EXCALIBUR MANAGEMENT CORP: 13F holdings
CIK 10090032026Q2
| Positions | 175 |
|---|
| Reported value | $303.5m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 175 (+15 vs prior quarter) |
|---|
| Reported value | $303.5m (+9.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CSL CARLISLE COS INC | 71,402 | $25.9m | 8.5% |
| AAPL APPLE INC | 58,236 | $16.9m | 5.6% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 23,433 | $11.7m | 3.9% |
| JPM JPMORGAN CHASE & CO | 33,718 | $11.0m | 3.6% |
| MSFT MICROSOFT CORP | 28,594 | $10.7m | 3.5% |
| JNJ JOHNSON & JOHNSON | 37,287 | $9.5m | 3.1% |
| GOOGL ALPHABET INC | 18,845 | $6.7m | 2.2% |
| MRK MERCK & CO INC | 52,387 | $6.7m | 2.2% |
| RSP INVESCO EXCHANGE TRADED FD T | 31,472 | $6.7m | 2.2% |
| INTC INTEL CORP | 46,446 | $6.5m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1009003")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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