EXCALIBUR MANAGEMENT CORP
161 holdingsFiling period: 2026-03-31Current AUM: $307.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CSL | CARLISLE COS INC | 71.3K | $23.8M | $25.7M | 8.35% | -676 | 2026-03-31 |
| 2 | AAPL | APPLE INC | 58.6K | $14.9M | $18.1M | 5.89% | -1,217 | 2026-03-31 |
| 3 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 23.3K | $11.2M | $11.2M | 3.63% | -67 | 2026-03-31 |
| 4 | JPM | JPMORGAN CHASE & CO | 34.0K | $10.0M | $12.0M | 3.89% | -159 | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 25.6K | $9.5M | $11.9M | 3.87% | +112 | 2026-03-31 |
| 6 | JNJ | JOHNSON & JOHNSON | 37.4K | $9.1M | $9.6M | 3.12% | -519 | 2026-03-31 |
| 7 | MRK | MERCK & CO INC | 51.7K | $6.2M | $6.7M | 2.19% | -1,337 | 2026-03-31 |
| 8 | GOOGL | ALPHABET INC | 19.0K | $5.5M | $6.8M | 2.20% | -66 | 2026-03-31 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 27.6K | $5.3M | $5.9M | 1.93% | +2.9K | 2026-03-31 |
| 10 | VZ | VERIZON COMMUNICATIONS INC | 104.1K | $5.2M | $4.9M | 1.59% | -1,369 | 2026-03-31 |
| 11 | XOM | EXXON MOBIL CORP | 27.0K | $4.6M | $4.2M | 1.36% | -617 | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORP | 27.0K | $4.6M | $4.2M | 1.36% | -617 | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 8.0K | $4.6M | $4.4M | 1.44% | +31 | 2026-03-31 |
| 14 | T | AT&T INC | 153.8K | $4.5M | $3.6M | 1.16% | -132 | 2026-03-31 |
| 15 | PFE | PFIZER INC | 151.8K | $4.3M | $3.8M | 1.23% | +963 | 2026-03-31 |
| 16 | CVX | CHEVRON CORPORATION | 18.8K | $3.9M | $3.7M | 1.20% | -351 | 2026-03-31 |
| 17 | V | VISA INC | 12.7K | $3.8M | $4.7M | 1.51% | +40 | 2026-03-31 |
| 18 | PG | PROCTER & GAMBLE CO | 25.5K | $3.7M | $3.7M | 1.20% | +547 | 2026-03-31 |
| 19 | GS | GOLDMAN SACHS GROUP INC | 4.2K | $3.6M | $4.3M | 1.40% | -44 | 2026-03-31 |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | 13.6K | $3.3M | $3.1M | 0.99% | +103 | 2026-03-31 |
| 21 | CSCO | CISCO SYS INC | 42.1K | $3.3M | $4.9M | 1.59% | +11 | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 18.1K | $3.2M | $3.6M | 1.18% | -183 | 2026-03-31 |
| 23 | NFLX | NETFLIX INC. | 32.3K | $3.1M | $2.3M | 0.75% | +154 | 2026-03-31 |
| 24 | PEP | PEPSICO INC | 19.7K | $3.1M | $2.8M | 0.90% | -36 | 2026-03-31 |
| 25 | GILD | GILEAD SCIENCES INC | 21.4K | $3.0M | $2.8M | 0.91% | -125 | 2026-03-31 |
← Scroll →
Page 1 of 7