MARYLAND CAPITAL ADVISORS INC.

Q3 2026 13F-HR Holdings

Location
Chester, MD
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
1,049
Total value ($000)
$319,354
Net value change ($000)
+7,305 (2.3%)
New positions
51
Sold out positions
45
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IGSB 4,630 6.4%
DFA INVT DIMENSIONS GROUP IN 3,847 NEW
DFA INVT DIMENSIONS GROUP IN 2,141 NEW
DFAU 1,232 6.3%
AAPL 1,002 7.8%
DFLV 732 5.1%
ISTB 639 8.3%
DFIV 538 4.4%
EXXONMOBIL HOLDINGS CORP 445 NEW
SPY 353 55.1%
Top Reduces (Value $000, Stocks/ETFs)
DFAR -4,142 -100.0%
DUHP -2,044 -100.0%
VCSH -485 -2.4%
XOM -374 -100.0%
DFNM -364 -5.0%
VTV -352 -2.6%
EMXC -230 -5.3%
DFAT -213 -3.6%
HD -165 -52.4%
VB -156 -7.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type