Fund HoldingsMiramar Capital, LLC

Total Portfolio Value
$428.27M
Total Bought
$23.53M
Total Sold
$37.84M
Net Transaction
-$14.31M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
VERIZON COMMUNICATIONS INC(VZ)357,230445,625+88,39514,73220,0134.67%+5,281
ALPHABET INC(GOOG)43,85477,024+33,1707,98812,7742.98%+4,786
WILLIAMS COS INC(WMB)093,962+93,96204,2891.00%+4,289
CHEVRON CORP NEW(CVX)88,481115,489+27,00813,84017,0083.97%+3,168
MCDONALDS CORP(MCD)53,69153,491-20013,68316,2893.80%+2,606
HOME DEPOT INC(HD)42,13741,992-14514,50517,0153.97%+2,510
ABBVIE INC(ABBV)102,841101,781-1,06017,63920,1004.69%+2,460
LOCKHEED MARTIN CORP(LMT)21,59321,391-20210,08612,5042.92%+2,418
MEDTRONIC PLC(MDT)150,004152,167+2,16311,80713,7003.20%+1,893
ONEOK INC NEW(OKE)209,042207,373-1,66917,04718,8984.41%+1,851
UNITEDHEALTH GROUP INC(UNH)23,32523,227-9811,87813,5803.17%+1,702
HERSHEY CO(HSY)58,76364,988+6,22510,80212,4632.91%+1,661
BLACKROCK INC(BLK)10,56610,491-758,3199,9612.33%+1,642
CME GROUP INC(CME)58,97858,896-8211,59512,9953.03%+1,400
GENUINE PARTS CO(GPC)79,95787,802+7,84511,06012,2642.86%+1,205
UNION PAC CORP(UNP)53,18452,916-26812,03313,0433.05%+1,009
PAYCHEX INC(PAYX)67,74667,213-5338,0329,0192.11%+987
BROADCOM INC(AVGO)11,938114,877+102,93919,16719,8164.63%+649
VISA INC(V)41,73441,723-1110,95411,4722.68%+518
PEPSICO INC(PEP)119,089118,121-96819,64120,0864.69%+445
JPMORGAN CHASE & CO.(JPM)52,53752,074-46310,62610,9802.56%+354
GENERAL DYNAMICS CORP(GD)36,65036,343-30710,63410,9832.56%+349
DOW INC(DOW)220,371219,258-1,11311,69111,9782.80%+287
METLIFE INC(MET)02,772+2,77202290.05%+229
INVESCO QQQ TR1,5921,960+3687639570.22%+194
APPLE INC(AAPL)61,56556,311-5,25412,96713,1203.06%+154
VANGUARD SPECIALIZED FUNDS10,22910,131-981,8672,0070.47%+139
FISERV INC(FISV)3,5753,57505336420.15%+109
WASTE MGMT INC DEL(WM)45,02646,765+1,7399,6069,7082.27%+103
BRISTOL-MYERS SQUIBB CO(BMY)8,8768,87603694590.11%+91
CONSOLIDATED EDISON INC(ED)5,6005,60005015830.14%+82
CURTISS WRIGHT CORP(CW)1,5201,480-404124860.11%+75
SPDR S&P MIDCAP 400 ETF TR(MDY)1,0701,135+655736470.15%+74
SPDR GOLD TR(GLD)2,6512,640-115706420.15%+72
FASTENAL CO(FAST)7,6007,60004785430.13%+65
BERKSHIRE HATHAWAY INC DEL1,5161,461-556176720.16%+56
SCHWAB STRATEGIC TR9,3159,187-1287247770.18%+52
PNC FINL SVCS GROUP INC(PNC)1,7131,71302663170.07%+50
SPDR S&P 500 ETF TR(SPY)2,1662,141-251,1791,2280.29%+50
VANGUARD WHITEHALL FDS7,2477,004-2438598980.21%+38
JOHNSON & JOHNSON(JNJ)1,7651,76502582860.07%+28
COMCAST CORP NEW(CCZ)8,5628,56203353580.08%+22
KIMBERLY-CLARK CORP(KMB)2,8502,85003944050.09%+12
XCEL BRANDS INC71,00071,000042530.01%+11
DISNEY WALT CO(DIS)2,4972,447-502482350.05%-13
EMERSON ELEC CO(EMR)4,9654,815-1505475270.12%-20
PROCTER AND GAMBLE CO(PG)2,1671,892-2753573280.08%-30
COSTCO WHSL CORP NEW(COST)582515-674954570.11%-38
ISHARES TR1,250950-3002542100.05%-44
UNITED PARCEL SERVICE INC(UPS)94,17693,693-48312,88812,7742.98%-114
ALBERTSONS COS INC152,000152,00003,0022,8090.66%-193
NIKE INC(NKE)5,0130-5,0133780-378
G III APPAREL GROUP LTD(GIII)15,0000-15,0004060-406
BANK AMERICA CORP21,2149,166-12,0488443640.08%-480
MERCK & CO INC(MRK)78,29377,361-9329,6938,7852.05%-908
MICROSOFT CORP(MSFT)54,95253,837-1,11524,56123,1665.41%-1,395
TARGET CORP(TGT)80,19458,969-21,22511,8729,1912.15%-2,681
ABBOTT LABS112,21178,753-33,45811,6608,9792.10%-2,681
TEXAS INSTRS INC(TXN)60,04120,333-39,70811,6804,2000.98%-7,480
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