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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 : 14     View All Holdings Currently Viewing:  Unchanged 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
   (INDB)1 Year Chart         INDB Independent Bank Corp 27 - $52.73 $1,873,000 28,465 0.88% 476,000 0 0.06    Domestic Regional Banks
   (AMGN)1 Year Chart         AMGN Amgen Inc 28 - $269.98 $1,836,000 6,375 0.86% 123,000 0 0.001    Biotechnology
   (SPGI)1 Year Chart         SPGI S&P Global Inc 32 - $415.78 $1,763,000 4,003 0.83% 300,000 0 0.001    Publishing
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 52 - $606,920.00 $1,085,000 2 0.51% 22,000 0 0    Property & Casualty I...
   (PM)1 Year Chart         PM Philip Morris International... 59 - $95.02 $1,005,000 10,632 0.47% 21,000 0 0.001    Cigarettes & Other To...
   (COST)1 Year Chart         COST Costco Wholesale Corp 63 - $729.18 $954,000 1,432 0.45% 145,000 0 0    Discount, Variety Stores
   (BX)1 Year Chart         BX Blackstone Group LP 64 - $122.49 $927,000 7,082 0.44% 168,000 0 0.001    Asset Management
   (LLY)1 Year Chart         LLY Eli Lilly & Co 74 - $733.51 $751,000 1,289 0.35% 59,000 0 0    Drug Manufacturers - ...
   (PSX)1 Year Chart         PSX Phillips 66 99 - $151.41 $444,000 3,337 0.21% 43,000 0 0.001    Oil & Gas Refining, P...
   (BLK)1 Year Chart         BLK BlackRock Inc A 119 - $762.88 $310,000 382 0.15% 63,000 0 0    Investment Brokerage ...
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 138 - $157.91 $249,000 1,667 0.12% 19,000 0 0.001    Closed - End Fund - E...
   (AJG)1 Year Chart         AJG Arthur J Gallagher & Co 139 - $234.11 $249,000 1,109 0.12% -4,000 0 0    Insurance Brokers
   (MET)1 Year Chart         MET MetLife Inc 140 - $70.42 $248,000 3,755 0.12% 12,000 0 0    Life & Health Insurance
   (K)1 Year Chart         K Kellanova 149 - $57.73 $212,000 3,796 0.1% -14,000 0 0.001    Food - Major Diversified
      14 Records Found
  1    
Page 1 of 1
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