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Asset Manager ← All Institutions

MARYLAND CAPITAL ADVISORS INC.

Q2 2025 · Filed 2025-07-14
Market Value
$255M
+12.6%
Holdings
271
+12
New Purchases
41
Added To
54
Closed
8
Reduced
39
Top 10 Concentration
63.4%
Turnover
18.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ISTB 2.91% 0.17% +2.74% $7M
DFAU 5.25% 4.37% +0.88% $13M
NVDA 0.49% 0.00% +0.49% $1M
DFLV 3.21% 2.83% +0.38% $8M
WMT 0.56% 0.19% +0.37% $1M
DFAI 2.86% 2.60% +0.27% $7M
DFAT 1.35% 1.10% +0.24% $3M
AVGO 0.32% 0.14% +0.18% $821K
DFAS 1.03% 0.87% +0.17% $3M
DFIV 3.64% 3.48% +0.16% $9M
MSFT 0.25% 0.16% +0.09% $638K
SYY 0.09% 0.00% +0.09% $227K
ADP 0.25% 0.17% +0.08% $641K
DFIS 0.65% 0.58% +0.06% $2M
HD 0.14% 0.07% +0.06% $347K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DFNM 2.36% 3.84% -1.49% $6M
VCSH 8.87% 10.20% -1.33% $23M
AAPL 5.78% 7.04% -1.26% $15M
IGSB 19.21% 20.42% -1.21% $49M
VTI 6.84% 7.04% -0.20% $17M
SCHD 0.07% 0.23% -0.16% $176K
VNQ 0.80% 0.95% -0.15% $2M
DFAR 1.34% 1.49% -0.15% $3M
EFV 2.00% 2.12% -0.12% $5M
DFSD 1.01% 1.13% -0.12% $3M
SPY 0.17% 0.27% -0.10% $435K
BRK-B 0.41% 0.51% -0.09% $1M
RWX 0.16% 0.23% -0.07% $412K
CVX 0.22% 0.28% -0.07% $552K
VB 0.70% 0.77% -0.06% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 46 $58M 22.8%
Large Cap 160 $151M 59.3%
Mid Cap 36 $35M 13.7%
Small Cap 22 $10M 3.9%
Micro Cap 7 $976K 0.4%

Portfolio Analytics

Avg Market Cap
$212.8B
Median Market Cap
$36.6B
Avg P/E
33.6
Median P/E
24.3
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
147
# ETFs / Funds
124

Top Holdings (271 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IGSB 19.21% 928,958 $49M $52.76 $3M +45,560 +5.2%
2 VCSH 8.87% 284,791 $23M $79.50 -$468K -7,951 -2.7%
3 VTI 6.84% 57,425 $17M $303.93 $1M -643 -1.1%
4 AAPL 5.78% 71,920 $15M $205.17 -$1M +63 +0.1%
5 DFAU 5.25% 316,413 $13M $42.36 $3M +58,703 +22.8%
6 VTV 4.83% 69,697 $12M $176.74 $1M +6,816 +10.8%
7 DFIV 3.64% 216,856 $9M $42.83 $1M +16,547 +8.3%
8 DFLV 3.21% 263,953 $8M $31.02 $2M +54,009 +25.7%
9 ISTB 2.91% 152,644 $7M $48.65 $7M +144,820 +1851.0%
10 DFAI 2.86% 211,310 $7M $34.57 $1M +22,920 +12.2%
11 DFNM 2.36% 126,773 $6M $47.43 -$3M -56,197 -30.7%
12 EFV 2.00% 80,490 $5M $63.48 $300K -1,116 -1.4%
13 DFEV 1.49% 126,576 $4M $29.99 $489K +4,316 +3.5%
14 VTIP 1.36% 68,950 $3M $50.27 $244K +4,384 +6.8%
15 DFAT 1.35% 63,638 $3M $53.96 $931K +15,020 +30.9%
16 DFAR 1.34% 146,202 $3M $23.46 $51K +4,050 +2.9%
17 VNQI 1.27% 70,384 $3M $46.15 $428K +674 +1.0%
18 EMXC 1.09% 44,247 $3M $63.14 $395K +696 +1.6%
19 IWF 1.09% 6,543 $3M $424.58 $415K
20 DFAS 1.03% 41,338 $3M $63.71 $671K +8,498 +25.9%
21 VBR 1.02% 13,388 $3M $195.01 $210K +502 +3.9%
22 VEA 1.01% 45,346 $3M $57.01 $219K -1,209 -2.6%
23 DFSD 1.01% 53,835 $3M $48.01 $26K -7 -0.0%
24 DFUS 0.99% 37,731 $3M $67.02 $247K
25 DISV 0.95% 73,920 $2M $32.91 $396K +3,969 +5.7%
26 VNQ 0.80% 22,963 $2M $89.06 -$107K -806 -3.4%
27 VB 0.70% 7,579 $2M $236.99 $56K -267 -3.4%
28 IWD 0.68% 8,964 $2M $194.23 $54K
29 DFIS 0.65% 55,349 $2M $29.84 $328K +4,135 +8.1%
30 DUHP 0.59% 42,684 $2M $35.56 $235K +3,972 +10.3%
31 EWX 0.58% 23,688 $1M $62.03 $172K +778 +3.4%
32 SUB 0.57% 13,637 $1M $106.34 $270K +2,457 +22.0%
33 WMT 0.56% 14,487 $1M $97.78 $993K +9,666 +200.5%
34 IUSV 0.49% 13,208 $1M $94.63 $32K +7 +0.1%
35 NVDA 0.49% 7,835 $1M $157.99 +7,835 NEW
36 VYMI 0.47% 14,820 $1M $80.11 $95K
37 IYW 0.45% 6,680 $1M $173.27 $219K
38 BRK-B 0.41% 2,158 $1M $485.77 -$97K +7 +0.3%
39 VOO 0.33% 1,466 $833K $568.03 $67K -24 -1.6%
40 AVGO 0.32% 2,977 $821K $275.65 $494K +1,027 +52.7%
41 IEMG 0.28% 11,698 $702K $60.03 $52K -359 -3.0%
42 IBDR 0.26% 27,689 $671K $24.25 $119K +4,873 +21.4%
43 IWP 0.25% 4,656 $646K $138.68 $99K
44 ADP 0.25% 2,080 $641K $308.40 $260K +830 +66.4%
45 MSFT 0.25% 1,283 $638K $497.41 $280K +328 +34.4%
46 VIG 0.24% 2,996 $613K $204.70 $32K
47 EDIV 0.23% 15,320 $584K $38.12 $36K -31 -0.2%
48 DIHP 0.23% 19,558 $577K $29.49 $134K +3,113 +18.9%
49 MGK 0.23% 1,570 $575K $366.17 $90K
50 ICSH 0.22% 11,250 $570K $50.71 -$49K -963 -7.9%
51 CVX 0.22% 3,856 $552K $143.19 -$93K
52 IFGL 0.22% 24,246 $551K $22.72 $58K -743 -3.0%
53 VSS 0.19% 3,628 $488K $134.40 $46K -195 -5.1%
54 IEFA 0.18% 5,497 $459K $83.48 $43K
55 SPY 0.17% 704 $435K $617.85 -$181K -397 -36.1%
56 RWX 0.16% 15,040 $412K $27.40 -$113K -6,409 -29.9%
57 VWO 0.15% 7,979 $395K $49.46 $34K
58 EEM 0.15% 8,108 $391K $48.24 $37K
59 PG 0.15% 2,377 $379K $159.32 $66K +540 +29.4%
60 MKC 0.15% 4,883 $370K $75.82 -$79K -580 -10.6%
61 ITW 0.14% 1,440 $356K $247.25 $133K +540 +60.0%
62 HD 0.14% 947 $347K $366.64 $179K +487 +105.9%
63 IBDS 0.13% 14,004 $340K $24.27 $1K
64 DEHP 0.12% 11,273 $316K $28.00 $80K +1,938 +20.8%
65 XOM 0.11% 2,720 $293K $107.80 -$30K
66 DFUV 0.11% 6,714 $284K $42.28 $7K
67 DFAE 0.11% 9,693 $281K $28.95 $3K -1,017 -9.5%
68 IBM 0.11% 944 $278K $294.78 $166K +494 +109.8%
69 ACWI 0.11% 2,130 $274K $128.60 $26K
70 MDY 0.11% 476 $270K $566.48 $16K
71 IWS 0.11% 2,028 $268K $132.14 $13K
72 BLK 0.10% 238 $250K $1,049.25 $60K +38 +19.0%
73 JPM 0.10% 855 $248K $289.91 $82K +180 +26.7%
74 SYY 0.09% 2,999 $227K $75.74 +2,999 NEW
75 MRK 0.09% 2,820 $223K $79.16 -$30K
76 JNJ 0.09% 1,445 $221K $152.75 -$20K -9 -0.6%
77 IJR 0.08% 1,980 $216K $109.29 $9K
78 AMGN 0.08% 732 $204K $279.21 -$12K +36 +5.2%
79 NSC 0.08% 789 $202K $255.97 $15K
80 VUG 0.07% 421 $185K $438.40 $28K
81 ABBV 0.07% 961 $178K $185.62 $116K +661 +220.3%
82 SCHD 0.07% 6,660 $176K $26.50 -$337K -11,702 -63.7%
83 IGLB 0.07% 3,472 $174K $50.21 -$69
84 USMV 0.07% 1,848 $173K $93.87 $388
85 META 0.06% 222 $164K $738.09 $61K +44 +24.7%
86 DFEM 0.06% 5,401 $160K $29.68 $17K
87 VT 0.06% 1,226 $158K $128.52 $15K
88 TLT 0.06% 1,772 $156K $88.25 -$5K
89 EFA 0.06% 1,744 $156K $89.39 $13K
90 IBDQ 0.06% 5,992 $151K $25.18 $180
91 DIS 0.06% 1,216 $151K $124.01 $31K
92 VGT 0.06% 227 $151K $663.28 $12K -29 -11.3%
93 GE 0.06% 574 $148K $257.39 $35K +13 +2.3%
94 GWW 0.06% 139 $145K $1,040.24 +139 NEW
95 IYJ 0.06% 1,000 $142K $142.31 $12K
96 CSCO 0.06% 2,034 $141K $69.38 $82K +1,080 +113.2%
97 MCD 0.05% 479 $140K $292.17 +479 NEW
98 TXN 0.05% 625 $130K $207.62 $17K
99 CHH 0.05% 1,004 $127K $126.88 -$6K
100 DFIC 0.05% 3,808 $118K $31.09 $13K -3 -0.1%

New Positions

SymbolValue% Port
NVDA $1M 0.49%
SYY $227K 0.09%
GWW $145K 0.06%
MCD $140K 0.05%
MAS $104K 0.04%
V $93K 0.04%
FFC $91K 0.04%
JPC $80K 0.03%
PANW $62K 0.02%
SYK $53K 0.02%
MCO $47K 0.02%
CTVA $29K 0.01%
JQC $27K 0.01%
VLO $15K 0.01%
LOW $14K 0.01%

Sold Out Positions

SymbolValue% Port
FFA —%
CSQ —%
MNDO —%
AGG —%
USIG —%
DELL —%
YNDX —%
PHX —%
View SEC EDGAR Filings for MARYLAND CAPITAL ADVISORS INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms