$179 Million is the total value of EXCALIBUR MANAGEMENT CORP's 148 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 5.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CSL | Sell | CARLISLE COS INC COMstock | $22,187,000 | +17.1% | 79,122 | -0.4% | 12.42% | +26.0% |
| AAPL | Buy | APPLE INC COMstock | $8,534,000 | +1.8% | 61,754 | +0.7% | 4.78% | +9.5% |
| MSFT | Buy | MICROSOFT CORP COMstock | $7,003,000 | -6.1% | 30,068 | +3.6% | 3.92% | +1.0% |
| PFE | Buy | PFIZER INC COMstock | $6,751,000 | -15.7% | 154,271 | +1.0% | 3.78% | -9.3% |
| JNJ | Buy | JOHNSON & JOHNSON COMstock | $6,394,000 | -7.3% | 39,138 | +0.7% | 3.58% | -0.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DEL CL B NEWstock | $5,859,000 | -2.0% | 21,944 | +0.3% | 3.28% | +5.5% |
| MRK | Sell | MERCK & CO INC COMstock | $4,492,000 | -12.7% | 52,159 | -7.6% | 2.51% | -6.1% |
| VZ | Buy | VERIZON COMMUNICATIONS INC COMstock | $4,293,000 | -24.3% | 113,064 | +1.2% | 2.40% | -18.5% |
| CVS | Sell | CVS HEALTH CORP COMstock | $4,269,000 | +1.1% | 44,762 | -1.8% | 2.39% | +8.8% |
| JPM | Buy | JPMORGAN CHASE & CO COMstock | $3,951,000 | -5.1% | 37,812 | +2.3% | 2.21% | +2.1% |
| PG | Buy | PROCTER AND GAMBLE CO COMstock | $3,451,000 | -11.3% | 27,337 | +1.0% | 1.93% | -4.6% |
| T | Sell | AT&T INC COMstock | $2,565,000 | -29.0% | 167,189 | -3.0% | 1.44% | -23.6% |
| PEP | Sell | PEPSICO INC COMstock | $2,535,000 | -4.0% | 15,529 | -2.0% | 1.42% | +3.3% |
| V | Buy | VISA INC COM CL Astock | $2,511,000 | -9.5% | 14,136 | +0.3% | 1.41% | -2.6% |
| XOM | Sell | EXXON MOBIL CORP COMstock | $2,326,000 | +1.8% | 26,643 | -0.2% | 1.30% | +9.5% |
| CVX | Sell | CHEVRON CORP NEW COMstock | $2,248,000 | -5.2% | 15,644 | -4.5% | 1.26% | +1.9% |
| INDB | INDEPENDENT BK CORP MASS COMstock | $2,121,000 | -6.2% | 28,465 | 0.0% | 1.19% | +0.9% | |
| WPC | Sell | WP CAREY INC COMreit | $1,935,000 | -16.9% | 27,723 | -1.3% | 1.08% | -10.6% |
| UPS | Buy | UNITED PARCEL SERVICE INC CL Bstock | $1,877,000 | -11.3% | 11,617 | +0.2% | 1.05% | -4.6% |
| ABBV | Buy | ABBVIE INC COMstock | $1,876,000 | -12.2% | 13,977 | +0.2% | 1.05% | -5.6% |
| GLD | SPDR GOLD SHARESetf | $1,873,000 | -8.2% | 12,111 | 0.0% | 1.05% | -1.2% | |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS COMstock | $1,721,000 | -15.8% | 14,490 | +0.1% | 0.96% | -9.5% |
| KO | Sell | COCA COLA CO COMstock | $1,652,000 | -14.7% | 29,498 | -4.2% | 0.92% | -8.2% |
| GOOGL | Buy | ALPHABET INC CAP STK CL Astock | $1,650,000 | -11.3% | 17,247 | +1919.6% | 0.92% | -4.5% |
| CSCO | Buy | CISCO SYS INC COMstock | $1,596,000 | -6.0% | 39,906 | +0.2% | 0.89% | +1.1% |
| FB | Sell | META PLATFORMS INC CL Astock | $1,567,000 | -16.1% | 11,552 | -0.3% | 0.88% | -9.8% |
| INTC | Sell | INTEL CORP COMstock | $1,561,000 | -33.2% | 60,571 | -3.0% | 0.87% | -28.1% |
| GS | Sell | GOLDMAN SACHS GROUP INC COMstock | $1,513,000 | -1.4% | 5,162 | -0.0% | 0.85% | +6.1% |
| GILD | Buy | GILEAD SCIENCES INC COMstock | $1,468,000 | 0.0% | 23,800 | +0.2% | 0.82% | +7.6% |
| AMZN | Buy | AMAZON COM INC COMstock | $1,454,000 | +26.7% | 12,867 | +19.0% | 0.81% | +36.3% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO COMstock | $1,429,000 | -7.6% | 20,101 | +0.1% | 0.80% | -0.6% |
| AMGN | AMGEN INC COMstock | $1,423,000 | -7.4% | 6,315 | 0.0% | 0.80% | -0.3% | |
| HD | Buy | HOME DEPOT INC COMstock | $1,361,000 | +1.3% | 4,931 | +0.7% | 0.76% | +9.0% |
| FDX | Buy | FEDEX CORP COMstock | $1,330,000 | -33.8% | 8,960 | +1.1% | 0.74% | -28.9% |
| BAC | BK OF AMERICA CORP COMstock | $1,320,000 | -3.0% | 43,712 | 0.0% | 0.74% | +4.4% | |
| ABT | Sell | ABBOTT LABS COMstock | $1,313,000 | -11.1% | 13,567 | -0.2% | 0.74% | -4.4% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP COMstock | $1,257,000 | -14.9% | 15,359 | -0.0% | 0.70% | -8.5% |
| MMM | Sell | 3M CO COMstock | $1,234,000 | -14.7% | 11,167 | -0.1% | 0.69% | -8.1% |
| SPGI | S&P GLOBAL INC COMstock | $1,222,000 | -9.4% | 4,003 | 0.0% | 0.68% | -2.6% | |
| KMI | Buy | KINDER MORGAN INC DEL COMstock | $1,201,000 | +0.6% | 72,194 | +1.3% | 0.67% | +8.2% |
| AXP | AMERICAN EXPRESS CO COMstock | $1,109,000 | -2.7% | 8,221 | 0.0% | 0.62% | +4.7% | |
| LMT | Sell | LOCKHEED MARTIN CORP COMstock | $1,083,000 | -16.2% | 2,804 | -6.8% | 0.61% | -10.0% |
| DUK | Sell | DUKE ENERGY CORP NEW COM NEWstock | $1,075,000 | -19.3% | 11,560 | -7.0% | 0.60% | -13.1% |
| MS | Sell | MORGAN STANLEY COM NEWstock | $1,065,000 | +3.6% | 13,481 | -0.2% | 0.60% | +11.4% |
| ED | Sell | CONSOLIDATED EDISON INC COMstock | $1,054,000 | -19.4% | 12,293 | -10.6% | 0.59% | -13.2% |
| Buy | SHELL PLC SPON ADSadr | $1,028,000 | -0.8% | 20,668 | +4.3% | 0.58% | +6.7% | |
| UNP | Buy | UNION PAC CORP COMstock | $967,000 | -3.3% | 4,964 | +5.9% | 0.54% | +4.0% |
| GIS | Sell | GENERAL MLS INC COMstock | $954,000 | -3.9% | 12,448 | -5.4% | 0.53% | +3.3% |
| PNW | Sell | PINNACLE WEST CAP CORP COMstock | $948,000 | -13.0% | 14,703 | -1.4% | 0.53% | -6.3% |
| IVV | Sell | ISHARES CORE S&P 500 ETFetf | $945,000 | -5.6% | 2,635 | -0.2% | 0.53% | +1.5% |
| MO | Sell | ALTRIA GROUP INC COMstock | $932,000 | -3.9% | 23,093 | -0.5% | 0.52% | +3.4% |
| WFC | Sell | WELLS FARGO CO NEW COMstock | $907,000 | +1.5% | 22,540 | -1.2% | 0.51% | +9.2% |
| PM | Sell | PHILIP MORRIS INTL INC COMstock | $904,000 | -16.3% | 10,887 | -0.5% | 0.51% | -10.0% |
| NFLX | Buy | NETFLIX INC COMstock | $904,000 | +37.6% | 3,839 | +2.2% | 0.51% | +48.0% |
| SPY | SPDR S&P 500 ETF TRUSTetf | $888,000 | -5.3% | 2,486 | 0.0% | 0.50% | +1.8% | |
| QCOM | Buy | QUALCOMM INC COMstock | $872,000 | -11.6% | 7,721 | +0.0% | 0.49% | -4.9% |
| MA | Buy | MASTERCARD INCORPORATED CL Astock | $842,000 | +2.2% | 2,962 | +13.4% | 0.47% | +9.8% |
| TGT | Buy | TARGET CORP COMstock | $838,000 | +12.2% | 5,649 | +6.9% | 0.47% | +20.6% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL Astock | $813,000 | -0.6% | 2 | 0.0% | 0.46% | +6.8% | |
| RSP | Sell | INVESCO S&P 500 EQUAL WEIGHT ETFetf | $796,000 | -6.2% | 6,250 | -1.2% | 0.45% | +0.9% |
| AVB | Sell | AVALONBAY CMNTYS INC COMreit | $792,000 | -5.5% | 4,299 | -0.3% | 0.44% | +1.6% |
| SBUX | Buy | STARBUCKS CORP COMstock | $777,000 | +16.0% | 9,227 | +5.2% | 0.44% | +24.6% |
| DIS | Buy | DISNEY WALT CO COMstock | $768,000 | +8.5% | 8,141 | +8.5% | 0.43% | +16.8% |
| SO | Sell | SOUTHERN CO COMstock | $757,000 | -12.9% | 11,137 | -8.6% | 0.42% | -6.2% |
| KMB | Sell | KIMBERLY-CLARK CORP COMstock | $749,000 | -17.8% | 6,656 | -1.3% | 0.42% | -11.6% |
| PYPL | Buy | PAYPAL HLDGS INC COMstock | $739,000 | +36.9% | 8,591 | +11.1% | 0.41% | +47.3% |
| D | Sell | DOMINION ENERGY INC COMstock | $734,000 | -20.6% | 10,615 | -8.3% | 0.41% | -14.6% |
| DOW | Buy | DOW INC COMstock | $711,000 | -9.4% | 16,175 | +6.3% | 0.40% | -2.5% |
| ETN | Sell | EATON CORP PLC SHSstock | $701,000 | +5.3% | 5,255 | -0.6% | 0.39% | +13.0% |
| NSC | NORFOLK SOUTHN CORP COMstock | $687,000 | -7.8% | 3,278 | 0.0% | 0.38% | -0.8% | |
| SYK | STRYKER CORPORATION COMstock | $686,000 | +1.8% | 3,388 | 0.0% | 0.38% | +9.4% | |
| HON | Buy | HONEYWELL INTL INC COMstock | $680,000 | +7.9% | 4,075 | +12.5% | 0.38% | +16.2% |
| OGN | Sell | ORGANON & CO COMMON STOCKstock | $681,000 | -33.0% | 29,087 | -3.5% | 0.38% | -28.0% |
| COST | Buy | COSTCO WHSL CORP NEW COMstock | $673,000 | +5.0% | 1,426 | +6.7% | 0.38% | +12.9% |
| TJX | Buy | TJX COS INC NEW COMstock | $650,000 | +25.2% | 10,463 | +12.7% | 0.36% | +34.8% |
| MCK | MCKESSON CORP COMstock | $567,000 | +4.2% | 1,667 | 0.0% | 0.32% | +12.0% | |
| BX | Buy | BLACKSTONE INC COMstock | $559,000 | +7.7% | 6,675 | +17.4% | 0.31% | +15.9% |
| WMT | Buy | WALMART INC COMstock | $550,000 | +18.5% | 4,242 | +11.2% | 0.31% | +27.8% |
| UL | Buy | UNILEVER PLC SPON ADR NEWadr | $551,000 | +9.1% | 12,568 | +14.1% | 0.31% | +17.1% |
| C | Buy | CITIGROUP INC COM NEWstock | $542,000 | -1.5% | 12,996 | +8.6% | 0.30% | +5.9% |
| NEM | Buy | NEWMONT CORP COMstock | $511,000 | -27.2% | 12,156 | +3.3% | 0.29% | -21.6% |
| ORCL | Buy | ORACLE CORP COMstock | $492,000 | -12.0% | 8,052 | +0.7% | 0.28% | -5.5% |
| LUV | Buy | SOUTHWEST AIRLS CO COMstock | $484,000 | -13.4% | 15,707 | +1.6% | 0.27% | -6.9% |
| DE | DEERE & CO COMstock | $483,000 | +11.3% | 1,448 | 0.0% | 0.27% | +19.5% | |
| DHR | Sell | DANAHER CORPORATION COMstock | $478,000 | +1.3% | 1,852 | -0.5% | 0.27% | +8.9% |
| TMO | THERMO FISHER SCIENTIFIC INC COMstock | $470,000 | -6.6% | 926 | 0.0% | 0.26% | +0.4% | |
| CARR | CARRIER GLOBAL CORPORATION COMstock | $463,000 | -0.4% | 13,033 | 0.0% | 0.26% | +7.0% | |
| Sell | WARNER BROS DISCOVERY INC COM SER Astock | $449,000 | -21.0% | 39,033 | -7.8% | 0.25% | -15.2% | |
| BDX | Buy | BECTON DICKINSON & CO COMstock | $446,000 | +0.5% | 2,000 | +11.1% | 0.25% | +8.2% |
| EMR | EMERSON ELEC CO COMstock | $440,000 | -7.9% | 6,014 | 0.0% | 0.25% | -1.2% | |
| CPB | Sell | CAMPBELL SOUP CO COMstock | $416,000 | -18.6% | 8,829 | -17.0% | 0.23% | -12.4% |
| LLY | LILLY ELI & CO COMstock | $408,000 | -0.2% | 1,262 | 0.0% | 0.23% | +7.0% | |
| COP | Sell | CONOCOPHILLIPS COMstock | $407,000 | +11.8% | 3,975 | -2.0% | 0.23% | +20.6% |
| TT | TRANE TECHNOLOGIES PLC SHSstock | $403,000 | +11.3% | 2,785 | 0.0% | 0.23% | +20.2% | |
| NKE | Buy | NIKE INC CL Bstock | $399,000 | -4.8% | 4,797 | +17.0% | 0.22% | +2.3% |
| Sell | GSK PLC SPONSORED ADRadr | $387,000 | -34.4% | 13,148 | -3.0% | 0.22% | -29.3% | |
| ITW | ILLINOIS TOOL WKS INC COMstock | $386,000 | -0.8% | 2,136 | 0.0% | 0.22% | +6.9% | |
| USB | US BANCORP DEL COM NEWstock | $380,000 | -12.4% | 9,431 | 0.0% | 0.21% | -5.8% | |
| JBLU | Sell | JETBLUE AWYS CORP COMstock | $367,000 | -22.4% | 55,306 | -2.1% | 0.20% | -16.7% |
| PNC | PNC FINL SVCS GROUP INC COMstock | $362,000 | -5.2% | 2,423 | 0.0% | 0.20% | +2.0% | |
| MCD | Buy | MCDONALDS CORP COMstock | $353,000 | +11.0% | 1,529 | +18.6% | 0.20% | +20.0% |
| CLX | Sell | CLOROX CO DEL COMstock | $354,000 | -9.2% | 2,754 | -0.4% | 0.20% | -2.5% |
| BTI | Buy | BRITISH AMERN TOB PLC SPONSORED ADRadr | $349,000 | -15.9% | 9,844 | +1.7% | 0.20% | -9.7% |
| CSX | Sell | CSX CORP COMstock | $348,000 | -31.9% | 13,071 | -25.6% | 0.20% | -26.7% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC COMstock | $347,000 | -12.4% | 11,064 | +5.9% | 0.19% | -5.8% |
| CNI | CANADIAN NATL RY CO COMstock | $331,000 | -4.1% | 3,069 | 0.0% | 0.18% | +2.8% | |
| DD | Buy | DUPONT DE NEMOURS INC COMstock | $330,000 | +3.4% | 6,540 | +13.9% | 0.18% | +11.4% |
| NEE | Sell | NEXTERA ENERGY INC COMstock | $330,000 | -34.4% | 4,210 | -35.2% | 0.18% | -29.4% |
| OTIS | Sell | OTIS WORLDWIDE CORP COMstock | $321,000 | -10.6% | 5,037 | -1.0% | 0.18% | -3.7% |
| TXN | Buy | TEXAS INSTRS INC COMstock | $322,000 | +1.3% | 2,079 | +0.5% | 0.18% | +9.1% |
| CMI | Buy | CUMMINS INC COMstock | $321,000 | +5.2% | 1,579 | +0.3% | 0.18% | +13.2% |
| MHN | BLACKROCK MUNIHLDGS NY QLTY FD COMcef | $319,000 | -10.9% | 32,600 | 0.0% | 0.18% | -3.8% | |
| VCSH | Sell | VANGUARD SHORT-TERM CORPORATE BOND ETFetf | $304,000 | -81.8% | 4,093 | -81.3% | 0.17% | -80.4% |
| TROW | Buy | PRICE T ROWE GROUP INC COMstock | $303,000 | +21.2% | 2,886 | +31.4% | 0.17% | +30.8% |
| ZM | Sell | ZOOM VIDEO COMMUNICATIONS INC CL Astock | $300,000 | -34.4% | 4,079 | -3.6% | 0.17% | -29.4% |
| DRI | DARDEN RESTAURANTS INC COMstock | $291,000 | +11.5% | 2,305 | 0.0% | 0.16% | +19.9% | |
| GOLD | Sell | BARRICK GOLD CORP COMstock | $290,000 | -16.7% | 18,701 | -5.0% | 0.16% | -10.5% |
| NVDA | Sell | NVIDIA CORPORATION COMstock | $280,000 | -46.5% | 2,310 | -33.1% | 0.16% | -42.3% |
| DOX | AMDOCS LTD SHSstock | $278,000 | -4.8% | 3,500 | 0.0% | 0.16% | +2.6% | |
| MDLZ | Buy | MONDELEZ INTL INC CL Astock | $276,000 | +4.9% | 5,035 | +18.9% | 0.15% | +12.4% |
| RY | ROYAL BK CDA COMstock | $273,000 | -7.1% | 3,036 | 0.0% | 0.15% | 0.0% | |
| PSX | Buy | PHILLIPS 66 COMstock | $268,000 | -1.5% | 3,322 | +0.1% | 0.15% | +5.6% |
| IXN | Sell | ISHARES GLOBAL TECH ETFetf | $262,000 | -7.7% | 6,210 | -0.2% | 0.15% | -0.7% |
| TIP | ISHARES TIPS BOND ETFetf | $254,000 | -8.0% | 2,424 | 0.0% | 0.14% | -1.4% | |
| AVGO | Buy | BROADCOM INC COMstock | $246,000 | +14.4% | 554 | +25.3% | 0.14% | +23.2% |
| STPZ | PIMCO 1-5 YEAR US TIPS INDEX ETFetf | $246,000 | -5.4% | 4,970 | 0.0% | 0.14% | +2.2% | |
| O | Buy | REALTY INCOME CORP COMreit | $244,000 | -13.5% | 4,191 | +1.5% | 0.14% | -6.8% |
| PSA | PUBLIC STORAGE COMreit | $243,000 | -6.5% | 830 | 0.0% | 0.14% | +0.7% | |
| TWTR | Sell | TWITTER INC COMstock | $235,000 | +15.8% | 5,365 | -1.3% | 0.13% | +24.5% |
| ARE | ALEXANDRIA REAL ESTATE EQ INC COMreit | $228,000 | -3.4% | 1,625 | 0.0% | 0.13% | +4.1% | |
| DG | DOLLAR GEN CORP NEW COMstock | $227,000 | -2.2% | 946 | 0.0% | 0.13% | +5.0% | |
| Sell | GENERAL ELECTRIC CO COM NEWstock | $224,000 | -3.9% | 3,617 | -1.0% | 0.12% | +3.3% | |
| DOV | DOVER CORP COMstock | $218,000 | -3.5% | 1,866 | 0.0% | 0.12% | +3.4% | |
| MDT | Buy | MEDTRONIC PLC SHSstock | $213,000 | -7.4% | 2,633 | +2.7% | 0.12% | -0.8% |
| DEO | DIAGEO PLC SPON ADR NEWadr | $209,000 | -2.3% | 1,229 | 0.0% | 0.12% | +5.4% | |
| K | Sell | KELLOGG CO COMstock | $205,000 | -13.5% | 2,949 | -11.1% | 0.12% | -6.5% |
| TFC | TRUIST FINL CORP COMstock | $206,000 | -8.0% | 4,726 | 0.0% | 0.12% | -1.7% | |
| EQR | EQUITY RESIDENTIAL SH BEN INTreit | $203,000 | -6.9% | 3,013 | 0.0% | 0.11% | +0.9% | |
| TAP | Sell | MOLSON COORS BEVERAGE CO CL Bstock | $200,000 | -12.7% | 4,170 | -0.8% | 0.11% | -5.9% |
| AQN | ALGONQUIN PWR UTILS CORP COMstock | $132,000 | -19.0% | 12,120 | 0.0% | 0.07% | -12.9% | |
| VTRS | Sell | VIATRIS INC COMstock | $105,000 | -22.8% | 12,336 | -5.1% | 0.06% | -16.9% |
| New | HALEON PLC SPON ADSadr | $81,000 | – | 13,258 | +100.0% | 0.04% | – | |
| SCOR | COMSCORE INC COMstock | $53,000 | -19.7% | 32,000 | 0.0% | 0.03% | -11.8% | |
| ALTERYX INC 0.5 08/01/2024convertible | $22,000 | 0.0% | 25,000 | 0.0% | 0.01% | +9.1% | ||
| NEW RELIC INC 0.5 05/01/2023convertible | $19,000 | 0.0% | 20,000 | 0.0% | 0.01% | +10.0% | ||
| APOLLO COML REAL ESTATE FIN 5.375 10/15/2023convertible | $19,000 | 0.0% | 20,000 | 0.0% | 0.01% | +10.0% | ||
| BLACKSTONE MORTGAGE TRUST INC 4.75 03/15/2023convertible | $20,000 | 0.0% | 20,000 | 0.0% | 0.01% | +10.0% | ||
| SUPERNUS PHARMACEUTICALS 0.625 04/01/2023convertible | $15,000 | 0.0% | 15,000 | 0.0% | 0.01% | 0.0% | ||
| Exit | PURE STORAGE INC 0.125 04/15/2023convertible | $0 | – | -20,000 | -100.0% | -0.01% | – | |
| Exit | VISHAY INTERTECHNOLOGY INC 2.25 06/15/2025convertible | $0 | – | -25,000 | -100.0% | -0.01% | – | |
| CMCSA | Exit | COMCAST CORP NEW CL Astock | $0 | – | -5,156 | -100.0% | -0.10% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP COMstock | $0 | – | -424 | -100.0% | -0.11% | – |
| BLK | Exit | BLACKROCK INC COMstock | $0 | – | -338 | -100.0% | -0.11% | – |
| CL | Exit | COLGATE PALMOLIVE CO COMstock | $0 | – | -2,560 | -100.0% | -0.11% | – |
| CB | Exit | CHUBB LIMITED COMstock | $0 | – | -1,069 | -100.0% | -0.11% | – |
| SJM | Exit | SMUCKER J M CO COM NEWstock | $0 | – | -1,915 | -100.0% | -0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-04
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.