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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  New Positions     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
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 131 New $198.36 $277,000 1,379 0.13% 277,000 1,379 0    Closed - End Fund - E...
   (LULU)1 Year Chart         LULU Lululemon Athletica Inc 136 New $364.70 $264,000 517 0.12% 264,000 517 0    Textile - Apparel Clo...
   (AEP)1 Year Chart         AEP American Electric Power Co Inc 137 New $85.26 $255,000 3,144 0.12% 255,000 3,144 0.001    Electric Utilities
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 141 New $48.31 $247,000 5,290 0.12% 247,000 5,290 0    Closed - End Fund - E...
   (CL)1 Year Chart         CL Colgate Palmolive Co 150 New $91.01 $208,000 2,615 0.1% 208,000 2,615 0    Personal Products
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 151 New $78.41 $204,000 2,505 0.1% 204,000 2,505 0.001    Closed - End Fund - Debt

      6 Records Found
  1    
Page 1 of 1
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