Maple Capital Management, Inc.
Filing Date
Global Rank
#1,298
/ 8,232
▲ 47
Top Industry
Semiconductors
15.6%
3Y Alpha vs SPY
-3.9%
Period ended 2 months ago
Filed May 8, 2026 · 36d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+60.3%
SPY
+76.5%
Annualised alpha
-3.8%
Max drawdown
−19.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
92 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
10.2%
−0.1 pts
Top 5
38.4%
−1.9 pts
Top 10
56.8%
−2.1 pts
HHI
461
Diversified−27
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.8% | $496,124,277 |
| Financial Services | 14.8% | $189,349,417 |
| Consumer Cyclical | 12.6% | $161,532,336 |
| Healthcare | 10.5% | $134,967,160 |
| Consumer Defensive | 6.4% | $81,780,674 |
| Communication Services | 5.6% | $71,570,676 |
| Industrials | 5.0% | $63,855,952 |
| Energy | 3.1% | $39,662,885 |
| Basic Materials | 2.8% | $35,349,003 |
| Unclassified | 0.3% | $4,056,509 |
| Utilities | 0.1% | $1,313,538 |
| Real Estate | 0.0% | $233,826 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
19 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | +7,519 | 86,656 | $26,820,898 | |
| CL | Colgate Palmolive Co | +2,291 | 180,417 | $15,376,940 | |
| AMZN | Amazon Com Inc | +2,183 | 410,972 | $85,593,138 | |
| XOM | Exxon Mobil Corp | +1,663 | 15,830 | $2,685,717 | |
| MSCI | MSCI Inc. | +1,404 | 13,324 | $7,181,769 | |
| NFLX | Netflix Inc | +1,174 | 119,957 | $11,533,865 | |
| EW | Edwards Lifesciences Corp | +1,130 | 4,980 | $398,798 | |
| IBM | International Business Machines Corp | +1,038 | 4,219 | $1,022,643 | |
| GE | General Electric Co | +1,035 | 86,926 | $24,666,991 | |
| UBER | Uber Technologies, Inc | +889 | 121,287 | $8,724,173 | |
| CAT | Caterpillar Inc | +390 | 1,206 | $854,402 | |
| AMAT | Applied Materials Inc /De | +289 | 98,929 | $33,812,942 | |
| APD | Air Products & Chemicals, Inc. | +168 | 75,318 | $21,879,125 | |
| ORCL | Oracle Corp | +146 | 3,913 | $575,641 | |
| SPY | Spdr S&P 500 ETF Trust | +71 | 4,577 | $2,976,606 | |
| TSLA | Tesla, Inc. | +55 | 3,195 | $1,187,741 | |
| GEV | GE Vernova Inc. | +42 | 398 | $347,414 | |
| CVX | Chevron Corp | +38 | 178,720 | $36,977,168 | |
| CMG | Chipotle Mexican Grill Inc | +20 | 369,168 | $11,817,067 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MS | Morgan Stanley | −40,428 | 181,370 | $29,848,060 | |
| AXP | American Express Co | −27,444 | 73,228 | $22,150,005 | |
| JPM | Jpmorgan Chase & Co | −25,999 | 159,664 | $46,966,762 | |
| HD | Home Depot, Inc. | −10,720 | 77,265 | $25,411,685 | |
| AAPL | Apple Inc. | −8,356 | 516,417 | $131,061,470 | |
| NVDA | Nvidia Corp | −7,237 | 657,502 | $114,668,348 | |
| TJX | Tjx Companies Inc /De/ | −3,620 | 224,234 | $35,810,169 | |
| F | Ford Motor Co | −3,578 | 11,400 | $131,556 | |
| ABT | Abbott Laboratories | −2,966 | 168,652 | $17,315,500 | |
| JNJ | Johnson & Johnson | −2,849 | 171,979 | $42,038,546 | |
| GLW | Corning Inc /Ny | −2,596 | 11,662 | $1,585,682 | |
| ACN | Accenture plc | −2,341 | 111,540 | $22,117,266 | |
| DHR | Danaher Corp /De/ | −2,104 | 3,330 | $631,368 | |
| TXN | Texas Instruments Inc | −1,790 | 236,895 | $45,990,795 | |
| PEP | Pepsico Inc | −1,750 | 3,090 | $479,846 | |
| CME | Cme Group Inc. | −1,702 | 62,883 | $18,572,494 | |
| ZTS | Zoetis Inc. | −1,664 | 86,885 | $10,270,675 | |
| MSFT | Microsoft Corp | −1,656 | 260,502 | $96,430,025 | |
| HON | Honeywell International Inc | −1,447 | 156,227 | $35,311,988 | |
| PFE | Pfizer Inc | −1,290 | 7,257 | $203,776 | |
| KO | Coca Cola Co | −1,284 | 7,402 | $562,922 | |
| VZ | Verizon Communications Inc | −1,268 | 7,561 | $379,562 | |
| ECL | Ecolab Inc. | −1,116 | 46,394 | $12,341,731 | |
| META | Meta Platforms, Inc. | −1,110 | 99,476 | $56,913,203 | |
| GOOGL | Alphabet Inc. | −987 | 8,846 | $2,543,755 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
6 positions
3 positions ·
$1,313,538 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities