MondegarAI
Miramar Capital, LLC

Q3 2024 · 13F-HR

Miramar Capital, LLCholdings as filed

Filed 2024-11-06 · accession 0001767812-24-000006

$428.3M
Reported value
57
Positions
2024-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
594918104MSFTMICROSOFT CORP$23.2M5.41%53,837CommonNONE
00287Y109ABBVABBVIE INC$20.1M4.69%101,781CommonNONE
713448108PEPPEPSICO INC$20.1M4.69%118,121CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$20.0M4.67%445,625CommonNONE
11135F101AVGOBROADCOM INC$19.8M4.63%114,877CommonNONE
682680103OKEONEOK INC NEW$18.9M4.41%207,373CommonNONE
437076102HDHOME DEPOT INC$17.0M3.97%41,992CommonNONE
166764100CVXCHEVRON CORP NEW$17.0M3.97%115,489CommonNONE
580135101MCDMCDONALDS CORP$16.3M3.80%53,491CommonNONE
G5960L103MDTMEDTRONIC PLC$13.7M3.20%152,167CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$13.6M3.17%23,227CommonNONE
037833100AAPLAPPLE INC$13.1M3.06%56,311CommonNONE
907818108UNPUNION PAC CORP$13.0M3.05%52,916CommonNONE
12572Q105CMECME GROUP INC$13.0M3.03%58,896CommonNONE
02079K305GOOGLALPHABET INC$12.8M2.98%77,024CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$12.8M2.98%93,693CommonNONE
539830109LMTLOCKHEED MARTIN CORP$12.5M2.92%21,391CommonNONE
427866108HSYHERSHEY CO$12.5M2.91%64,988CommonNONE
372460105GPCGENUINE PARTS CO$12.3M2.86%87,802CommonNONE
260557103DOWDOW INC$12.0M2.80%219,258CommonNONE
92826C839VVISA INC$11.5M2.68%41,723CommonNONE
369550108GDGENERAL DYNAMICS CORP$11.0M2.56%36,343CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$11.0M2.56%52,074CommonNONE
09247X101BLKCHFBLACKROCK INC$10.0M2.33%10,491CommonNONE
94106L109WMWASTE MGMT INC DEL$9.7M2.27%46,765CommonNONE
87612E106TGTTARGET CORP$9.2M2.15%58,969CommonNONE
704326107PAYXPAYCHEX INC$9.0M2.11%67,213CommonNONE
002824100ABTABBOTT LABS$9.0M2.10%78,753CommonNONE
58933Y105MRKMERCK & CO INC$8.8M2.05%77,361CommonNONE
969457100WMBWILLIAMS COS INC$4.3M1.00%93,962CommonNONE
882508104TXNTEXAS INSTRS INC$4.2M0.98%20,333CommonNONE
013091103ACIALBERTSONS COS INC$2.8M0.66%152,000CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$2.0M0.47%10,131CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.29%2,141CommonNONE
46090E103QQQINVESCO QQQ TR$956,6170.22%1,960CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$897,9130.21%7,004CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$776,6060.18%9,187CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$672,4400.16%1,461CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$646,5640.15%1,135CommonNONE
337738108FISVFISERV INC$642,2490.15%3,575CommonNONE
78463V107GLDSPDR GOLD TR$641,6780.15%2,640CommonNONE
209115104EDCONSOLIDATED EDISON INC$583,1280.14%5,600CommonNONE
311900104FASTFASTENAL CO$542,7920.13%7,600CommonNONE
291011104EMREMERSON ELEC CO$526,6170.12%4,815CommonNONE
231561101CWCURTISS WRIGHT CORP$486,4610.11%1,480CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$459,2440.11%8,876CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$456,5580.11%515CommonNONE
494368103KMBKIMBERLY-CLARK CORP$405,4980.09%2,850CommonNONE
060505104BACBANK AMERICA CORP$363,7070.08%9,166CommonNONE
20030N101CMCSACOMCAST CORP NEW$357,6350.08%8,562CommonNONE
742718109PGPROCTER AND GAMBLE CO$327,6940.08%1,892CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$316,6480.07%1,713CommonNONE
478160104JNJJOHNSON & JOHNSON$286,0360.07%1,765CommonNONE
254687106DISDISNEY WALT CO$235,4090.05%2,447CommonNONE
59156R108METMETLIFE INC$228,6350.05%2,772CommonNONE
464287655IWMISHARES TR$209,8460.05%950CommonNONE
98400M101XELBUSDXCEL BRANDS INC$53,1080.01%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.