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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
IWB icon
76
iShares Russell 1000 ETF
IWB
$47.7B
$515K 0.04%
1,518
– –
TRMK icon
77
Trustmark
TRMK
$2.71B
$511K 0.04%
14,028
– –
SBUX icon
78
Starbucks
SBUX
$118B
$502K 0.03%
5,474
-694
-11% -$60.1K
MUB icon
79
iShares National Muni Bond ETF
MUB
$45.2B
$482K 0.03%
4,617
-80
-2% -$8.32K
VZ icon
80
Verizon
VZ
$198B
$445K 0.03%
10,295
-2,392
-19% -$104K
RSP icon
81
Invesco S&P 500 Equal Weight ETF
RSP
$97.1B
$444K 0.03%
2,445
-1,706
-41% -$294K
AVGO icon
82
Broadcom
AVGO
$1.82T
$425K 0.03%
1,542
+286
+23% +$62.1K
QCOM icon
83
Qualcomm
QCOM
$179B
$421K 0.03%
2,646
-950
-26% -$140K
MDT icon
84
Medtronic
MDT
$108B
$407K 0.03%
4,667
+1,652
+55% +$140K
WM icon
85
Waste Management
WM
$95.5B
$390K 0.03%
1,703
-615
-27% -$143K
VMC icon
86
Vulcan Materials
VMC
$36.9B
$381K 0.03%
1,460
-17
-1% -$4.37K
VTI icon
87
Vanguard Total Stock Market ETF
VTI
$655B
$373K 0.03%
1,228
-247
-17% -$69.5K
IJS icon
88
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$368K 0.03%
3,695
-300
-8% -$28.3K
DIS icon
89
Walt Disney
DIS
$168B
$353K 0.02%
2,846
-212
-7% -$22K
JEF icon
90
Jefferies Financial Group
JEF
$13B
$345K 0.02%
6,316
-2
-0% -$99
TT icon
91
Trane Technologies
TT
$107B
$331K 0.02%
756
-6
-0.8% -$2.37K
PFE icon
92
Pfizer
PFE
$141B
$326K 0.02%
13,459
-1,410
-9% -$32.9K
VUG icon
93
Vanguard Growth ETF
VUG
$216B
$310K 0.02%
+4,236
New +$279K
PM icon
94
Philip Morris
PM
$305B
$308K 0.02%
1,693
– –
IDXX icon
95
Idexx Laboratories
IDXX
$43.9B
$305K 0.02%
568
-5
-0.9% -$2.39K
CWT icon
96
California Water Service
CWT
$3.04B
$303K 0.02%
6,667
– –
EW icon
97
Edwards Lifesciences
EW
$47.8B
$301K 0.02%
3,850
-2
-0.1% -$149
DIA icon
98
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
$296K 0.02%
672
+29
+5% +$12K
FIX icon
99
Comfort Systems
FIX
$60.9B
$293K 0.02%
+546
New +$238K
CAT icon
100
Caterpillar
CAT
$402B
$289K 0.02%
743
-138
-16% -$46K
2 3
4
5 6

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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.