CIK: 0001313893
Total reported value
$1.5B
Reporting period: 2026-03-31 · Number of holdings: 119
Maple Capital Management, Inc. disclosed 119 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.5B and a quarterly turnover rate of 17.1%.
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Maple Capital Management, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.042 — mathematically equivalent to about 24 equally-sized positions, well below its 119 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.00), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
-0.6% -$30.4M
Trim AXP
-27.3% -$15.1M
Add CVX
+0.0% $9.7M
Add COST
-1.4% $7.7M
Trim GOOG
-5.0% -$18.3M
Add AMAT
+0.3% $8.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | Stock-Tech | 8.77% | -0.21% | -1.59% | |
| 2 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 8.10% | -0.67% | -4.99% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 7.68% | -0.12% | -1.09% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 6.45% | -1.53% | -0.63% | |
| 5 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.73% | -0.21% | +0.53% | |
| 6 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 4.24% | +0.74% | -1.41% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.81% | -0.37% | -1.10% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.22% | +0.30% | +0.24% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.14% | -0.63% | -14.00% | |
| 10 | TXN | Texas Instruments INC | Stock-Tech | 3.08% | +0.47% | -0.75% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.92% | -0.34% | -1.56% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.81% | +0.53% | -1.63% | |
| 13 | MA | Mastercard INC - A | Stock-Financials | 2.74% | -0.23% | -0.74% | |
| 14 | CVX | Chevron CORP | Stock-Energy | 2.48% | +0.77% | +0.02% | |
| 15 | TJX | Tjx Companies INC | Stock-Consumer Disc | 2.40% | +0.20% | -1.59% | |
| 16 | HON | Honeywell International INC | Stock-Industrials | 2.36% | +0.42% | -0.92% | |
| 17 | AMAT | Applied Materials INC | Stock-Tech | 2.26% | +0.66% | +0.29% | |
| 18 | MS | Morgan Stanley | Stock-Financials | 2.00% | -0.48% | -18.23% | |
| 19 | AVGO | Broadcom INC | Stock-Tech | 1.80% | +0.08% | +9.50% | |
| 20 | HD | Home Depot INC | Stock-Consumer Disc | 1.70% | -0.21% | -12.18% | |
| 21 | GE | General Electric | Stock-Industrials | 1.65% | -0.02% | +1.21% | |
| 22 | AXP | American Express Co | Stock-Financials | 1.48% | -0.86% | -27.26% | |
| 23 | ACN | Accenture plc | Stock-Tech | 1.48% | -0.44% | -2.06% | |
| 24 | APD | Air Products & Chemicals INC | Stock-Materials | 1.46% | +0.29% | +0.22% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.27% | +1.27% | NEW | |
| 26 | CME | Cme Group INC | Stock-Financials | 1.24% | +0.13% | -2.64% | |
| 27 | SPGI | S&p Global INC | Stock-Financials | 1.21% | -0.21% | -1.51% | |
| 28 | ABT | Abbott Laboratories | Stock-Healthcare | 1.16% | -0.19% | -1.73% | |
| 29 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 1.13% | -0.20% | -2.20% | |
| 30 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.03% | +0.14% | +1.29% | |
| 31 | ECL | Ecolab INC | Stock-Materials | 0.83% | — | -2.35% | |
| 32 | CMG | Chipotle Mexican Grill INC | Stock-Consumer Disc | 0.79% | -0.07% | +0.01% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.79% | +0.79% | NEW | |
| 34 | NFLX | Netflix INC | Stock-Comm Services | 0.77% | +0.07% | +0.99% | |
| 35 | ZTS | Zoetis INC | Stock-Healthcare | 0.69% | -0.01% | -1.88% | |
| 36 | UBER | Uber Technologies INC | Stock-Industrials | 0.58% | -0.04% | +0.74% | |
| 37 | MSCI | Msci INC | Stock-Financials | 0.48% | +0.05% | +11.78% | |
| 38 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.34% | — | +3.97% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | — | +1.58% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | +0.03% | +16.30% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | +0.07% | +11.74% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.17% | — | -1.61% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | -0.02% | -10.04% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.17% | — | +0.83% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.14% | — | -3.37% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.14% | -0.01% | -7.94% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.12% | — | +4.95% | |
| 48 | GLW | Corning INC | Stock-Tech | 0.11% | +0.03% | -18.21% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.09% | — | -0.45% | |
| 50 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.09% | — | -4.31% |
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
+20.1%
Based on 77% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 119 | $1.5B | 17 | |
| 2025-12-31 | 116 | $1.6B | 13 | |
| 2025-09-30 | 114 | $1.5B | 100 | |
| 2025-06-30 | 116 | $1.5B | 0 | |
| 2025-03-31 | 120 | $1.3B | 0 | |
| 2024-12-31 | 115 | $1.4B | 0 | |
| 2024-09-30 | 111 | $1.3B | 0 | |
| 2024-06-30 | 113 | $1.2B | 0 | |
| 2024-03-31 | 106 | $1.1B | 0 | |
| 2023-12-31 | 100 | $999.3M | 0 | |
| 2023-09-30 | 97 | $876.7M | 0 | |
| 2023-06-30 | 95 | $917.9M | 0 | |
| 2023-03-31 | 97 | $818.4M | 0 | |
| 2022-12-31 | 96 | $755.2M | 0 | |
| 2022-09-30 | 98 | $792.6M | 0 | |
| 2022-06-30 | 91 | $759.0M | 0 | |
| 2022-03-31 | 102 | $851.8M | 0 | |
| 2021-12-31 | 107 | $916.4M | 0 | |
| 2021-09-30 | 104 | $788.3M | 0 | |
| 2021-06-30 | 106 | $828.7M | 100 | |
| 2021-03-31 | 97 | $676.1M | 10 | |
| 2020-12-31 | 100 | $648.6M | 7 | |
| 2020-09-30 | 104 | $617.3M | 23 | |
| 2020-06-30 | 98 | $510.4M | 28 | |
| 2020-03-31 | 91 | $400.5M | 30 | |
| 2019-12-31 | 122 | $517.4M | 14 | |
| 2019-09-30 | 119 | $464.7M | 14 | |
| 2019-06-30 | 126 | $445.1M | 14 | |
| 2019-03-31 | 122 | $425.0M | 36 | |
| 2018-12-31 | 116 | $388.9M | 22 | |
| 2018-09-30 | 135 | $443.6M | 18 | |
| 2018-06-30 | 136 | $404.9M | 18 | |
| 2018-03-31 | 137 | $401.2M | 22 | |
| 2017-12-31 | 139 | $388.8M | 14 | |
| 2017-09-30 | 138 | $372.0M | 16 | |
| 2017-06-30 | 134 | $348.1M | 15 | |
| 2017-03-31 | 135 | $338.6M | 16 | |
| 2016-12-31 | 125 | $318.3M | 14 | |
| 2016-09-30 | 128 | $308.3M | 15 | |
| 2016-06-30 | 113 | $273.5M | 15 | |
| 2016-03-31 | 120 | $271.4M | 19 | |
| 2015-12-31 | 127 | $282.1M | 25 | |
| 2015-09-30 | 124 | $270.0M | 18 | |
| 2015-06-30 | 126 | $292.1M | 20 | |
| 2015-03-31 | 127 | $287.5M | 20 | |
| 2014-12-31 | 128 | $276.4M | 16 | |
| 2014-09-30 | 123 | $263.8M | 12 | |
| 2014-06-30 | 123 | $274.8M | 17 | |
| 2014-03-31 | 128 | $258.9M | 25 | |
| 2013-12-31 | 130 | $251.1M | 18 | |
| 2013-09-30 | 122 | $227.1M | 17 | |
| 2013-06-30 | 121 | $223.7M | — |
Maple Capital Management, Inc.'s most significant position changes for 2026-03-31: New buy: Ishares Core Msci Emerging (IEMG); New buy: Taiwan Semiconductor-sp Adr (TSM); Sold out: Vulcan Materials Co (VMC); Sold out: Walt Disney Co/the (DIS); New buy: Cf Industries Holdings INC (CF).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.8% | +0.02% | Add |
| 2 | COST | Costco Wholesale CORP | +0.7% | -1.41% | Trim |
| 3 | AMAT | Applied Materials INC | +0.7% | +0.29% | Add |
| 4 | JNJ | Johnson & Johnson | +0.5% | -1.63% | Trim |
| 5 | TXN | Texas Instruments INC | +0.5% | -0.75% | Trim |
| 6 | HON | Honeywell International INC | +0.4% | -0.92% | Trim |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.3% | +0.24% | Add |
| 8 | APD | Air Products & Chemicals INC | +0.3% | +0.22% | Add |
| 9 | TJX | Tjx Companies INC | +0.2% | -1.59% | Trim |
| 10 | CL | Colgate-palmolive Co | +0.1% | +1.29% | Add |
| 11 | CME | Cme Group INC | +0.1% | -2.64% | Trim |
| 12 | AVGO | Broadcom INC | +0.1% | +9.50% | Add |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +11.74% | Add |
| 14 | NFLX | Netflix INC | +0.1% | +0.99% | Add |
| 15 | MSCI | Msci INC | +0.1% | +11.78% | Add |
| 16 | CAT | Caterpillar INC | 0% | +47.79% | Add |
| 17 | GLW | Corning INC | 0% | -18.21% | Trim |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +16.30% | Add |
| 19 | ZTS | Zoetis INC | 0% | -1.88% | Trim |
| 20 | IVV | Ishares Core S&p 500 ETF | 0% | -7.94% | Trim |
| 21 | QQQ | Invesco Qqq Trust Series 1 | 0% | -12.28% | Trim |
| 22 | GE | General Electric | 0% | +1.21% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | -10.04% | Trim |
| 24 | TCHP | T Rowe Price Blue Chip Growt | 0% | -24.81% | Trim |
| 25 | MCO | Moody's CORP | 0% | -40.45% | Trim |
| 26 | UBER | Uber Technologies INC | 0% | +0.74% | Add |
| 27 | DHR | Danaher CORP | 0% | -38.72% | Trim |
| 28 | CMG | Chipotle Mexican Grill INC | -0.1% | +0.01% | Add |
| 29 | NVDA | Nvidia CORP | -0.1% | -1.09% | Trim |
| 30 | ABT | Abbott Laboratories | -0.2% | -1.73% | Trim |
| 31 | ISRG | Intuitive Surgical INC | -0.2% | -2.20% | Trim |
| 32 | AAPL | Apple INC | -0.2% | -1.59% | Trim |
| 33 | AMZN | Amazon.com INC | -0.2% | +0.53% | Add |
| 34 | HD | Home Depot INC | -0.2% | -12.18% | Trim |
| 35 | SPGI | S&p Global INC | -0.2% | -1.51% | Trim |
| 36 | MA | Mastercard INC - A | -0.2% | -0.74% | Trim |
| 37 | LLY | Eli Lilly & Co | -0.3% | -1.56% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.4% | -1.10% | Trim |
| 39 | ACN | Accenture plc | -0.4% | -2.06% | Trim |
| 40 | MS | Morgan Stanley | -0.5% | -18.23% | Trim |
| 41 | JPM | Jpmorgan Chase & Co | -0.6% | -14.00% | Trim |
| 42 | GOOG | Alphabet Inc-cl C | -0.7% | -4.99% | Trim |
| 43 | AXP | American Express Co | -0.9% | -27.26% | Trim |
| 44 | MSFT | Microsoft CORP | -1.5% | -0.63% | Trim |
| 45 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 46 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 47 | VMC | Vulcan Materials Co | — | EXIT | Sold out |
| 48 | DIS | Walt Disney Co/the | — | EXIT | Sold out |
| 49 | CF | Cf Industries Holdings INC | — | NEW | New buy |
| 50 | SHOP | Shopify INC - Class A | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-08 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-03 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-21 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-08 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-06-16 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-05 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-21 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-30 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-09 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-07 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-10 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-02 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-15 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-02 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-17 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-15 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-12 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-08 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-11 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-15 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-03 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-19 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-03 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-15 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-13 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-29 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-29 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-21 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-23 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-04-23 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-27 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-28 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-02 | 13F-HR | View on EDGAR |
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