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Miramar Capital, LLC

Q2 2024 · 13F-HR

Miramar Capital, LLCholdings as filed

Filed 2024-08-12 · accession 0001767812-24-000003

$400.0M
Reported value
57
Positions
2024-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$24.6M6.14%54,952CommonNONE
713448108PEPPEPSICO INC$19.6M4.91%119,089CommonNONE
11135F101AVGOBROADCOM INC$19.2M4.79%11,938CommonNONE
00287Y109ABBVABBVIE INC$17.6M4.41%102,841CommonNONE
682680103OKEONEOK INC NEW$17.0M4.26%209,042CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$14.7M3.68%357,230CommonNONE
437076102HDHOME DEPOT INC$14.5M3.63%42,137CommonNONE
166764100CVXCHEVRON CORP NEW$13.8M3.46%88,481CommonNONE
580135101MCDMCDONALDS CORP$13.7M3.42%53,691CommonNONE
037833100AAPLAPPLE INC$13.0M3.24%61,565CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$12.9M3.22%94,176CommonNONE
907818108UNPUNION PAC CORP$12.0M3.01%53,184CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$11.9M2.97%23,325CommonNONE
87612E106TGTTARGET CORP$11.9M2.97%80,194CommonNONE
G5960L103MDTMEDTRONIC PLC$11.8M2.95%150,004CommonNONE
260557103DOWDOW INC$11.7M2.92%220,371CommonNONE
882508104TXNTEXAS INSTRS INC$11.7M2.92%60,041CommonNONE
002824100ABTABBOTT LABS$11.7M2.92%112,211CommonNONE
12572Q105CMECME GROUP INC$11.6M2.90%58,978CommonNONE
372460105GPCGENUINE PARTS CO$11.1M2.77%79,957CommonNONE
92826C839VVISA INC$11.0M2.74%41,734CommonNONE
427866108HSYHERSHEY CO$10.8M2.70%58,763CommonNONE
369550108GDGENERAL DYNAMICS CORP$10.6M2.66%36,650CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$10.6M2.66%52,537CommonNONE
539830109LMTLOCKHEED MARTIN CORP$10.1M2.52%21,593CommonNONE
58933Y105MRKMERCK & CO INC$9.7M2.42%78,293CommonNONE
94106L109WMWASTE MGMT INC DEL$9.6M2.40%45,026CommonNONE
09247X101BLKCHFBLACKROCK INC$8.3M2.08%10,566CommonNONE
704326107PAYXPAYCHEX INC$8.0M2.01%67,746CommonNONE
02079K305GOOGLALPHABET INC$8.0M2.00%43,854CommonNONE
013091103ACIALBERTSONS COS INC$3.0M0.75%152,000CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.9M0.47%10,229CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.29%2,166CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$859,4940.21%7,247CommonNONE
060505104BACBANK AMERICA CORP$843,6810.21%21,214CommonNONE
46090E103QQQINVESCO QQQ TR$762,7430.19%1,592CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$724,3610.18%9,315CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$616,7090.15%1,516CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$572,5360.14%1,070CommonNONE
78463V107GLDSPDR GOLD TR$569,9920.14%2,651CommonNONE
291011104EMREMERSON ELEC CO$546,9440.14%4,965CommonNONE
337738108FISVFISERV INC$532,8180.13%3,575CommonNONE
209115104EDCONSOLIDATED EDISON INC$500,7520.13%5,600CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$494,6940.12%582CommonNONE
311900104FASTFASTENAL CO$477,5840.12%7,600CommonNONE
231561101CWCURTISS WRIGHT CORP$411,8900.10%1,520CommonNONE
36237H101GIIIG III APPAREL GROUP LTD$406,0500.10%15,000CommonNONE
494368103KMBKIMBERLY-CLARK CORP$393,8700.10%2,850CommonNONE
654106103NKENIKE INC$377,8300.09%5,013CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$368,6200.09%8,876CommonNONE
742718109PGPROCTER AND GAMBLE CO$357,3820.09%2,167CommonNONE
20030N101CMCSACOMCAST CORP NEW$335,2880.08%8,562CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$266,3370.07%1,713CommonNONE
478160104JNJJOHNSON & JOHNSON$257,9720.06%1,765CommonNONE
464287655IWMISHARES TR$253,6130.06%1,250CommonNONE
254687106DISDISNEY WALT CO$247,9600.06%2,497CommonNONE
98400M101XELBUSDXCEL BRANDS INC$41,8900.01%71,000CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.