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Miramar Capital, LLC
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.
Latest 13F Filing Activity
Miramar Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 60 equity positions with a total 13F market value of $423M. The fund increased holdings in Broadcom Inc., Microsoft Corp., JPMorgan Chase & Co. among other positions. Miramar Capital, LLC reduced exposure to Unitedhealth Group Inc., Williams Cos Inc., Oneok Inc. New among others.
Top Holdings
Equity Positions (60)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 6.28% | $26.5M | 53,342 | $189.24 | $497.41 | +$6.8M |
A AVGO | BROADCOM INC | 5.55% | $23.4M | 85,064 | $40.15 | $275.65 | +$9.2M |
A ABBV | ABBVIE INC | 4.73% | $20.0M | 107,774 | $112.98 | $185.62 | -$2.1M |
V VZ | VERIZON COMMUNICATIONS INC | 4.52% | $19.1M | 441,858 | $42.36 | $43.27 | -$653.2K |
O OKE | ONEOK INC NEW | 4.04% | $17.1M | 209,439 | $59.26 | $81.63 | -$3.1M |
Industry Allocation
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