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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
LOW icon
76
Lowe's Companies
LOW
$119B
$483K 0.03%
+1,921
New +$472K
IWB icon
77
iShares Russell 1000 ETF
IWB
$47.7B
$471K 0.03%
1,289
-229
-15% -$80.7K
ROP icon
78
Roper Technologies
ROP
$37.1B
$464K 0.03%
931
-100
-10% -$53.3K
VMC icon
79
Vulcan Materials
VMC
$36.9B
$449K 0.03%
1,460
– –
PM icon
80
Philip Morris
PM
$305B
$439K 0.03%
2,705
+1,012
+60% +$170K
QCOM icon
81
Qualcomm
QCOM
$179B
$425K 0.03%
2,555
-91
-3% -$14.4K
JEF icon
82
Jefferies Financial Group
JEF
$13B
$422K 0.03%
6,449
+133
+2% +$8.11K
SBUX icon
83
Starbucks
SBUX
$118B
$416K 0.03%
4,920
-554
-10% -$49.6K
WMT icon
84
Walmart Inc
WMT
$889B
$411K 0.03%
3,989
-2,718
-41% -$271K
IJS icon
85
iShares S&P Small-Cap 600 Value ETF
IJS
$8.14B
$409K 0.03%
3,695
– –
MDT icon
86
Medtronic
MDT
$108B
$408K 0.03%
4,284
-383
-8% -$35.2K
VZ icon
87
Verizon
VZ
$198B
$384K 0.03%
8,736
-1,559
-15% -$67.5K
WM icon
88
Waste Management
WM
$95.5B
$380K 0.02%
1,720
+17
+1% +$3.83K
CAT icon
89
Caterpillar
CAT
$402B
$365K 0.02%
765
+22
+3% +$9.39K
VUG icon
90
Vanguard Growth ETF
VUG
$216B
$346K 0.02%
4,326
+90
+2% +$6.88K
IDXX icon
91
Idexx Laboratories
IDXX
$43.9B
$338K 0.02%
529
-39
-7% -$23.7K
DIS icon
92
Walt Disney
DIS
$168B
$318K 0.02%
2,781
-65
-2% -$7.66K
TT icon
93
Trane Technologies
TT
$107B
$315K 0.02%
746
-10
-1% -$4.27K
CWT icon
94
California Water Service
CWT
$3.04B
$306K 0.02%
6,667
– –
EW icon
95
Edwards Lifesciences
EW
$47.8B
$299K 0.02%
3,850
– –
PFE icon
96
Pfizer
PFE
$141B
$293K 0.02%
11,483
-1,976
-15% -$48.8K
TMO icon
97
Thermo Fisher Scientific
TMO
$208B
$264K 0.02%
544
– –
ROK icon
98
Rockwell Automation
ROK
$51.9B
$262K 0.02%
750
-3
-0.4% -$1.04K
QUAL icon
99
iShares MSCI USA Quality Factor ETF
QUAL
$46B
$248K 0.02%
1,277
-2,266
-64% -$425K
COF icon
100
Capital One
COF
$127B
$244K 0.02%
1,147
– –
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.