Miramar Fiduciary Corp
Long book
$122.0M
Q1 2026
Positions
5
Top-10 weight
100%
concentration
Last quarter
+8.2%
SPY +14.8%
Turnover
0%
of book per quarter
Strategy in plain words
auto-generated from filingsMiramar Fiduciary Corp is a wealth-management firm allocating client money, specialised in communications (100% of the long book), running a $122.0M US long book across 5 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: DIMENSIONAL INTERNATIONAL CO, DIMENSIONAL EMRG MRKT CORE, DIMENSIONAL INTERNATIONAL SM, EW SCRIPPS CO/THE-A, SS SPDR S&P 500 ETF TRUST-US.
Over the last 9 quarters its long book ran on average 0.6pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+1.2%
Q2 2024
+6.7%
Q3 2024
-6.9%
Q4 2024
+6.3%
Q1 2025
+13.2%
Q2 2025
+6.6%
Q3 2025
+7.7%
Q4 2025
+3.2%
Q1 2026
+8.2%
Sector allocation
Communications 100%
Long book by quarter
What does Miramar Fiduciary own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| SSP EW SCRIPPS CO/THE-A | Communications | 1.1M | $4.0M | 3.3% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 29, 2026 | 5 | $122.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 27, 2026 | 5 | $129.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 5 | $127.5M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 25, 2025 | 5 | $123.1M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 14, 2025 | 5 | $111.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR/ANEW HOLDINGS | May 14, 2025 | 5 | $99.1M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 4 | $96.8M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR/ANEW HOLDINGS | May 14, 2025 | 5 | $118.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 30, 2024 | 4 | $115.8M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR/ANEW HOLDINGS | May 14, 2025 | 5 | $111.3M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 25, 2024 | 4 | $107.9M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR/ANEW HOLDINGS | May 14, 2025 | 6 | $136.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 10, 2024 | 5 | $132.4M | canonical | SEC ↗ |