Maryland-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  "ABT",
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  "NVS",
  "OXY",
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  null,
  null,
  null,
  "VHT",
  null,
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  "PEP",
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  null,
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  "HPE",
  "INTC",
  "OGN",
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  "LMT",
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  "VZ",
  "MKC",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
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  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 235
Total Value: 226597810
Accession Number: 0001891201-25-000002
Form Type: 13F-HR
CIK: maryland-capital-advisors
Manager Name: Maryland-Capital-Advisors

Data Enrichment

72% identified

170 identified65 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

235 positions • $226.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287614

IWF|464287614

Shares:6.5K

Value:$2.4M

% of Portfolio:1.0% ($2.4M/$226.6M)

25434V401

Shares:37.7K

Value:$2.3M

% of Portfolio:1.0% ($2.3M/$226.6M)

922908553

VNQ|922908553

Shares:23.8K

Value:$2.2M

% of Portfolio:0.9% ($2.2M/$226.6M)

25434V781

Shares:70.0K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$226.6M)

25434V500

Shares:32.8K

Value:$2.0M

% of Portfolio:0.9% ($2.0M/$226.6M)

922908751

VB|922908751

Shares:7.8K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$226.6M)

464287598

IWD|464287598

Shares:9.0K

Value:$1.7M

% of Portfolio:0.7% ($1.7M/$226.6M)

25434V773

Shares:51.2K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$226.6M)

78463X756

Shares:22.9K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$226.6M)

25434V831

Shares:38.7K

Value:$1.3M

% of Portfolio:0.6% ($1.3M/$226.6M)

464287663

IUSV|464287663

Shares:13.2K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$226.6M)

464288158

Shares:11.2K

Value:$1.2M

% of Portfolio:0.5% ($1.2M/$226.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.2K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$226.6M)

921946794

VYMI|921946794

Shares:14.8K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$226.6M)

464287721

Shares:6.7K

Value:$938.1K

% of Portfolio:0.4% ($938.1K/$226.6M)

922908363

VOO|922908363

Shares:1.5K

Value:$765.7K

% of Portfolio:0.3% ($765.7K/$226.6M)

46434G103

IEMG|46434G103

Shares:12.1K

Value:$650.7K

% of Portfolio:0.3% ($650.7K/$226.6M)

CHEVRON CORP

CVX|166764100

Shares:3.9K

Value:$645.1K

% of Portfolio:0.3% ($645.1K/$226.6M)

46434V878

Shares:12.2K

Value:$619.2K

% of Portfolio:0.3% ($619.2K/$226.6M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.1K

Value:$615.9K

% of Portfolio:0.3% ($615.9K/$226.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWFcusip464287614)	6.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.4M	1.0% ($2.4M/$226.6M)	QoQ -10.08% (-$264.9K) YoY +7.13% (+$157.3K)
(cusip25434V401)✕	37.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$2.3M	1.0% ($2.3M/$226.6M)	QoQ -5.12% (-$123.4K) YoY +6.14% (+$132.1K)
(VNQcusip922908553)	23.8K	QoQ -7.25% (-1.9K) YoY -8.52% (-2.2K)	All Managers (Combined)	$2.2M	0.9% ($2.2M/$226.6M)	QoQ -5.73% (-$131.0K) YoY -4.22% (-$95.0K)
(cusip25434V781)✕	70.0K	QoQ +12.82% (+8.0K) YoY +34.13% (+17.8K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$226.6M)	QoQ +23.64% (+$389.6K) YoY +43.66% (+$619.1K)
(cusip25434V500)✕	32.8K	QoQ +30.11% (+7.6K) YoY +60.13% (+12.3K)	All Managers (Combined)	$2.0M	0.9% ($2.0M/$226.6M)	QoQ +19.45% (+$319.6K) YoY +53.48% (+$683.7K)
(VBcusip922908751)	7.8K	QoQ -0.55% (-44) YoY -3.33% (-271)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$226.6M)	QoQ -8.22% (-$155.9K) YoY -6.22% (-$115.6K)
(IWDcusip464287598)	9.0K	QoQ 0.00% (+0) YoY -0.43% (-39)	All Managers (Combined)	$1.7M	0.7% ($1.7M/$226.6M)	QoQ +1.63% (+$27.2K) YoY +4.59% (-$74.1K)
(cusip25434V773)✕	51.2K	QoQ +3.70% (+1.8K) YoY +51.09% (+17.3K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$226.6M)	QoQ +9.13% (+$110.7K) YoY +55.79% (+$473.9K)
(cusip78463X756)✕	22.9K	QoQ +4.88% (+1.1K) YoY +19.85% (+3.8K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$226.6M)	QoQ +1.34% (+$17.2K) YoY +21.64% (+$230.8K)
(cusip25434V831)✕	38.7K	QoQ +21.88% (+7.0K) YoY +101.05% (+19.5K)	All Managers (Combined)	$1.3M	0.6% ($1.3M/$226.6M)	QoQ +19.54% (+$209.7K) YoY +110.79% (+$674.3K)
(IUSVcusip464287663)	13.2K	QoQ +0.04% (-6) YoY -0.03% (-4)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$226.6M)	QoQ -0.27% (-$3.4K) YoY +2.01% (-$24.0K)
(cusip464288158)✕	11.2K	QoQ -10.83% (-1.4K) YoY -12.77% (-1.6K)	All Managers (Combined)	$1.2M	0.5% ($1.2M/$226.6M)	QoQ -10.73% (-$142.0K) YoY -12.05% (-$161.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.2K	QoQ -21.69% (-596) YoY +117.27% (+1.2K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$226.6M)	QoQ -7.99% (-$99.6K) YoY +175.17% (+$729.3K)
(VYMIcusip921946794)	14.8K	QoQ 0.00% (+0) YoY -0.22% (-34)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$226.6M)	QoQ +8.55% (+$86.1K) YoY +6.86% (-$70.1K)
(cusip464287721)✕	6.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$938.1K	0.4% ($938.1K/$226.6M)	QoQ -11.96% (-$127.5K) YoY +3.98% (+$35.9K)
(VOOcusip922908363)	1.5K	QoQ 0.00% (-0) YoY +13445.45% (+1.5K)	All Managers (Combined)	$765.7K	0.3% ($765.7K/$226.6M)	QoQ -4.62% (-$37.1K) YoY +14380.44% (+$760.4K)
(IEMGcusip46434G103)	12.1K	QoQ -8.97% (-1.2K) YoY -21.32% (-3.3K)	All Managers (Combined)	$650.7K	0.3% ($650.7K/$226.6M)	QoQ -5.92% (-$41.0K) YoY -17.71% (-$140.1K)
CHEVRON CORP(CVXcusip166764100)	3.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$645.1K	0.3% ($645.1K/$226.6M)	QoQ +15.49% (+$86.6K) YoY +6.05% (+$36.8K)
(cusip46434V878)✕	12.2K	QoQ 0.00% (+0) YoY -22.17% (-3.5K)	All Managers (Combined)	$619.2K	0.3% ($619.2K/$226.6M)	QoQ +0.53% (+$3.3K) YoY -21.95% (-$174.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.1K	QoQ 0.00% (-0) YoY +46.80% (+351)	All Managers (Combined)	$615.9K	0.3% ($615.9K/$226.6M)	QoQ -4.55% (-$29.4K) YoY +56.99% (+$223.6K)