EXCALIBUR MANAGEMENT CORP
CIK: 0001009003SEC EDGAR →
Portfolio Value
$277.4B
Holdings
161
As of
Q4 2025
New Positions
3
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CARLISLE COS INC | 71,990 | $23.0B | 8.30% |
| 2 | APPLE INC | 59,822 | $16.3B | 5.86% |
| 3 | MICROSOFT CORP | 25,496 | $12.3B | 4.45% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 23,373 | $11.7B | 4.24% |
| 5 | JPMORGAN CHASE & CO. | 34,131 | $11.0B | 3.96% |
| 6 | JOHNSON & JOHNSON | 37,944 | $7.9B | 2.83% |
| 7 | ALPHABET INC | 19,095 | $6.0B | 2.15% |
| 8 | MERCK & CO INC | 53,074 | $5.6B | 2.01% |
| 9 | META PLATFORMS INC | 7,939 | $5.2B | 1.89% |
| 10 | INVESCO EXCHANGE TRADED FD T | 24,700 | $4.7B | 1.71% |
Quarterly Changes
Top Buys
New Positions (4)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $54.5B | 19.6% |
| Technology | 16 | $48.6B | 17.5% |
| Industrials | 24 | $43.9B | 15.8% |
| Healthcare | 21 | $37.9B | 13.7% |
| Unknown | 11 | $22.6B | 8.2% |
| Communication Services | 7 | $20.8B | 7.5% |
| Consumer Defensive | 14 | $16.0B | 5.8% |
| Energy | 8 | $11.3B | 4.1% |
| Consumer Cyclical | 7 | $8.7B | 3.1% |
| Utilities | 8 | $7.5B | 2.7% |
| Basic Materials | 6 | $3.0B | 1.1% |
| Real Estate | 3 | $2.6B | 1.0% |