Miramar Capital, LLC

RIA/Wealth

Miramar Capital, LLC is a RIA/Wealth based in Northbrook, IL led by Beth Papas Desantiago, reporting $509.2M in AUM as of Q3 2025 with MSFT as the largest holding (6% allocation).

CCOBeth Papas Desantiago

Portfolio Value: $450.8M
Positions: 58
Top Holding: MSFT at 6.09%
Last Reported: Q3 2025

Address666 Dundee Road, Suite 502, Northbrook, IL, 60062, United States

Top Holdings

Largest long holdings in Miramar Capital, LLC's portfolio (45.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$27.5M	6.09%	-$157.5K Sold	0.00% 53.0K shares	Q4 2018 Held for 6y 11m
2 Broadcom Inc. AVGO	Semiconductors Technology	$26.6M	5.90%	-$1.5M Sold	0.00% 80.6K shares	Q3 2020 Held for 5y 2m
3 AbbVie ABBV	Drug Manufacturers - General Healthcare	$24.6M	5.47%	-$312.1K Sold	0.01% 106.4K shares	Q4 2018 Held for 6y 11m
4 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$21.5M	4.76%	+$181.4K Bought	0.00% 88.4K shares	Q1 2024 Held for 1y 8m
5 Verizon Communications VZ	Telecommunications Services Communication Services	$19.9M	4.42%	+$483.8K Bought	0.01% 452.9K shares	Q2 2024 Held for 1y 5m
6 Chevron CVX	Oil & Gas Integrated Energy	$17.4M	3.85%	-$86.7K Sold	0.01% 111.8K shares	Q2 2021 Held for 4y 5m
7 PepsiCo PEP	Beverages - Non-Alcoholic Consumer Defensive	$17.3M	3.85%	+$578.2K Bought	0.01% 123.4K shares	Q4 2018 Held for 6y 11m
8 Home Depot HD	Home Improvement Consumer Cyclical	$17.3M	3.84%	+$217.6K Bought	0.00% 42.7K shares	Q4 2018 Held for 6y 11m
9 JPMorgan Chase JPM	Banks - Diversified Financial Services	$16.5M	3.65%	+$286.7K Bought	0.00% 52.2K shares	Q4 2018 Held for 6y 11m
10 McDonald's MCD	Restaurants Consumer Cyclical	$16.1M	3.57%	+$161.7K Bought	0.01% 53.0K shares	Q4 2018 Held for 6y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Miramar Capital, LLC's latest filing

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GthenC

Market Value

$450.8M

Prior: $422.8M

Q/Q Change

+6.62%

+$28.0M

Net Flows % of MV

-0.131%

New Purchases

3 stocks

$869.3K

Added To

22 stocks

+$11.9M

Sold Out Of

5 stocks

$6.0M

Reduced Holdings

23 stocks

-$7.4M

Increased Positions

Position	Shares Δ	Change
1 FISV Fiserv, Inc. Common Stock FISV	New	0 → 3.3K +$425.5K
2 Ford Motor Company F	New	0 → 20.2K +$241.8K
3 Chesapeake Utilities Corporation CPK	New	0 → 1.5K +$202.0K
4 Merck & Co. MRK	+22.75%	86.5K → 106.2K +$1.7M
5 Paychex PAYX	+17.66%	65.7K → 77.3K +$1.5M

Decreased Positions

Position	Shares Δ	Change
1 UnitedHealth Group UNH	Sold	14.8K → 0 −$4.6M
2 Fiserv FI	Sold	3.3K → 0 −$569.0K
3 UMB Financial UMBF	Sold	3.5K → 0 −$371.2K
4 Meta Platforms, Inc. META	Sold	355.0 → 0 −$262.0K
5 Vanguard Total International Stock VXUS	Sold	3.0K → 0 −$207.9K