EXCALIBUR MANAGEMENT CORP
CIK: 1009003SEC EDGAR →
Portfolio Value
$62.3B
Holdings
160
As of
Q1 2026
New Positions
160
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VERIZON COMMUNICATIONS INC | 104,134 | $5.2B | 8.39% |
| 2 | AT&T INC | 153,807 | $4.5B | 7.15% |
| 3 | PFIZER INC | 151,843 | $4.3B | 6.84% |
| 4 | CISCO SYS INC | 42,064 | $3.3B | 5.24% |
| 5 | NETFLIX INC. | 32,292 | $3.1B | 4.98% |
| 6 | CVS HEALTH CORP | 39,013 | $2.8B | 4.50% |
| 7 | BANK AMERICA CORP | 50,504 | $2.5B | 3.95% |
| 8 | KINDER MORGAN INC DEL | 72,783 | $2.4B | 3.92% |
| 9 | COCA COLA CO | 31,264 | $2.4B | 3.81% |
| 10 | INTEL CORP | 48,443 | $2.1B | 3.43% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 35 | $13.9B | 22.3% |
| Healthcare | 19 | $10.3B | 16.6% |
| Communication Services | 7 | $8.9B | 14.3% |
| Consumer Defensive | 15 | $6.9B | 11.0% |
| Technology | 17 | $6.0B | 9.6% |
| Energy | 9 | $5.1B | 8.1% |
| Utilities | 8 | $2.9B | 4.6% |
| Industrials | 23 | $2.3B | 3.6% |
| Real Estate | 3 | $2.1B | 3.4% |
| Basic Materials | 6 | $1.6B | 2.6% |
| Consumer Cyclical | 7 | $1.5B | 2.3% |
| Unknown | 11 | $928.8M | 1.5% |