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Miramar Capital, LLC

CIK:0001767812
Investment Adviser
$423M AUM
60 holdings
Northbrook, IL, United States
Founded:2018
7 employees
Latest filing:Jun 30, 2025

Miramar Capital, LLC is an investment management firm headquartered in Northbrook, Illinois. Registered as an institutional investment adviser (SEC CIK: 0001767812, CRD #290909), Miramar Capital primarily serves institutional clients and manages investment portfolios in line with regulatory filings. The firm was incorporated in Illinois and operates with a small professional team, focusing on public equities and diversified portfolio management.

Investment Strategy

Miramar Capital, LLC predominantly employs an equity-based investment strategy, focusing on a diversified portfolio of publicly traded companies across multiple sectors including technology, healthcare, energy, and consumer goods. The firm utilizes fundamental research to identify value-creating opportunities and typically manages concentrated positions in large-cap equities, optimizing risk and return for its institutional client base.

Top Buys
A
AVGOBROADCOM INC
+$9.2M
M
MSFTMICROSOFT CORP
+$6.8M
J
JPMJPMORGAN CHASE & CO.
+$2.5M
H
HSYHERSHEY CO
+$2.4M
G
GOOGLALPHABET INC
+$2.2M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$7.4M
W
WMBWILLIAMS COS INC
-$5.4M
O
OKEONEOK INC NEW
-$3.1M
B
BMYBRISTOL-MYERS SQUIBB CO
-$2.9M
U
UPSUNITED PARCEL SERVICE INC
-$2.3M

Top Holdings

M
MSFTMICROSOFT CORP
+6.3%$26.5M
A
AVGOBROADCOM INC
+5.5%$23.4M
A
ABBVABBVIE INC
+4.7%$20.0M
V
VZVERIZON COMMUNICATIONS INC
+4.5%$19.1M
O
OKEONEOK INC NEW
+4.0%$17.1M

Equity Positions (60)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP6.28%$26.5M53,342$189.24$497.41+$6.8M
A
AVGO
BROADCOM INC5.55%$23.4M85,064$40.15$275.65+$9.2M
A
ABBV
ABBVIE INC4.73%$20.0M107,774$112.98$185.62-$2.1M
V
VZ
VERIZON COMMUNICATIONS INC4.52%$19.1M441,858$42.36$43.27-$653.2K
O
OKE
ONEOK INC NEW4.04%$17.1M209,439$59.26$81.63-$3.1M

Industry Allocation

PHARMACEUTICAL PREPARATIONS
+11.3%
SERVICES-PREPACKAGED SOFTWARE
+6.5%
SEMICONDUCTORS & RELATED DEVICES
+5.5%
SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+5.1%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+4.5%