MARYLAND CAPITAL ADVISORS INC.
CIK: 0001891201Latest portfolio: $295.5M · Q4 2025
Holdings
271
Total Value
$295.5M
New Positions
267
Closed Positions
0
Top Holdings
View All 271 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IGSBISHARES TR | 1,241,553 | $65.7M | 22.22% | NEW | |
| 2 | VCSHVANGUARD SCOTTSDALE FDS | 280,664 | $22.4M | 7.57% | NEW | |
| 3 | VTIVANGUARD INDEX FDS | 56,289 | $18.9M | 6.39% | NEW | |
| 4 | DFAUDIMENSIONAL ETF TRUST | 375,239 | $17.6M | 5.94% | NEW | |
| 5 | AAPLAPPLE INC | 48,491 | $13.2M | 4.46% | NEW | |
| 6 | VTVVANGUARD INDEX FDS | 68,943 | $13.2M | 4.46% | NEW | |
| 7 | DFLVDIMENSIONAL ETF TRUST | 351,235 | $12.0M | 4.07% | NEW | |
| 8 | DFIVDIMENSIONAL ETF TRUST | 232,118 | $11.6M | 3.92% | NEW | |
| 9 | DFAIDIMENSIONAL ETF TRUST | 216,531 | $8.3M | 2.79% | NEW | |
| 10 | ISTBISHARES TR | 163,051 | $7.9M | 2.69% | NEW | |
| 11 | DFNMDIMENSIONAL ETF TRUST | 147,095 | $7.1M | 2.40% | NEW | |
| 12 | EFVISHARES TR | 75,742 | $5.4M | 1.83% | NEW | |
| 13 | DFATDIMENSIONAL ETF TRUST | 83,791 | $5.0M | 1.69% | NEW | |
| 14 | DFEVDIMENSIONAL ETF TRUST | 133,218 | $4.5M | 1.52% | NEW | |
| 15 | VTIPVANGUARD MALVERN FDS | 85,416 | $4.2M | 1.43% | NEW | |
| 16 | DFARDIMENSIONAL ETF TRUST | 163,162 | $3.7M | 1.26% | NEW | |
| 17 | DFASDIMENSIONAL ETF TRUST | 49,616 | $3.5M | 1.17% | NEW | |
| 18 | VNQIVANGUARD INTL EQUITY INDEX F | 72,782 | $3.3M | 1.13% | NEW | |
| 19 | EMXCISHARES INC | 44,735 | $3.3M | 1.10% | NEW | |
| 20 | IWFISHARES TR | 6,529 | $3.1M | 1.05% | NEW | |
| 21 | DISVDIMENSIONAL ETF TRUST | 77,065 | $2.9M | 0.99% | NEW | |
| 22 | DFUSDIMENSIONAL ETF TRUST | 37,731 | $2.8M | 0.95% | NEW | |
| 23 | VBRVANGUARD INDEX FDS | 12,892 | $2.7M | 0.92% | NEW | |
| 24 | VEAVANGUARD TAX-MANAGED FDS | 43,581 | $2.7M | 0.92% | NEW | |
| 25 | DFSDDIMENSIONAL ETF TRUST | 53,835 | $2.6M | 0.87% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.318214741106103e+34T)
Industrials0.0% ($5.353542271901406e+31T)
Healthcare0.0% ($2.9929222722587706e+25T)
Unknown0.0% ($10343619278776954880.0T)
Consumer Defensive0.0% ($160131122069615.1T)
Communication Services0.0% ($19013884837859.1T)
Consumer Cyclical0.0% ($3351469586.8T)
Energy0.0% ($587328.0T)
Utilities0.0% ($954.1B)
Basic Materials0.0% ($26.1M)
Real Estate0.0% ($233K)
Filing History
Fund Information
MARYLAND CAPITAL ADVISORS INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $295.5M across 271 holdings. The largest position is ISHARES TR (IGSB), representing 22.2% of the portfolio. Compared to the previous quarter, the fund opened 271 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.