StockDriftsStockDriftsTop 50 Maple Capital Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.84% | 514.8K | $149.0M | -0.31%(-1.61K) | $81.75(+273.53%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 8.09% | 385.7K | $136.3M | -8.56%(-36.09K) | $70.00(+389.47%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 7.77% | 653.7K | $130.8M | -0.58%(-3.80K) | $28.93(+681.39%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.87% | 415.0K | $98.9M | +0.98%(+4.03K) | $132.76(+97.75%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 5.73% | 258.7K | $96.5M | -0.68%(-1.76K) | $110.98(+337.99%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 4.21% | 98.1K | $70.9M | -0.84%(-835) | $137.69(+286.25%) | 2026-06-30 | |
| TXN | TEXAS INSTRS INC | 4.18% | 236.4K | $70.5M | -0.21%(-502) | $131.18(+116.19%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 3.53% | 63.6K | $59.5M | -0.00%(-1) | $303.30(+214.49%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.46% | 392.8K | $58.3M | +1.37%(+5.30K) | $108.86(+37.75%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.41% | 47.9K | $57.4M | +0.85%(+401) | $132.83(+787.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +22.33% | +83.06% | +14.61% | +97.78% |
| Top 20 Holdings Unweighted | +22.22% | +82.56% | +14.44% | +96.25% |
Maple Capital Management INC reports $1.68B in US-listed equity holdings across 127 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (8.8%), GOOG (8.1%) and NVDA (7.8%). The top 20 holdings account for 78.26% of reported assets. Its disclosed equity book has returned +83.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Maple Capital Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1313893). View Maple Capital Management INC’s 13F filings on SEC