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Asset Manager ← All Institutions

MARYLAND CAPITAL ADVISORS INC.

Q3 2025 · Filed 2025-10-17
Market Value
$279M
+9.5%
Holdings
278
+7
New Purchases
15
Added To
36
Closed
29
Reduced
41
Top 10 Concentration
63.8%
Turnover
15.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IGSB 20.92% 19.21% +1.71% $58M
DFAU 5.88% 5.25% +0.63% $16M
DFLV 3.70% 3.21% +0.50% $10M
DFAT 1.58% 1.35% +0.23% $4M
MSFT 0.41% 0.25% +0.16% $1M
DFIV 3.75% 3.64% +0.11% $10M
JETS 0.09% 0.00% +0.09% $256K
DFAS 1.11% 1.03% +0.07% $3M
SPY 0.24% 0.17% +0.07% $658K
ISTB 2.97% 2.91% +0.06% $8M
JPM 0.15% 0.10% +0.05% $419K
DUHP 0.65% 0.59% +0.05% $2M
VTIP 1.40% 1.36% +0.04% $4M
NVDA 0.52% 0.49% +0.03% $1M
AVGO 0.35% 0.32% +0.03% $982K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AAPL 4.49% 5.78% -1.29% $13M
VCSH 8.06% 8.87% -0.81% $23M
VTV 4.62% 4.83% -0.21% $13M
VTI 6.66% 6.84% -0.18% $19M
EFV 1.87% 2.00% -0.13% $5M
VNQ 0.68% 0.80% -0.12% $2M
DFAI 2.77% 2.86% -0.10% $8M
DFSD 0.93% 1.01% -0.08% $3M
VEA 0.96% 1.01% -0.06% $3M
IEFA 0.13% 0.18% -0.05% $353K
IEMG 0.23% 0.28% -0.05% $629K
SUB 0.52% 0.57% -0.05% $1M
IBDR 0.22% 0.26% -0.05% $604K
EDIV 0.19% 0.23% -0.04% $520K
VBR 0.99% 1.02% -0.03% $3M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 47 $59M 21.3%
Large Cap 162 $169M 60.4%
Mid Cap 40 $39M 14.0%
Small Cap 22 $11M 4.0%
Micro Cap 7 $988K 0.4%

Portfolio Analytics

Avg Market Cap
$207.8B
Median Market Cap
$35.3B
Avg P/E
33.7
Median P/E
24.1
Avg Dividend Yield
0.02%
Avg Beta
0.92
# Stocks
145
# ETFs / Funds
133

Top Holdings (278 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IGSB 20.92% 1,102,081 $58M $53.03 $9M +173,123 +18.6%
2 VCSH 8.06% 281,713 $23M $79.93 -$124K -3,078 -1.1%
3 VTI 6.66% 56,705 $19M $328.17 $1M -720 -1.2%
4 DFAU 5.88% 359,273 $16M $45.76 $3M +42,860 +13.6%
5 VTV 4.62% 69,196 $13M $186.49 $586K -501 -0.7%
6 AAPL 4.49% 49,281 $13M $254.63 -$2M -22,639 -31.5%
7 DFIV 3.75% 226,942 $10M $46.12 $1M +10,086 +4.7%
8 DFLV 3.70% 314,607 $10M $32.90 $2M +50,654 +19.2%
9 ISTB 2.97% 169,684 $8M $48.84 $861K +17,040 +11.2%
10 DFAI 2.77% 212,625 $8M $36.35 $424K +1,315 +0.6%
11 DFNM 2.33% 135,947 $7M $47.98 $510K +9,174 +7.2%
12 EFV 1.87% 76,995 $5M $67.83 $113K -3,495 -4.3%
13 DFAT 1.58% 75,833 $4M $58.21 $980K +12,195 +19.2%
14 DFEV 1.51% 132,498 $4M $31.89 $429K +5,922 +4.7%
15 VTIP 1.40% 77,371 $4M $50.63 $451K +8,421 +12.2%
16 DFAR 1.34% 156,838 $4M $23.85 $311K +10,636 +7.3%
17 VNQI 1.25% 73,278 $3M $47.74 $250K +2,894 +4.1%
18 DFAS 1.11% 45,146 $3M $68.46 $457K +3,808 +9.2%
19 IWF 1.10% 6,543 $3M $468.41 $287K
20 EMXC 1.08% 44,510 $3M $67.51 $211K +263 +0.6%
21 VBR 0.99% 13,233 $3M $208.71 $151K -155 -1.2%
22 DFUS 0.98% 37,731 $3M $72.44 $205K
23 DISV 0.97% 75,686 $3M $35.69 $269K +1,766 +2.4%
24 VEA 0.96% 44,582 $3M $59.92 $86K -764 -1.7%
25 DFSD 0.93% 53,835 $3M $48.19 $10K
26 VB 0.69% 7,530 $2M $254.30 $119K -49 -0.7%
27 VNQ 0.68% 20,751 $2M $91.42 -$148K -2,212 -9.6%
28 IWD 0.65% 8,964 $2M $203.59 $84K
29 DUHP 0.65% 47,804 $2M $37.77 $288K +5,120 +12.0%
30 DFIS 0.64% 56,879 $2M $31.63 $147K +1,530 +2.8%
31 EWX 0.58% 24,031 $2M $67.29 $148K +343 +1.4%
32 WMT 0.53% 14,378 $1M $103.06 $65K -109 -0.8%
33 SUB 0.52% 13,564 $1M $106.78 -$2K -73 -0.5%
34 NVDA 0.52% 7,737 $1M $186.58 $206K -98 -1.2%
35 IYW 0.47% 6,680 $1M $195.86 $151K
36 IUSV 0.47% 13,053 $1M $99.95 $55K -155 -1.2%
37 VYMI 0.45% 14,820 $1M $84.68 $68K
38 MSFT 0.41% 2,201 $1M $517.89 $502K +918 +71.5%
39 BRK-B 0.39% 2,158 $1M $502.74 $37K
40 AVGO 0.35% 2,977 $982K $329.91 $162K
41 VOO 0.32% 1,466 $898K $612.38 $65K
42 IWP 0.24% 4,656 $663K $142.41 $17K
43 SPY 0.24% 988 $658K $666.29 $223K +284 +40.3%
44 VIG 0.23% 3,002 $648K $215.82 $35K +6 +0.2%
45 MGK 0.23% 1,570 $632K $402.42 $57K
46 IEMG 0.23% 9,543 $629K $65.92 -$73K -2,155 -18.4%
47 ADP 0.22% 2,080 $610K $293.50 -$31K
48 IBDR 0.22% 24,864 $604K $24.30 -$67K -2,825 -10.2%
49 CVX 0.21% 3,856 $599K $155.29 $47K
50 DIHP 0.21% 19,686 $598K $30.40 $22K +128 +0.7%
51 ICSH 0.20% 11,250 $571K $50.75 $450
52 IFGL 0.20% 24,133 $556K $23.03 $5K -113 -0.5%
53 EDIV 0.19% 13,390 $520K $38.85 -$64K -1,930 -12.6%
54 VSS 0.17% 3,392 $484K $142.57 -$4K -236 -6.5%
55 EEM 0.15% 8,108 $433K $53.40 $42K
56 VWO 0.15% 7,968 $432K $54.18 $37K -11 -0.1%
57 JPM 0.15% 1,329 $419K $315.32 $171K +474 +55.4%
58 RWX 0.15% 14,984 $417K $27.81 $5K -56 -0.4%
59 HD 0.14% 947 $384K $405.19 $37K
60 ITW 0.13% 1,440 $375K $260.76 $19K
61 DEHP 0.13% 12,233 $374K $30.54 $58K +960 +8.5%
62 PG 0.13% 2,300 $353K $153.65 -$25K -77 -3.2%
63 IEFA 0.13% 4,046 $353K $87.31 -$106K -1,451 -26.4%
64 MKC 0.12% 4,883 $327K $66.91 -$44K
65 IBDS 0.11% 12,608 $307K $24.34 -$33K -1,396 -10.0%
66 XOM 0.11% 2,720 $307K $112.75 $13K
67 DFUV 0.11% 6,714 $300K $44.69 $16K
68 DFAE 0.11% 9,340 $294K $31.53 $14K -353 -3.6%
69 ACWI 0.11% 2,130 $294K $138.24 $21K
70 MDY 0.10% 476 $284K $596.03 $14K
71 IWS 0.10% 2,028 $283K $139.67 $15K
72 BLK 0.10% 238 $277K $1,165.87 $28K
73 JNJ 0.10% 1,445 $268K $185.42 $47K
74 IBM 0.10% 944 $266K $282.16 -$12K
75 JETS 0.09% 10,376 $256K $24.65 +10,376 NEW
76 SYY 0.09% 2,999 $247K $82.34 $20K
77 NSC 0.08% 789 $237K $300.41 $35K
78 MRK 0.08% 2,820 $237K $83.93 $13K
79 IJR 0.08% 1,980 $235K $118.83 $19K
80 ABBV 0.08% 961 $223K $231.54 $44K
81 VUG 0.07% 421 $202K $479.61 $17K
82 AMGN 0.07% 696 $196K $282.20 -$8K -36 -4.9%
83 IGLB 0.06% 3,472 $179K $51.54 $5K
84 USMV 0.06% 1,848 $176K $95.14 $2K
85 DFEM 0.06% 5,401 $173K $32.07 $13K
86 SCHD 0.06% 6,327 $173K $27.30 -$4K -333 -5.0%
87 GE 0.06% 572 $172K $300.82 $24K -2 -0.3%
88 VGT 0.06% 227 $169K $746.63 $19K
89 META 0.06% 222 $163K $734.38 -$823
90 EFA 0.06% 1,744 $163K $93.37 $7K
91 TLT 0.06% 1,772 $158K $89.37 $2K
92 VT 0.05% 1,098 $151K $137.80 -$6K -128 -10.4%
93 IYJ 0.05% 1,000 $146K $145.88 $4K
94 MCD 0.05% 479 $146K $303.89 $6K
95 DIS 0.05% 1,216 $139K $114.50 -$12K
96 CSCO 0.05% 2,034 $139K $68.42 -$2K
97 IBDQ 0.05% 5,292 $133K $25.19 -$18K -700 -11.7%
98 GWW 0.05% 139 $132K $952.96 -$12K
99 DFIC 0.04% 3,807 $125K $32.79 $6K -1 -0.0%
100 TXN 0.04% 625 $115K $183.73 -$15K

New Positions

SymbolValue% Port
JETS $256K 0.09%
C $68K 0.02%
FNDX $12K —%
SCHX $11K —%
FNDE $8K —%
PXF $6K —%
PRFZ $6K —%
JPST $5K —%
SCMB $4K —%
STIP $3K —%
SCHG $2K —%
FNDC $2K —%
FNDF $1K —%
BOF $1K —%
AMPG $778 —%

Sold Out Positions

SymbolValue% Port
AMT —%
ZTS —%
DLR —%
IQV —%
FNF —%
HSY —%
J —%
LOW —%
MET —%
BBAI —%
AMTM —%
VRT —%
UNP —%
WRB —%
NVO —%
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