EXCALIBUR MANAGEMENT CORP

Institutional manager (13F) · CIK 1009003

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $208M

#	Issuer	Value	Shares
1	CARLISLE COS INC	$24M	71,314
2	APPLE INC	$15M	58,605
3	BERKSHIRE HATHAWAY INC DEL	$11M	23,306
4	JPMORGAN CHASE & CO	$10M	33,972
5	MICROSOFT CORP	$9M	25,608
6	JOHNSON & JOHNSON	$9M	37,425
7	MERCK & CO INC	$6M	51,737
8	ALPHABET INC	$5M	19,029
9	INVESCO EXCHANGE TRADED FD T	$5M	27,623
10	VERIZON COMMUNICATIONS INC	$5M	104,134
11	EXXON MOBIL CORP	$5M	26,987
12	META PLATFORMS INC	$5M	7,970
13	AT&T INC	$4M	153,807
14	PFIZER INC	$4M	151,843
15	CHEVRON CORPORATION	$4M	18,757
16	VISA INC	$4M	12,709
17	PROCTER & GAMBLE CO	$4M	25,500
18	GOLDMAN SACHS GROUP INC	$4M	4,229
19	INTERNATIONAL BUSINESS MACHS	$3M	13,642
20	CISCO SYS INC	$3M	42,064
21	NVIDIA CORPORATION	$3M	18,093
22	NETFLIX INC.	$3M	32,292
23	PEPSICO INC	$3M	19,736
24	GILEAD SCIENCES INC	$3M	21,447
25	ABBVIE INC	$3M	13,479
26	SPDR GOLD TR	$3M	6,585
27	CVS HEALTH CORP	$3M	39,013
28	AMAZON COM INC	$3M	13,410
29	RTX CORPORATION	$3M	13,496
30	FEDEX CORP	$3M	7,302
31	BANK AMERICA CORP	$2M	50,504
32	KINDER MORGAN INC DEL	$2M	72,783
33	COCA COLA CO	$2M	31,264
34	AMGEN INC	$2M	6,411
35	INTEL CORP	$2M	48,443
36	SHELL PLC	$2M	22,352
37	BROADCOM INC	$2M	6,654
38	BRISTOL-MYERS SQUIBB CO	$2M	32,865
39	MORGAN STANLEY	$2M	11,906
40	LOCKHEED MARTIN CORP	$2M	3,234
41	AMERICAN EXPRESS CO	$2M	6,205
42	VANGUARD SPECIALIZED FUNDS	$2M	8,605
43	STATE STR SPDR S&P 500 ETF T	$2M	2,682
44	WP CAREY INC	$2M	25,574
45	S&P GLOBAL INC	$2M	4,058
46	ISHARES TR	$2M	2,596
47	CITIGROUP INC	$2M	14,761
48	HOME DEPOT INC	$2M	4,860
49	COSTCO WHOLESALE CORPORATION	$2M	1,603
50	DUKE ENERGY CORP NEW	$2M	12,068

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.