MARYLAND CAPITAL ADVISORS INC.
CIK
1891201
Location
CHESTER, MD
Portfolio Value
Micro
$79,747
Diversification
Moderately concentrated
Filing Date
Global Rank
#7,513
/ 8,652
▼ 426
Top Industry
Consumer Electronics
45.2%
3Y Alpha vs SPY
-5.7%
Period ended 6 months ago
Filed Jan 20, 2026 · 5mo
17 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+53.0%
SPY
+76.8%
Annualised alpha
-5.7%
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, 2025Top 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 |
|---|---|---|
| Technology | 60.1% | $18,120,549 |
| Consumer Defensive | 9.3% | $2,815,370 |
| Financial Services | 9.1% | $2,744,475 |
| Healthcare | 4.7% | $1,416,649 |
| Industrials | 4.3% | $1,285,258 |
| Energy | 3.6% | $1,076,526 |
| Unclassified | 3.4% | $1,014,087 |
| Consumer Cyclical | 2.9% | $885,969 |
| Communication Services | 2.2% | $671,695 |
| Utilities | 0.3% | $79,747 |
| Basic Materials | 0.1% | $38,879 |
| Real Estate | 0.1% | $26,330 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | |
| ABBV | AbbVie Inc. | +26 | 987 | $225,519 | |
| PEP | Pepsico Inc | +26 | 429 | $61,570 | |
| 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 | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|
| 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. | ||||
5 positions ·
$79,747 total
· Utilities only
· as of Dec 31, 2025
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| WEC |
Wec Energy Group, Inc.
Utilities
|
Held | 398 | $41,973 | 52.63% | |
| ED |
Consolidated Edison Inc
Utilities
|
Held | 229 | $22,744 | 28.52% | |
| CEG |
Constellation Energy Corp
Utilities
|
NEW | 27 | $9,538 | 11.96% | |
| VST |
Vistra Corp.
Utilities
|
NEW | 28 | $4,517 | 5.66% | |
| PNW |
Pinnacle West Capital Corp
Utilities
|
Held | 11 | $975 | 1.22% |