$186 Million is the total value of EXCALIBUR MANAGEMENT CORP's 145 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 21.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CSL | Buy | CARLISLE COS INC COMstock | $14,041,000 | +28.1% | 89,902 | +0.4% | 7.54% | +13.6% |
AAPL | Sell | APPLE INC COMstock | $9,310,000 | +9.5% | 70,163 | -4.4% | 5.00% | -2.9% |
MSFT | Sell | MICROSOFT CORP COMstock | $7,673,000 | +3.9% | 34,498 | -1.8% | 4.12% | -7.9% |
VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $6,526,000 | -0.3% | 111,089 | +0.9% | 3.51% | -11.6% |
JNJ | Sell | JOHNSON & JOHNSON COMstock | $6,418,000 | +2.8% | 40,781 | -2.8% | 3.45% | -8.9% |
T | Sell | AT&T INC COMstock | $6,416,000 | -2.0% | 223,096 | -2.8% | 3.45% | -13.1% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $5,906,000 | +3.7% | 25,470 | -4.8% | 3.17% | -8.1% |
PFE | Sell | PFIZER INC COMstock | $5,583,000 | -2.1% | 151,681 | -2.4% | 3.00% | -13.2% |
SHY | Buy | ISHARES 1-3 YEAR TREASURY BOND ETFetf | $5,254,000 | +26.9% | 60,821 | +27.1% | 2.82% | +12.5% |
JPM | Sell | JPMORGAN CHASE & CO COMstock | $4,690,000 | +30.0% | 36,912 | -1.5% | 2.52% | +15.2% |
MRK | Buy | MERCK & CO. INC COMstock | $4,686,000 | -0.8% | 57,282 | +0.6% | 2.52% | -12.1% |
PG | Sell | PROCTER AND GAMBLE CO COMstock | $4,141,000 | -3.3% | 29,759 | -3.4% | 2.22% | -14.3% |
CVS | Sell | CVS HEALTH CORP COMstock | $3,743,000 | +11.9% | 54,800 | -4.4% | 2.01% | -0.8% |
VCSH | Buy | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUNDetf | $3,629,000 | +48.1% | 43,587 | +47.4% | 1.95% | +31.2% |
V | Sell | VISA INC COM CL Astock | $2,943,000 | -0.3% | 13,455 | -8.9% | 1.58% | -11.6% |
SPSB | Buy | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $2,680,000 | +7.5% | 85,345 | +7.4% | 1.44% | -4.6% |
PEP | Sell | PEPSICO INC COMstock | $2,640,000 | +2.6% | 17,802 | -4.1% | 1.42% | -9.0% |
KO | Sell | COCA COLA CO COMstock | $2,208,000 | +9.3% | 40,256 | -1.6% | 1.19% | -3.2% |
UPS | Sell | UNITED PARCEL SERVICE INC CL Bstock | $2,163,000 | -4.2% | 12,843 | -5.3% | 1.16% | -15.1% |
INTC | Buy | INTEL CORP COMstock | $2,142,000 | +0.6% | 43,003 | +4.5% | 1.15% | -10.8% |
INDB | Sell | INDEPENDENT BANK CORP MASS COMstock | $2,079,000 | +27.8% | 28,465 | -8.4% | 1.12% | +13.3% |
ABT | Sell | ABBOTT LABS COMstock | $2,004,000 | +0.0% | 18,305 | -0.5% | 1.08% | -11.4% |
XOM | Sell | EXXON MOBIL CORP COMstock | $1,904,000 | +2.6% | 46,181 | -14.6% | 1.02% | -9.1% |
DUK | Buy | DUKE ENERGY CORP NEW COM NEWstock | $1,902,000 | +4.0% | 20,775 | +0.6% | 1.02% | -7.8% |
CSCO | Sell | CISCO SYS INC COMstock | $1,900,000 | +10.0% | 42,459 | -3.1% | 1.02% | -2.5% |
FDX | Sell | FEDEX CORP COMstock | $1,879,000 | -9.0% | 7,239 | -11.8% | 1.01% | -19.3% |
WPC | New | WP CAREY INC COMreit | $1,854,000 | – | 26,269 | +100.0% | 1.00% | – |
IBM | Sell | INTERNATIONAL BUSINESS MACHS COMstock | $1,825,000 | -0.2% | 14,498 | -3.5% | 0.98% | -11.6% |
CVX | Sell | CHEVRON CORP NEW COMstock | $1,675,000 | +14.0% | 19,837 | -2.8% | 0.90% | +1.1% |
FB | Sell | FACEBOOK INC CL Astock | $1,643,000 | -3.5% | 6,016 | -7.5% | 0.88% | -14.4% |
RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $1,577,000 | +20.8% | 22,055 | -2.9% | 0.85% | +7.1% |
ABBV | Buy | ABBVIE INC COMstock | $1,524,000 | +69.3% | 14,219 | +38.3% | 0.82% | +50.3% |
GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $1,476,000 | +19.2% | 5,596 | -9.1% | 0.79% | +5.7% |
AMGN | AMGEN INC COMstock | $1,438,000 | -9.6% | 6,255 | 0.0% | 0.77% | -19.9% | |
DIS | Sell | DISNEY WALT CO COMstock | $1,386,000 | +27.0% | 7,649 | -13.0% | 0.74% | +12.7% |
GOOGL | Sell | ALPHABET INC CAP STK CL Astock | $1,336,000 | +10.5% | 762 | -7.6% | 0.72% | -2.0% |
SPGI | S&P GLOBAL INC COMstock | $1,316,000 | -8.8% | 4,003 | 0.0% | 0.71% | -19.1% | |
SO | Sell | SOUTHERN CO COMstock | $1,247,000 | +13.0% | 20,294 | -0.3% | 0.67% | +0.1% |
IVV | Sell | ISHARES CORE S&P 500 ETFetf | $1,224,000 | +6.9% | 3,261 | -4.3% | 0.66% | -5.2% |
BAC | Buy | BK OF AMERICA CORP COMstock | $1,148,000 | +26.7% | 37,874 | +0.7% | 0.62% | +12.4% |
WFC | Sell | WELLS FARGO CO NEW COMstock | $1,146,000 | +20.0% | 37,968 | -6.5% | 0.62% | +6.4% |
MMM | Sell | 3M CO COMstock | $1,126,000 | +1.6% | 6,442 | -6.9% | 0.60% | -9.8% |
BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $1,108,000 | +5.4% | 17,859 | +2.4% | 0.60% | -6.6% |
BKT | Buy | BLACKROCK INCOME TR INC COMcef | $1,105,000 | +16.6% | 182,079 | +17.2% | 0.59% | +3.5% |
GILD | Sell | GILEAD SCIENCES INC COMstock | $1,036,000 | -8.6% | 17,775 | -0.8% | 0.56% | -18.9% |
HD | Sell | HOME DEPOT INC COMstock | $1,021,000 | -6.1% | 3,844 | -1.8% | 0.55% | -16.8% |
MS | Sell | MORGAN STANLEY COM NEWstock | $1,019,000 | +38.8% | 14,875 | -2.0% | 0.55% | +22.9% |
D | Buy | DOMINION ENERGY INC COMstock | $1,002,000 | +9.3% | 13,328 | +14.7% | 0.54% | -3.2% |
AXP | Sell | AMERICAN EXPRESS CO COMstock | $999,000 | +6.8% | 8,261 | -11.4% | 0.54% | -5.3% |
SPY | Sell | SPDR S&P 500 ETFetf | $997,000 | +10.5% | 2,667 | -1.0% | 0.54% | -2.0% |
PM | Buy | PHILIP MORRIS INTL INC COMstock | $987,000 | +14.6% | 11,920 | +3.8% | 0.53% | +1.5% |
IGSB | Buy | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $952,000 | +38.6% | 17,250 | +37.9% | 0.51% | +22.8% |
UNP | UNION PAC CORP COMstock | $932,000 | +5.8% | 4,475 | 0.0% | 0.50% | -6.2% | |
GIS | GENERAL MLS INC COMstock | $925,000 | -4.6% | 15,730 | 0.0% | 0.50% | -15.5% | |
TGT | TARGET CORP COMstock | $871,000 | +12.1% | 4,934 | 0.0% | 0.47% | -0.6% | |
SYK | STRYKER CORPORATION COMstock | $837,000 | +17.7% | 3,414 | 0.0% | 0.45% | +4.4% | |
GLD | Buy | SPDR GOLD SHARESetf | $824,000 | +202.9% | 4,621 | +200.8% | 0.44% | +168.5% |
MA | Sell | MASTERCARD INCORPORATED CL Astock | $787,000 | -3.3% | 2,206 | -8.3% | 0.42% | -14.2% |
MO | Buy | ALTRIA GROUP INC COMstock | $759,000 | +18.6% | 18,517 | +11.8% | 0.41% | +5.2% |
NSC | NORFOLK SOUTHN CORP COMstock | $749,000 | +11.1% | 3,152 | 0.0% | 0.40% | -1.5% | |
RDSA | Sell | ROYAL DUTCH SHELL PLC SPONS ADR Aadr | $747,000 | +31.3% | 21,254 | -6.0% | 0.40% | +16.2% |
NEE | Buy | NEXTERA ENERGY INC COMstock | $741,000 | +11.8% | 9,610 | +302.1% | 0.40% | -1.0% |
CLX | CLOROX CO DEL COMstock | $733,000 | -3.8% | 3,628 | 0.0% | 0.39% | -14.7% | |
NMY | Sell | NUVEEN MARYLAND QLT MUN INC FD COMcef | $717,000 | +3.3% | 50,816 | -3.6% | 0.38% | -8.6% |
AVB | AVALONBAY CMNTYS INC COMreit | $704,000 | +7.3% | 4,390 | 0.0% | 0.38% | -5.0% | |
BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $696,000 | +8.8% | 2 | 0.0% | 0.37% | -3.6% | |
LYFT | New | LYFT INC CL A COMstock | $655,000 | – | 13,327 | +100.0% | 0.35% | – |
ETN | EATON CORP PLC SHSstock | $649,000 | +17.8% | 5,404 | 0.0% | 0.35% | +4.5% | |
SBUX | STARBUCKS CORP COMstock | $627,000 | +24.7% | 5,860 | 0.0% | 0.34% | +10.5% | |
QCOM | Buy | QUALCOMM INC COMstock | $617,000 | +61.5% | 4,052 | +24.8% | 0.33% | +43.3% |
TIP | Buy | ISHARES TIPS BOND ETFetf | $571,000 | +11.1% | 4,470 | +10.0% | 0.31% | -1.3% |
NKE | NIKE INC CL Bstock | $544,000 | +12.6% | 3,844 | 0.0% | 0.29% | -0.3% | |
WMT | Sell | WALMART INC COMstock | $532,000 | +2.5% | 3,694 | -0.5% | 0.29% | -9.2% |
DOW | Buy | DOW INC COMstock | $529,000 | +52.0% | 9,535 | +28.7% | 0.28% | +34.6% |
HON | Sell | HONEYWELL INTL INC COMstock | $525,000 | +23.8% | 2,469 | -4.1% | 0.28% | +9.7% |
CPB | Sell | CAMPBELL SOUP CO COMstock | $507,000 | -19.4% | 10,492 | -19.3% | 0.27% | -28.6% |
LUV | Buy | SOUTHWEST AIRLS CO COMstock | $498,000 | +28.0% | 10,684 | +3.0% | 0.27% | +13.6% |
UL | Buy | UNILEVER PLC SPON ADR NEWadr | $496,000 | +10.2% | 8,214 | +12.6% | 0.27% | -2.6% |
EMR | EMERSON ELEC CO COMstock | $494,000 | +22.6% | 6,140 | 0.0% | 0.26% | +8.6% | |
TMO | THERMO FISHER SCIENTIFIC INC COMstock | $488,000 | +5.4% | 1,048 | 0.0% | 0.26% | -6.8% | |
ITW | Sell | ILLINOIS TOOL WKS INC COMstock | $482,000 | +4.8% | 2,366 | -0.6% | 0.26% | -7.2% |
CARR | Sell | CARRIER GLOBAL CORPORATION COMstock | $466,000 | +9.1% | 12,342 | -11.7% | 0.25% | -3.5% |
DHR | DANAHER CORPORATION COMstock | $461,000 | +3.1% | 2,077 | 0.0% | 0.25% | -8.5% | |
MHN | Sell | BLACKROCK MUNIHLDGS NY QLTY FD COMcef | $460,000 | +3.6% | 32,600 | -1.2% | 0.25% | -8.2% |
BDX | BECTON DICKINSON & CO COMstock | $453,000 | +7.6% | 1,810 | 0.0% | 0.24% | -4.7% | |
NEM | New | NEWMONT CORP COMstock | $437,000 | – | 7,290 | +100.0% | 0.24% | – |
BTI | Sell | BRITISH AMERN TOB PLC SPONSORED ADRadr | $438,000 | -9.1% | 11,681 | -12.4% | 0.24% | -19.5% |
AMZN | Buy | AMAZON COM INC COMstock | $430,000 | +39.2% | 132 | +34.7% | 0.23% | +23.5% |
PNC | PNC FINL SVCS GROUP INC COMstock | $425,000 | +35.8% | 2,850 | 0.0% | 0.23% | +20.0% | |
C | Buy | CITIGROUP INC COM NEWstock | $424,000 | +61.8% | 6,876 | +13.0% | 0.23% | +43.4% |
NEA | Buy | NUVEEN AMT FREE QLTY MUN INCME COMcef | $421,000 | +24.6% | 27,871 | +18.1% | 0.23% | +10.2% |
ORCL | Sell | ORACLE CORP COMstock | $421,000 | +6.3% | 6,505 | -1.9% | 0.23% | -5.8% |
GOLD | New | BARRICK GOLD CORP COMstock | $414,000 | – | 18,167 | +100.0% | 0.22% | – |
TT | TRANE TECHNOLOGIES PLC SHSstock | $411,000 | +19.8% | 2,828 | 0.0% | 0.22% | +6.2% | |
ED | Sell | CONSOLIDATED EDISON INC COMstock | $405,000 | -16.5% | 5,604 | -10.0% | 0.22% | -25.9% |
OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $405,000 | -6.2% | 5,989 | -13.5% | 0.22% | -16.8% |
DE | DEERE & CO COMstock | $399,000 | +21.3% | 1,484 | 0.0% | 0.21% | +7.5% | |
COST | COSTCO WHSL CORP NEW COMstock | $399,000 | +6.1% | 1,060 | 0.0% | 0.21% | -6.1% | |
SPG | Sell | SIMON PPTY GROUP INC NEW COMreit | $397,000 | +31.5% | 4,654 | -0.3% | 0.21% | +16.4% |
JBLU | Sell | JETBLUE AWYS CORP COMstock | $384,000 | +15.3% | 26,390 | -10.1% | 0.21% | +2.0% |
CMI | CUMMINS INC COMstock | $362,000 | +7.4% | 1,595 | 0.0% | 0.19% | -4.9% | |
USB | Sell | US BANCORP DEL COM NEWstock | $358,000 | +22.2% | 7,685 | -6.1% | 0.19% | +7.9% |
MGF | Buy | MFS GOVT MKTS INCOME TR SH BEN INTcef | $358,000 | +57.7% | 77,908 | +59.2% | 0.19% | +39.1% |
CNI | CANADIAN NATL RY CO COMstock | $356,000 | +3.2% | 3,245 | 0.0% | 0.19% | -8.6% | |
VTRS | New | VIATRIS INC COMstock | $355,000 | – | 18,932 | +100.0% | 0.19% | – |
MKC | Buy | MCCORMICK & CO INC COM NON VTGstock | $354,000 | -16.1% | 3,708 | +70.6% | 0.19% | -25.8% |
SJM | Sell | SMUCKER J M CO COM NEWstock | $336,000 | -17.0% | 2,903 | -17.1% | 0.18% | -26.5% |
GSK | Buy | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $332,000 | +5.1% | 9,023 | +7.6% | 0.18% | -6.8% |
IXN | ISHARES GLOBAL TECH ETFetf | $321,000 | +13.8% | 1,070 | 0.0% | 0.17% | +0.6% | |
BUD | ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRadr | $321,000 | +30.0% | 4,586 | 0.0% | 0.17% | +14.7% | |
TXN | TEXAS INSTRS INC COMstock | $311,000 | +15.2% | 1,892 | 0.0% | 0.17% | +1.8% | |
PSX | Sell | PHILLIPS 66 COMstock | $295,000 | +31.1% | 4,223 | -2.6% | 0.16% | +16.2% |
DOX | AMDOCS LTD SHSstock | $291,000 | +23.8% | 4,100 | 0.0% | 0.16% | +9.9% | |
MDT | MEDTRONIC PLC SHSstock | $290,000 | +12.4% | 2,479 | 0.0% | 0.16% | 0.0% | |
COLD | New | AMERICOLD RLTY TR COMreit | $291,000 | – | 7,800 | +100.0% | 0.16% | – |
GE | Sell | GENERAL ELECTRIC CO COMstock | $280,000 | +72.8% | 25,960 | -0.2% | 0.15% | +53.1% |
DRI | DARDEN RESTAURANTS INC COMstock | $275,000 | +18.5% | 2,305 | 0.0% | 0.15% | +5.0% | |
COP | Sell | CONOCOPHILLIPS COMstock | $274,000 | +21.8% | 6,860 | -0.0% | 0.15% | +8.1% |
MCD | Sell | MCDONALDS CORP COMstock | $273,000 | -5.5% | 1,270 | -3.6% | 0.15% | -16.0% |
WASH | New | WASHINGTON TR BANCORP COMstock | $266,000 | – | 5,928 | +100.0% | 0.14% | – |
VCIT | Sell | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETFetf | $265,000 | -7.0% | 2,725 | -8.4% | 0.14% | -17.9% |
STPZ | PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUNDetf | $258,000 | +0.4% | 4,770 | 0.0% | 0.14% | -10.9% | |
TAP | New | MOLSON COORS BEVERAGE CO CL Bstock | $254,000 | – | 5,615 | +100.0% | 0.14% | – |
CB | New | CHUBB LIMITED COMstock | $249,000 | – | 1,620 | +100.0% | 0.13% | – |
RY | ROYAL BK CDA COMstock | $245,000 | +17.2% | 2,983 | 0.0% | 0.13% | +3.9% | |
DOV | DOVER CORP COMstock | $245,000 | +16.7% | 1,940 | 0.0% | 0.13% | +3.9% | |
MDLZ | Sell | MONDELEZ INTL INC CL Astock | $242,000 | -0.4% | 4,136 | -2.4% | 0.13% | -11.6% |
KMB | New | KIMBERLY-CLARK CORP COMstock | $240,000 | – | 1,779 | +100.0% | 0.13% | – |
WBA | Sell | WALGREENS BOOTS ALLIANCE INC COMstock | $236,000 | +4.0% | 5,916 | -6.3% | 0.13% | -8.0% |
MCK | MCKESSON CORP COMstock | $234,000 | +17.0% | 1,345 | 0.0% | 0.13% | +4.1% | |
FNLC | New | FIRST BANCORP INC ME COMstock | $233,000 | – | 9,177 | +100.0% | 0.12% | – |
CL | Sell | COLGATE PALMOLIVE CO COMstock | $228,000 | +9.6% | 2,665 | -0.9% | 0.12% | -3.2% |
NKG | New | NUVEEN GEORGIA QLTY MUN INC FD COMcef | $227,000 | – | 17,349 | +100.0% | 0.12% | – |
VEA | Sell | VANGUARD FTSE DEVELOPED MARKETS ETFetf | $225,000 | +2.7% | 4,776 | -11.0% | 0.12% | -9.0% |
ARE | ALEXANDRIA REAL ESTATE EQ INC COMreit | $223,000 | +11.5% | 1,250 | 0.0% | 0.12% | -0.8% | |
CMCSA | New | COMCAST CORP NEW CL Astock | $219,000 | – | 4,180 | +100.0% | 0.12% | – |
TFC | New | TRUIST FINL CORP COMstock | $220,000 | – | 4,593 | +100.0% | 0.12% | – |
VIAC | New | VIACOMCBS INC CL Bstock | $214,000 | – | 5,750 | +100.0% | 0.12% | – |
LLY | New | LILLY ELI & CO COMstock | $211,000 | – | 1,250 | +100.0% | 0.11% | – |
ROKU | New | ROKU INC COM CL Astock | $208,000 | – | 625 | +100.0% | 0.11% | – |
NMT | NUVEEN MASSACHUSETS QLT MUN FD COMcef | $166,000 | +4.4% | 11,375 | 0.0% | 0.09% | -7.3% | |
SUPERNUS PHARMACEUTICALS 0.625 04/01/2023convertible | $47,000 | +2.2% | 50,000 | 0.0% | 0.02% | -10.7% | ||
CARRIAGE SVCS INC 2.75 03/15/2021convertible | $31,000 | +29.2% | 20,000 | 0.0% | 0.02% | +13.3% | ||
Sell | CSG SYS INTL INC 4.25 03/15/2036convertible | $16,000 | -48.4% | 15,000 | -50.0% | 0.01% | -52.6% | |
RAMBUS INC DEL 1.375 02/01/2023convertible | $11,000 | +10.0% | 10,000 | 0.0% | 0.01% | 0.0% | ||
Exit | TWITTER INC 1 09/15/2021convertible | $0 | – | -10,000 | -100.0% | -0.01% | – | |
Exit | VEREIT INC 3.75 12/15/2020convertible | $0 | – | -27,000 | -100.0% | -0.02% | – | |
Exit | ATLAS AIR WORLDWIDE HLDGS INC 2.25 06/01/2022convertible | $0 | – | -25,000 | -100.0% | -0.02% | – | |
Exit | NEW RELIC INC 0.5 05/01/2023convertible | $0 | – | -35,000 | -100.0% | -0.02% | – | |
Exit | ARES CAPITAL CORP 3.75 02/01/2022convertible | $0 | – | -35,000 | -100.0% | -0.02% | – | |
Exit | SFL CORPORATION LTD 5.75 10/15/2021convertible | $0 | – | -35,000 | -100.0% | -0.02% | – | |
Exit | II-VI INC 0.25 09/01/2022convertible | $0 | – | -30,000 | -100.0% | -0.02% | – | |
Exit | VERINT SYS INC 1.5 06/01/2021convertible | $0 | – | -35,000 | -100.0% | -0.02% | – | |
Exit | PURE STORAGE INC 0.125 04/15/2023convertible | $0 | – | -35,000 | -100.0% | -0.02% | – | |
Exit | EVOLENT HEALTH INC 2 12/01/2021convertible | $0 | – | -70,000 | -100.0% | -0.04% | – | |
BABA | Exit | ALIBABA GROUP HLDG LTD SPONSORED ADSadr | $0 | – | -700 | -100.0% | -0.12% | – |
ZM | Exit | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $0 | – | -450 | -100.0% | -0.13% | – |
BACPRL | Exit | BK OF AMERICA CORP 7.25CNV PFD Lpreferred | $0 | – | -241 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-26
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
CARLISLE COS INC COM | 42 | Q3 2023 | 12.4% |
AT&T INC COM | 42 | Q3 2023 | 10.0% |
VERIZON COMMUNICATIONS INC COM | 42 | Q3 2023 | 9.9% |
JOHNSON & JOHNSON COM | 42 | Q3 2023 | 7.3% |
PFIZER INC COM | 42 | Q3 2023 | 6.9% |
MERCK & COMPANY | 42 | Q3 2023 | 6.0% |
MICROSOFT CORP COM | 42 | Q3 2023 | 5.3% |
BERKSHIRE HATHAWAY INC DEL CL B NEW | 42 | Q3 2023 | 5.3% |
PROCTER & GAMBLE | 42 | Q3 2023 | 3.9% |
JPMORGAN CHASE & CO COM | 42 | Q3 2023 | 4.2% |
View EXCALIBUR MANAGEMENT CORP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-12 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-08 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-04 |
13F-HR | 2022-07-25 |
13F-HR | 2022-05-03 |
13F-HR | 2022-02-10 |
13F-HR | 2021-10-28 |
View EXCALIBUR MANAGEMENT CORP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.