MARYLAND CAPITAL ADVISORS INC.

CIK

1891201

Location

CHESTER, MD

Portfolio Value

Micro $30,175,534

Diversification

Moderately concentrated

Filing Date

Global Rank

#7,282 / 8,420 ▼ 201

Top Industry

Consumer Electronics 45.2%

3Y Alpha vs SPY

-5.8%

Period ended 6 months ago

Filed Jan 20, 2026 · 5mo

17 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+52.3%

SPY

+76.3%

Annualised alpha

-5.8%

Max drawdown

−26.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

138 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

43.7%

−0.1 pts

Top 5

61.0%

−0.8 pts

Top 10

72.0%

−1.1 pts

HHI

2,030

Moderately concentrated−14

Portfolio Trend

17 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	60.1%	$18,120,549	20
Consumer Defensive	9.3%	$2,815,370	13
Financial Services	9.1%	$2,744,475	20
Healthcare	4.7%	$1,416,649	20
Industrials	4.3%	$1,285,258	20
Energy	3.6%	$1,076,526	9
Unclassified	3.4%	$1,014,087	2
Consumer Cyclical	2.9%	$885,969	11
Communication Services	2.2%	$671,695	13
Utilities	0.3%	$79,747	5
Basic Materials	0.1%	$38,879	3
Real Estate	0.1%	$26,330	2

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

19 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+825	900	$84,384
AMZN	Amazon Com Inc	+250	366	$84,480
GOOGL	Alphabet Inc.	+184	250	$78,250
NVDA	Nvidia Corp	+168	7,905	$1,474,282
TSLA	Tesla, Inc.	+90	154	$69,256
MSFT	Microsoft Corp	+87	2,288	$1,106,522
JPM	Jpmorgan Chase & Co	+80	1,409	$454,007
SPY	Spdr S&P 500 ETF Trust	+78	1,066	$726,926
META	Meta Platforms, Inc.	+67	289	$190,766
GE	General Electric Co	+45	617	$190,054
SYK	Stryker Corp	+36	171	$60,101
VZ	Verizon Communications Inc	+32	2,019	$82,233
HD	Home Depot, Inc.	+28	975	$335,497
PEP	Pepsico Inc	+26	429	$61,570
ABBV	AbbVie Inc.	+26	987	$225,519
ISRG	Intuitive Surgical Inc	+25	125	$70,795
MA	Mastercard Inc	+22	107	$61,084
MO	Altria Group, Inc.	+7	625	$36,037
C	Citigroup Inc	+4	676	$78,882
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−790	48,491	$13,182,763
PG	PROCTER & GAMBLE Co	−129	2,171	$311,126
BRK-B	Berkshire Hathaway Inc	−100	2,058	$1,034,453
MRK	Merck & Co., Inc.	−43	2,777	$292,307
JPC	Nuveen Preferred & Income Opportunities Fund	−4	10,005	$81,140
No positions match the current search.

New Positions

Positions the filer opened this quarter

20 positions

Ticker	Company	Shares	Value
GBLI	Global Indemnity Group, LLC	11,629	$330,031
LLY	ELI LILLY & Co	23	$24,717
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	933	$23,492
UBER	Uber Technologies, Inc	231	$18,875
RTX	RTX Corp	75	$13,755
VRT	Vertiv Holdings Co	74	$11,988
BA	Boeing Co	55	$11,941
APP	AppLovin Corp	17	$11,454
CEG	Constellation Energy Corp	27	$9,538
HIG	Hartford Insurance Group, Inc.	69	$9,508
SBUX	Starbucks Corp	100	$8,421
UNH	Unitedhealth Group Inc	23	$7,592
CPRT	Copart Inc	182	$7,125
ORLY	O Reilly Automotive Inc	73	$6,658
CI	Cigna Group	24	$6,605
SRBK	SR Bancorp, Inc.	399	$6,280
VST	Vistra Corp.	28	$4,517
NMZ	Nuveen Municipal High Income Opportunity Fund	427	$4,351
MVST	Microvast Holdings, Inc.	500	$1,400
IMPP	Imperial Petroleum Inc./Marshall Islands	200	$724
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
MAS	Masco Corp /De/	1,620	$114,031
KOPN	Kopin Corp	500	$1,215
RBBN	Ribbon Communications Inc.	200	$760
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

138 positions · $30,175,534 total · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 138 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	48,491	-790	$13,182,763	+5.1%	43.69%
WMT	Walmart Inc. Consumer Defensive	Held	14,378	0	$1,601,852	+8.1%	5.31%
NVDA	Nvidia Corp Technology	Added	7,905	+168	$1,474,282	+2.1%	4.89%
MSFT	Microsoft Corp Technology	Added	2,288	+87	$1,106,522	−2.9%	3.67%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,058	-100	$1,034,453	−4.7%	3.43%
AVGO	Broadcom Inc. Technology	Held	2,977	0	$1,030,339	+4.9%	3.41%
SPY	Spdr S&P 500 ETF Trust	Added	1,066	+78	$726,926	+10.4%	2.41%
CVX	Chevron Corp Energy	Held	3,856	0	$587,692	−1.9%	1.95%
ADP	Automatic Data Processing Inc Technology	Held	2,080	0	$535,038	−12.4%	1.77%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,409	+80	$454,007	+8.3%	1.50%
ITW	Illinois Tool Works Inc Industrials	Held	1,440	0	$354,672	−5.5%	1.18%
HD	Home Depot, Inc. Consumer Cyclical	Added	975	+28	$335,497	−12.6%	1.11%
MKC	Mccormick & Co Inc Consumer Defensive	Held	4,883	0	$332,581	+1.8%	1.10%
GBLI	Global Indemnity Group, LLC Financial Services	NEW	11,629	NEW	$330,031	NEW	1.09%
XOM	Exxon Mobil Corp Energy	Held	2,720	0	$327,324	+6.7%	1.08%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	2,171	-129	$311,126	−12.0%	1.03%
JNJ	Johnson & Johnson Healthcare	Held	1,445	0	$299,042	+11.6%	0.99%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,777	-43	$292,307	+23.5%	0.97%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	476	0	$287,161	+1.2%	0.95%
IBM	International Business Machines Corp Technology	Held	944	0	$279,622	+5.0%	0.93%
BLK	BlackRock, Inc. Financial Services	Held	238	0	$254,740	−8.2%	0.84%
AMGN	Amgen Inc Healthcare	Held	696	0	$227,807	+16.0%	0.75%
NSC	Norfolk Southern Corp Industrials	Held	789	0	$227,800	−3.9%	0.75%
ABBV	AbbVie Inc. Healthcare	Added	987	+26	$225,519	+1.4%	0.75%
SYY	Sysco Corp Consumer Defensive	Held	2,999	0	$220,996	−10.5%	0.73%
META	Meta Platforms, Inc. Communication Services	Added	289	+67	$190,766	+17.0%	0.63%
GE	General Electric Co Industrials	Added	617	+45	$190,054	+10.5%	0.63%
CSCO	Cisco Systems, Inc. Technology	Held	2,034	0	$156,679	+12.6%	0.52%
MCD	Mcdonalds Corp Consumer Cyclical	Held	479	0	$146,396	+0.6%	0.49%
GWW	W.W. Grainger, Inc. Industrials	Held	139	0	$140,257	+5.9%	0.46%
DIS	Walt Disney Co Communication Services	Held	1,216	0	$138,344	−0.6%	0.46%
TXN	Texas Instruments Inc Technology	Held	625	0	$108,431	−5.6%	0.36%
TRGP	Targa Resources Corp. Energy	Held	524	0	$96,678	+10.1%	0.32%
CHH	Choice Hotels International Inc /De Consumer Cyclical	Held	1,004	0	$95,641	−10.9%	0.32%
GEV	GE Vernova Inc. Industrials	Held	146	0	$95,421	+6.3%	0.32%
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC Financial Services	Held	5,600	0	$92,456	−2.2%	0.31%
INTC	Intel Corp Technology	Held	2,500	0	$92,250	+10.0%	0.31%
V	Visa Inc. Financial Services	Held	263	0	$92,236	+2.7%	0.31%
ABT	Abbott Laboratories Healthcare	Held	699	0	$87,577	−6.5%	0.29%
GPC	Genuine Parts Co Consumer Cyclical	Held	700	0	$86,072	−11.3%	0.29%
AMZN	Amazon Com Inc Consumer Cyclical	Added	366	+250	$84,480	+231.7%	0.28%
NFLX	Netflix Inc Communication Services	Added	900	+825	$84,384	+838.5%	0.28%
VZ	Verizon Communications Inc Communication Services	Added	2,019	+32	$82,233	−5.8%	0.27%
JPC	Nuveen Preferred & Income Opportunities Fund Financial Services	Reduced	10,005	-4	$81,140	−1.1%	0.27%
C	Citigroup Inc Financial Services	Added	676	+4	$78,882	+15.6%	0.26%
GOOGL	Alphabet Inc. Communication Services	Added	250	+184	$78,250	+387.7%	0.26%
ISRG	Intuitive Surgical Inc Healthcare	Added	125	+25	$70,795	+58.3%	0.23%
KO	Coca Cola Co Consumer Defensive	Held	1,000	0	$69,910	+5.4%	0.23%
TSLA	Tesla, Inc. Consumer Cyclical	Added	154	+90	$69,256	+143.3%	0.23%
MKL	Markel Group Inc. Financial Services	Held	32	0	$68,788	+12.5%	0.23%