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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 23 of 53  ·  1,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 ADBE ADOBE INC Technology 1.0 $206.0 NEW $206.00 +33.6%
442 USFD US FOODS HLDG CORP Consumer Defensive 2.0 $205.0 NEW $102.50 +6.9%
443 HAL HALLIBURTON CO Energy 6.0 $204.0 NEW $34.00 +3.9%
444 DXCM DEXCOM INC Healthcare 3.0 $203.0 NEW $67.67 +36.5%
445 TEL TE CONNECTIVITY PLC Technology 1.0 $202.0 NEW $202.00 +0.8%
446 COF CAPITAL ONE FINL CORP Financial Services 1.0 $201.0 NEW $201.00 +8.4%
447 RGLD ROYAL GOLD INC Basic Materials 1.0 $200.0 NEW $200.00 +29.5%
448 BWA BORGWARNER INC Consumer Cyclical 3.0 $200.0 NEW $66.67 +1.7%
449 SOFI SOFI TECHNOLOGIES INC Financial Services 11.0 $198.0 NEW $18.00 +5.1%
450 ITT ITT INC Industrials 1.0 $198.0 NEW $198.00 +5.1%
451 ATI ATI INC Industrials 1.0 $198.0 NEW $198.00 +4.6%
452 PAYX PAYCHEX INC Industrials 2.0 $197.0 NEW $98.50 +26.4%
453 ADSK AUTODESK INC Technology 1.0 $195.0 NEW $195.00 +30.2%
454 RMD RESMED INC Healthcare 1.0 $195.0 NEW $195.00 +18.7%
455 ACGL ARCH CAP GROUP LTD Financial Services 2.0 $195.0 NEW $97.50 +1.9%
456 IQVIA HLDGS INC 1.0 $194.0 NEW $194.00
457 CHD CHURCH & DWIGHT CO INC Consumer Defensive 2.0 $194.0 NEW $97.00 +1.9%
458 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 1.0 $194.0 NEW $194.00 +5.4%
459 CNC CENTENE CORP DEL Healthcare 3.0 $193.0 NEW $64.33 +1.1%
460 MATX MATSON INC Industrials 1.0 $193.0 NEW $193.00 +15.4%
Page 23 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%