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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
AMT icon
101
American Tower
AMT
$77.7B
$252K 0.02%
1,139
-17
-1% -$3.67K
ROK icon
102
Rockwell Automation
ROK
$51.9B
$250K 0.02%
753
-350
-32% -$99.7K
QXO
103
QXO Inc
QXO
$14.7B
$247K 0.02%
+11,445
New +$188K
COF icon
104
Capital One
COF
$127B
$244K 0.02%
+1,147
New +$214K
T icon
105
AT&T
T
$167B
$236K 0.02%
8,163
-645
-7% -$17.8K
EFG icon
106
iShares MSCI EAFE Growth ETF
EFG
$16.4B
$225K 0.02%
+2,010
New +$212K
SHOP icon
107
Shopify
SHOP
$165B
$224K 0.02%
+1,941
New +$194K
IEFA icon
108
iShares Core MSCI EAFE ETF
IEFA
$188B
$223K 0.02%
+2,672
New +$212K
TMO icon
109
Thermo Fisher Scientific
TMO
$208B
$221K 0.02%
544
-17
-3% -$7.11K
EMR icon
110
Emerson Electric
EMR
$83.6B
$219K 0.02%
+1,641
New +$188K
BBY icon
111
Best Buy
BBY
$18.6B
$216K 0.01%
3,214
-1,395
-30% -$94.8K
SCHZ icon
112
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$207K 0.01%
8,919
-630
-7% -$14.5K
CF icon
113
CF Industries
CF
$18.4B
$207K 0.01%
2,250
-2,000
-47% -$170K
PLD icon
114
Prologis
PLD
$137B
$201K 0.01%
1,913
-100
-5% -$10.5K
LIN icon
115
Linde
LIN
$234B
$200K 0.01%
427
-33
-7% -$15.1K
F icon
116
Ford
F
$58.5B
$150K 0.01%
13,850
-508
-4% -$5.17K
ADBE icon
117
Adobe
ADBE
$94.5B
– –
-547
Closed -$210K
BEN icon
118
Franklin Resources
BEN
$17.3B
– –
-10,000
Closed -$193K
BIL icon
119
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
– –
-4,406
Closed -$404K
COP icon
120
ConocoPhillips
COP
$141B
– –
-2,097
Closed -$220K
GGN
121
GAMCO Global Gold, Natural Resources & Income Trust
GGN
$762M
– –
-10,000
Closed -$43.7K
IVW icon
122
iShares S&P 500 Growth ETF
IVW
$72.2B
– –
-2,546
Closed -$236K
IWM icon
123
iShares Russell 2000 ETF
IWM
$80.3B
– –
-1,956
Closed -$390K
NSC icon
124
Norfolk Southern
NSC
$77.1B
– –
-1,174
Closed -$278K
SPMD icon
125
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.4B
– –
-4,737
Closed -$242K
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.