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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 45 of 53  ·  1,043 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 1.0 $53.0 NEW $53.00 -14.9%
882 LKQ LKQ CORP Consumer Cyclical 2.0 $53.0 NEW $26.50 -2.8%
883 PSN PARSONS CORP DEL Industrials 1.0 $53.0 NEW $53.00 -7.5%
884 SM SM ENERGY COMPANY Energy 2.0 $53.0 NEW $26.50 +40.4%
885 WHD CACTUS INC Energy 1.0 $52.0 NEW $52.00 +33.5%
886 CXT CRANE NXT CO Industrials 1.0 $52.0 NEW $52.00 -3.5%
887 GBCI GLACIER BANCORP INC NEW Financial Services 1.0 $52.0 NEW $52.00 -9.1%
888 MGY MAGNOLIA OIL & GAS CORP Energy 2.0 $52.0 NEW $26.00 +8.2%
889 MWA MUELLER WTR PRODS INC Industrials 2.0 $52.0 NEW $26.00 -4.1%
890 POR PORTLAND GEN ELEC CO Utilities 1.0 $52.0 NEW $52.00 -4.6%
891 ACIW ACI WORLDWIDE INC Technology 1.0 $51.0 NEW $51.00 +1.7%
892 ATMU ATMUS FILTRATION TECHNOLOGIE Industrials 1.0 $51.0 NEW $51.00 -2.4%
893 GXO GXO LOGISTICS INCORPORATED Industrials 1.0 $51.0 NEW $51.00 -10.4%
894 NTNX NUTANIX INC Technology 1.0 $51.0 NEW $51.00 +32.6%
895 TREX TREX INC Industrials 1.0 $51.0 NEW $51.00 -8.2%
896 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 1.0 $51.0 NEW $51.00 -3.9%
897 DOX AMDOCS LTD Technology 1.0 $51.0 NEW $51.00 +20.4%
898 FISV FISERV INC Technology 1.0 $50.0 NEW $50.00 +5.2%
899 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 1.0 $50.0 NEW $50.00 +14.3%
900 YETI YETI HLDGS INC Consumer Cyclical 1.0 $50.0 NEW $50.00 -12.5%
Page 45 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%