EXCALIBUR MANAGEMENT CORP: 13F holdings

CIK 10090032026Q2

Positions175
Reported value$303.5m
Filed2026-08-03

Top 10 holdings

SecuritySharesValueWeight
CSL CARLISLE COS INC71,402$25.9m8.5%
AAPL APPLE INC58,236$16.9m5.6%
BRK-B BERKSHIRE HATHAWAY INC DEL23,433$11.7m3.9%
JPM JPMORGAN CHASE & CO33,718$11.0m3.6%
MSFT MICROSOFT CORP28,594$10.7m3.5%
JNJ JOHNSON & JOHNSON37,287$9.5m3.1%
GOOGL ALPHABET INC18,845$6.7m2.2%
MRK MERCK & CO INC52,387$6.7m2.2%
RSP INVESCO EXCHANGE TRADED FD T31,472$6.7m2.2%
INTC INTEL CORP46,446$6.5m2.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1009003")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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