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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
DHR icon
51
Danaher
DHR
$138B
$1.23M 0.08%
6,190
-1,848
-23% -$368K
VOO icon
52
Vanguard S&P 500 ETF
VOO
$968B
$1.21M 0.08%
1,980
-251
-11% -$148K
VIG icon
53
Vanguard Dividend Appreciation ETF
VIG
$112B
$1.06M 0.07%
4,911
-47
-0.9% -$9.87K
MCO icon
54
Moody's
MCO
$84.2B
$1M 0.07%
2,102
-50
-2% -$25.2K
MCD icon
55
McDonald's
MCD
$192B
$987K 0.06%
3,249
-120
-4% -$36.5K
ABBV icon
56
AbbVie
ABBV
$454B
$908K 0.06%
3,922
– –
IBM icon
57
IBM
IBM
$204B
$904K 0.06%
3,205
+122
+4% +$31.9K
PEP icon
58
PepsiCo
PEP
$191B
$851K 0.06%
6,061
-810
-12% -$116K
PNC icon
59
PNC Financial Services
PNC
$99.6B
$849K 0.06%
4,225
-1,024
-20% -$203K
UNP icon
60
Union Pacific
UNP
$178B
$829K 0.05%
3,508
-145
-4% -$32.7K
MRK icon
61
Merck
MRK
$323B
$744K 0.05%
8,864
-1,475
-14% -$121K
SHW icon
62
Sherwin-Williams
SHW
$80.7B
$740K 0.05%
2,138
-14
-0.7% -$4.94K
ADP icon
63
Automatic Data Processing
ADP
$102B
$674K 0.04%
2,296
-61
-3% -$18.4K
KO icon
64
Coca-Cola
KO
$362B
$622K 0.04%
9,378
+317
+3% +$21.8K
CSCO icon
65
Cisco
CSCO
$452B
$599K 0.04%
8,754
-80
-0.9% -$5.45K
V icon
66
Visa
V
$689B
$595K 0.04%
1,743
-31
-2% -$10.7K
ACWX icon
67
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$583K 0.04%
8,971
-1,060
-11% -$66.3K
MUB icon
68
iShares National Muni Bond ETF
MUB
$45.2B
$567K 0.04%
5,320
+703
+15% +$73.6K
XLU icon
69
State Street Utilities Select Sector SPDR ETF
XLU
$23.5B
$562K 0.04%
12,884
-116
-0.9% -$4.91K
TRMK icon
70
Trustmark
TRMK
$2.71B
$556K 0.04%
14,028
– –
UNH icon
71
UnitedHealth
UNH
$379B
$539K 0.04%
1,561
-64,852
-98% -$19.6M
VTI icon
72
Vanguard Total Stock Market ETF
VTI
$655B
$511K 0.03%
1,556
+328
+27% +$104K
NEE icon
73
NextEra Energy
NEE
$185B
$504K 0.03%
6,671
-1,000
-13% -$73.1K
AVGO icon
74
Broadcom
AVGO
$1.82T
$494K 0.03%
1,496
-46
-3% -$14.1K
LMT icon
75
Lockheed Martin
LMT
$134B
$486K 0.03%
974
-27,078
-97% -$12.3M
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.