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Portfolio (Quarterly) Guide ↗

MARYLAND CAPITAL ADVISORS INC.

· CIK 0001891201
13F Portfolio $312M AUM 1,145 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1043 New
Page 15 of 53  ·  1,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 APP APPLOVIN CORP Technology 1.0 $516.0 NEW $516.00 -40.7%
282 MPC MARATHON PETE CORP Energy 2.0 $512.0 NEW $256.00 +40.9%
283 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1.0 $502.0 NEW $502.00 +25.4%
284 CIEN CIENA CORP Technology 1.0 $491.0 NEW $491.00 -19.4%
285 MMM 3M CO Industrials 3.0 $486.0 NEW $162.00 +10.5%
286 TER TERADYNE INC Technology 1.0 $484.0 NEW $484.00 -22.4%
287 ALL ALLSTATE CORP Financial Services 2.0 $476.0 NEW $238.00 +6.7%
288 DAL DELTA AIR LINES INC Industrials 5.0 $469.0 NEW $93.80 -12.1%
289 BMY BRISTOL-MYERS SQUIBB CO Healthcare 8.0 $461.0 NEW $57.62 +16.3%
290 FORTINET INC 3.0 $461.0 NEW $153.67
291 AMP AMERIPRISE FINL INC Financial Services 1.0 $459.0 NEW $459.00 +21.0%
292 TJX TJX COS INC NEW Consumer Cyclical 3.0 $455.0 NEW $151.67 -7.4%
293 MKSI MKS INC. Technology 1.0 $445.0 NEW $445.00 -37.3%
294 PGR PROGRESSIVE CORP Financial Services 2.0 $437.0 NEW $218.50 +0.4%
295 UPS UNITED PARCEL SVCS INC Industrials 4.0 $430.0 NEW $107.50 -5.1%
296 ETN EATON CORP PLC Industrials 1.0 $427.0 NEW $427.00 -1.8%
297 ROST ROSS STORES INC Consumer Cyclical 2.0 $426.0 NEW $213.00 +12.2%
298 MTZ MASTEC INC Industrials 1.0 $417.0 NEW $417.00 -36.1%
299 MSI MOTOROLA SOLUTIONS INC Technology 1.0 $416.0 NEW $416.00 +15.5%
300 FFIV F5 INC Technology 1.0 $416.0 NEW $416.00 -7.5%
Page 15 of 53  ·  1,043 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 61.6%
Consumer Defensive 10.0%
Financial Services 7.3%
Industrials 5.9%
Healthcare 5.1%
Energy 4.4%
Consumer Cyclical 2.9%
Communication Services 1.6%
Utilities 0.9%
Basic Materials 0.2%