MARYLAND CAPITAL ADVISORS INC.
CIK
1891201
Location
CHESTER, MD
Portfolio Value
Micro
$29,588,868
Diversification
Moderately concentrated
Filing Date
Global Rank
#2,435
/ 2,968
▲ 5089
Top Industry
Consumer Electronics
44.8%
3Y Alpha vs SPY
-2.9%
Period ended 30 days ago
Filed Jul 17, 2026 · 13d
18 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+52.7%
SPY
+70.4%
Annualised alpha
-4.4%
Max drawdown
−26.3%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 12 quarters.MARYLAND CAPITAL ADVISORS INC. has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
903 tracked positions · as of Jun 30, 2026 · Δ vs Dec 31, 2025Top Position
43.3%
−0.4 pts
Top 5
61.5%
+0.6 pts
Top 10
69.8%
−2.2 pts
HHI
1,995
Moderately concentrated−35
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 59.7% | $17,653,136 |
| Consumer Defensive | 9.5% | $2,815,294 |
| Financial Services | 8.2% | $2,439,886 |
| Industrials | 5.3% | $1,579,125 |
| Healthcare | 4.9% | $1,450,418 |
| Energy | 4.2% | $1,244,635 |
| Unclassified | 3.3% | $976,313 |
| Consumer Cyclical | 2.8% | $822,580 |
| Communication Services | 1.5% | $444,492 |
| Utilities | 0.3% | $77,707 |
| Basic Materials | 0.2% | $58,337 |
| Real Estate | 0.1% | $26,945 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EVT | Eaton Vance Tax-Advantaged Dividend Income Fund | +448 | 1,381 | $38,226 | |
| NVDA | Nvidia Corp | +149 | 8,054 | $1,611,524 | |
| F | Ford Motor Co | +25 | 115 | $1,598 | |
| T | At&T Inc. | +22 | 2,437 | $50,445 | |
| GEHC | GE HealthCare Technologies Inc. | +13 | 187 | $11,969 | |
| XOM | ExxonMobil Holdings Corp | +12 | 2,732 | $373,518 | |
| CMCSA | Comcast Corp | +12 | 438 | $10,752 | |
| INTC | Intel Corp | +10 | 2,510 | $350,471 | |
| CSCO | Cisco Systems, Inc. | +10 | 2,044 | $240,087 | |
| MO | Altria Group, Inc. | +9 | 634 | $45,615 | |
| GEV | GE Vernova Inc. | +8 | 154 | $180,928 | |
| WMT | Walmart Inc. | +8 | 14,386 | $1,629,358 | |
| SLB | Slb Limited/Nv | +7 | 757 | $35,192 | |
| PG | PROCTER & GAMBLE Co | +7 | 2,178 | $319,381 | |
| KO | Coca Cola Co | +6 | 1,006 | $81,757 | |
| MDLZ | Mondelez International, Inc. | +6 | 879 | $50,841 | |
| V | Visa Inc. | +5 | 268 | $91,947 | |
| TFC | Truist Financial Corp | +5 | 377 | $18,782 | |
| OXY | Occidental Petroleum Corp /De/ | +5 | 205 | $9,956 | |
| AVGO | Broadcom Inc. | +5 | 2,982 | $1,126,449 | |
| HPE | Hewlett Packard Enterprise Co | +5 | 24 | $1,082 | |
| HPQ | Hp Inc | +4 | 24 | $525 | |
| FCX | Freeport-Mcmoran Inc | +4 | 247 | $15,533 | |
| COP | Conocophillips | +4 | 89 | $9,251 | |
| DIS | Walt Disney Co | +4 | 1,220 | $117,425 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −4,229 | 44,262 | $12,807,651 | |
| VZ | Verizon Communications Inc | −1,891 | 128 | $5,419 | |
| MSFT | Microsoft Corp | −1,192 | 1,096 | $408,829 | |
| ADP | Automatic Data Processing Inc | −755 | 1,325 | $296,732 | |
| C | Citigroup Inc | −672 | 4 | $559 | |
| JPM | Jpmorgan Chase & Co | −546 | 863 | $282,485 | |
| SPY | Spdr S&P 500 ETF Trust | −207 | 859 | $641,475 | |
| MRK | Merck & Co., Inc. | −200 | 2,577 | $331,144 | |
| PANW | Palo Alto Networks Inc | −186 | 76 | $25,917 | |
| ABT | Abbott Laboratories | −175 | 524 | $47,546 | |
| NFLX | Netflix Inc | −143 | 757 | $54,049 | |
| GOOGL | Alphabet Inc. | −108 | 142 | $50,745 | |
| HD | Home Depot, Inc. | −83 | 892 | $314,590 | |
| RTX | RTX Corp | −73 | 2 | $379 | |
| AMZN | Amazon Com Inc | −67 | 299 | $71,262 | |
| HIG | Hartford Insurance Group, Inc. | −67 | 2 | $265 | |
| BA | Boeing Co | −54 | 1 | $216 | |
| META | Meta Platforms, Inc. | −41 | 248 | $139,695 | |
| TSLA | Tesla, Inc. | −39 | 115 | $48,368 | |
| SYK | Stryker Corp | −35 | 136 | $42,817 | |
| VST | Vistra Corp. | −26 | 2 | $317 | |
| ISRG | Intuitive Surgical Inc | −25 | 100 | $39,768 | |
| ABBV | AbbVie Inc. | −24 | 963 | $242,329 | |
| CI | Cigna Group | −23 | 1 | $275 | |
| PEP | Pepsico Inc | −22 | 407 | $55,107 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ASTS | AST SpaceMobile, Inc. | 494 | $43,896 | |
| BKSY | BlackSky Technology Inc. | 945 | $26,384 | |
| PL | Planet Labs PBC | 366 | $12,125 | |
| MU | Micron Technology Inc | 10 | $11,542 | |
| AZN | Astrazeneca PLC | 38 | $7,205 | |
| LNG | Cheniere Energy, Inc. | 15 | $3,585 | |
| NUE | Nucor Corp | 12 | $2,672 | |
| LRCX | Lam Research Corp | 4 | $1,733 | |
| AMAT | Applied Materials Inc /De | 2 | $1,446 | |
| WDC | Western Digital Corp | 2 | $1,277 | |
| AMD | Advanced Micro Devices Inc | 2 | $1,161 | |
| CAT | Caterpillar Inc | 1 | $1,064 | |
| GS | Goldman Sachs Group Inc | 1 | $1,011 | |
| STX | Seagate Technology Holdings plc | 1 | $965 | |
| COST | Costco Wholesale Corp /New | 1 | $935 | |
| VIVK | Vivakor, Inc. | 125 | $825 | |
| BAC | Bank Of America Corp /De/ | 14 | $797 | |
| QCOM | Qualcomm Inc/De | 4 | $739 | |
| ORCL | Oracle Corp | 5 | $732 | |
| PWR | Quanta Services, Inc. | 1 | $720 | |
| CMI | Cummins Inc | 1 | $713 | |
| AXP | American Express Co | 2 | $676 | |
| TRV | Travelers Companies, Inc. | 2 | $660 | |
| FLEX | Flex Ltd. | 4 | $648 | |
| RCL | Royal Caribbean Cruises Ltd | 2 | $635 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CEG | Constellation Energy Corp | 27 | $9,538 | |
| BOF | BranchOut Food Inc. | 500 | $1,590 | |
| MVST | Microvast Holdings, Inc. | 500 | $1,400 | |
| RDZN | Roadzen Inc. | 500 | $1,205 | |
| SIF | Sifco Industries Inc | 200 | $1,116 | |
| AWRE | Aware Inc /Ma/ | 500 | $925 | |
| IMPP | Imperial Petroleum Inc./Marshall Islands | 200 | $724 | |
| AMPG | AmpliTech Group, Inc. | 200 | $598 | |
| No positions match the current search. | ||||
903 tracked positions ·
$29,588,868 total
· as of Jun 30, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 903 positions by value
· page 1 of 19
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 44,262 | $12,807,651 | 43.29% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 14,386 | $1,629,358 | 5.51% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 8,054 | $1,611,524 | 5.45% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 2,982 | $1,126,449 | 3.81% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,062 | $1,031,803 | 3.49% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 859 | $641,475 | 2.17% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,859 | $639,667 | 2.16% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,096 | $408,829 | 1.38% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Added | 1,442 | $390,016 | 1.32% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 2,732 | $373,518 | 1.26% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,448 | $367,747 | 1.24% | |
| INTC |
Intel Corp
Technology
|
Added | 2,510 | $350,471 | 1.18% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 476 | $334,789 | 1.13% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 2,577 | $331,144 | 1.12% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,178 | $319,381 | 1.08% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 892 | $314,590 | 1.06% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 1,325 | $296,732 | 1.00% | |
| GBLI |
Global Indemnity Group, LLC
Financial Services
|
Held | 11,629 | $291,073 | 0.98% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 863 | $282,485 | 0.95% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 946 | $266,024 | 0.90% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 698 | $252,759 | 0.85% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Added | 3,002 | $250,906 | 0.85% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 790 | $248,525 | 0.84% | |
| MKC |
Mccormick & Co Inc
Consumer Defensive
|
Added | 4,885 | $246,300 | 0.83% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 963 | $242,329 | 0.82% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 2,044 | $240,087 | 0.81% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Held | 238 | $228,851 | 0.77% | |
| GE |
General Electric Co
Industrials
|
Reduced | 606 | $226,479 | 0.77% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Held | 139 | $189,095 | 0.64% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 627 | $186,889 | 0.63% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 154 | $180,928 | 0.61% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 586 | $174,562 | 0.59% | |
| TRGP |
Targa Resources Corp.
Energy
|
Added | 525 | $140,773 | 0.48% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 248 | $139,695 | 0.47% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 480 | $129,748 | 0.44% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 1,220 | $117,425 | 0.40% | |
| CHH |
Choice Hotels International Inc /De
Consumer Cyclical
|
Held | 1,004 | $110,711 | 0.37% | |
| V |
Visa Inc.
Financial Services
|
Added | 268 | $91,947 | 0.31% | |
| FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
Financial Services
|
Held | 5,600 | $91,168 | 0.31% | |
| GPC |
Genuine Parts Co
Consumer Cyclical
|
Added | 701 | $82,703 | 0.28% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 1,006 | $81,757 | 0.28% | |
| JPC |
Nuveen Preferred & Income Opportunities Fund
Financial Services
|
Held | 10,005 | $78,839 | 0.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 299 | $71,262 | 0.24% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 303 | $63,339 | 0.21% | |
| MKL |
Markel Group Inc.
Financial Services
|
Held | 32 | $62,496 | 0.21% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 407 | $55,107 | 0.19% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Held | 111 | $54,953 | 0.19% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 757 | $54,049 | 0.18% | |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
Held | 104 | $52,968 | 0.18% | |
| MDLZ |
Mondelez International, Inc.
Consumer Defensive
|
Added | 879 | $50,841 | 0.17% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.