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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
+4.83%
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
$1.59B
AUM Growth
+$65.8M
Cap. Flow
+$16.6M
Cap. Flow %
1.04%
Top 10 Hldgs %
57.14%
Holding
123
New
9
Increased
46
Reduced
55
Closed
7

Top Buys

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$27.8M
2
MSCI icon
MSCI
MSCI
+$6.69M
3
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.6M
4
AMAT icon
Applied Materials
AMAT
+$1.85M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.37M

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$17.2M
2
AXP icon
American Express
AXP
+$3.94M
3
HON icon
Honeywell
HON
+$1.81M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.49M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.15M

Sector Composition

Rank Sector Weight
1 Technology 33.56%
2 Financials 14.98%
3 Communication Services 13.88%
4 Consumer Discretionary 11.11%
5 Healthcare 9.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLW icon
51
Corning
GLW
$123B
$1.25M 0.08%
+14,258
New +$1.23M
DHR icon
52
Danaher
DHR
$138B
$1.24M 0.08%
5,434
-756
-12% -$166K
MCO icon
53
Moody's
MCO
$84.2B
$1.05M 0.07%
2,057
-45
-2% -$22K
VIG icon
54
Vanguard Dividend Appreciation ETF
VIG
$112B
$1.04M 0.07%
4,748
-163
-3% -$35.6K
MRK icon
55
Merck
MRK
$323B
$970K 0.06%
9,218
+354
+4% +$33.2K
MCD icon
56
McDonald's
MCD
$192B
$951K 0.06%
3,110
-139
-4% -$42.6K
IBM icon
57
IBM
IBM
$204B
$942K 0.06%
3,181
-24
-0.7% -$7.19K
TCHP icon
58
T. Rowe Price Blue Chip Growth ETF
TCHP
$2.07B
$924K 0.06%
18,523
-16,388
-47% -$811K
ABBV icon
59
AbbVie
ABBV
$454B
$889K 0.06%
3,891
-31
-0.8% -$7.06K
UNP icon
60
Union Pacific
UNP
$178B
$811K 0.05%
3,505
-3
-0.1% -$685
PNC icon
61
PNC Financial Services
PNC
$99.6B
$808K 0.05%
3,873
-352
-8% -$67.9K
BRK.A icon
62
Berkshire Hathaway Class A
BRK.A
$1.07T
$755K 0.05%
1
-2
-67% -$1.49M
V icon
63
Visa
V
$689B
$752K 0.05%
2,144
+401
+23% +$137K
ORCL icon
64
Oracle
ORCL
$345B
$734K 0.05%
3,767
-1,365
-27% -$325K
CSCO icon
65
Cisco
CSCO
$452B
$702K 0.04%
9,116
+362
+4% +$26.9K
PEP icon
66
PepsiCo
PEP
$191B
$695K 0.04%
4,840
-1,221
-20% -$179K
SHW icon
67
Sherwin-Williams
SHW
$80.7B
$665K 0.04%
2,053
-85
-4% -$28.4K
VTI icon
68
Vanguard Total Stock Market ETF
VTI
$655B
$625K 0.04%
1,863
+307
+20% +$102K
KO icon
69
Coca-Cola
KO
$362B
$607K 0.04%
8,686
-692
-7% -$48.2K
ADP icon
70
Automatic Data Processing
ADP
$102B
$582K 0.04%
2,264
-32
-1% -$8.52K
NEE icon
71
NextEra Energy
NEE
$185B
$543K 0.03%
6,762
+91
+1% +$7.54K
TRMK icon
72
Trustmark
TRMK
$2.71B
$538K 0.03%
13,813
-215
-2% -$8.37K
DGX icon
73
Quest Diagnostics
DGX
$25.6B
$533K 0.03%
+3,070
New +$559K
SCHD icon
74
Schwab US Dividend Equity ETF
SCHD
$103B
$517K 0.03%
18,863
-42,316
-69% -$1.15M
LOW icon
75
Lowe's Companies
LOW
$119B
$483K 0.03%
2,004
+83
+4% +$19.9K
1 2
3
4 5

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Maple Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Maple Capital Management held 123 positions worth $1.59B, up 4.3% from $1.52B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Maple Capital Management's Q4 2025 filing shows 9 new, 46 increased, 55 reduced and 7 closed positions. Its largest new stake was MSCI: 11,920 shares worth $6.84M. The largest sale was NVIDIA, an estimated $17.2M.

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

  • Maple Capital Management's largest Q4 2025 buy was MSCI: 11,920 shares worth $6.84M.
  • Maple Capital Management added most to Broadcom in Q4 2025, an estimated $27.8M increase.
  • Maple Capital Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $17.2M.
  • Maple Capital Management fully exited Starbucks in Q4 2025, selling an estimated $416K.
  • Maple Capital Management's ten largest holdings make up 57% of its $1.59B portfolio in Q4 2025.
  • Maple Capital Management opened 9 new positions and closed 7 in Q4 2025.
  • Maple Capital Management's portfolio value rose 4.3% quarter-over-quarter to $1.59B.

Based on Maple Capital Management's 13F filing for Q4 2025, filed 3 Feb 2026.