Maple Capital Management, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison

In this article, we will examine the comparison of Maple Capital Management's 13F holdings in Q1 2023 and Q2 2023. We will analyze the top holdings and discuss the percentage change in value during this period.

Maple Capital Management, Inc.'s Top Holdings:

1. Apple Inc (AAPL) - In Q1 2023, Maple Capital Management held 475,761 shares of Apple Inc, with a value of $78,453,000. However, in Q2 2023, their holdings increased to 489,257 shares, with a value of $94,901,000. This represents a 21% increase in shares held and a significant increase in the overall value.

2. Microsoft Corp (MSFT) - Maple Capital Management held 242,962 shares of Microsoft Corp in Q1 2023, with a value of $70,046,000. In Q2 2023, the number of shares increased slightly to 245,596, with a value of $83,635,000. This accounts for a 19.4% increase in shares held and reflects the company's positive performance during this period.

3. Alphabet Inc (GOOG) - In Q1 2023, Maple Capital Management held 416,862 shares of Alphabet Inc, valued at $43,353,000. However, in Q2 2023, their holdings decreased to 401,433 shares, with a value of $48,561,000. This indicates a 12% decrease in shares held, but a moderate increase in value.

4. Costco Wholesale Corp New (COST) - Maple Capital Management's holdings in Costco Wholesale Corp New increased from 68,669 shares in Q1 2023 to 70,146 shares in Q2 2023. The value of their holdings also increased from $34,119,000 to $37,764,000. This reflects a 10.7% increase in shares held and signifies the firm's confidence in the company's growth potential.

5. Amazon.com Inc (AMZN) - In Q1 2023, Maple Capital Management held 272,791 shares of Amazon.com Inc, with a value of $28,176,000. In Q2 2023, their holdings increased to 281,091 shares, with a value of $36,643,000. This indicates a 30% increase in shares held and a substantial increase in the overall value.

6. Texas Instruments Inc (TXN) - Maple Capital Management held 188,340 shares of Texas Instruments Inc in Q1 2023, valued at $35,033,000. However, in Q2 2023, their holdings decreased to 190,417 shares, with a value of $34,278,000. This represents a minor decrease of 2.2% in shares held, but only a slight decline in value.

7. NVIDIA Corporation (NVDA) - In Q1 2023, Maple Capital Management held 93,347 shares of NVIDIA Corporation, valued at $25,929,000. Their holdings decreased to 78,293 shares in Q2 2023, but the value increased to $33,119,000. This signifies a 27.7% decrease in shares held but a substantial increase in value.

8. Accenture PLC Ireland (ACN) - Maple Capital Management's holdings in Accenture PLC Ireland increased from 103,417 shares in Q1 2023 to 104,346 shares in Q2 2023. The value also increased from $29,557,000 to $32,199,000. This reflects an 8.9% increase in shares held and indicates the firm's confidence in the company's performance.

9. Meta Platforms Inc (META) - In Q1 2023, Maple Capital Management held 100,406 shares of Meta Platforms Inc, with a value of $21,280,000. However, in Q2 2023, their holdings increased to 104,547 shares, with a value of $30,002,000. This signifies a significant 41% increase in shares held and an impressive increase in the overall value.

10. Honeywell Intl Inc (HON) - Maple Capital Management's holdings in Honeywell Intl Inc increased from 133,130 shares in Q1 2023 to 136,392 shares in Q2 2023. The value also increased from $25,443,000 to $28,301,000. This reflects an 11.2% increase in shares held, indicating the firm's confidence in the company's future prospects.

Conclusion:

Maple Capital Management, Inc.'s 13F holdings in Q2 2023 show some interesting changes compared to Q1 2023. Although some holdings decreased in terms of shares held, the overall value of their portfolio increased significantly. This underscores the firm's ability to make strategic investment decisions and capitalize on market opportunities. Tracking these changes in holdings through the 13F filing can provide valuable insights for investors and help them make more informed investment decisions.