Maple Capital Management as of June 30, 2024
Portfolio Holdings for Maple Capital Management
Maple Capital Management holds 113 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 9.1 | $113M | 252k | 446.95 | |
Apple (AAPL) | 8.6 | $106M | 505k | 210.62 | |
NVIDIA Corporation (NVDA) | 7.2 | $88M | 715k | 123.54 | |
Alphabet Cap Stk Cl C (GOOG) | 5.8 | $71M | 389k | 183.42 | |
Amazon (AMZN) | 5.1 | $64M | 328k | 193.25 | |
Costco Wholesale Corporation (COST) | 4.2 | $52M | 61k | 849.99 | |
Meta Platforms Cl A (META) | 4.1 | $50M | 99k | 504.22 | |
Eli Lilly & Co. (LLY) | 3.4 | $42M | 47k | 905.38 | |
Texas Instruments Incorporated (TXN) | 3.3 | $40M | 207k | 194.53 | |
JPMorgan Chase & Co. (JPM) | 3.2 | $40M | 198k | 202.26 | |
Accenture Plc Ireland Shs Class A (ACN) | 2.7 | $33M | 110k | 303.41 | |
UnitedHealth (UNH) | 2.7 | $33M | 65k | 509.26 | |
Mastercard Incorporated Cl A (MA) | 2.7 | $33M | 74k | 441.16 | |
Honeywell International (HON) | 2.6 | $32M | 148k | 213.54 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $28M | 262k | 106.66 | |
American Express Company (AXP) | 2.2 | $28M | 119k | 231.55 | |
Home Depot (HD) | 2.1 | $26M | 77k | 344.24 | |
Morgan Stanley Com New (MS) | 2.1 | $26M | 263k | 97.19 | |
TJX Companies (TJX) | 2.0 | $24M | 219k | 110.10 | |
Johnson & Johnson (JNJ) | 1.9 | $24M | 164k | 146.16 | |
Chevron Corporation (CVX) | 1.8 | $23M | 144k | 156.42 | |
Chipotle Mexican Grill (CMG) | 1.6 | $20M | 312k | 62.65 | |
S&p Global (SPGI) | 1.5 | $19M | 42k | 446.00 | |
Abbott Laboratories (ABT) | 1.4 | $18M | 169k | 103.91 | |
Applied Materials (AMAT) | 1.4 | $17M | 71k | 235.99 | |
Air Products & Chemicals (APD) | 1.3 | $17M | 64k | 258.05 | |
Intuitive Surgical Com New (ISRG) | 1.3 | $16M | 37k | 444.85 | |
Lockheed Martin Corporation (LMT) | 1.2 | $15M | 33k | 467.10 | |
Zoetis Cl A (ZTS) | 1.2 | $15M | 84k | 173.36 | |
Cme (CME) | 1.0 | $13M | 65k | 196.60 | |
Constellation Brands Cl A (STZ) | 1.0 | $13M | 48k | 257.28 | |
Colgate-Palmolive Company (CL) | 0.9 | $11M | 112k | 97.04 | |
Ecolab (ECL) | 0.9 | $11M | 46k | 238.00 | |
Netflix (NFLX) | 0.5 | $6.4M | 9.6k | 674.88 | |
Danaher Corporation (DHR) | 0.5 | $5.9M | 24k | 249.84 | |
Pepsi (PEP) | 0.5 | $5.6M | 34k | 164.93 | |
Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $3.5M | 78k | 44.93 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $2.5M | 43k | 58.52 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $2.5M | 6.0k | 406.80 | |
Procter & Gamble Company (PG) | 0.2 | $2.4M | 15k | 164.92 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.4M | 4.5k | 544.22 | |
Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $2.2M | 28k | 78.33 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $2.0M | 3.6k | 547.16 | |
Merck & Co (MRK) | 0.1 | $1.8M | 15k | 123.80 | |
Exxon Mobil Corporation (XOM) | 0.1 | $1.7M | 15k | 115.12 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $1.6M | 8.7k | 182.15 | |
Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.5M | 19k | 77.76 | |
Roper Industries (ROP) | 0.1 | $1.3M | 2.3k | 563.66 | |
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $1.2M | 24k | 50.47 | |
PNC Financial Services (PNC) | 0.1 | $1.1M | 6.8k | 155.48 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.0M | 5.7k | 182.55 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $998k | 2.1k | 479.11 | |
Moody's Corporation (MCO) | 0.1 | $928k | 2.2k | 420.93 | |
Union Pacific Corporation (UNP) | 0.1 | $894k | 4.0k | 226.29 | |
Aon Shs Cl A (AON) | 0.1 | $782k | 2.7k | 293.58 | |
Sherwin-Williams Company (SHW) | 0.1 | $761k | 2.5k | 298.43 | |
Nextera Energy (NEE) | 0.1 | $741k | 11k | 70.81 | |
T Rowe Price Etf Price Blue Chip (TCHP) | 0.1 | $711k | 18k | 38.72 | |
Qualcomm (QCOM) | 0.1 | $694k | 3.5k | 199.19 | |
Starbucks Corporation (SBUX) | 0.1 | $664k | 8.5k | 77.85 | |
International Business Machines (IBM) | 0.1 | $655k | 3.8k | 172.95 | |
Automatic Data Processing (ADP) | 0.1 | $644k | 2.7k | 238.68 | |
Verizon Communications (VZ) | 0.1 | $628k | 15k | 41.24 | |
Oracle Corporation (ORCL) | 0.0 | $616k | 4.4k | 141.20 | |
Coca-Cola Company (KO) | 0.0 | $612k | 9.6k | 63.65 | |
Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $611k | 12k | 53.13 | |
Cisco Systems (CSCO) | 0.0 | $598k | 13k | 47.51 | |
Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $595k | 2.7k | 218.04 | |
Tesla Motors (TSLA) | 0.0 | $586k | 3.0k | 197.90 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $561k | 1.1k | 500.26 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $560k | 7.7k | 72.64 | |
Pfizer (PFE) | 0.0 | $558k | 20k | 27.98 | |
McDonald's Corporation (MCD) | 0.0 | $531k | 2.1k | 254.84 | |
Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $530k | 7.8k | 68.14 | |
Walt Disney Company (DIS) | 0.0 | $522k | 5.3k | 99.29 | |
Ishares Tr National Mun Etf (MUB) | 0.0 | $513k | 4.8k | 106.55 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $488k | 878.00 | 555.55 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $476k | 9.6k | 49.42 | |
Wal-Mart Stores (WMT) | 0.0 | $449k | 6.6k | 67.71 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $436k | 1.6k | 267.51 | |
Trustmark Corporation (TRMK) | 0.0 | $433k | 14k | 30.04 | |
Caterpillar (CAT) | 0.0 | $414k | 1.2k | 333.16 | |
Cintas Corporation (CTAS) | 0.0 | $408k | 583.00 | 700.26 | |
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $403k | 4.1k | 97.27 | |
Vulcan Materials Company (VMC) | 0.0 | $386k | 1.6k | 248.68 | |
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $380k | 8.3k | 45.58 | |
Thermo Fisher Scientific (TMO) | 0.0 | $379k | 685.00 | 553.28 | |
Best Buy (BBY) | 0.0 | $367k | 4.3k | 84.29 | |
Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $357k | 1.2k | 297.54 | |
Medtronic SHS (MDT) | 0.0 | $356k | 4.5k | 78.71 | |
Nike CL B (NKE) | 0.0 | $354k | 4.7k | 75.37 | |
Abbvie (ABBV) | 0.0 | $354k | 2.1k | 171.50 | |
Ge Aerospace Com New (GE) | 0.0 | $349k | 2.2k | 158.97 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $347k | 7.9k | 43.76 | |
Broadcom (AVGO) | 0.0 | $335k | 208.00 | 1608.60 | |
Edwards Lifesciences (EW) | 0.0 | $330k | 3.6k | 92.37 | |
At&t (T) | 0.0 | $316k | 17k | 19.11 | |
Jefferies Finl Group (JEF) | 0.0 | $314k | 6.3k | 49.76 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $302k | 829.00 | 364.51 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $281k | 4.7k | 60.30 | |
Visa Com Cl A (V) | 0.0 | $280k | 1.1k | 262.57 | |
IDEXX Laboratories (IDXX) | 0.0 | $277k | 568.00 | 487.20 | |
Ishares Tr Core Msci Total (IXUS) | 0.0 | $269k | 4.0k | 67.56 | |
Prologis (PLD) | 0.0 | $269k | 2.4k | 112.33 | |
CF Industries Holdings (CF) | 0.0 | $262k | 3.5k | 74.12 | |
Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $251k | 1.5k | 170.76 | |
American Tower Reit (AMT) | 0.0 | $227k | 1.2k | 194.40 | |
Ishares Tr Core Total Usd (IUSB) | 0.0 | $224k | 5.0k | 45.22 | |
Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $220k | 2.4k | 92.54 | |
Rockwell Automation (ROK) | 0.0 | $207k | 750.00 | 275.28 | |
Kimberly-Clark Corporation (KMB) | 0.0 | $205k | 1.5k | 138.22 | |
Ford Motor Company (F) | 0.0 | $176k | 14k | 12.54 | |
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN) | 0.0 | $41k | 10k | 4.05 |