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  Name: EXCALIBUR MANAGEMENT CORP
  City: BOSTON
  State: MA
  Zip: 02109
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $212,915,000
  Total Value Change : $20,619,000
  Securities Held Change : 4
   
All Securities Held : 160
  New Positions : 7
  Closed Positions : 4
  Increased Positions : 48
  Unchanged Positions : 14
  Decreased Positions : 91

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Holdings Found : 100     View All Holdings Currently Viewing:  ALL     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CSL)1 Year Chart         CSL Carlisle Companies Inc 1 - $391.85 $24,324,000 77,855 11.42% 4,061,000 -303 0.146    Rubber & Plastics
   (AAPL)1 Year Chart         AAPL Apple Inc 2 - $171.48 $10,985,000 57,057 5.16% 1,208,000 -47 0    Personal Computers
   (MSFT)1 Year Chart         MSFT Microsoft Corp 3 - $420.72 $10,969,000 29,170 5.15% 1,652,000 -337 0    Application Software
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 4 - $420.52 $7,978,000 22,368 3.75% 156,000 39 0.002    Property & Casualty I...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 5 - $158.19 $6,144,000 39,200 2.89% 97,000 376 0.001    Drug Manufacturers - ...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 6 - $200.30 $6,126,000 36,014 2.88% 776,000 -878 0.001    Domestic Money Center...
   (MRK)1 Year Chart         MRK Merck & Co Inc 7 - $131.95 $5,290,000 48,404 2.48% 304,000 -23 0.002    Drug Manufacturers - ...
   (PFE)1 Year Chart         PFE Pfizer Inc 8 - $27.75 $4,555,000 158,220 2.14% -694,000 -30 0.003    Drug Manufacturers - ...
   (PG)1 Year Chart         PG Procter & Gamble Co 9 - $162.25 $3,798,000 25,917 1.78% -12,000 -207 0.001    Cleaning Products
   (VZ)1 Year Chart         VZ Verizon Communications Inc 10 - $41.96 $3,550,000 94,165 1.67% 476,000 -679 0.002    Telecom Services - Do...
   (CVS)1 Year Chart         CVS CVS/Caremark Corp 11 - $79.76 $3,481,000 44,080 1.63% 411,000 112 0.003    Drug Stores
   (V)1 Year Chart         V Visa Inc 12 - $279.08 $3,473,000 13,340 1.63% 204,000 -874 0.001    Business Services
   (FB)1 Year Chart         FB Meta Platforms Inc 13 - $485.58 $3,337,000 9,427 1.57% 464,000 -143 0    Internet Service Prov...
   (INTC)1 Year Chart         INTC Intel Corp 14 - $44.17 $2,913,000 57,967 1.37% 802,000 -1,427 0.001    Semiconductor- Broad...
   (CVX)1 Year Chart         CVX Chevron Corp 15 - $157.74 $2,603,000 17,453 1.22% -228,000 664 0.001    Integrated Oil & Gas
   (T)1 Year Chart         T AT&T Corp 16 - $17.60 $2,551,000 152,037 1.2% 191,000 -5,066 0.002    Long Distance Carriers
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 17 - $116.24 $2,542,000 25,422 1.19% -468,000 -181 0.001    Integrated Oil & Gas
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 18 - $150.93 $2,493,000 17,849 1.17% 149,000 -66 0    Search Engines & Info...
   (PEP)1 Year Chart         PEP Pepsico Inc 19 - $175.01 $2,440,000 14,343 1.15% 62,000 306 0.001    Beverage Soft Drinks...
   (FDX)1 Year Chart         FDX Fedex Corp 20 - $289.74 $2,240,000 8,809 1.05% -107,000 -52 0.003    AirDelivery & Freight...
   (IBM)1 Year Chart         IBM International Business Mach... 21 - $190.96 $2,184,000 13,352 1.03% 300,000 -74 0.001    Diversified Computer ...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 22 - $182.10 $2,169,000 13,999 1.02% 81,000 -6 0.001    Drug Manufacturers - ...
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 23 - $49.91 $2,113,000 41,827 0.99% -121,000 271 0.001    Networking & Communic...
   (WPC)1 Year Chart         WPC WP Carey & Co 24 - $56.44 $2,020,000 30,755 0.95% 390,000 613 0.018    Property Management
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 25 - $417.69 $1,957,000 5,074 0.92% 312,000 -10 0.001    Investment Brokerage ...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 26 - $180.38 $1,874,000 12,336 0.88% 293,000 -98 0    Internet Software & S...
   (INDB)1 Year Chart         INDB Independent Bank Corp 27 - $52.02 $1,873,000 28,465 0.88% 476,000 0 0.06    Domestic Regional Banks
   (AMGN)1 Year Chart         AMGN Amgen Inc 28 - $284.32 $1,836,000 6,375 0.86% 123,000 0 0.001    Biotechnology
   (UPS)1 Year Chart         UPS United Parcel Service Inc 29 - $148.63 $1,817,000 11,556 0.85% 65,000 314 0.002    AirDelivery & Freight...
   (NFLX)1 Year Chart         NFLX Netflix Inc 30 - $607.33 $1,786,000 3,668 0.84% 390,000 -28 0.001    Music & Video Stores
   (GILD)1 Year Chart         GILD Gilead Sciences Inc 31 - $73.25 $1,770,000 21,852 0.83% 111,000 -284 0.002    Biotechnology
   (SPGI)1 Year Chart         SPGI S&P Global Inc 32 - $425.45 $1,763,000 4,003 0.83% 300,000 0 0.001    Publishing
   (HD)1 Year Chart         HD Home Depot Inc 33 - $383.60 $1,739,000 5,018 0.82% 191,000 -105 0    Home Improvement Stores
   (KO)1 Year Chart         KO Coca-Cola Co 34 - $61.18 $1,738,000 29,493 0.82% 79,000 -142 0.001    Beverage Soft Drinks...
   (BAC)1 Year Chart         BAC Bank of America Corp 35 - $37.92 $1,601,000 47,563 0.75% 290,000 -320 0.001    Domestic Money Center...
   (ABT)1 Year Chart         ABT Abbott Laboratories 36 - $113.66 $1,528,000 13,884 0.72% 218,000 363 0.001    Drug Manufacturers - ...
   (AXP)1 Year Chart         AXP American Express Co 37 - $227.69 $1,442,000 7,696 0.68% 268,000 -170 0.001    Credit Services
   (SHEL)1 Year Chart         SHEL Shell plc 38 - $67.04 $1,376,000 20,918 0.65% 38,000 137 0.001    Integrated Oil & Gas
   (KMI)1 Year Chart         KMI Kinder Morgan Inc 39 - $18.34 $1,370,000 77,643 0.64% 75,000 -475 0.003    Gas Utilities
   (RTX)1 Year Chart         RTX RTX Corp 40 - $97.53 $1,302,000 15,474 0.61% 170,000 -257 0.001    Conglomerates
   (MS)1 Year Chart         MS Morgan Stanley 41 - $94.16 $1,265,000 13,568 0.59% 161,000 52 0.001    Investment Brokerage ...
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 42 - $205.72 $1,264,000 6,613 0.59% 93,000 -218 0.002    Closed - End Fund - E...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 43 - $454.87 $1,249,000 2,755 0.59% 115,000 -18 0.001    Aerospace/Defense - M...
   (MA)1 Year Chart         MA MasterCard Inc A 44 - $481.57 $1,223,000 2,868 0.57% 118,000 76 0    Business Services
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 45 - $525.73 $1,204,000 2,520 0.57% 118,000 -10 0    Closed - End Fund - E...
   (DUK)1 Year Chart         DUK Duke Energy Corp 46 - $96.71 $1,199,000 12,352 0.56% 119,000 114 0.002    Electric Utilities
   (ETN)1 Year Chart         ETN Eaton Corp 47 - $312.68 $1,193,000 4,955 0.56% 104,000 -150 0.001    Diversified Machinery
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 48 - $169.37 $1,179,000 7,474 0.55% 250,000 920 0.005    Closed - End Fund - E...
   (UNP)1 Year Chart         UNP Union Pacific Corp 49 - $245.93 $1,159,000 4,720 0.54% 113,000 -416 0.001    Railroads
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 50 - $54.23 $1,135,000 22,123 0.53% -86,000 1,086 0.001    Drug Manufacturers - ...
   (ED)1 Year Chart         ED Consolidated Edison Inc 51 - $90.81 $1,087,000 11,954 0.51% 60,000 -50 0.004    Multi Utilities
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 52 - $634,440.00 $1,085,000 2 0.51% 22,000 0 0    Property & Casualty I...
   (PNW)1 Year Chart         PNW Pinnacle West Capital Corp 53 - $74.73 $1,080,000 15,028 0.51% -36,000 -120 0.013    Electric Utilities
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 54 - $169.30 $1,058,000 7,317 0.5% 229,000 -143 0.001    Communication Equipment
   (MMM)1 Year Chart         MMM 3M Co 55 - $106.07 $1,055,000 9,650 0.5% 121,000 -329 0.002    Conglomerates
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 56 - $903.56 $1,030,000 2,079 0.48% 191,000 150 0    Semiconductor - Speci...
   (SYK)1 Year Chart         SYK Stryker Corp 57 - $357.87 $1,028,000 3,423 0.48% 161,000 250 0.001    Medical Instruments &...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 58 - $57.96 $1,009,000 20,491 0.47% 132,000 -972 0    Domestic Money Center...
   (PM)1 Year Chart         PM Philip Morris International... 59 - $91.62 $1,005,000 10,632 0.47% 21,000 0 0.001    Cigarettes & Other To...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 60 - $523.07 $973,000 2,038 0.46% 90,000 -27 0    Closed - End Fund - E...
   (HON)1 Year Chart         HON Honeywell International Inc 61 - $205.25 $972,000 4,635 0.46% 87,000 -158 0.001    Conglomerates
   (COST)1 Year Chart         COST Costco Wholesale Corp 63 - $732.63 $954,000 1,432 0.45% 145,000 0 0    Discount, Variety Stores
   (GIS)1 Year Chart         GIS General Mills Inc 62 - $69.97 $954,000 14,639 0.45% 104,000 1,348 0.003    Food - Major Diversified
   (BX)1 Year Chart         BX Blackstone Group LP 64 - $131.37 $927,000 7,082 0.44% 168,000 0 0.001    Asset Management
   (TJX)1 Year Chart         TJX TJX Companies Inc 65 - $101.42 $921,000 9,822 0.43% 49,000 10 0.001    Discount, Variety Stores
   (ORCL)1 Year Chart         ORCL Oracle Corp 66 - $125.61 $873,000 8,284 0.41% -9,000 -42 0    Application Software
   (TGT)1 Year Chart         TGT Target Corp 67 - $177.21 $866,000 6,082 0.41% 192,000 -16 0.001    Discount, Variety Stores
   (MO)1 Year Chart         MO Altria Group Inc 68 - $43.62 $864,000 20,887 0.41% -52,000 -904 0.001    Cigarettes & Other To...
   (DOW)1 Year Chart         DOW DOW Inc 69 - $57.93 $856,000 15,600 0.4% 50,000 -35 0.002    Diversified Chemicals
   (SBUX)1 Year Chart         SBUX Starbucks Corp 70 - $91.39 $825,000 8,592 0.39% 12,000 -315 0.001    Specialty Eateries
   (CARR)1 Year Chart         CARR Carrier Global Corp 71 - $58.13 $798,000 13,886 0.37% 90,000 1,058 0.002    N/A
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 72 - $129.35 $763,000 6,222 0.36% 3,000 -66 0.002    Paper & Paper Products
   (AVB)1 Year Chart         AVB AvalonBay Communities 73 - $185.56 $752,000 3,984 0.35% 33,000 -200 0.003    REIT - Housing/Apartm...
   (LLY)1 Year Chart         LLY Eli Lilly & Co 74 - $777.96 $751,000 1,289 0.35% 59,000 0 0    Drug Manufacturers - ...
   (NSC)1 Year Chart         NSC Norfolk Southern Corp 75 - $254.87 $749,000 3,169 0.35% 99,000 -130 0.001    Railroads
   (C)1 Year Chart         C Citigroup Inc 76 - $63.24 $736,000 14,313 0.35% 159,000 295 0.001    Domestic Money Center...
   (SO)1 Year Chart         SO Southern Co 77 - $71.74 $697,000 9,935 0.33% 49,000 -85 0.001    Electric Utilities
   (DIS)1 Year Chart         DIS Walt Disney Co 78 - $122.36 $692,000 7,653 0.33% 90,000 230 0    Entertainment - Diver...
   (MCK)1 Year Chart         MCK McKesson Corp 79 - $536.85 $669,000 1,442 0.31% 5,000 -85 0.001    Drugs Wholesale
   (AVGO)1 Year Chart         AVGO Broadcom Limited 80 - $1,325.41 $662,000 593 0.31% 245,000 91 0    Semiconductor- Broad...
   (DE)1 Year Chart         DE Deere & Co 81 - $410.74 $648,000 1,621 0.3% -5,000 -109 0.001    Farm & Construction M...
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 82 - $300.20 $640,000 2,622 0.3% 78,000 -148 0.001    Diversified Machinery
   (UL)1 Year Chart         UL Unilever Plc (ADR) 83 - $50.19 $633,000 13,049 0.3% 31,000 866 0.001    Food - Major Diversified
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 84 - $60.17 $616,000 3,902 0.29% -13,000 -34 0    Discount, Variety Stores
   (D)1 Year Chart         D Dominion Energy Inc 85 - $49.19 $610,000 12,970 0.29% 61,000 675 0.002    Electric Utilities
   (NKE)1 Year Chart         NKE Nike Inc B 86 - $93.98 $606,000 5,564 0.28% 114,000 416 0    Textile - Apparel Foo...
   (DOX)1 Year Chart         DOX Amdocs Limited 87 - $90.37 $593,000 6,712 0.28% 6,000 -238 0.005    Business Software & S...
   (EMR)1 Year Chart         EMR Emerson Electric Co 88 - $113.42 $568,000 5,839 0.27% -15,000 -200 0.001    Industrial Electrical...
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 89 - $161.60 $537,000 3,465 0.25% 122,000 81 0.001    Domestic Money Center...
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 90 - $268.33 $520,000 1,975 0.24% 40,000 -111 0.001    Diversified Machinery
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 91 - $444.01 $504,000 1,230 0.24% 62,000 -5 0    Closed - End Fund - Debt
   (DD)1 Year Chart         DD DuPont de Nemours Inc 92 - $76.67 $495,000 6,431 0.23% 12,000 -40 0.001    Diversified Chemicals
   (BDX)1 Year Chart         BDX Becton Dickinson & Co 94 - $247.45 $479,000 1,965 0.22% -32,000 -10 0    Medical Instruments &...
   (PYPL)1 Year Chart         PYPL Paypal Holdings, Inc. 93 - $66.99 $479,000 7,795 0.22% -1,000 -416 0.001    N/A
   (GSK)1 Year Chart         GSK GlaxoSmithKline Plc (ADR) 95 - $40.41 $468,000 12,531 0.22% 9,000 -119 0.001    Drug Manufacturers - ...
   (MCD)1 Year Chart         MCD McDonalds Corp 96 - $281.95 $464,000 1,565 0.22% 52,000 2 0    Restaurants
   (COP)1 Year Chart         COP ConocoPhillips 97 - $127.28 $457,000 3,941 0.21% -22,000 -55 0    Integrated Oil & Gas
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 98 - $581.21 $450,000 848 0.21% -14,000 -68 0    Medical Laboratories ...
   (PSX)1 Year Chart         PSX Phillips 66 99 - $163.34 $444,000 3,337 0.21% 43,000 0 0.001    Oil & Gas Refining, P...
   (GE)1 Year Chart         GE General Electric Co 100 - $175.53 $441,000 3,452 0.21% 53,000 -54 0    Conglomerates

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