waste Management Inc | Stock-Industrials | 2.71% | -0.08% | +4.71% | |
| 21 | QCOM | Qualcomm Inc | Stock-Tech | 2.59% | +0.12% | +22.63% | |
| 22 | GD | General Dynamics CORP | Stock-Industrials | 2.44% | +0.10% | -2.93% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 2.42% | +0.37% | -3.14% | |
| 24 | PAYX | Paychex Inc | Stock-Tech | 2.39% | +0.60% | -2.87% | |
| 25 | BLK | Blackrock Inc | Stock-Financials | 2.33% | +0.04% | -1.49% | |
| 26 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.14% | -1.88% | EXIT | |
| 27 | HSY | Hershey Co/the | Stock-Consumer Staples | 1.97% | +0.07% | +35.77% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.91% | — | -10.07% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.83% | +0.16% | -2.51% | |
| 30 | EOG | Eog Resources Inc | Stock-Energy | 1.74% | -0.30% | — | |
| 31 | WMB | Williams Cos Inc | Stock-Energy | 1.29% | — | -3.19% | |
| 32 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.80% | -0.13% | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.51% | +0.05% | +6.06% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.46% | +0.03% | -0.82% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.34% | +0.04% | -24.29% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.25% | +0.01% | +1.89% | |
| 37 | KVYO | Klaviyo Inc-a | Stock-Other | 0.21% | -0.03% | — | |
| 38 | FISV | Fiserv Inc | Stock-Other | 0.19% | — | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.19% | — | -0.61% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.18% | +0.03% | -6.06% | |
| 41 | GLD | Spdr Gold Shares | ETF-Commodities | 0.18% | -0.04% | — | |
| 42 | ED | Consolidated Edison Inc | Stock-Utilities | 0.15% | — | — | |
| 43 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.15% | +0.02% | +1.85% | |
| 44 | FAST | Fastenal Co | Stock-Industrials | 0.14% | — | — | |
| 45 | EMR | Emerson Electric Co | Stock-Industrials | 0.12% | +0.01% | -4.15% | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.12% | — | — | |
| 47 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.10% | — | — | |
| 48 | CW | Curtiss-wright CORP | Stock-Industrials | 0.09% | +0.01% | -7.75% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | — | — | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.07% | +0.01% | -8.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ABBV | Abbvie Inc | — | NEW | New buy |
| 2 | OKE | Oneok Inc | — | NEW | New buy |
| 3 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 4 | MSFT | Microsoft CORP | — | NEW | New buy |
| 5 | CVX | Chevron CORP | — | NEW | New buy |
| 6 | PEP | Pepsico Inc | — | NEW | New buy |
| 7 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 8 | CME | Cme Group Inc | — | NEW | New buy |
| 9 | HD | Home Depot Inc | — | NEW | New buy |
| 10 | AVGO | Broadcom Inc | — | NEW | New buy |
| 11 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 12 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 13 | MDT | Medtronic plc | — | NEW | New buy |
| 14 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 15 | UNP | Union Pacific CORP | — | NEW | New buy |
| 16 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 17 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 18 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 19 | AAPL | Apple Inc | — | NEW | New buy |
| 20 | WM | Waste Management Inc | — | NEW | New buy |
| 21 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 22 | GD | General Dynamics CORP | — | NEW | New buy |
| 23 | ABT | Abbott Laboratories | — | NEW | New buy |
| 24 | PAYX | Paychex Inc | — | NEW | New buy |
| 25 | BLK | Blackrock Inc | — | NEW | New buy |
| 26 | GPC | Genuine Parts Co | — | NEW | New buy |
| 27 | HSY | Hershey Co/the | — | NEW | New buy |
| 28 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 29 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 30 | EOG | Eog Resources Inc | — | NEW | New buy |
| 31 | WMB | Williams Cos Inc | — | NEW | New buy |
| 32 | ACI | Albertsons Cos Inc - Class A | — | NEW | New buy |
| 33 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 34 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 36 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 37 | KVYO | Klaviyo Inc-a | — | NEW | New buy |
| 38 | FISV | Fiserv Inc | — | NEW | New buy |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 40 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 41 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 42 | ED | Consolidated Edison Inc | — | NEW | New buy |
| 43 | MDY | State Street Spdr S&p Midcap | — | NEW | New buy |
| 44 | FAST | Fastenal Co | — | NEW | New buy |
| 45 | EMR | Emerson Electric Co | — | NEW | New buy |
| 46 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 47 | KMB | Kimberly-clark CORP | — | NEW | New buy |
| 48 | CW | Curtiss-wright CORP | — | NEW | New buy |
| 49 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 50 | BAC | Bank Of America CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Miramar Capital, LLC reported a total U.S. public equity portfolio value of $455.0M across 55 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ABBV, OKE, VZ) accounted for 22.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
ABBV
市值: $22.1M
During Q1 2025, Miramar Capital, LLC's top holdings by market value included ABBV (5.3%)、OKE (4.8%)、VZ (4.7%). The largest single position, ABBV, represented 5.3% of total portfolio value.
In Q1 2025, Miramar Capital, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.