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Maple Capital Management, Inc.
Maple Capital Management, Inc. is an SEC-registered investment adviser headquartered in Montpelier, Vermont. The firm specializes in asset management and advisory services for institutional and individual clients. Maple Capital Management handles diversified portfolios, with a reported 116 holdings and over $1.46 billion in assets under management as of Q2 2025. The firm is known for serving both institutions and individuals with a focus on equity and fixed income strategies. While the exact founding year is not provided in current filings, the firm has been SEC-registered and active at least since 2005. Employee count is not explicitly listed in recent reports.
Investment Strategy
Maple Capital Management utilizes a diversified investment approach focused on both growth and value in large-cap equities, with significant allocations across leading technology, finance, and consumer sectors (such as Microsoft, Nvidia, Apple, Amazon, and Alphabet). The firm prioritizes risk management and seeks to generate long-term capital appreciation through thoughtful asset allocation and disciplined security selection. Managed portfolios incorporate fundamental analysis to identify companies with sustainable competitive advantages and steady cash flow, while also maintaining exposure to high quality fixed income assets for balance and income stability.
Latest 13F Filing Activity
Maple Capital Management, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 116 equity positions with a total 13F market value of $1B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Meta Platforms Inc. among other positions. Maple Capital Management, Inc. reduced exposure to Unitedhealth Group Inc., Apple Inc., Chevron Corp. New among others.
Top Holdings
Equity Positions (116)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 8.90% | $130.0M | 261,254 | $109.63 | $497.41 | +$34.3M |
N NVDA | NVIDIA CORPORATION | 8.18% | $119.4M | 755,771 | $31.19 | $157.99 | +$40.0M |
A AAPL | APPLE INC | 7.35% | $107.4M | 523,384 | $68.31 | $205.17 | -$5.8M |
A AMZN | AMAZON COM INC | 5.94% | $86.7M | 395,044 | $129.13 | $219.39 | +$15.1M |
G GOOG | ALPHABET INC | 5.35% | $78.2M | 440,790 | $74.27 | $177.39 | +$15.0M |
Industry Allocation
Investment Team (18)
| Name | Role | Location | |
|---|---|---|---|
 | Fixed Income Portfolio Manager | Boston, MA , United States | |
 | President | Salt Lake City, UT , United States | |
 | Portfolio Manager | Athens, GA , United States | |
 | Sr VP and Fixed-Income Portfolio Manager | Montpelier, VT , United States | |
| President | Montpelier, VT , United States | ||
 | Senior Vice President - Client Portfolio Manager Team Lead | Waitsfield, VT , United States | |
M Michael Keara | Senior Equity Analyst | Boston, MA , United States | |
R Ramsey Luhr | President and Founding Partner | Montpelier, VT , United States | |
 | Executive Vice President and Shareholder | Calais, VT , United States | |
 | Assistant Portfolio Manager | Barre, VT , United States |
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