Miramar Capital LLC Q2 2026 Stock Activity: Key Purchases and Sales

As reported by insiderset.com for the period ending June 30, 2026, Miramar Capital LLC experienced notable shifts in its portfolio holdings. The analysis focuses on changes observed within this quarter's filing.

Prominent Purchases This Quarter

Miramar Capital demonstrated significant buying activity during Q2 2026, adding substantial weight to several positions:

• Apple Inc (AAPL): The investor increased their stake in AAPL by acquiring an additional 7,013 shares. This represents a significant increase, boosting the position's value and its portfolio allocation percentage.
• Vanguard Index Funds (VO): Miramar Capital made a substantial purchase of Vanguard ETF shares, adding 3,032 units. This move resulted in an overall VO position increase by approximately 277%, indicating strong confidence or cash inflow supporting this investment.
• Snap-On Inc (SNA): The investor significantly boosted their SNA holdings, acquiring all 11,776 shares in a new quarter. This suggests a major investment or conversion of assets into this industrial equipment company.
• Principal Financial Group Inc (PFG): Miramar Capital invested heavily in PFG, acquiring all 1,975 shares during the quarter. This indicates a significant new position or substantial increase in this financial services firm.
• Paychex Inc (PAYX): The investor added to their PAYX stake, acquiring 21,916 shares. This reflects a continued investment or strengthening of exposure in the technology sector payroll services.
• Hershey Co (HSY): Miramar Capital increased their HSY position by acquiring 14,443 shares. This shows a significant build-up in the consumer defensive sector.
• Kroger Co (KR): The investor added to their KR stake, acquiring 2,527 shares. This indicates a continued investment in the consumer defensive sector.
• Chevron Corporation (CVX): Miramar Capital slightly increased their CVX holdings by acquiring 1,369 shares. This represents a modest position enhancement.

Notable Reductions and Portfolio Shifts

In contrast to the buying activity, Miramar Capital also reduced exposure in certain areas:

• Broadcom Inc (AVGO): The investor sold 5,410 shares of AVGO during Q2. This was a significant reduction in their technology sector holdings.
• Qualcomm Inc (QCOM): Miramar Capital sold 19,407 shares of QCOM. This was a major divestment, leading to a substantial decrease in the position's value and allocation.
• CME Group Inc (CME): The investor sold 2,427 shares of CME. This was a significant reduction in their financial services holdings.
• JPMorgan Chase & Co (JPM): Miramar Capital sold 429 shares of JPM. This was a small reduction in their financial services allocation.
• CME Group Inc (CME) - Note: The same position mentioned above also saw an increase of 2,427 shares during the quarter. This indicates a complex change where Miramar likely sold previously held shares while acquiring new ones.

Other Significant Changes Observed

Beyond major additions and subtractions, several other holdings saw changes that warrant attention:

• American Express Co (AXP): Although not listed in the top holdings or changed_holdings data provided, Miramar Capital holds AXP. No specific change information is available for this stock.
• Abbott Laboratories (ABT): The investor increased their ABT position by acquiring 33,524 shares. This was a significant build-up in the healthcare sector.
• Visa Inc (V): Miramar Capital increased their V position by acquiring 701 shares. This was a small increase, adding to their financial services holdings.
• Communication Services Sector Leaders (GOOGL, TSLA): While Miramar holds GOOGL and VZ in the top holdings, no specific change information is available for Google or Tesla within this filing's data.

The overall portfolio shows a mix of strategic additions and reductions. The increase in holding count suggests further diversification efforts beyond the changes highlighted here.