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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
-4.23%
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
$1.29B
AUM Growth
-$64.3M
Cap. Flow
+$9.54M
Cap. Flow %
0.74%
Top 10 Hldgs %
51.7%
Holding
127
New
12
Increased
53
Reduced
48
Closed
7

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.38M
2
AMZN icon
Amazon
AMZN
+$3.08M
3
GE icon
GE Aerospace
GE
+$2.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.49M
5
CL icon
Colgate-Palmolive
CL
+$1.36M

Top Sells

Rank Stock Value
1
STZ icon
Constellation Brands
STZ
+$8.09M
2
MS icon
Morgan Stanley
MS
+$2.19M
3
JPM icon
JPMorgan Chase
JPM
+$1.37M
4
DHR icon
Danaher
DHR
+$1.14M
5
AXP icon
American Express
AXP
+$1.03M

Sector Composition

Rank Sector Weight
1 Technology 29.39%
2 Financials 15.54%
3 Healthcare 12.63%
4 Consumer Discretionary 11.48%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
51
Vanguard S&P 500 ETF
VOO
$971B
$1.18M 0.09%
2,300
-40
-2% -$21.6K
QQQ icon
52
Invesco QQQ Trust
QQQ
$445B
$1.12M 0.09%
2,393
– –
MCD icon
53
McDonald's
MCD
$194B
$1.1M 0.09%
3,532
+1,910
+118% +$571K
MRK icon
54
Merck
MRK
$326B
$1.1M 0.09%
12,252
-1,341
-10% -$125K
PNC icon
55
PNC Financial Services
PNC
$100B
$1.03M 0.08%
5,862
-1,020
-15% -$193K
MCO icon
56
Moody's
MCO
$84.1B
$1M 0.08%
2,152
-4
-0.2% -$1.93K
VIG icon
57
Vanguard Dividend Appreciation ETF
VIG
$113B
$974K 0.08%
5,022
+60
+1% +$11.9K
UNP icon
58
Union Pacific
UNP
$177B
$896K 0.07%
3,792
+42
+1% +$10.1K
ROP icon
59
Roper Technologies
ROP
$38.8B
$844K 0.07%
1,432
-369
-20% -$207K
TSLA icon
60
Tesla
TSLA
$1.21T
$807K 0.06%
3,115
+496
+19% +$165K
SHW icon
61
Sherwin-Williams
SHW
$87.3B
$791K 0.06%
2,266
-20
-0.9% -$7.02K
IBM icon
62
IBM
IBM
$215B
$769K 0.06%
3,093
-206
-6% -$50.4K
ADP icon
63
Automatic Data Processing
ADP
$107B
$721K 0.06%
2,361
-39
-2% -$11.8K
RSP icon
64
Invesco S&P 500 Equal Weight ETF
RSP
$98.1B
$719K 0.06%
+4,151
New +$738K
ABBV icon
65
AbbVie
ABBV
$470B
$718K 0.06%
3,429
+1,092
+47% +$212K
ORCL icon
66
Oracle
ORCL
$347B
$697K 0.05%
4,986
-122
-2% -$19.9K
V icon
67
Visa
V
$702B
$679K 0.05%
1,938
+448
+30% +$152K
QUAL icon
68
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$667K 0.05%
3,903
+2,610
+202% +$467K
CSCO icon
69
Cisco
CSCO
$456B
$662K 0.05%
10,730
-1,254
-10% -$77.2K
SBUX icon
70
Starbucks
SBUX
$118B
$605K 0.05%
6,168
-1,081
-15% -$112K
NEE icon
71
NextEra Energy
NEE
$186B
$602K 0.05%
8,492
-2,027
-19% -$143K
XLU icon
72
State Street Utilities Select Sector SPDR ETF
XLU
$23.6B
$598K 0.05%
15,160
-118
-0.8% -$4.61K
IXUS icon
73
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$581K 0.04%
8,329
+2,536
+44% +$176K
VZ icon
74
Verizon
VZ
$202B
$575K 0.04%
12,687
-102
-0.8% -$4.25K
WMT icon
75
Walmart Inc
WMT
$902B
$568K 0.04%
6,473
+117
+2% +$11K
1 2
3
4 5

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SGM
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RIM
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Maple Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Maple Capital Management held 127 positions worth $1.29B, down 4.7% from $1.36B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Maple Capital Management's Q1 2025 filing shows 12 new, 53 increased, 48 reduced and 7 closed positions. Its largest new stake was Berkshire Hathaway Class A: 6 shares worth $4.79M. The largest sale was Constellation Brands, an estimated $8.09M.

By sector, the portfolio is most concentrated in Technology at 29% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

  • Maple Capital Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 6 shares worth $4.79M.
  • Maple Capital Management added most to Amazon in Q1 2025, an estimated $3.08M increase.
  • Maple Capital Management's biggest Q1 2025 reduction was Constellation Brands, cutting an estimated $8.09M.
  • Maple Capital Management fully exited Aon in Q1 2025, selling an estimated $946K.
  • Maple Capital Management's ten largest holdings make up 52% of its $1.29B portfolio in Q1 2025.
  • Maple Capital Management opened 12 new positions and closed 7 in Q1 2025.
  • Maple Capital Management's portfolio value fell 4.7% quarter-over-quarter to $1.29B.

Based on Maple Capital Management's 13F filing for Q1 2025, filed 16 Jun 2025.