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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
LOW icon
126
Lowe's Companies
LOW
$121B
– –
-863
Closed -$213K
VEA icon
127
Vanguard FTSE Developed Markets ETF
VEA
$223B
– –
-7,668
Closed -$367K
2 3 4 5
6

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SGM
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RIM
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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.