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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
+7.74%
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
$1.52B
AUM Growth
+$62.7M
Cap. Flow
-$21.4M
Cap. Flow %
-1.41%
Top 10 Hldgs %
58.67%
Holding
120
New
4
Increased
46
Reduced
50
Closed
6

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$2.02M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.64M
3
GE icon
GE Aerospace
GE
+$1.62M
4
UBER icon
Uber
UBER
+$1.31M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.11M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$19.6M
2
LMT icon
Lockheed Martin
LMT
+$12.3M
3
MS icon
Morgan Stanley
MS
+$1.63M
4
GMS
GMS Inc
GMS
+$1.33M
5
AXP icon
American Express
AXP
+$1.23M

Sector Composition

Rank Sector Weight
1 Technology 34.03%
2 Financials 14.85%
3 Communication Services 13.15%
4 Consumer Discretionary 11.49%
5 Healthcare 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CME icon
26
CME Group
CME
$92.3B
$17.5M 1.15%
64,731
+394
+0.6% +$107K
ISRG icon
27
Intuitive Surgical
ISRG
$128B
$16.8M 1.1%
37,593
-762
-2% -$366K
CMG icon
28
Chipotle Mexican Grill
CMG
$42.6B
$14.3M 0.94%
365,616
+10,280
+3% +$463K
NFLX icon
29
Netflix
NFLX
$293B
$14.2M 0.93%
118,370
+4,120
+4% +$503K
CL icon
30
Colgate-Palmolive
CL
$73.6B
$13.9M 0.91%
173,632
+9,555
+6% +$815K
ZTS icon
31
Zoetis
ZTS
$32.2B
$13M 0.85%
88,717
+1,165
+1% +$176K
ECL icon
32
Ecolab
ECL
$76.4B
$13M 0.85%
47,302
+358
+0.8% +$97.2K
UBER icon
33
Uber
UBER
$139B
$11.1M 0.73%
113,262
+13,999
+14% +$1.31M
FBND icon
34
Fidelity Total Bond ETF
FBND
$27.2B
$4.83M 0.32%
104,403
+7,109
+7% +$326K
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.07T
$3.03M 0.2%
6,023
-18
-0.3% -$8.72K
SPY icon
36
State Street SPDR S&P 500 ETF Trust
SPY
$781B
$2.95M 0.19%
4,421
+96
+2% +$61.5K
GOOGL icon
37
Alphabet (Google) Class A
GOOGL
$3.99T
$2.43M 0.16%
10,012
+145
+1% +$30.4K
EFA icon
38
iShares MSCI EAFE ETF
EFA
$76.8B
$2.38M 0.16%
25,446
+140
+0.6% +$12.7K
IVV icon
39
iShares Core S&P 500 ETF
IVV
$869B
$2.34M 0.15%
3,494
+11
+0.3% +$7.08K
BRK.A icon
40
Berkshire Hathaway Class A
BRK.A
$1.07T
$2.26M 0.15%
3
– –
IJH icon
41
iShares Core S&P Mid-Cap ETF
IJH
$123B
$2.19M 0.14%
33,577
-2,843
-8% -$183K
TCHP icon
42
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.07B
$1.71M 0.11%
34,911
-5,984
-15% -$282K
SCHD icon
43
Schwab US Dividend Equity ETF
SCHD
$103B
$1.67M 0.11%
61,179
-4,771
-7% -$130K
JPST icon
44
JPMorgan Ultra-Short Income ETF
JPST
$40.1B
$1.61M 0.11%
31,792
+2,301
+8% +$116K
XOM icon
45
ExxonMobil
XOM
$642B
$1.53M 0.1%
13,589
-778
-5% -$86.5K
ORCL icon
46
Oracle
ORCL
$345B
$1.44M 0.09%
5,132
+80
+2% +$20.4K
PG icon
47
Procter & Gamble
PG
$346B
$1.42M 0.09%
9,219
-1,742
-16% -$272K
TSLA icon
48
Tesla
TSLA
$1.22T
$1.41M 0.09%
3,165
-92
-3% -$31.9K
IXUS icon
49
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$1.35M 0.09%
16,356
+2,363
+17% +$188K
QQQ icon
50
Invesco QQQ Trust
QQQ
$449B
$1.28M 0.08%
2,133
-152
-7% -$87K
1
2
3 4 5

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Maple Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Maple Capital Management held 120 positions worth $1.52B, up 4.3% from $1.46B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Maple Capital Management's Q3 2025 filing shows 4 new, 46 increased, 50 reduced and 6 closed positions. Its largest new stake was Lowe's Companies: 1,921 shares worth $483K. The largest sale was UnitedHealth, an estimated $19.6M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, up from 32% a quarter earlier, followed by Financials and Communication Services.

  • Maple Capital Management's largest Q3 2025 buy was Lowe's Companies: 1,921 shares worth $483K.
  • Maple Capital Management added most to Amazon in Q3 2025, an estimated $2.02M increase.
  • Maple Capital Management's biggest Q3 2025 reduction was UnitedHealth, cutting an estimated $19.6M.
  • Maple Capital Management fully exited GMS Inc in Q3 2025, selling an estimated $1.33M.
  • Maple Capital Management's ten largest holdings make up 59% of its $1.52B portfolio in Q3 2025.
  • Maple Capital Management opened 4 new positions and closed 6 in Q3 2025.
  • Maple Capital Management's portfolio value rose 4.3% quarter-over-quarter to $1.52B.

Based on Maple Capital Management's 13F filing for Q3 2025, filed 21 Nov 2025.