Filer Name: EXCALIBUR MANAGEMENT CORP
CIK: 1009003
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 166
Portfolio Value: $0.25B

Excalibur Management Corp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
CSL US CARLISLE COS INC 75,030 $28M 10.99% -2.3% -
AAPL US APPLE INC 54,526 $14M 5.42% -1.3% -
MSFT US MICROSOFT CORP 27,040 $11M 4.53% -7.4% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 21,617 $10M 3.89% -1.9% -
JPM US JPMORGAN CHASE & CO 35,660 $9M 3.40% -0.2% -
JNJ US JOHNSON & JOHNSON 38,972 $6M 2.24% -1.8% -
META US META PLATFORMS INC-CLASS A 8,858 $5M 2.06% -1.1% -
MRK US MERCK & CO. INC. 50,042 $5M 1.98% 4.0% -
PG US PROCTER & GAMBLE CO/THE 25,763 $4M 1.72% 0.1% -
V US VISA INC-CLASS A SHARES 13,138 $4M 1.65% -1.0% -
PFE US PFIZER INC 153,636 $4M 1.62% -5.4% -
VZ US VERIZON COMMUNICATIONS INC 99,796 $4M 1.59% -1.5% -
GOOGL US ALPHABET INC-CL A 18,293 $3M 1.38% 4.5% -
T US AT&T INC 153,075 $3M 1.38% 0.0% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 19,239 $3M 1.34% 21.9% -
NFLX US NETFLIX INC 3,706 $3M 1.31% -0.4% -
AMZN US AMAZON.COM INC 14,293 $3M 1.25% -0.6% -
IBM US INTL BUSINESS MACHINES CORP 13,955 $3M 1.22% -0.4% -
XOM US EXXON MOBIL CORP 26,966 $3M 1.15% -1.4% -
CVX US CHEVRON CORP 18,205 $3M 1.05% -1.0% -
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