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MCM

Maple Capital Management Portfolio holdings

AUM $1.49B
1-Year Est. Return 23.46%
This Fund
S&P 500
This Quarter Est. Return
-3.05%
1 Year Est. Return
+23.46%
3 Year Est. Return
+94.39%
5 Year Est. Return
+123.75%
10 Year Est. Return
+415.38%
AUM
$1.49B
AUM Growth
-$94.8M
Cap. Flow
-$12.8M
Cap. Flow %
-0.86%
Top 10 Hldgs %
54.23%
Holding
123
New
7
Increased
25
Reduced
75
Closed
4

Top Buys

Rank Stock Value
1
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$19.7M
2
TSM icon
TSMC
TSM
+$12M
3
AVGO icon
Broadcom
AVGO
+$2.47M
4
MSCI icon
MSCI
MSCI
+$792K
5
AMZN icon
Amazon
AMZN
+$481K

Top Sells

Rank Stock Value
1
AXP icon
American Express
AXP
+$9.2M
2
JPM icon
JPMorgan Chase
JPM
+$7.89M
3
MS icon
Morgan Stanley
MS
+$7M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.96M
5
HD icon
Home Depot
HD
+$3.91M

Sector Composition

Rank Sector Weight
1 Technology 33.21%
2 Communication Services 12.89%
3 Financials 12.72%
4 Consumer Discretionary 10.81%
5 Healthcare 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
26
CME Group
CME
$90.1B
$18.6M 1.24%
62,883
-1,702
-3% -$506K
SPGI icon
27
S&P Global
SPGI
$127B
$18.1M 1.21%
42,573
-651
-2% -$302K
ABT icon
28
Abbott
ABT
$175B
$17.3M 1.16%
168,652
-2,966
-2% -$335K
ISRG icon
29
Intuitive Surgical
ISRG
$121B
$16.9M 1.13%
36,563
-824
-2% -$417K
CL icon
30
Colgate-Palmolive
CL
$73.3B
$15.4M 1.03%
180,417
+2,291
+1% +$204K
ECL icon
31
Ecolab
ECL
$75.1B
$12.3M 0.83%
46,394
-1,116
-2% -$315K
CMG icon
32
Chipotle Mexican Grill
CMG
$41.3B
$11.8M 0.79%
369,168
+20
+0% +$740
TSM icon
33
TSMC
TSM
$2.18T
$11.8M 0.79%
+34,837
New +$12M
NFLX icon
34
Netflix
NFLX
$285B
$11.5M 0.77%
119,957
+1,174
+1% +$103K
ZTS icon
35
Zoetis
ZTS
$31.1B
$10.3M 0.69%
86,885
-1,664
-2% -$206K
UBER icon
36
Uber
UBER
$143B
$8.72M 0.58%
121,287
+889
+0.7% +$68.4K
MSCI icon
37
MSCI
MSCI
$41.6B
$7.18M 0.48%
13,324
+1,404
+12% +$792K
FBND icon
38
Fidelity Total Bond ETF
FBND
$27B
$5.05M 0.34%
110,606
+4,222
+4% +$195K
SPY icon
39
State Street SPDR S&P 500 ETF Trust
SPY
$787B
$2.98M 0.2%
4,577
+71
+2% +$48.3K
SPYM
40
State Street SPDR Portfolio S&P 500 ETF
SPYM
$160B
$2.92M 0.2%
38,086
+5,337
+16% +$427K
XOM icon
41
ExxonMobil
XOM
$640B
$2.69M 0.18%
15,830
+1,663
+12% +$243K
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.06T
$2.6M 0.17%
5,425
-89
-2% -$43.7K
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.17T
$2.54M 0.17%
8,846
-987
-10% -$310K
EFA icon
44
iShares MSCI EAFE ETF
EFA
$77.1B
$2.48M 0.17%
25,581
+210
+0.8% +$21K
IJH icon
45
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.14M 0.14%
31,690
-1,105
-3% -$76.7K
IVV icon
46
iShares Core S&P 500 ETF
IVV
$886B
$2.08M 0.14%
3,188
-275
-8% -$188K
JPST icon
47
JPMorgan Ultra-Short Income ETF
JPST
$40B
$1.76M 0.12%
34,787
+1,641
+5% +$83.1K
GLW icon
48
Corning
GLW
$133B
$1.59M 0.11%
11,662
-2,596
-18% -$313K
VOO icon
49
Vanguard S&P 500 ETF
VOO
$979B
$1.33M 0.09%
2,224
-10
-0.4% -$6.25K
IXUS icon
50
iShares Core MSCI Total International Stock ETF
IXUS
$58.2B
$1.27M 0.09%
14,686
-662
-4% -$59K
1
2
3 4 5

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SGM
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Maple Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Maple Capital Management held 123 positions worth $1.49B, down 6% from $1.59B the previous quarter. Its ten largest holdings account for 54% of the portfolio.

Maple Capital Management's Q1 2026 filing shows 7 new, 25 increased, 75 reduced and 4 closed positions. Its largest new stake was iShares Core MSCI Emerging Markets ETF: 272,717 shares worth $19M. The largest sale was American Express, an estimated $9.2M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Communication Services and Financials.

  • Maple Capital Management's largest Q1 2026 buy was iShares Core MSCI Emerging Markets ETF: 272,717 shares worth $19M.
  • Maple Capital Management added most to Broadcom in Q1 2026, an estimated $2.47M increase.
  • Maple Capital Management's biggest Q1 2026 reduction was American Express, cutting an estimated $9.2M.
  • Maple Capital Management fully exited Vulcan Materials in Q1 2026, selling an estimated $420K.
  • Maple Capital Management's ten largest holdings make up 54% of its $1.49B portfolio in Q1 2026.
  • Maple Capital Management opened 7 new positions and closed 4 in Q1 2026.
  • Maple Capital Management's portfolio value fell 6% quarter-over-quarter to $1.49B.

Based on Maple Capital Management's 13F filing for Q1 2026, filed 8 May 2026.