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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
-4.23%
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
$1.29B
AUM Growth
-$64.3M
Cap. Flow
+$9.54M
Cap. Flow %
0.74%
Top 10 Hldgs %
51.7%
Holding
127
New
12
Increased
53
Reduced
48
Closed
7

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.38M
2
AMZN icon
Amazon
AMZN
+$3.08M
3
GE icon
GE Aerospace
GE
+$2.84M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.49M
5
CL icon
Colgate-Palmolive
CL
+$1.36M

Top Sells

Rank Stock Value
1
STZ icon
Constellation Brands
STZ
+$8.09M
2
MS icon
Morgan Stanley
MS
+$2.19M
3
JPM icon
JPMorgan Chase
JPM
+$1.37M
4
DHR icon
Danaher
DHR
+$1.14M
5
AXP icon
American Express
AXP
+$1.03M

Sector Composition

Rank Sector Weight
1 Technology 29.39%
2 Financials 15.54%
3 Healthcare 12.63%
4 Consumer Discretionary 11.48%
5 Communication Services 10.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYG icon
101
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.4B
$272K 0.02%
+3,384
New +$295K
MDT icon
102
Medtronic
MDT
$111B
$271K 0.02%
3,015
-165
-5% -$14.8K
DIA icon
103
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$46B
$270K 0.02%
643
-36
-5% -$15.6K
PM icon
104
Philip Morris
PM
$312B
$269K 0.02%
1,693
-3
-0.2% -$425
TT icon
105
Trane Technologies
TT
$104B
$257K 0.02%
+762
New +$275K
AMT icon
106
American Tower
AMT
$79.9B
$252K 0.02%
1,156
-15
-1% -$2.94K
T icon
107
AT&T
T
$169B
$249K 0.02%
8,808
-63
-0.7% -$1.58K
SPMD icon
108
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.4B
$242K 0.02%
+4,737
New +$258K
IDXX icon
109
Idexx Laboratories
IDXX
$44.9B
$241K 0.02%
573
+5
+0.9% +$2.17K
IVW icon
110
iShares S&P 500 Growth ETF
IVW
$71.9B
$236K 0.02%
+2,546
New +$257K
STZ icon
111
Constellation Brands
STZ
$22.5B
$233K 0.02%
1,269
-44,510
-97% -$8.09M
PLD icon
112
Prologis
PLD
$137B
$225K 0.02%
2,013
-162
-7% -$18.7K
SCHZ icon
113
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$221K 0.02%
9,549
-645
-6% -$14.8K
COP icon
114
ConocoPhillips
COP
$139B
$220K 0.02%
2,097
-25
-1% -$2.49K
LIN icon
115
Linde
LIN
$236B
$214K 0.02%
+460
New +$207K
AVGO icon
116
Broadcom
AVGO
$1.81T
$210K 0.02%
1,256
-207
-14% -$43.8K
ADBE icon
117
Adobe
ADBE
$99B
$210K 0.02%
547
-193
-26% -$82.8K
BEN icon
118
Franklin Resources
BEN
$17.3B
$193K 0.01%
+10,000
New +$200K
F icon
119
Ford
F
$59.6B
$144K 0.01%
14,358
+808
+6% +$7.89K
GGN
120
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$756M
$43.7K ﹤0.01%
10,000
– –
AON icon
121
Aon
AON
$81.4B
– –
-2,634
Closed -$946K
BMY icon
122
Bristol-Myers Squibb
BMY
$130B
– –
-3,559
Closed -$201K
CTAS icon
123
Cintas
CTAS
$86B
– –
-1,492
Closed -$273K
EMR icon
124
Emerson Electric
EMR
$85B
– –
-1,726
Closed -$214K
ETN icon
125
Eaton
ETN
$150B
– –
-611
Closed -$203K
2 3 4
5
6

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NSGL
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Maple Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Maple Capital Management held 127 positions worth $1.29B, down 4.7% from $1.36B the previous quarter. Its ten largest holdings account for 52% of the portfolio.

Maple Capital Management's Q1 2025 filing shows 12 new, 53 increased, 48 reduced and 7 closed positions. Its largest new stake was Berkshire Hathaway Class A: 6 shares worth $4.79M. The largest sale was Constellation Brands, an estimated $8.09M.

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

  • Maple Capital Management's largest Q1 2025 buy was Berkshire Hathaway Class A: 6 shares worth $4.79M.
  • Maple Capital Management added most to Amazon in Q1 2025, an estimated $3.08M increase.
  • Maple Capital Management's biggest Q1 2025 reduction was Constellation Brands, cutting an estimated $8.09M.
  • Maple Capital Management fully exited Aon in Q1 2025, selling an estimated $946K.
  • Maple Capital Management's ten largest holdings make up 52% of its $1.29B portfolio in Q1 2025.
  • Maple Capital Management opened 12 new positions and closed 7 in Q1 2025.
  • Maple Capital Management's portfolio value fell 4.7% quarter-over-quarter to $1.29B.

Based on Maple Capital Management's 13F filing for Q1 2025, filed 16 Jun 2025.