MARYLAND CAPITAL ADVISORS INC.

Registered adviser

CIK

1891201

Location

CHESTER, MD

Portfolio Value

Small $316,284,549

Diversification

Moderately concentrated

Filing Date

Global Rank

#5,135 / 8,818 ▼ 202 · as of Jun 2026

Top Industry

Consumer Electronics 46.9%

Period ended 28 days ago

Filed Oct 15, 2026 · 13d

19 quarters · since Dec 2021

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 134875

Roster of Oct 1, 2026

Regulatory AUM

$490,763,859

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$490,763,859	Individuals and high net worth (99%)
Apr 2025 to Mar 2026	$428,562,226	Individuals and high net worth (99%)
Apr 2024 to Mar 2025	$342,095,626	Individuals and high net worth (99%)
May 2023 to Mar 2024	$301,275,282	Individuals and high net worth (100%)
Apr 2023	$301,275,282	Individuals and high net worth (100%)
Apr 2022 to Mar 2023	$310,028,393	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 92.4% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Long horizon

Value-weighted holding period 18.3 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 83.6%; sector active share 77.9% against the combined 13F book's sector weights.

Over time 18 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

1,047 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

32.3%

+1.0 pts

Top 5

86.7%

+1.0 pts

Top 10

92.6%

+0.2 pts

HHI

2,242

Moderately concentrated+67

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.7%	$286,822,839	131
Technology	5.9%	$18,725,475	128
Consumer Defensive	0.8%	$2,662,592	54
Financial Services	0.7%	$2,264,029	181
Healthcare	0.5%	$1,526,712	93
Energy	0.5%	$1,486,512	60
Industrials	0.4%	$1,402,914	150
Communication Services	0.2%	$633,866	39
Consumer Cyclical	0.2%	$614,968	123
Utilities	0.0%	$68,822	41
Basic Materials	0.0%	$56,643	40
Real Estate	0.0%	$19,177	7

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+122,011	1,495,178	$76,597,968
DFAU	Dimensional US Core Equity Market ETF	+18,683	397,312	$20,803,256
ISTB	iShares Core 1-5 Year USD Bond ETF	+16,878	176,015	$8,316,708
DFLV	Dimensional US Large Cap Value ETF	+12,522	376,013	$15,104,442
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+2,720	90,989	$4,478,478
DFIV	Dimensional International Value ETF	+2,163	228,670	$12,773,506
DUHP	Dimensional US High Profitability ETF	+2,104	51,078	$2,140,678
DIHP	Dimensional International High Profitability ETF	+1,681	23,552	$793,466
VNQI	VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND	+1,623	70,714	$3,006,759
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+1,574	1,774	$347,260
DFAS	Dimensional U.S. Small Cap ETF	+1,403	51,367	$3,976,833
DFAT	Dimensional U.S. Targeted Value ETF	+1,188	85,594	$5,686,865
DFAI	Dimensional International Core Equity Market ETF	+1,036	215,013	$8,907,988
DFAR	Dimensional US Real Estate ETF	+927	159,249	$3,847,455
DISV	Dimensional International Small Cap Value ETF	+766	74,044	$3,205,364
MOAT	VanEck Morningstar Wide Moat ETF	+660	1,374	$145,245
DFIS	Dimensional International Small Cap ETF	+585	57,241	$2,073,841
DIS	Walt Disney Co	+480	1,700	$178,329
DFEV	Dimensional Emerging Markets Value ETF	+474	125,584	$5,324,761
SPY	Spdr S&P 500 ETF Trust	+445	1,304	$994,469
PG	PROCTER & GAMBLE Co	+316	2,494	$362,327
EWX	State Street(R) SPDR(R) S&P(R) Emerging Markets Small Cap ETF	+308	23,858	$1,696,303
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	+160	54,388	$20,354,165
AMZN	Amazon Com Inc	+137	436	$108,629
UPS	United Parcel Service Inc	+100	104	$9,717
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
JPC	Nuveen Preferred & Income Opportunities Fund	−7,507	2,498	$17,036
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	−4,931	16,877	$409,098
AAPL	Apple Inc.	−2,792	41,470	$13,810,338
EFV	iShares MSCI EAFE Value ETF	−1,792	71,801	$5,682,331
VTV	VANGUARD VALUE INDEX FUND	−1,092	61,781	$13,349,638
EMXC	iShares MSCI Emerging Markets ex China ETF	−938	41,624	$4,124,105
VEA	Vanguard FTSE Developed Markets ETF	−661	41,657	$2,941,400
IEFA	iShares Core MSCI EAFE ETF	−470	3,191	$309,144
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	−423	253,962	$19,618,564
DFNM	Dimensional National Municipal Bond ETF	−417	148,844	$6,851,289
MCD	Mcdonalds Corp	−404	76	$17,550
ABT	Abbott Laboratories	−387	137	$13,539
HD	Home Depot, Inc.	−363	529	$150,494
ASTS	AST SpaceMobile, Inc.	−333	161	$9,476
ITW	Illinois Tool Works Inc	−218	1,224	$314,910
DFAC	Dimensional U.S. Core Equity 2 ETF	−187	966	$42,938
IEMG	iShares Trust	−183	5,769	$0
MSFT	Microsoft Corp	−158	938	$481,099
VIVK	Vivakor, Inc.	−118	7	$3
SYK	Stryker Corp	−116	20	$5,507
VB	Vanguard Index Funds	−110	6,618	$1,882,754
PEP	Pepsico Inc	−107	300	$38,015
SBUX	Starbucks Corp	−100	1	$93
SCMB	Schwab Municipal Bond ETF	−94	45	$1,087
DFAE	Dimensional Emerging Core Equity Market ETF	−90	7,622	$299,620
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
MAR	Marriott International Inc	118	$41,969
SPCX	Space Exploration Technologies Corp	200	$30,172
DUSB	Dimensional Ultrashort Fixed Income ETF	590	$29,789
SDVY	First Trust SMID Cap Rising Dividend Achievers ETF	700	$28,406
DTCR	Global X Data Center & Digital Infrastructure ETF	72	$1,954
DELL	Dell Technologies Inc.	1	$537
KLAC	Kla Corp	2	$389
CRS	Carpenter Technology Corp	1	$388
HUM	Humana Inc	1	$381
BE	Bloom Energy Corp	1	$276
DDOG	Datadog, Inc.	1	$273
HII	Huntington Ingalls Industries, Inc.	1	$267
BURL	Burlington Stores, Inc.	1	$267
CRWD	CrowdStrike Holdings, Inc.	1	$264
CEG	Constellation Energy Corp	1	$254
JAZZ	Jazz Pharmaceuticals plc	1	$231
TTWO	Take Two Interactive Software Inc	1	$207
SCCO	Southern Copper Corp	1	$202
MANH	Manhattan Associates Inc	1	$198
ENVA	Enova International, Inc.	1	$167
AWI	Armstrong World Industries Inc	1	$161
ALGN	Align Technology Inc	1	$145
DKS	Dick's Sporting Goods, Inc.	1	$134
ANF	Abercrombie & Fitch Co	1	$134
CVSA	Covista Inc.	1	$122
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
FFC	Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC	5,600	$91,168
JQC	Nuveen Credit Strategies Income Fund	5,000	$24,300
NMZ	Nuveen Municipal High Income Opportunity Fund	427	$4,513
SDY	State Street(R) SPDR(R) S&P(R) Dividend ETF	22	$3,347
ALC	Alcon Inc	45	$3,019
LAND	GLADSTONE LAND Corp	343	$2,925
PWR	Quanta Services, Inc.	1	$720
CMI	Cummins Inc	1	$713
—		4	$305
ACA	Arcosa, Inc.	2	$290
RGLD	Royal Gold Inc	1	$199
FDXF	FedEx Freight Holding Company, Inc.	1	$151
—		2	$144
CROX	Crocs, Inc.	1	$120
NCLH	Norwegian Cruise Line Holdings Ltd.	4	$84
HAS	Hasbro, Inc.	1	$82
HCC	Warrior Met Coal, Inc.	1	$81
CDE	Coeur Mining, Inc.	5	$81
CGNX	Cognex Corp	1	$72
TECH	BIO-TECHNE Corp	1	$70
AES	Aes Corp	4	$58
RAMP	LiveRamp Holdings, Inc.	1	$37
DXC	DXC Technology Co	4	$35
PRM	Perimeter Solutions, Inc.	1	$35
TDC	Teradata Corp	1	$34
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

1,047 tracked positions · $316,284,549 total · filing declares 1,152 positions · $319,354,103 · as of Sep 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 1,047 positions by value · page 1 of 21

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Added	1,495,178	+122,011	$76,597,968	+6.4%	24.22%
DFAU	Dimensional US Core Equity Market ETF	Added	397,312	+18,683	$20,803,256	+6.3%	6.58%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	54,388	+160	$20,354,165	+1.4%	6.44%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Reduced	253,962	-423	$19,618,564	−2.4%	6.20%
DFLV	Dimensional US Large Cap Value ETF	Added	376,013	+12,522	$15,104,442	+5.1%	4.78%
AAPL	Apple Inc. Technology	Reduced	41,470	-2,792	$13,810,338	+7.8%	4.37%
VTV	VANGUARD VALUE INDEX FUND	Reduced	61,781	-1,092	$13,349,638	−2.6%	4.22%
DFIV	Dimensional International Value ETF	Added	228,670	+2,163	$12,773,506	+4.4%	4.04%
DFAI	Dimensional International Core Equity Market ETF	Added	215,013	+1,036	$8,907,988	+0.9%	2.82%
ISTB	iShares Core 1-5 Year USD Bond ETF	Added	176,015	+16,878	$8,316,708	+8.3%	2.63%
DFNM	Dimensional National Municipal Bond ETF	Reduced	148,844	-417	$6,851,289	−5.0%	2.17%
DFAT	Dimensional U.S. Targeted Value ETF	Added	85,594	+1,188	$5,686,865	−3.6%	1.80%
EFV	iShares MSCI EAFE Value ETF	Reduced	71,801	-1,792	$5,682,331	+0.9%	1.80%
DFEV	Dimensional Emerging Markets Value ETF	Added	125,584	+474	$5,324,761	−0.2%	1.68%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	90,989	+2,720	$4,478,478	+1.0%	1.42%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	41,624	-938	$4,124,105	−5.3%	1.30%
DFAS	Dimensional U.S. Small Cap ETF	Added	51,367	+1,403	$3,976,833	−3.3%	1.26%
DFAR	Dimensional US Real Estate ETF	Added	159,249	+927	$3,847,455	−7.1%	1.22%
IWF	iShares Russell 1000 Growth ETF	Held	26,116	0	$3,271,290	+0.9%	1.03%
DISV	Dimensional International Small Cap Value ETF	Added	74,044	+766	$3,205,364	+9.0%	1.01%
DFUS	Dimensional U.S. Equity Market ETF	Held	37,731	0	$3,132,804	+1.3%	0.99%
VNQI	VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND	Added	70,714	+1,623	$3,006,759	−3.0%	0.95%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	41,657	-661	$2,941,400	−2.4%	0.93%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	11,972	-26	$2,765,891	−5.1%	0.87%
IWD	iShares Russell 1000 Value ETF	Held	8,957	0	$2,220,709	+2.3%	0.70%
DFSD	Dimensional Short-Duration Fixed Income ETF	Held	46,962	0	$2,182,418	−2.7%	0.69%
DUHP	Dimensional US High Profitability ETF	Added	51,078	+2,104	$2,140,678	+4.7%	0.68%
DFIS	Dimensional International Small Cap ETF	Added	57,241	+585	$2,073,841	+4.5%	0.66%
VB	Vanguard Index Funds	Reduced	6,618	-110	$1,882,754	−7.7%	0.60%
NVDA	Nvidia Corp Technology	Held	8,054	0	$1,839,371	+14.1%	0.58%
EWX	State Street(R) SPDR(R) S&P(R) Emerging Markets Small Cap ETF	Added	23,858	+308	$1,696,303	−3.1%	0.54%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Reduced	17,613	-72	$1,578,653	−7.4%	0.50%
WMT	Walmart Inc. Consumer Defensive	Held	14,386	0	$1,494,992	−8.2%	0.47%
IUSV	iShares Core S&P U.S. Value ETF	Added	13,080	+7	$1,442,462	+0.2%	0.46%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Held	14,197	0	$1,435,742	+3.0%	0.45%
AVGO	Broadcom Inc. Technology	Held	2,982	0	$1,047,247	−7.0%	0.33%
VOO	VANGUARD 500 INDEX FUND	Added	1,470	+9	$1,030,264	+2.7%	0.33%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	2,062	0	$1,026,772	−0.5%	0.32%
SPY	Spdr S&P 500 ETF Trust	Added	1,304	+445	$994,469	+55.0%	0.31%
SUB	iShares Short-Term National Muni Bond ETF	Held	7,707	0	$805,689	−1.8%	0.25%
CVX	Chevron Corp Energy	Added	3,909	+50	$798,256	+24.8%	0.25%
DIHP	Dimensional International High Profitability ETF	Added	23,552	+1,681	$793,466	+6.3%	0.25%
MGK	VANGUARD MEGA CAP GROWTH INDEX FUND	Held	7,850	0	$727,302	+5.4%	0.23%
VIG	Vanguard Specialized Funds	Held	3,002	0	$700,396	−1.4%	0.22%
ICSH	iShares Ultra Short Duration Bond Active ETF	Held	11,250	0	$567,000	−0.4%	0.18%
DEHP	Dimensional Emerging Markets High Profitability ETF	Added	12,945	+4	$532,557	−3.8%	0.17%
EEM	iShares MSCI Emerging Markets ETF	Held	7,445	0	$497,251	−2.4%	0.16%
EDIV	State Street(R) SPDR(R) S&P Emerging Markets Dividend ETF	Held	12,231	0	$491,196	−2.0%	0.16%
MSFT	Microsoft Corp Technology	Reduced	938	-158	$481,099	+17.7%	0.15%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Held	7,911	0	$469,201	−0.6%	0.15%

Showing the top 50 of 1,047 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.