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CIK: 0001767812
Total reported value
$455.0M
$455.0M
58 檔
26.4%
According to the latest 13F quarterly dataset, Miramar Capital, LLC managed an equity portfolio of $455.0M at the end of Q3 2025, spanning 58 distinct U.S. exchange-listed positions.
In Q3 2025, Miramar Capital, LLC displayed an active expansion posture, initiating 7 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.09% | -0.01% | -0.57% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 5.90% | +0.55% | -5.30% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 5.47% | +0.83% | -1.25% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.76% | +1.01% | +0.85% | |
| 5 | VZ | Verizon Communications Inc | Stock-Comm Services | 4.42% | -0.82% | +2.49% | |
| 6 | CVX | Chevron CORP | Stock-Energy | 3.85% | -1.00% | -0.50% | |
| 7 | PEP | Pepsico Inc | Stock-Consumer Staples | 3.85% | -0.55% | +3.45% | |
| 8 | HD | Home Depot Inc | Stock-Consumer Disc | 3.84% | +0.47% | +1.27% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.65% | +0.37% | +1.77% | |
| 10 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 3.57% | -0.47% | +1.01% | |
| 11 | OKE | Oneok Inc | Stock-Energy | 3.45% | -0.25% | +1.70% | |
| 12 | CME | Cme Group Inc | Stock-Financials | 3.45% | -0.84% | -0.26% | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 3.25% | +0.35% | +14.39% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 3.16% | +0.47% | -0.01% | |
| 15 | MDT | Medtronic plc | Stock-Healthcare | 3.12% | — | +0.44% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 3.09% | +0.82% | +0.22% | |
| 17 | LMT | Lockheed Martin CORP | Stock-Industrials | 3.06% | -0.59% | +0.53% | |
| 18 | WM | Waste Management Inc | Stock-Industrials | 2.84% | -0.08% | +16.39% | |
| 19 | GD | General Dynamics CORP | Stock-Industrials | 2.84% | +0.10% | -0.98% | |
| 20 | QCOM | Qualcomm Inc | Stock-Tech | 2.82% | +0.12% | +6.33% | |
| 21 | HSY | Hershey Co/the | Stock-Consumer Staples | 2.69% | +0.07% | +0.64% | |
| 22 | BLK | Blackrock Inc | Stock-Financials | 2.68% | +0.04% | +0.50% | |
| 23 | GPC | Genuine Parts Co | Stock-Consumer Disc | 2.47% | -1.88% | EXIT | |
| 24 | ABT | Abbott Laboratories | Stock-Healthcare | 2.41% | +0.37% | +5.60% | |
| 25 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 2.18% | -0.16% | -0.55% | |
| 26 | PAYX | Paychex Inc | Stock-Tech | 2.17% | +0.60% | +17.66% | |
| 27 | EOG | Eog Resources Inc | Stock-Energy | 2.07% | -0.30% | +13.98% | |
| 28 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.98% | +0.16% | +22.75% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.65% | +0.05% | +5.60% | |
| 30 | ACI | Albertsons Cos Inc - Class A | Stock-Consumer Staples | 0.59% | -0.13% | — | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | +0.03% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | +0.04% | -3.02% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | +0.01% | +2.64% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | -0.04% | — | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.20% | +0.03% | -20.63% | |
| 36 | KVYO | Klaviyo Inc-a | Stock-Other | 0.18% | -0.03% | — | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.17% | +0.02% | +0.32% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | — | -3.46% | |
| 39 | CW | Curtiss-wright CORP | Stock-Industrials | 0.15% | +0.01% | -4.65% | |
| 40 | FAST | Fastenal Co | Stock-Industrials | 0.14% | — | — | |
| 41 | ED | Consolidated Edison Inc | Stock-Utilities | 0.12% | — | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.11% | — | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.11% | +0.03% | -5.03% | |
| 44 | FISV | Fiserv Inc | Stock-Other | 0.09% | — | — | |
| 45 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.09% | — | -91.61% | |
| 46 | EMR | Emerson Electric Co | Stock-Industrials | 0.08% | +0.01% | -20.63% | |
| 47 | PNC | Pnc Financial Services Group | Stock-Financials | 0.08% | +0.01% | — | |
| 48 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.07% | — | -10.14% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.07% | — | -5.74% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.07% | — | -25.84% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.5% | -5.30% | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.6% | +0.85% | Add |
| 3 | MSFT | Microsoft CORP | +1.4% | -0.57% | Add |
| 4 | HSY | Hershey Co/the | +0.7% | +0.64% | Add |
| 5 | JPM | Jpmorgan Chase & Co | +0.7% | +1.77% | Add |
| 6 | GD | General Dynamics CORP | +0.4% | -0.98% | Trim |
| 7 | BLK | Blackrock Inc | +0.4% | +0.50% | Add |
| 8 | GPC | Genuine Parts Co | +0.3% | -0.45% | Add |
| 9 | EOG | Eog Resources Inc | +0.3% | +13.98% | Add |
| 10 | AAPL | Apple Inc | +0.3% | +0.22% | Add |
| 11 | HD | Home Depot Inc | +0.3% | +1.27% | Add |
| 12 | UNP | Union Pacific CORP | +0.3% | +14.39% | Add |
| 13 | QCOM | Qualcomm Inc | +0.2% | +6.33% | Add |
| 14 | ABBV | Abbvie Inc | +0.2% | -1.25% | Add |
| 15 | LMT | Lockheed Martin CORP | +0.2% | +0.53% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.2% | +22.75% | Add |
| 17 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +5.60% | Add |
| 18 | WM | Waste Management Inc | +0.1% | +16.39% | Add |
| 19 | CW | Curtiss-wright CORP | +0.1% | -4.65% | Add |
| 20 | VYM | Vanguard High Dvd Yield ETF | 0% | +2.64% | Add |
| 21 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -3.02% | Trim |
| 23 | MDY | State Street Spdr S&p Midcap | 0% | +0.32% | Add |
| 24 | SCHD | Schwab US Dvd Equity ETF | 0% | — | Add |
| 25 | MDT | Medtronic plc | — | +0.44% | Add |
| 26 | ABT | Abbott Laboratories | 0% | +5.60% | Add |
| 27 | EMR | Emerson Electric Co | 0% | -20.63% | Trim |
| 28 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -5.03% | Trim |
| 29 | FISV | Fiserv Inc | -0.1% | — | Trim |
| 30 | CME | Cme Group Inc | -0.2% | -0.26% | Add |
| 31 | ACI | Albertsons Cos Inc - Class A | -0.2% | — | Unchanged |
| 32 | PAYX | Paychex Inc | -0.2% | +17.66% | Add |
| 33 | VZ | Verizon Communications Inc | -0.3% | +2.49% | Add |
| 34 | MCD | Mcdonald's CORP | -0.3% | +1.01% | Add |
| 35 | PEP | Pepsico Inc | -0.3% | +3.45% | Add |
| 36 | CVX | Chevron CORP | -0.5% | -0.50% | Add |
| 37 | BMY | Bristol-myers Squibb Co | -0.9% | -0.55% | Add |
| 38 | OKE | Oneok Inc | -1.4% | +1.70% | Add |
| 39 | UPS | United Parcel Service-cl B | -1.8% | -91.61% | Trim |
| 40 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 41 | WMB | Williams Cos Inc | — | EXIT | Sold out |
| 42 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 43 | VO | Vanguard Mid-cap ETF | — | NEW | New buy |
| 44 | F | Ford Motor Co | — | NEW | New buy |
| 45 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 46 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 47 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 48 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 49 | WMT | Walmart Inc | — | EXIT | Sold out |
| 50 | CPK | Chesapeake Utilities 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 58 disclosed positions in Q3 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 MSFT, AVGO, ABBV) accounted for 26.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
VTI
市值: $879.8K
Top Position Liquidated / Trimmed
UNH
前期市值: $12.0M
During Q3 2025, Miramar Capital, LLC's top holdings by market value included MSFT (6.1%)、AVGO (5.9%)、ABBV (5.5%). The largest single position, MSFT, represented 6.1% of total portfolio value.
In Q3 2025, Miramar Capital, LLC made 48 total portfolio adjustments, initiating 7 new buys, adding to 30 positions, trimming 7 holdings, and fully liquidating 4 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.
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