MARYLAND CAPITAL ADVISORS INC.

CIK 0001891201 · Q2 2026

13F Equity AUM

$312.0M

+5.6% QoQ

Positions

528

+261 QoQ

AUM Rank

#4,939

Top 56%

Skill Alpha (FF)

-2.0%/yr^ns

No Clear Edge

Rank #5,773 · Top 69%

vs S&P -3.0%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 46.8%Top 10: 64.5%Top 20: 79.7%

IGSB23.1%

VCSH6.4%

VTI6.4%

DFAU6.3%

DFLV4.6%

VTV4.4%

AAPL4.1%

DFIV3.9%

DFAI2.8%

ISTB2.5%

Others (518)35.5%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services91.6%

Technology5.6%

Other2.8%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 528Median: 0.00%Avg: 0.19%

0–0.5%

494(10.4%)

0.5–1%

15(10.9%)

1–3%

11(19.5%)

3–5%

4(17.0%)

5%+

4(42.2%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 528vs 20 funds

0%Low

528

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New782Increased104Decreased79Exited11

New Positions

ASTS0.0%

+494

BKSY0.0%

+945

RGA0.0%

CCC0.0%

UCB0.0%

FTV0.0%

GL0.0%

K6B0.0%

QCOM0.0%

PII0.0%

Increased

IGSB23.1%

+132K(+11%)

IWF1.0%

+20K(+300%)

DFLV4.6%

+12K(+3%)

MGK0.2%

+6K(+400%)

DFAU6.3%

+3K(+1%)

VTIP1.4%

+3K(+3%)

DFNM2.3%

+2K(+1%)

VUG0.1%

+2K(+500%)

DFIC0.1%

+2K(+40%)

DFEM0.1%

+1K(+26%)

Decreased

VCSH6.4%

-26,279(-9%)

DFEV1.7%

-8,108(-6%)

DFSD0.7%

-6,873(-13%)

VTV4.4%

-6,070(-9%)

SUB0.3%

-5,726(-43%)

DFIV3.9%

-5,611(-2%)

DFAR1.3%

-4,840(-3%)

AAPL4.1%

-4,229(-9%)

ISTB2.5%

-3,914(-2%)

DISV0.9%

-3,787(-5%)

Exited

JETS

-10,461

CEG

-27

IMPERIAL PETE INC

-200

-500

-500

-200

-500

-200

-67

-500

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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