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.
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 |