☆Maple Capital Management, Inc.
Quality Q
0.737
AUM ($M)
1,684
Positions
127
Turnover
0.09
Top-10 wt
55%
Herfindahl
0.042
History (qtrs)
6
Excess Return
+0.8%
AI Eval Run AI Eval
Holdings · 135 positions · portfolio value $1,684M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆AAPL funds › | APPLE INC | TRIM | — | 8.8% | +0.1% | 149.0 | 514,811 | -1,606 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 8.1% | -0.0% | 136.3 | 385,653 | -36,090 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | TRIM | — | 7.8% | +0.1% | 130.8 | 653,706 | -3,796 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 5.9% | +0.1% | 98.9 | 415,000 | +4,028 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 5.7% | -0.7% | 96.5 | 258,738 | -1,764 | 5 | — |
| ☆AMAT funds › | APPLIED MATLS INC | TRIM | — | 4.2% | +1.9% | 70.9 | 98,094 | -835 | 5 | — |
| ☆TXN funds › | TEXAS INSTRS INC | TRIM | — | 4.2% | +1.1% | 70.5 | 236,393 | -502 | 5 | — |
| ☆COST funds › | COSTCO WHOLESALE CORPORATION | TRIM | — | 3.5% | -0.7% | 59.5 | 63,593 | -1 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 3.5% | +0.2% | 58.3 | 392,798 | +5,297 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | ADD | — | 3.4% | +0.5% | 57.4 | 47,852 | +401 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 3.3% | -0.5% | 56.2 | 99,704 | +228 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 3.0% | -0.1% | 51.3 | 156,748 | -2,916 | 5 | — |
| ☆JNJ funds › | JOHNSON & JOHNSON | TRIM | — | 2.6% | -0.2% | 43.4 | 170,795 | -1,184 | 5 | — |
| ☆MA funds › | MASTERCARD INCORPORATED | TRIM | — | 2.5% | -0.2% | 42.0 | 81,719 | -196 | 5 | — |
| ☆MS funds › | MORGAN STANLEY | TRIM | — | 2.2% | +0.2% | 36.8 | 175,947 | -5,423 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 2.0% | +0.2% | 34.2 | 90,605 | +3,949 | 5 | — |
| ☆TJX funds › | TJX COS INC NEW | ADD | — | 2.0% | -0.4% | 34.1 | 224,861 | +627 | 5 | — |
| ☆GE funds › | GE AEROSPACE | ADD | — | 2.0% | +0.3% | 33.0 | 88,393 | +1,467 | 5 | — |
| ☆IEMG funds › | ISHARES INC | ADD | — | 1.8% | +0.5% | 29.8 | 360,175 | +87,458 | 2 | -10.9% |
| ☆CVX funds › | CHEVRON CORPORATION | ADD | — | 1.8% | -0.7% | 29.7 | 178,917 | +197 | 5 | — |
| ☆HD funds › | HOME DEPOT INC | ADD | — | 1.6% | -0.1% | 27.3 | 77,310 | +45 | 5 | — |
| ☆AXP funds › | AMERICAN EXPRESS CO | TRIM | — | 1.4% | -0.1% | 23.9 | 70,722 | -2,506 | 5 | — |
| ☆APD funds › | AIR PRODUCTS AND CHEMICALS I | TRIM | — | 1.3% | -0.2% | 22.1 | 75,300 | -18 | 5 | — |
| ☆ACN funds › | ACCENTURE PLC IRELAND | ADD | — | 1.1% | -0.4% | 18.9 | 151,701 | +40,161 | 5 | — |
| ☆ISRG funds › | INTUITIVE SURGICAL INC | ADD | — | 1.1% | -0.0% | 18.3 | 46,036 | +9,473 | 5 | — |
| ☆HON funds › | HONEYWELL INTL INC | NEW | — | 1.0% | +1.0% | 17.4 | 77,808 | +77,808 | 1 | -11.2% |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MANUFAC | ADD | — | 1.0% | +0.2% | 17.4 | 36,477 | +1,640 | 2 | +8.1% |
| ☆SPGI funds › | S&P GLOBAL INC | TRIM | — | 1.0% | -0.2% | 17.2 | 42,176 | -397 | 5 | — |
| ☆HONA funds › | HONEYWELL AEROSPACE INC | NEW | — | 1.0% | +1.0% | 17.1 | 77,203 | +77,203 | 1 | -104.9% |
| ☆CL funds › | COLGATE PALMOLIVE CO | ADD | — | 1.0% | -0.0% | 16.8 | 182,704 | +2,287 | 5 | — |
| ☆ABT funds › | ABBOTT LABORATORIES | TRIM | — | 0.9% | -0.3% | 15.1 | 166,641 | -2,011 | 5 | — |
| ☆CME funds › | CME GROUP INC | TRIM | — | 0.8% | -0.4% | 13.8 | 62,415 | -468 | 5 | — |
| ☆ECL funds › | ECOLAB INC | ADD | — | 0.8% | -0.1% | 13.0 | 46,482 | +88 | 5 | — |
| ☆CMG funds › | CHIPOTLE MEXICAN GRILL INC | ADD | — | 0.7% | -0.0% | 12.6 | 370,917 | +1,749 | 5 | — |
| ☆TSLA funds › | TESLA INC | ADD | — | 0.7% | +0.6% | 11.3 | 26,852 | +23,657 | 5 | — |
| ☆UBER funds › | UBER TECHNOLOGIES INC | ADD | — | 0.5% | -0.1% | 8.9 | 123,225 | +1,938 | 5 | -39.4% |
| ☆NFLX funds › | NETFLIX INC. | ADD | — | 0.5% | -0.3% | 8.6 | 121,145 | +1,188 | 5 | — |
| ☆MSCI funds › | MSCI INC | ADD | — | 0.5% | -0.0% | 7.7 | 13,685 | +361 | 3 | -20.2% |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | ADD | — | 0.4% | +0.2% | 7.2 | 9,578 | +5,001 | 5 | — |
| ☆FBND funds › | FIDELITY MERRIMACK STR TR | ADD | — | 0.3% | -0.0% | 5.2 | 114,614 | +4,008 | 5 | — |
| ☆SPYM funds › | SPDR SERIES TRUST | ADD | — | 0.2% | +0.0% | 3.8 | 43,108 | +5,022 | 3 | +0.1% |
| ☆ZTS funds › | ZOETIS INC | TRIM | — | 0.2% | -0.5% | 3.7 | 51,995 | -34,890 | 5 | — |
| ☆GLW funds › | CORNING INC | ADD | — | 0.2% | +0.1% | 3.0 | 11,897 | +235 | 3 | +140.4% |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.2% | +0.0% | 2.9 | 8,082 | -764 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | TRIM | — | 0.2% | -0.0% | 2.7 | 5,400 | -25 | 5 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 0.2% | -0.0% | 2.6 | 25,339 | -242 | 5 | — |
| ☆IVV funds › | ISHARES TR | ADD | — | 0.1% | +0.0% | 2.5 | 3,298 | +110 | 5 | — |
| ☆IJH funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 2.3 | 29,924 | -1,766 | 5 | — |
| ☆CUSIP:30231G102 funds › | EXXON MOBIL CORP | TRIM | — | 0.1% | -0.1% | 2.2 | 15,818 | -12 | 5 | — |
| ☆JPST funds › | J P MORGAN EXCHANGE TRADED F | ADD | — | 0.1% | -0.0% | 1.8 | 35,614 | +827 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 1.6 | 2,268 | +44 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.1% | +0.1% | 1.4 | 1,205 | +1,205 | 1 | +311.8% |
| ☆QQQ funds › | INVESCO QQQ TR | TRIM | — | 0.1% | +0.0% | 1.4 | 1,845 | -26 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | HOLD | — | 0.1% | +0.0% | 1.3 | 1,206 | +0 | 5 | — |
| ☆IXUS funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 1.2 | 12,924 | -1,762 | 5 | — |
| ☆IBM funds › | INTERNATIONAL BUSINESS MACHS | HOLD | — | 0.1% | +0.0% | 1.2 | 4,219 | +0 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | ADD | — | 0.1% | +0.0% | 1.2 | 4,921 | +298 | 5 | — |
| ☆PG funds › | PROCTER & GAMBLE CO | TRIM | — | 0.1% | -0.0% | 1.0 | 7,127 | -1,291 | 5 | — |
| ☆MRK funds › | MERCK & CO INC | TRIM | — | 0.1% | -0.0% | 1.0 | 7,566 | -827 | 5 | — |
| ☆ABBV funds › | ABBVIE INC | ADD | — | 0.1% | +0.0% | 1.0 | 3,813 | +12 | 5 | — |
| ☆PNC funds › | PNC FINL SVCS GROUP INC | ADD | — | 0.1% | +0.0% | 0.9 | 3,834 | +16 | 5 | — |
| ☆UNP funds › | UNION PAC CORP | TRIM | — | 0.1% | -0.0% | 0.9 | 3,371 | -19 | 5 | — |
| ☆MCD funds › | MCDONALDS CORP | ADD | — | 0.1% | -0.0% | 0.9 | 3,350 | +367 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | TRIM | — | 0.1% | +0.0% | 0.9 | 7,345 | -1,206 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.0% | -0.0% | 0.7 | 1 | +0 | 5 | — |
| ☆SHW funds › | SHERWIN WILLIAMS CO | HOLD | — | 0.0% | -0.0% | 0.7 | 2,053 | +0 | 5 | — |
| ☆V funds › | VISA INC | TRIM | — | 0.0% | -0.0% | 0.7 | 1,913 | -196 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | ADD | — | 0.0% | +0.0% | 0.6 | 3,365 | +1,228 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | ADD | — | 0.0% | +0.0% | 0.6 | 509 | +111 | 4 | +49.6% |
| ☆VTI funds › | VANGUARD INDEX FDS | TRIM | — | 0.0% | -0.0% | 0.6 | 1,607 | -91 | 5 | — |
| ☆DHR funds › | DANAHER CORP DEL | TRIM | — | 0.0% | -0.0% | 0.6 | 3,032 | -298 | 5 | — |
| ☆KO funds › | COCA COLA CO | TRIM | — | 0.0% | -0.0% | 0.6 | 7,077 | -325 | 5 | — |
| ☆NEE funds › | NEXTERA ENERGY INC | TRIM | — | 0.0% | -0.0% | 0.6 | 6,469 | -222 | 5 | — |
| ☆ORCL funds › | ORACLE CORP | TRIM | — | 0.0% | -0.0% | 0.6 | 3,863 | -50 | 5 | — |
| ☆MCO funds › | MOODYS CORP | HOLD | — | 0.0% | -0.0% | 0.6 | 1,225 | +0 | 5 | — |
| ☆IJS funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.5 | 3,695 | +0 | 5 | — |
| ☆TCHP funds › | T ROWE PRICE EXCHANGE-TRADED | TRIM | — | 0.0% | -0.0% | 0.5 | 9,989 | -3,938 | 5 | — |
| ☆DGX funds › | QUEST DIAGNOSTICS INC | HOLD | — | 0.0% | -0.0% | 0.5 | 2,313 | +0 | 3 | +14.5% |
| ☆IWB funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.5 | 1,187 | +0 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | +0.0% | 0.5 | 5,443 | +4,722 | 5 | -2.1% |
| ☆STX funds › | SEAGATE TECHNOLOGY HLDNGS PL | NEW | — | 0.0% | +0.0% | 0.5 | 482 | +482 | 1 | +187.3% |
| ☆EW funds › | EDWARDS LIFESCIENCES CORP | HOLD | — | 0.0% | +0.0% | 0.5 | 4,980 | +0 | 5 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.0% | -0.0% | 0.4 | 3,908 | +703 | 5 | — |
| ☆XLU funds › | SELECT SECTOR SPDR TR | TRIM | — | 0.0% | -0.0% | 0.4 | 9,546 | -1,027 | 5 | — |
| ☆WM funds › | WASTE MGMT INC DEL | ADD | — | 0.0% | -0.0% | 0.4 | 1,912 | +129 | 5 | — |
| ☆ADP funds › | AUTOMATIC DATA PROCESSING IN | TRIM | — | 0.0% | -0.0% | 0.4 | 1,843 | -8 | 5 | — |
| ☆PM funds › | PHILIP MORRIS INTL INC | TRIM | — | 0.0% | -0.0% | 0.4 | 2,216 | -81 | 5 | — |
| ☆WEC funds › | WEC ENERGY GROUP INC | TRIM | — | 0.0% | -0.0% | 0.4 | 3,347 | -20 | 3 | -22.7% |
| ☆PEP funds › | PEPSICO INC | TRIM | — | 0.0% | -0.0% | 0.4 | 2,849 | -241 | 5 | — |
| ☆ACWX funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.4 | 5,047 | -1,511 | 5 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | HOLD | — | 0.0% | +0.0% | 0.4 | 753 | +0 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.0% | +0.0% | 0.4 | 634 | +634 | 1 | +105.4% |
| ☆LOW funds › | LOWES COS INC | TRIM | — | 0.0% | -0.0% | 0.4 | 1,619 | -298 | 4 | -33.7% |
| ☆MUB funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.4 | 3,263 | -334 | 5 | — |
| ☆UNH funds › | UNITEDHEALTH GROUP INC | ADD | — | 0.0% | +0.0% | 0.3 | 821 | +30 | 5 | — |
| ☆TT funds › | TRANE TECHNOLOGIES PLC | TRIM | — | 0.0% | -0.0% | 0.3 | 681 | -43 | 5 | — |
| ☆CUSIP:130788102 funds › | CALIFORNIA WTR SVC GROUP | HOLD | — | 0.0% | -0.0% | 0.3 | 6,667 | +0 | 5 | — |
| ☆JEF funds › | JEFFERIES FINANCIAL GROUP IN | HOLD | — | 0.0% | +0.0% | 0.3 | 6,316 | +0 | 5 | — |
| ☆IEFA funds › | ISHARES TR | ADD | — | 0.0% | -0.0% | 0.3 | 3,244 | +163 | 3 | +3.1% re-entry |
| ☆SCHD funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.0% | -0.0% | 0.3 | 9,850 | -5,572 | 5 | — |
| ☆VZ funds › | VERIZON COMMUNICATIONS INC | TRIM | — | 0.0% | -0.0% | 0.3 | 7,312 | -249 | 5 | — |
| ☆IVW funds › | ISHARES TR | ADD | — | 0.0% | +0.0% | 0.3 | 2,129 | +297 | 4 | +1.5% |
| ☆TRMK funds › | TRUSTMARK CORP | TRIM | — | 0.0% | -0.0% | 0.3 | 6,000 | -7,213 | 5 | — |
| ☆QUAL funds › | ISHARES TR | TRIM | — | 0.0% | +0.0% | 0.3 | 1,227 | -10 | 5 | — |
| ☆IDXX funds › | IDEXX LABS INC | HOLD | — | 0.0% | -0.0% | 0.2 | 469 | +0 | 5 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.2 | 1,018 | +0 | 3 | +16.8% |
| ☆MDT funds › | MEDTRONIC PLC | TRIM | — | 0.0% | -0.0% | 0.2 | 3,149 | -967 | 5 | — |
| ☆TMO funds › | THERMO FISHER SCIENTIFIC INC | TRIM | — | 0.0% | -0.0% | 0.2 | 480 | -74 | 5 | — |
| ☆RS funds › | RELIANCE INC | NEW | — | 0.0% | +0.0% | 0.2 | 630 | +630 | 1 | +83.3% |
| ☆PLD funds › | PROLOGIS INC. | TRIM | — | 0.0% | -0.0% | 0.2 | 1,733 | -36 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | TRIM | — | 0.0% | -0.0% | 0.2 | 3,272 | -131 | 3 | +10.0% |
| ☆NSC funds › | NORFOLK SOUTHN CORP | ADD | — | 0.0% | +0.0% | 0.2 | 734 | +35 | 4 | -0.8% |
| ☆COF funds › | CAPITAL ONE FINL CORP | TRIM | — | 0.0% | -0.0% | 0.2 | 1,132 | -15 | 5 | -11.6% |
| ☆CUSIP:46137V597 funds › | INVESCO EXCHANGE TRADED FD T | NEW | — | 0.0% | +0.0% | 0.2 | 4,025 | +4,025 | 1 | — |
| ☆IVE funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 978 | +978 | 1 | +4.5% |
| ☆MGK funds › | VANGUARD WORLD FD | NEW | — | 0.0% | +0.0% | 0.2 | 2,515 | +2,515 | 1 | -11.6% |
| ☆VEU funds › | VANGUARD INTL EQUITY INDEX F | NEW | — | 0.0% | +0.0% | 0.2 | 2,616 | +2,616 | 1 | +1.5% |
| ☆ROP funds › | ROPER TECHNOLOGIES INC | HOLD | — | 0.0% | -0.0% | 0.2 | 640 | +0 | 5 | — |
| ☆LIN funds › | LINDE PLC | HOLD | — | 0.0% | -0.0% | 0.2 | 411 | +0 | 2 | -30.0% re-entry |
| ☆DIA funds › | STATE STR SPDR DOW JONES IND | NEW | — | 0.0% | +0.0% | 0.2 | 400 | +400 | 1 | +15.1% re-entry |
| ☆RPG funds › | INVESCO EXCHANGE TRADED FD T | NEW | — | 0.0% | +0.0% | 0.2 | 3,265 | +3,265 | 1 | +11.2% |
| ☆EFG funds › | ISHARES TR | NEW | — | 0.0% | +0.0% | 0.2 | 1,663 | +1,663 | 1 | +9.7% re-entry |
| ☆SBUX funds › | STARBUCKS CORP | NEW | — | 0.0% | +0.0% | 0.2 | 2,001 | +2,001 | 1 | -17.4% re-entry |
| ☆ETN funds › | EATON CORP PLC | NEW | — | 0.0% | +0.0% | 0.2 | 470 | +470 | 1 | +78.2% |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.0% | +0.0% | 0.2 | 1,433 | +1,433 | 1 | -44.3% |
| ☆QXO funds › | QXO INC | HOLD | — | 0.0% | -0.0% | 0.2 | 11,445 | +0 | 5 | -36.4% |
| ☆F funds › | FORD MTR CO | TRIM | — | 0.0% | +0.0% | 0.1 | 10,750 | -650 | 5 | — |
| ☆AMGN funds › | AMGEN INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -606 | 0 | -80.8% |
| ☆CUSIP:438516106 funds › | HONEYWELL INTL INC | EXIT | — | 0.0% | -2.4% | 0.0 | 0 | -156,227 | 0 | — |
| ☆LMT funds › | LOCKHEED MARTIN CORP | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -399 | 0 | — |
| ☆T funds › | AT&T INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -6,909 | 0 | -84.7% re-entry |
| ☆BBY funds › | BEST BUY INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -3,130 | 0 | — |
| ☆CF funds › | CF INDUSTRIES HOLD | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -2,051 | 0 | +189.5% re-entry |
| ☆PFE funds › | PFIZER INC | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -7,257 | 0 | — |
| ☆RTX funds › | RTX CORPORATION | EXIT | — | 0.0% | -0.0% | 0.0 | 0 | -1,073 | 0 | -82.9% |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,684 | 127 | 0.09 | 55% | 0.042 | 0.734 | — | in |
| 2026Q1 | 1,494 | 119 | 0.07 | 54% | 0.042 | 0.748 | — | in |
| 2025Q4 | 1,589 | 116 | 0.06 | 57% | 0.045 | 0.753 | — | in |
| 2025Q3 | 1,523 | 114 | 0.06 | 59% | 0.047 | 0.767 | — | in |
| 2025Q2 | 1,460 | 116 | 0.07 | 55% | 0.042 | 0.756 | — | entered |
| 2025Q1 | 1,294 | 120 | 0.00 | 52% | 0.039 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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