Analyzing Maryland Capital Management's Q2 2022 vs. Q3 2022 Holdings: Winners and Losers

Maryland Capital Management's Q2 2022 vs. Q3 2022 13F Holdings report is out, and it's time to analyze the changes in the fund's portfolio. The report outlines the holdings of the fund and compares the changes in value and percentage for each company. In this post, we'll dive deep into the report to identify the winners and losers in the fund's portfolio.

The report includes more than 60 companies, and we'll take a closer look at the top twenty holdings that contributed the most significant value changes. The analysis covers the top-performing companies that gained value and the underachievers that took a hit.

One of the top holding companies, with a positive change of 19.7%, is Five Below Inc. This retail company, focused on selling products for consumers aged 5 to 12, has experienced significant growth recently. We will delve into this phenomenon and why it impacted their stock.

On the other hand, Adobe Systems Incorporated lost 26% value during the same period. As a software company offering digital marketing and media solutions, what factors caused the loss, and is it a darker future for Adobe?

Other top companies that made the list are Amazon.com Inc, Paycom Software Inc, and PayPay Hldgs Inc, while companies like Johnson & Johnson, Procter and Gamble Co., and Verizon Communications, Inc. have demonstrated some negative effects to the fund's holdings.

We will investigate the current and future impact of these changes and provide insights and opinions on the events that affected these companies. Finally, we will discuss the implications of the holdings' changes, and the fund's future prospects discussed in the report.