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| Happy Holidays!! thanks for using AUM13F!! |
| Maple Capital Management Inc
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| CRD # | 130209 |
| SEC # | 801-62783 |
| CIK # | 0001313893 |
| AUM | $2.2 B (2025-03-31) |
| Employees | 26 (100% Investors, 0% Brokers) |
| Phone | 802-229-2838 |
| Address | 535 Stone Cutters Way Montpelier, VT 05602 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001313893 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 130.0 | ||
| Nvidia Corp | 119.4 | ||
| Apple Inc | 107.4 | ||
| Amazon Com Inc | 86.7 | ||
| Alphabet Inc | 78.2 | ||
| Facebook Inc | 73.8 | ||
| Costco Wholesale Corp /NEW | 63.3 | ||
| J P Morgan Chase & Co | 55.6 | ||
| Texas Instruments Inc | 48.3 | ||
| Mastercard Inc | 45.4 | ||
| American Express Co | 36.9 | ||
| Lilly Eli & Co | 36.5 | ||
| Honeywell International Inc | 36.1 | ||
| Accenture PLC | 33.9 | ||
| Morgan Stanley | 33.3 | ||
| Home Depot Inc | 31.4 | ||
| TJX Companies Inc /DE/ | 27.8 | ||
| Johnson & Johnson | 26.2 | ||
| Chevron Corp | 24.4 | ||
| Abbott Laboratories | 23.4 | ||
| McGraw-hill Companies Inc | 22.5 | ||
| Intuitive Surgical Inc | 20.8 | ||
| UnitedHealth Group Inc | 20.7 | ||
| Air Products & Chemicals Inc /DE/ | 20.5 | ||
| Chipotle Mexican Grill Inc | 20.0 | ||
| General Electric Co | 19.7 | ||
| CME Group Inc | 17.7 | ||
| Applied Materials Inc /DE | 16.2 | ||
| Netflix Inc | 15.3 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 803 | 0.4 |
| (b) Individuals (high net worth individuals) | 549 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 11 | 0.0 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,069 | 2.2 |
| By Discretionary | ||
| Discretionary | 3,069 | 2.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,069 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 3,069 | 2.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001313893] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Resonant Capital Advisors LLC
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|
WI | 2.2 |
|
International Assets Investment Management LLC
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|
FL | 2.2 |
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CKW Financial Group LLC
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HI | 2.2 |
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Coho Partners Ltd
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PA | 2.2 |
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Glassman Wealth Services LLC
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VA | 2.2 |
|
Tributary Capital Management LLC
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NE | 2.2 |
|
Moody Lynn Lieberson & Walker LLC
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|
MA | 2.2 |
|
Rockwood Wealth Management LLC
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|
PA | 2.2 |
|
Drive Wealth Management LLC
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|
UT | 2.2 |
|
Shufro Rose & Co LLC
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|
NY | 2.2 |