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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
PG icon
51
Procter & Gamble
PG
$347B
$1.22M 0.08%
8,418
-790
-9% -$120K
TSLA icon
52
Tesla
TSLA
$1.4T
$1.19M 0.08%
3,195
+55
+2% +$22.7K
QQQ icon
53
Invesco QQQ Trust
QQQ
$469B
$1.08M 0.07%
1,871
-262
-12% -$159K
IBM icon
54
IBM
IBM
$193B
$1.02M 0.07%
4,219
+1,038
+33% +$281K
MRK icon
55
Merck
MRK
$315B
$1.01M 0.07%
8,393
-825
-9% -$95.2K
VIG icon
56
Vanguard Dividend Appreciation ETF
VIG
$110B
$994K 0.07%
4,623
-125
-3% -$27.9K
MCD icon
57
McDonald's
MCD
$187B
$927K 0.06%
2,983
-127
-4% -$40.5K
CAT icon
58
Caterpillar
CAT
$410B
$855K 0.06%
1,206
+390
+48% +$270K
ABBV icon
59
AbbVie
ABBV
$448B
$827K 0.06%
3,801
-90
-2% -$20K
UNP icon
60
Union Pacific
UNP
$174B
$822K 0.06%
3,390
-115
-3% -$28.2K
PNC icon
61
PNC Financial Services
PNC
$101B
$794K 0.05%
3,818
-55
-1% -$12K
BRK.A icon
62
Berkshire Hathaway Class A
BRK.A
$1.05T
$718K 0.05%
1
– –
CSCO icon
63
Cisco
CSCO
$442B
$663K 0.04%
8,551
-565
-6% -$44.2K
SHW icon
64
Sherwin-Williams
SHW
$78.9B
$658K 0.04%
2,053
– –
V icon
65
Visa
V
$672B
$638K 0.04%
2,109
-35
-2% -$11.3K
DHR icon
66
Danaher
DHR
$126B
$631K 0.04%
3,330
-2,104
-39% -$448K
NEE icon
67
NextEra Energy
NEE
$186B
$621K 0.04%
6,691
-71
-1% -$6.31K
TCHP icon
68
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.14B
$615K 0.04%
13,927
-4,596
-25% -$217K
ORCL icon
69
Oracle
ORCL
$362B
$576K 0.04%
3,913
+146
+4% +$23.7K
KO icon
70
Coca-Cola
KO
$354B
$563K 0.04%
7,402
-1,284
-15% -$97.1K
TRMK icon
71
Trustmark
TRMK
$2.71B
$557K 0.04%
13,213
-600
-4% -$25.3K
VTI icon
72
Vanguard Total Stock Market ETF
VTI
$661B
$545K 0.04%
1,698
-165
-9% -$55.4K
MCO icon
73
Moody's
MCO
$85.5B
$534K 0.04%
1,225
-832
-40% -$394K
XLU icon
74
State Street Utilities Select Sector SPDR ETF
XLU
$23.9B
$485K 0.03%
10,573
-169
-2% -$7.58K
PEP icon
75
PepsiCo
PEP
$185B
$480K 0.03%
3,090
-1,750
-36% -$273K
1 2
3
4 5

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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.