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.
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 (12)
| Name | Role | Location | |
|---|---|---|---|
 | Fixed Income Portfolio Manager | Boston, MA , United States | |
 | President | Salt Lake City, UT , United States | |
 | Sr VP and Fixed-Income Portfolio Manager | Montpelier, VT , United States | |
 | Senior Vice President - Client Portfolio Manager Team Lead | Waitsfield, VT , United States | |
R Ramsey Luhr | President and Founding Partner | Montpelier, VT , United States | |
 | Executive Vice President and Shareholder | Calais, VT , United States | |
C Clayton Shiver | Portfolio Manager | Athens, GA , United States | |
D David Bosworth | Portfolio Manager | South Burlington, VT , United States | |
 | Portfolio Manager | Atlanta, GA , United States | |
M Miguel Rivas | Assistant Portfolio Manager | Atlanta, GA , United States |