Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
EXCALIBUR MANAGEMENT CORP (CIK 1009003) reported $303.5M across 175 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: CSL ($25.9M, 8.53%), AAPL ($16.9M, 5.55%), BRKB ($11.7M, 3.86%), JPM ($11.0M, 3.64%), MSFT ($10.7M, 3.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CSL | CARLISLE COS INC | $25.9M | 8.53% | 71,402 | Added |
| 2 | AAPL | APPLE INC | $16.9M | 5.55% | 58,236 | Trimmed |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.7M | 3.86% | 23,433 | Added |
| 4 | JPM | JPMORGAN CHASE & CO | $11.0M | 3.64% | 33,718 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $10.7M | 3.51% | 28,594 | Added |
| 6 | JNJ | JOHNSON & JOHNSON | $9.5M | 3.12% | 37,287 | Trimmed |
| 7 | MRK | MERCK & CO INC | $6.7M | 2.22% | 52,387 | Added |
| 8 | GOOGL | ALPHABET INC | $6.7M | 2.22% | 18,845 | Trimmed |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $6.7M | 2.21% | 31,472 | Added |
| 10 | INTC | INTEL CORP | $6.5M | 2.14% | 46,446 | Trimmed |
| 11 | META | META PLATFORMS INC | $4.9M | 1.63% | 8,785 | Added |
| 12 | CSCO | CISCO SYS INC | $4.9M | 1.61% | 41,635 | Trimmed |
| 13 | VZ | VERIZON COMMUNICATIONS INC | $4.5M | 1.50% | 107,412 | Added |
| 14 | V | VISA INC | $4.4M | 1.44% | 12,753 | Added |
| 15 | CVS | CVS HEALTH CORP | $4.0M | 1.33% | 38,887 | Trimmed |
| 16 | PG | PROCTER & GAMBLE CO | $4.0M | 1.32% | 27,262 | Added |
| 17 | GS | GOLDMAN SACHS GROUP INC | $4.0M | 1.31% | 3,919 | Trimmed |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | $3.8M | 1.26% | 13,592 | Trimmed |
| 19 | PFE | PFIZER INC | $3.8M | 1.24% | 155,777 | Added |
| 20 | NVDA | NVIDIA CORPORATION | $3.6M | 1.18% | 17,908 | Trimmed |
| 21 | ABBV | ABBVIE INC | $3.4M | 1.12% | 13,505 | Added |
| 22 | T | AT&T INC | $3.3M | 1.10% | 161,225 | Added |
| 23 | AMZN | AMAZON COM INC | $3.2M | 1.06% | 13,472 | Added |
| 24 | CVX | CHEVRON CORPORATION | $3.1M | 1.04% | 18,969 | Added |
| 25 | BAC | BANK OF AMER CORP | $2.9M | 0.95% | 50,449 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30