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 $278.5M across 159 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CSL ($23.8M, 8.54%), AAPL ($14.9M, 5.34%), BRK/B ($11.2M, 4.01%), JPM ($10.0M, 3.59%), MSFT ($9.5M, 3.40%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CSL | CARLISLE COS INC | $23.8M | 8.54% | 71,314 | Trimmed |
| 2 | AAPL | APPLE INC | $14.9M | 5.34% | 58,605 | Trimmed |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.2M | 4.01% | 23,306 | Trimmed |
| 4 | JPM | JPMORGAN CHASE & CO | $10.0M | 3.59% | 33,972 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $9.5M | 3.40% | 25,608 | Added |
| 6 | JNJ | JOHNSON & JOHNSON | $9.1M | 3.29% | 37,425 | Trimmed |
| 7 | MRK | MERCK & CO INC | $6.2M | 2.23% | 51,737 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $5.5M | 1.96% | 19,029 | Trimmed |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $5.3M | 1.90% | 27,623 | Added |
| 10 | VZ | VERIZON COMMUNICATIONS INC | $5.2M | 1.88% | 104,134 | Trimmed |
| 11 | XOM | EXXON MOBIL CORP | $4.6M | 1.64% | 26,987 | Trimmed |
| 12 | META | META PLATFORMS INC | $4.6M | 1.64% | 7,970 | Added |
| 13 | T | AT&T INC | $4.5M | 1.60% | 153,807 | Trimmed |
| 14 | PFE | PFIZER INC | $4.3M | 1.53% | 151,843 | Added |
| 15 | CVX | CHEVRON CORPORATION | $3.9M | 1.39% | 18,757 | Trimmed |
| 16 | V | VISA INC | $3.8M | 1.38% | 12,709 | Added |
| 17 | PG | PROCTER & GAMBLE CO | $3.7M | 1.32% | 25,500 | Added |
| 18 | GS | GOLDMAN SACHS GROUP INC | $3.6M | 1.28% | 4,229 | Trimmed |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $3.3M | 1.19% | 13,642 | Added |
| 20 | CSCO | CISCO SYS INC | $3.3M | 1.17% | 42,064 | Added |
| 21 | NVDA | NVIDIA CORPORATION | $3.2M | 1.13% | 18,093 | Trimmed |
| 22 | NFLX | NETFLIX INC. | $3.1M | 1.11% | 32,292 | Added |
| 23 | PEP | PEPSICO INC | $3.1M | 1.10% | 19,736 | Trimmed |
| 24 | GILD | GILEAD SCIENCES INC | $3.0M | 1.07% | 21,447 | Trimmed |
| 25 | ABBV | ABBVIE INC | $2.9M | 1.05% | 13,479 | Added |
Source: SEC Form 13F filings · as of 2026-03-31