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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
NVDA icon
1
NVIDIA
NVDA
$4.77T
$141M 9.28%
757,108
+1,337
+0.2% +$233K
MSFT icon
2
Microsoft
MSFT
$2.89T
$136M 8.96%
263,387
+2,133
+0.8% +$1.09M
AAPL icon
3
Apple
AAPL
$4.94T
$134M 8.81%
527,115
+3,731
+0.7% +$843K
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4T
$109M 7.13%
446,070
+5,280
+1% +$1.11M
AMZN icon
5
Amazon
AMZN
$2.49T
$88.7M 5.82%
403,984
+8,940
+2% +$2.02M
META icon
6
Meta Platforms (Facebook)
META
$1.51T
$74.1M 4.86%
100,838
+806
+0.8% +$600K
COST icon
7
Costco
COST
$422B
$59.7M 3.92%
64,511
+581
+0.9% +$557K
JPM icon
8
JPMorgan Chase
JPM
$946B
$59.3M 3.89%
187,958
-3,883
-2% -$1.15M
MA icon
9
Mastercard
MA
$487B
$46.6M 3.06%
81,973
+1,159
+1% +$666K
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$109B
$44.6M 2.93%
375,072
+14,222
+4% +$1.64M
TXN icon
11
Texas Instruments
TXN
$255B
$43.5M 2.86%
236,771
+4,018
+2% +$786K
AXP icon
12
American Express
AXP
$229B
$37.1M 2.44%
111,689
-3,863
-3% -$1.23M
LLY icon
13
Eli Lilly
LLY
$1.07T
$35.8M 2.35%
46,921
+154
+0.3% +$115K
MS icon
14
Morgan Stanley
MS
$336B
$35.8M 2.35%
225,129
-11,032
-5% -$1.63M
HD icon
15
Home Depot
HD
$336B
$35.4M 2.32%
87,307
+1,790
+2% +$704K
HON icon
16
Honeywell
HON
$77.5B
$33.1M 2.17%
166,944
+2,253
+1% +$471K
TJX icon
17
TJX Companies
TJX
$173B
$32.9M 2.16%
227,613
+2,122
+0.9% +$282K
JNJ icon
18
Johnson & Johnson
JNJ
$642B
$32.3M 2.12%
174,207
+2,359
+1% +$404K
ACN icon
19
Accenture
ACN
$95B
$28.2M 1.85%
114,229
+849
+0.7% +$221K
CVX icon
20
Chevron
CVX
$379B
$27.3M 1.79%
176,017
+5,693
+3% +$882K
GE icon
21
GE Aerospace
GE
$375B
$24.8M 1.63%
82,380
+5,928
+8% +$1.62M
ABT icon
22
Abbott
ABT
$182B
$23.1M 1.52%
172,489
+292
+0.2% +$38.3K
SPGI icon
23
S&P Global
SPGI
$130B
$21M 1.38%
43,105
+341
+0.8% +$183K
APD icon
24
Air Products & Chemicals
APD
$65.3B
$20.3M 1.33%
74,420
+1,572
+2% +$455K
AMAT icon
25
Applied Materials
AMAT
$410B
$18.6M 1.22%
90,930
+2,489
+3% +$452K
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.