MARYLAND CAPITAL ADVISORS INC.
CIK: 0001891201SEC EDGAR →
Portfolio Value
$295.5M
Holdings
271
As of
Q4 2025
New Positions
271
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,241,553 | $65.7M | 22.22% |
| 2 | VANGUARD SCOTTSDALE FDS | 280,664 | $22.4M | 7.57% |
| 3 | VANGUARD INDEX FDS | 56,289 | $18.9M | 6.39% |
| 4 | DIMENSIONAL ETF TRUST | 375,239 | $17.6M | 5.94% |
| 5 | APPLE INC | 48,491 | $13.2M | 4.46% |
| 6 | VANGUARD INDEX FDS | 68,943 | $13.2M | 4.46% |
| 7 | DIMENSIONAL ETF TRUST | 351,235 | $12.0M | 4.07% |
| 8 | DIMENSIONAL ETF TRUST | 232,118 | $11.6M | 3.92% |
| 9 | DIMENSIONAL ETF TRUST | 216,531 | $8.3M | 2.79% |
| 10 | ISHARES TR | 163,051 | $7.9M | 2.69% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (271)
$65.7M · 1.2M shares
$22.4M · 281K shares
$18.9M · 56K shares
$17.6M · 375K shares
$13.2M · 48K shares
$13.2M · 69K shares
$12.0M · 351K shares
$11.6M · 232K shares
$8.3M · 217K shares
$7.9M · 163K shares
$7.1M · 147K shares
$5.4M · 76K shares
$5.0M · 84K shares
$4.5M · 133K shares
$4.2M · 85K shares
$3.7M · 163K shares
$3.5M · 50K shares
$3.3M · 73K shares
$3.3M · 45K shares
$3.1M · 7K shares
$2.9M · 77K shares
$2.8M · 38K shares
$2.7M · 13K shares
$2.7M · 44K shares
$2.6M · 54K shares
$1.9M · 58K shares
$1.9M · 7K shares
$1.9M · 9K shares
$1.8M · 48K shares
$1.7M · 20K shares
$1.6M · 14K shares
$1.6M · 24K shares
$1.5M · 8K shares
$1.4M · 13K shares
$1.3M · 13K shares
$1.3M · 7K shares
$1.3M · 15K shares
$1.1M · 2K shares
$1.0M · 2K shares
$1.0M · 3K shares
$919K · 1K shares
$726K · 1K shares
$694K · 22K shares
$659K · 3K shares
$648K · 2K shares
$637K · 5K shares
$617K · 9K shares
$602K · 25K shares
$587K · 4K shares
$569K · 11K shares
$553K · 24K shares
$535K · 2K shares
$498K · 13K shares
$476K · 3K shares
$453K · 1K shares
$430K · 13K shares
$428K · 8K shares
$415K · 15K shares
$407K · 7K shares
$361K · 4K shares
$354K · 1K shares
$335K · 975 shares
$332K · 5K shares
$330K · 12K shares
$327K · 3K shares
$312K · 7K shares
$311K · 2K shares
$301K · 2K shares
$301K · 12K shares
$299K · 1K shares
$298K · 9K shares
$293K · 10K shares
$292K · 3K shares
$287K · 476 shares
$286K · 2K shares
$279K · 944 shares
$254K · 238 shares
$236K · 2K shares
$227K · 696 shares
$227K · 789 shares
$225K · 987 shares
$220K · 3K shares
$205K · 421 shares
$190K · 289 shares
$190K · 617 shares
$180K · 7K shares
$178K · 5K shares
$175K · 3K shares
$174K · 2K shares
$167K · 2K shares
$156K · 2K shares
$154K · 1K shares
$154K · 2K shares
$148K · 1K shares
$146K · 479 shares
$140K · 139 shares
$138K · 1K shares
$134K · 179 shares
$130K · 4K shares
$109K · 898 shares
$108K · 625 shares
$107K · 341 shares
$104K · 2K shares
$97K · 261 shares
$96K · 524 shares
$95K · 146 shares
$95K · 1K shares
$93K · 1K shares
$92K · 6K shares
$92K · 263 shares
$92K · 3K shares
$91K · 316 shares
$87K · 699 shares
$86K · 700 shares
$85K · 1K shares
$84K · 366 shares
$84K · 900 shares
$83K · 266 shares
$82K · 2K shares
$81K · 10K shares
$78K · 676 shares
$78K · 250 shares
$77K · 548 shares
$73K · 714 shares
$70K · 125 shares
$69K · 900 shares
$69K · 154 shares
$69K · 1K shares
$68K · 32 shares
$63K · 2K shares
$61K · 429 shares
$61K · 107 shares
$60K · 171 shares
$60K · 782 shares
$59K · 104 shares
$59K · 2K shares
$58K · 86 shares
$54K · 580 shares
$53K · 300 shares
$52K · 295 shares
$51K · 1K shares
$50K · 65 shares
$50K · 800 shares
$49K · 584 shares
$48K · 1K shares
$48K · 262 shares
$48K · 94 shares
$47K · 471 shares
$46K · 873 shares
$44K · 154 shares
$44K · 972 shares
$43K · 178 shares
$43K · 111 shares
$41K · 398 shares
$40K · 400 shares
$39K · 521 shares
$39K · 483 shares
$38K · 239 shares
$37K · 823 shares
$36K · 552 shares
$36K · 625 shares
$32K · 350 shares
$31K · 80 shares
$29K · 1K shares
$28K · 200 shares
$28K · 750 shares
$26K · 80 shares
$26K · 388 shares
$25K · 536 shares
$25K · 5K shares
$24K · 23 shares
$23K · 470 shares
$23K · 933 shares
$23K · 979 shares
$23K · 256 shares
$22K · 229 shares
$22K · 773 shares
$22K · 381 shares
$21K · 191 shares
$20K · 150 shares
$19K · 85 shares
$18K · 231 shares
$18K · 735 shares
$18K · 372 shares
$17K · 80 shares
$14K · 73 shares
$14K · 174 shares
$13K · 75 shares
$13K · 486 shares
$12K · 155 shares
$12K · 459 shares
$12K · 426 shares
$12K · 243 shares
$11K · 17 shares
$11K · 417 shares
$11K · 38 shares
$11K · 154 shares
$11K · 74 shares
$11K · 55 shares
$10K · 146 shares
$10K · 253 shares
$9K · 27 shares
$9K · 69 shares
$8K · 95 shares
$8K · 200 shares
$8K · 231 shares
$8K · 100 shares
$7K · 23 shares
$7K · 182 shares
$7K · 85 shares
$7K · 77 shares
$7K · 314 shares
$6K · 95 shares
$6K · 24 shares
$6K · 65 shares
$6K · 13 shares
$6K · 399 shares
$6K · 100 shares
$6K · 219 shares
$6K · 73 shares
$5K · 124 shares
$5K · 114 shares
$5K · 42 shares
$5K · 117 shares
$5K · 28 shares
$5K · 39 shares
$4K · 427 shares
$4K · 25 shares
$4K · 94 shares
$4K · 28 shares
$4K · 175 shares
$3K · 40 shares
$3K · 343 shares
$3K · 55 shares
$3K · 139 shares
$3K · 22 shares
$3K · 67 shares
$3K · 45 shares
$2K · 50 shares
$2K · 16 shares
$2K · 90 shares
$1K · 39 shares
$1K · 37 shares
$1K · 55 shares
$1K · 200 shares
$1K · 7 shares
$1K · 173 shares
$1K · 32 shares
$1K · 500 shares
$1K · 500 shares
$1K · 500 shares
$1K · 20 shares
$1K · 250 shares
$1K · 90 shares
$1K · 6 shares
$0 · 200 shares
$0 · 21 shares
$0 · 20 shares
$0 · 500 shares
$0 · 10 shares
$0 · 3 shares
$0 · 11 shares
IMPERIAL PETE INC
$0 · 200 shares
$0 · 25 shares
$0 · 10 shares
$0 · 4 shares
$0 · 83 shares
$0 · 63 shares
$0 · 19 shares
$0 · 3 shares
$0 · 6 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 142 | $267.5M | 90.6% |
| Technology | 20 | $17.6M | 5.9% |
| Consumer Defensive | 11 | $2.4M | 0.8% |
| Unknown | 16 | $1.9M | 0.6% |
| Industrials | 20 | $1.7M | 0.6% |
| Healthcare | 19 | $1.4M | 0.5% |
| Energy | 8 | $1.1M | 0.4% |
| Consumer Cyclical | 10 | $880K | 0.3% |
| Communication Services | 14 | $656K | 0.2% |
| Utilities | 6 | $171K | 0.1% |
| Basic Materials | 3 | $38K | 0.0% |
| Real Estate | 2 | $26K | 0.0% |