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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
BBY icon
101
Best Buy
BBY
$18.6B
$240K 0.02%
3,175
-39
-1% -$2.8K
T icon
102
AT&T
T
$167B
$221K 0.01%
7,826
-337
-4% -$9.57K
GEV icon
103
GE Vernova
GEV
$265B
$220K 0.01%
+357
New +$216K
IVW icon
104
iShares S&P 500 Growth ETF
IVW
$72.2B
$219K 0.01%
+1,816
New +$209K
PLD icon
105
Prologis
PLD
$137B
$219K 0.01%
1,913
– –
AMT icon
106
American Tower
AMT
$77.7B
$219K 0.01%
1,139
– –
QXO
107
QXO Inc
QXO
$14.7B
$218K 0.01%
11,445
– –
DIA icon
108
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.5B
$216K 0.01%
466
-206
-31% -$92.8K
NSC icon
109
Norfolk Southern
NSC
$77.1B
$216K 0.01%
+719
New +$200K
EFG icon
110
iShares MSCI EAFE Growth ETF
EFG
$16.4B
$209K 0.01%
1,835
-175
-9% -$19.5K
SCHZ icon
111
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$209K 0.01%
8,889
-30
-0.3% -$697
LIN icon
112
Linde
LIN
$234B
$202K 0.01%
425
-2
-0.5% -$947
CF icon
113
CF Industries
CF
$18.4B
$202K 0.01%
2,250
– –
F icon
114
Ford
F
$58.5B
$166K 0.01%
13,850
– –
EMR icon
115
Emerson Electric
EMR
$83.6B
– –
-1,641
Closed -$219K
FIX icon
116
Comfort Systems
FIX
$60.9B
– –
-546
Closed -$293K
GMS
117
DELISTED
GMS Inc
GMS
– –
-12,250
Closed -$1.33M
IEFA icon
118
iShares Core MSCI EAFE ETF
IEFA
$188B
– –
-2,672
Closed -$223K
RSP icon
119
Invesco S&P 500 Equal Weight ETF
RSP
$97.1B
– –
-2,445
Closed -$444K
SHOP icon
120
Shopify
SHOP
$165B
– –
-1,941
Closed -$224K
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.