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EXCALIBUR MANAGEMENT CORP13F | |
| EXCALIBUR MANAGEMENT CORP | |
| Last update 2025-05-08 | 165 Stocks (4 new) |
| Value $254.00 Mil | Turnover 2 % |
EXCALIBUR MANAGEMENT CORP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSL | Carlisle Companies Inc | 74,411 | 25,337.0 | -0.83% | 9.970 | -0.09% | 0.170 | +14.14% | +8.07% | 17,150.3 | Construction | |
AAPL | Apple Inc | 63,577 | 14,122.4 | +16.60% | 5.550 | +0.79% | 0.000 | -4.94% | -14.92% | 3,174,609.8 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 22,367 | 11,912.4 | +3.47% | 4.690 | +0.16% | 0.000 | -10.66% | +5.99% | 1,035,731.4 | Insurance | |
MSFT | Microsoft Corp | 26,904 | 10,099.3 | -0.50% | 3.970 | -0.02% | 0.000 | +28.51% | +16.74% | 3,643,210.0 | Software | |
JPM | JPMorgan Chase & Co | 35,396 | 8,682.6 | -0.74% | 3.410 | -0.03% | 0.000 | +19.30% | +22.98% | 810,050.5 | Banks | |
JNJ | Johnson & Johnson | 38,788 | 6,432.5 | -0.47% | 2.530 | -0.01% | 0.000 | +1.14% | +9.52% | 374,866.2 | Drug Manufacturers | |
META | Meta Platforms Inc | 8,511 | 4,905.1 | -3.92% | 1.930 | -0.08% | 0.000 | +22.35% | +22.12% | 1,794,890.2 | Interactive Media | |
V | Visa Inc | 13,067 | 4,579.5 | -0.54% | 1.800 | -0.01% | 0.000 | +2.01% | +11.98% | 689,038.6 | Credit Services | |
VZ | Verizon Communications Inc | 100,254 | 4,547.5 | +0.46% | 1.790 | +0.01% | 0.000 | -0.75% | +13.01% | 184,271.4 | Telecommunication Services | |
MRK | Merck & Co Inc | 50,427 | 4,526.3 | +0.77% | 1.780 | +0.01% | 0.000 | -4.08% | -15.78% | 206,507.2 | Drug Manufacturers |
EXCALIBUR MANAGEMENT CORP's Historical Top Holdings Breakdowns
EXCALIBUR MANAGEMENT CORP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Add Add | +0.79% | 209.68 ($231.67) 247.1 | $212.55 | -8.25% | Add 16.6% | 63,577 | 9,051 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.27% | 663000 ($729331) 801950 | $719,890.00 | -1.29% | Reduce -50% | 1 | -1 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | Add Add | +0.19% | 169.43 ($177.82) 182.84 | $184.37 | 3.68% | Add 14.42% | 22,014 | 2,775 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.16% | 442.66 ($486.15) 534.52 | $479.95 | -1.27% | Add 3.47% | 22,367 | 750 | |
NFLX | Netflix Inc | 2025-03-31 | Reduce Reduce | -0.12% | 828.4 ($951.01) 1058.6 | $1,281.40 | 34.74% | Reduce -8.82% | 3,379 | -327 | |
RDNT | RadNet Inc | 2025-03-31 | Sold Out Sold Out | -0.11% | 45.92 ($59.14) 72.75 | $55.53 | -6.10% | Sold Out | 0 | -4,000 | |
CSL | Carlisle Companies Inc | 2025-03-31 | Reduce Reduce | -0.09% | 326.43 ($358.4) 408.24 | $396.59 | 10.66% | Reduce -0.83% | 74,411 | -619 | |
HSY | The Hershey Co | 2025-03-31 | New Buy New Buy | +0.09% | 144.74 ($163.72) 186.36 | $177.20 | 8.23% | New holding | 1,340 | 1,340 | |
GOOG | Alphabet Inc | 2025-03-31 | Add Add | +0.08% | 156.06 ($183.12) 207.71 | $179.23 | -2.12% | Add 43.97% | 4,086 | 1,248 | |
BP | BP PLC | 2025-03-31 | New Buy New Buy | +0.08% | 29.93 ($32.64) 35.31 | $31.33 | -4.00% | New holding | 5,955 | 5,955 |
EXCALIBUR MANAGEMENT CORP Total Holding History ($B)
EXCALIBUR MANAGEMENT CORP's Asset Allocation
EXCALIBUR MANAGEMENT CORP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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EXCALIBUR MANAGEMENT CORP's Hypothetical Growth since 2025-03-31
EXCALIBUR MANAGEMENT CORP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
EXCALIBUR MANAGEMENT CORP's Holdings Heat Map
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EXCALIBUR MANAGEMENT CORP's Holdings Bubble Chart
EXCALIBUR MANAGEMENT CORP News
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