Maryland-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  null,
  null,
  "ABT",
  "ABBV",
  null,
  "VONG",
  null,
  "GOOGL",
  null,
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  "T",
  "BLK",
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
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  null,
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  "FCX",
  "GD",
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  "AWRE",
  "HD",
  "HPQ",
  "AZN",
  null,
  null,
  null,
  null,
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  "EMXC",
  "HWM",
  "ITW",
  null,
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  null,
  null,
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  "IJH",
  "SIF",
  null,
  null,
  "LHX",
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  "LBTYK",
  null,
  null,
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  "MRVL",
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  "MA",
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  "MDLZ",
  "MS",
  "GE",
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  "NVS",
  "OXY",
  "ICLR",
  "ADM",
  "IJR",
  "IWD",
  "NOC",
  null,
  null,
  null,
  "VHT",
  null,
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  "IWF",
  "PEP",
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  "IEMG",
  "IVV",
  null,
  "IYR",
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  "SPY",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "MKC",
  "AMGN",
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  "REGN",
  null,
  null,
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  "RY",
  null,
  null,
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  null,
  null,
  null,
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  "IBM",
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  "TFC",
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  null,
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  "TT",
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  "F",
  "WEC",
  "WM",
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  "LAND",
  null,
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  "SCHB",
  null,
  null,
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  null,
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  null,
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  "CMCSA",
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  null,
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  null,
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  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
  "MO",
  "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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921908844

VIG|921908844

Shares:3.0K

Value:$581.3K

% of Portfolio:0.3% ($581.3K/$226.6M)

46435GAA0

Shares:22.8K

Value:$552.4K

% of Portfolio:0.2% ($552.4K/$226.6M)

78463X533

Shares:15.4K

Value:$548.0K

% of Portfolio:0.2% ($548.0K/$226.6M)

464287481

IWP|464287481

Shares:4.7K

Value:$547.0K

% of Portfolio:0.2% ($547.0K/$226.6M)

78463X863

Shares:21.4K

Value:$525.1K

% of Portfolio:0.2% ($525.1K/$226.6M)

808524797

SCHD|808524797

Shares:18.4K

Value:$513.4K

% of Portfolio:0.2% ($513.4K/$226.6M)

464288489

Shares:25.0K

Value:$493.0K

% of Portfolio:0.2% ($493.0K/$226.6M)

921910816

MGK|921910816

Shares:1.6K

Value:$484.9K

% of Portfolio:0.2% ($484.9K/$226.6M)

MCCORMICK & CO INC

MKC|579780206

Shares:5.5K

Value:$449.7K

% of Portfolio:0.2% ($449.7K/$226.6M)

25434V765

Shares:16.4K

Value:$443.0K

% of Portfolio:0.2% ($443.0K/$226.6M)

922042718

VSS|922042718

Shares:3.8K

Value:$442.0K

% of Portfolio:0.2% ($442.0K/$226.6M)

Walmart Inc.

WMT|931142103

Shares:4.8K

Value:$423.2K

% of Portfolio:0.2% ($423.2K/$226.6M)

46432F842

IEFA|46432F842

Shares:5.5K

Value:$415.8K

% of Portfolio:0.2% ($415.8K/$226.6M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.3K

Value:$381.9K

% of Portfolio:0.2% ($381.9K/$226.6M)

46432F859

Shares:7.8K

Value:$378.3K

% of Portfolio:0.2% ($378.3K/$226.6M)

922042858

VWO|922042858

Shares:8.0K

Value:$361.1K

% of Portfolio:0.2% ($361.1K/$226.6M)

MICROSOFT CORP

MSFT|594918104

Shares:955

Value:$358.5K

% of Portfolio:0.2% ($358.5K/$226.6M)

464287234

EEM|464287234

Shares:8.1K

Value:$354.3K

% of Portfolio:0.2% ($354.3K/$226.6M)

46435UAA9

Shares:14.0K

Value:$338.6K

% of Portfolio:0.1% ($338.6K/$226.6M)

Broadcom Inc.

AVGO|11135F101

Shares:1.9K

Value:$326.5K

% of Portfolio:0.1% ($326.5K/$226.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VIGcusip921908844)	3.0K	QoQ -5.96% (-190) YoY +73.48% (+1.3K)	All Managers (Combined)	$581.3K	0.3% ($581.3K/$226.6M)	QoQ -6.84% (-$42.7K) YoY +84.27% (+$265.8K)
(cusip46435GAA0)✕	22.8K	QoQ +27.84% (+5.0K) YoY +45.99% (+7.2K)	All Managers (Combined)	$552.4K	0.2% ($552.4K/$226.6M)	QoQ +28.59% (+$122.8K) YoY +48.19% (+$179.6K)
(cusip78463X533)✕	15.4K	QoQ -0.60% (-93) YoY -5.58% (-908)	All Managers (Combined)	$548.0K	0.2% ($548.0K/$226.6M)	QoQ +0.59% (-$3.2K) YoY +0.58% (-$3.2K)
(IWPcusip464287481)	4.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$547.0K	0.2% ($547.0K/$226.6M)	QoQ -7.30% (-$43.1K) YoY +2.93% (+$15.6K)
(cusip78463X863)✕	21.4K	QoQ -23.34% (-6.5K) YoY -24.41% (-6.9K)	All Managers (Combined)	$525.1K	0.2% ($525.1K/$226.6M)	QoQ -18.55% (-$119.7K) YoY -29.08% (-$215.3K)
(SCHDcusip808524797)	18.4K	QoQ -27.81% (-7.1K) YoY NEW(+18.4K)	All Managers (Combined)	$513.4K	0.2% ($513.4K/$226.6M)	QoQ -26.11% (-$181.5K) YoY NEW(+$513.4K)
(cusip464288489)✕	25.0K	QoQ -27.89% (-9.7K) YoY -33.17% (-12.4K)	All Managers (Combined)	$493.0K	0.2% ($493.0K/$226.6M)	QoQ -26.28% (-$175.8K) YoY -38.03% (-$302.7K)
(MGKcusip921910816)	1.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$484.9K	0.2% ($484.9K/$226.6M)	QoQ -10.05% (-$54.2K) YoY +7.77% (+$35.0K)
MCCORMICK & CO INC(MKCcusip579780206)	5.5K	QoQ 0.00% (+0) YoY -5.15% (-297)	All Managers (Combined)	$449.7K	0.2% ($449.7K/$226.6M)	QoQ +7.96% (+$33.2K) YoY +1.63% (-$7.2K)
(cusip25434V765)✕	16.4K	QoQ +24.02% (+3.2K) YoY +2300.72% (+15.8K)	All Managers (Combined)	$443.0K	0.2% ($443.0K/$226.6M)	QoQ +32.43% (+$108.5K) YoY +2300.72% (+$424.6K)
(VSScusip922042718)	3.8K	QoQ +40.44% (+1.1K) YoY +34.37% (+978)	All Managers (Combined)	$442.0K	0.2% ($442.0K/$226.6M)	QoQ +41.81% (+$130.3K) YoY +32.96% (+$109.6K)
Walmart Inc.(WMTcusip931142103)	4.8K	QoQ -1.79% (-88) YoY 0.00% (+0)	All Managers (Combined)	$423.2K	0.2% ($423.2K/$226.6M)	QoQ -4.57% (-$20.3K) YoY +45.90% (+$133.2K)
(IEFAcusip46432F842)	5.5K	QoQ 0.00% (+0) YoY -0.91% (-51)	All Managers (Combined)	$415.8K	0.2% ($415.8K/$226.6M)	QoQ +7.64% (+$29.5K) YoY +0.98% (-$4.1K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$381.9K	0.2% ($381.9K/$226.6M)	QoQ +4.37% (+$16.0K) YoY +22.33% (+$69.7K)
(cusip46432F859)✕	7.8K	QoQ 0.00% (+0) YoY -94.36% (-131.0K)	All Managers (Combined)	$378.3K	0.2% ($378.3K/$226.6M)	QoQ +1.21% (+$4.5K) YoY -94.25% (-$6.2M)
(VWOcusip922042858)	8.0K	QoQ -1.33% (-108) YoY -4.87% (-409)	All Managers (Combined)	$361.1K	0.2% ($361.1K/$226.6M)	QoQ +1.39% (-$5.0K) YoY +3.07% (-$10.8K)
MICROSOFT CORP(MSFTcusip594918104)	955	QoQ 0.00% (-0) YoY +21.03% (+166)	All Managers (Combined)	$358.5K	0.2% ($358.5K/$226.6M)	QoQ -10.93% (-$44.0K) YoY +7.99% (+$26.5K)
(EEMcusip464287234)	8.1K	QoQ -1.04% (-86) YoY -1.04% (-86)	All Managers (Combined)	$354.3K	0.2% ($354.3K/$226.6M)	QoQ +3.39% (-$11.6K) YoY +5.26% (-$17.7K)
(cusip46435UAA9)✕	14.0K	QoQ +129.16% (+7.9K) YoY +250.18% (+10.0K)	All Managers (Combined)	$338.6K	0.1% ($338.6K/$226.6M)	QoQ +131.26% (+$192.2K) YoY +255.77% (+$243.4K)
Broadcom Inc.(AVGOcusip11135F101)	1.9K	QoQ 0.00% (-0) YoY +900.00% (+1.8K)	All Managers (Combined)	$326.5K	0.1% ($326.5K/$226.6M)	QoQ -27.78% (-$125.6K) YoY +26.32% (+$68.0K)