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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
+12.75%
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
$1.46B
AUM Growth
+$166M
Cap. Flow
+$37.2M
Cap. Flow %
2.54%
Top 10 Hldgs %
55.34%
Holding
129
New
9
Increased
43
Reduced
59
Closed
13

Top Buys

Rank Stock Value
1
UBER icon
Uber
UBER
+$8.17M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.99M
3
AMZN icon
Amazon
AMZN
+$3.72M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$2.93M

Top Sells

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.29M
2
MS icon
Morgan Stanley
MS
+$1.56M
3
LMT icon
Lockheed Martin
LMT
+$1.02M
4
GMS
GMS Inc
GMS
+$1M
5
UNH icon
UnitedHealth
UNH
+$936K

Sector Composition

Rank Sector Weight
1 Technology 32.15%
2 Financials 15.09%
3 Communication Services 11.65%
4 Consumer Discretionary 11.55%
5 Healthcare 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
51
Vanguard S&P 500 ETF
VOO
$968B
$1.27M 0.09%
2,231
-69
-3% -$36.3K
QQQ icon
52
Invesco QQQ Trust
QQQ
$449B
$1.26M 0.09%
2,285
-108
-5% -$53.7K
ORCL icon
53
Oracle
ORCL
$345B
$1.1M 0.08%
5,052
+66
+1% +$10.7K
IXUS icon
54
iShares Core MSCI Total International Stock ETF
IXUS
$57.7B
$1.08M 0.07%
13,993
+5,664
+68% +$414K
MCO icon
55
Moody's
MCO
$84.2B
$1.08M 0.07%
2,152
– –
TSLA icon
56
Tesla
TSLA
$1.22T
$1.03M 0.07%
3,257
+142
+5% +$42.8K
VIG icon
57
Vanguard Dividend Appreciation ETF
VIG
$112B
$1.01M 0.07%
4,958
-64
-1% -$12.4K
MCD icon
58
McDonald's
MCD
$192B
$984K 0.07%
3,369
-163
-5% -$50.3K
PNC icon
59
PNC Financial Services
PNC
$99.6B
$979K 0.07%
5,249
-613
-10% -$104K
IBM icon
60
IBM
IBM
$204B
$909K 0.06%
3,083
-10
-0.3% -$2.58K
PEP icon
61
PepsiCo
PEP
$191B
$907K 0.06%
6,871
-3,867
-36% -$521K
UNP icon
62
Union Pacific
UNP
$178B
$840K 0.06%
3,653
-139
-4% -$30.9K
MRK icon
63
Merck
MRK
$323B
$818K 0.06%
10,339
-1,913
-16% -$152K
SHW icon
64
Sherwin-Williams
SHW
$80.7B
$739K 0.05%
2,152
-114
-5% -$39.5K
ABBV icon
65
AbbVie
ABBV
$454B
$728K 0.05%
3,922
+493
+14% +$91.6K
ADP icon
66
Automatic Data Processing
ADP
$102B
$727K 0.05%
2,357
-4
-0.2% -$1.23K
WMT icon
67
Walmart Inc
WMT
$889B
$656K 0.04%
6,707
+234
+4% +$22.3K
QUAL icon
68
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$648K 0.04%
3,543
-360
-9% -$62.1K
KO icon
69
Coca-Cola
KO
$362B
$641K 0.04%
9,061
+1,197
+15% +$85.3K
V icon
70
Visa
V
$689B
$630K 0.04%
1,774
-164
-8% -$57.2K
CSCO icon
71
Cisco
CSCO
$452B
$613K 0.04%
8,834
-1,896
-18% -$117K
ACWX icon
72
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$611K 0.04%
10,031
+276
+3% +$15.9K
ROP icon
73
Roper Technologies
ROP
$37.1B
$584K 0.04%
1,031
-401
-28% -$227K
NEE icon
74
NextEra Energy
NEE
$185B
$533K 0.04%
7,671
-821
-10% -$57K
XLU icon
75
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$531K 0.04%
13,000
-2,160
-14% -$86.1K
1 2
3
4 5

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Maple Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Maple Capital Management held 129 positions worth $1.46B, up 13% from $1.29B the previous quarter. Its ten largest holdings account for 55% of the portfolio.

Maple Capital Management's Q2 2025 filing shows 9 new, 43 increased, 59 reduced and 13 closed positions. Its largest new stake was Uber: 99,263 shares worth $9.26M. The largest sale was Berkshire Hathaway Class A, an estimated $2.29M.

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

  • Maple Capital Management's largest Q2 2025 buy was Uber: 99,263 shares worth $9.26M.
  • Maple Capital Management added most to Alphabet (Google) Class C in Q2 2025, an estimated $5.99M increase.
  • Maple Capital Management's biggest Q2 2025 reduction was Berkshire Hathaway Class A, cutting an estimated $2.29M.
  • Maple Capital Management fully exited Vanguard Small-Cap ETF in Q2 2025, selling an estimated $421K.
  • Maple Capital Management's ten largest holdings make up 55% of its $1.46B portfolio in Q2 2025.
  • Maple Capital Management opened 9 new positions and closed 13 in Q2 2025.
  • Maple Capital Management's portfolio value rose 13% quarter-over-quarter to $1.46B.

Based on Maple Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.