We are live on ! Find out more
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
SPYG icon
126
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$50.6B
– –
-3,384
Closed -$272K
STZ icon
127
Constellation Brands
STZ
$22.2B
– –
-1,269
Closed -$233K
VB icon
128
Vanguard Small-Cap ETF
VB
$79.9B
– –
-1,897
Closed -$421K
VEU icon
129
Vanguard FTSE All-World ex-US ETF
VEU
$65.9B
– –
-5,716
Closed -$347K
2 3 4 5
6

Similar funds

SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
CPA
Capital Performance Advisors Walnut Creek, California $1.5B AUM 21.4% 1-Year Est. Return
SGM
Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
RCW
Rheos Capital Works Tokyo, Japan $1.5B AUM 47.78% 1-Year Est. Return
PIM
Plato Investment Management Sydney, NSW, Australia $1.49B AUM 28.65% 1-Year Est. Return
NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return

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.