The Analysis of EXCALIBUR MANAGEMENT CORP's Holdings

Currently, EXCALIBUR MANAGEMENT CORP holds 161 types of securities in its portfolio with a total value $277.4M. In the most recent quarter, they have increased their positions in NFLX (+28.9K shares, valued at $2.7M), N/A (+11.8K shares, valued at $771.0K), N/A (+1.5K shares, valued at $754.5K); decreased their positions in AAPL (-2.4K shares, valued at $665.0K), CSL (-1.6K shares, valued at $525.8K), MSFT (-584 shares, valued at $282.4K); initiated new positions in N/A (+11.8K shares, valued at $771.0K), N/A (+4.0K shares, valued at $324.7K), N/A (+3.1K shares, valued at $251.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CSL CARLISLE COS INC72.0K shares-2.23%2025-12-312026-02-10

AAPL APPLE INC59.8K shares-3.93%2025-12-312026-02-10

MSFT MICROSOFT CORP25.5K shares-2.24%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL23.4K shares6.86%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.34.1K shares-1.93%2025-12-312026-02-10

JNJ JOHNSON & JOHNSON37.9K shares-0.58%2025-12-312026-02-10

ALPHABET INC ALPHABET INC19.1K shares-1.85%2025-12-312026-02-10

MERCK & CO INC MERCK & CO INC53.1K shares2.07%2025-12-312026-02-10

Sponsored

META META PLATFORMS INC7.9K shares0.29%2025-12-312026-02-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T24.7K shares14.15%2025-12-312026-02-10

V VISA INC12.7K shares-0.80%2025-12-312026-02-10

VZ VERIZON COMMUNICATIONS INC105.5K shares4.97%2025-12-312026-02-10

IBM INTERNATIONAL BUSINESS MACHS13.5K shares-0.54%2025-12-312026-02-10

T AT&T INC153.9K shares2.57%2025-12-312026-02-10

PFE PFIZER INC150.9K shares3.58%2025-12-312026-02-10

GS GOLDMAN SACHS GROUP INC4.3K shares-0.58%2025-12-312026-02-10

Sponsored

PG PROCTER AND GAMBLE CO25.0K shares-0.08%2025-12-312026-02-10

NVDA NVIDIA CORPORATION18.3K shares2.00%2025-12-312026-02-10

XOM EXXON MOBIL CORP27.6K shares2.12%2025-12-312026-02-10

CSCO CISCO SYS INC42.1K shares-0.72%2025-12-312026-02-10

CVS CVS HEALTH CORP39.2K shares-2.25%2025-12-312026-02-10

AMZN AMAZON COM INC13.4K shares-4.06%2025-12-312026-02-10

ABBV ABBVIE INC13.4K shares-2.01%2025-12-312026-02-10

NFLX NETFLIX INC32.1K shares894.06%2025-12-312026-02-10

Sponsored

CVX CHEVRON CORP NEW19.1K shares4.19%2025-12-312026-02-10

PEP PEPSICO INC19.8K shares8.01%2025-12-312026-02-10

BAC BANK AMERICA CORP49.3K shares2.38%2025-12-312026-02-10

GILD GILEAD SCIENCES INC21.6K shares-1.88%2025-12-312026-02-10

GLD SPDR GOLD TR6.7K shares-2.72%2025-12-312026-02-10

RTX RTX CORPORATION13.5K shares-2.27%2025-12-312026-02-10

AXP AMERICAN EXPRESS CO6.3K shares-5.87%2025-12-312026-02-10

BROADCOM INC BROADCOM INC6.6K shares-4.31%2025-12-312026-02-10

Sponsored

MS MORGAN STANLEY12.2K shares-1.30%2025-12-312026-02-10

KO COCA COLA CO30.9K shares0.05%2025-12-312026-02-10

SPGI S&P GLOBAL INC4.1K shares0.00%2025-12-312026-02-10

FDX FEDEX CORP7.4K shares-0.93%2025-12-312026-02-10

AMGN AMGEN INC6.4K shares0.05%2025-12-312026-02-10

KMI KINDER MORGAN INC DEL72.9K shares-0.82%2025-12-312026-02-10

SPY SPDR S&P 500 ETF TR2.8K shares9.90%2025-12-312026-02-10

INTC INTEL CORP49.3K shares-3.27%2025-12-312026-02-10

Sponsored

IVV ISHARES TR2.6K shares-0.95%2025-12-312026-02-10

BMY BRISTOL-MYERS SQUIBB CO32.9K shares6.60%2025-12-312026-02-10

ABT ABBOTT LABS13.8K shares0.00%2025-12-312026-02-10

CITIGROUP INC CITIGROUP INC14.7K shares0.16%2025-12-312026-02-10

HD HOME DEPOT INC4.9K shares-0.18%2025-12-312026-02-10

WPC WP CAREY INC25.9K shares-2.52%2025-12-312026-02-10

WFC WELLS FARGO CO NEW17.9K shares-1.47%2025-12-312026-02-10

SHEL SHELL PLC22.2K shares-0.27%2025-12-312026-02-10

Sponsored

ORCL ORACLE CORP8.2K shares-3.52%2025-12-312026-02-10

INDB INDEPENDENT BK CORP MASS21.9K shares-4.38%2025-12-312026-02-10

LMT LOCKHEED MARTIN CORP3.2K shares5.52%2025-12-312026-02-10

MA MASTERCARD INCORPORATED2.7K shares0.18%2025-12-312026-02-10

MMM 3M CO9.3K shares-2.50%2025-12-312026-02-10

PM PHILIP MORRIS INTL INC9.2K shares-0.97%2025-12-312026-02-10

TJX TJX COS INC NEW9.5K shares-1.54%2025-12-312026-02-10

LLY ELI LILLY & CO1.3K shares-3.94%2025-12-312026-02-10

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.0K shares0.17%2025-12-312026-02-10

EATON CORP PLC EATON CORP PLC4.3K shares-3.08%2025-12-312026-02-10

COST COSTCO WHSL CORP NEW1.5K shares0.39%2025-12-312026-02-10

ED CONSOLIDATED EDISON INC13.1K shares-0.08%2025-12-312026-02-10

WMT WALMART INC11.5K shares-2.11%2025-12-312026-02-10

ALPHABET INC ALPHABET INC4.1K shares-0.54%2025-12-312026-02-10

QCOM QUALCOMM INC7.4K shares-0.54%2025-12-312026-02-10

PNW PINNACLE WEST CAP CORP13.9K shares-0.29%2025-12-312026-02-10

Sponsored

VIG VANGUARD SPECIALIZED FUNDS5.6K shares39.37%2025-12-312026-02-10

IWM ISHARES TR4.7K shares-7.29%2025-12-312026-02-10

NEM NEWMONT CORP11.1K shares-0.39%2025-12-312026-02-10

UNP UNION PAC CORP4.7K shares-0.32%2025-12-312026-02-10

GE AEROSPACE GE AEROSPACE3.5K shares-3.74%2025-12-312026-02-10

CAT CATERPILLAR INC1.9K shares-1.84%2025-12-312026-02-10

SYK STRYKER CORPORATION3.0K shares0.03%2025-12-312026-02-10

UPS UNITED PARCEL SERVICE INC10.6K shares-8.55%2025-12-312026-02-10

Sponsored

MCK MCKESSON CORP1.3K shares-5.56%2025-12-312026-02-10

MO ALTRIA GROUP INC18.0K shares0.00%2025-12-312026-02-10

DIS DISNEY WALT CO8.9K shares0.53%2025-12-312026-02-10

PULS PGIM ETF TR20.3K shares14.81%2025-12-312026-02-10

DE DEERE & CO2.1K shares-5.42%2025-12-312026-02-10

HON HONEYWELL INTL INC4.7K shares-0.25%2025-12-312026-02-10

D DOMINION ENERGY INC15.4K shares6.80%2025-12-312026-02-10

GIS GENERAL MLS INC18.6K shares16.89%2025-12-312026-02-10

Sponsored

SO SOUTHERN CO9.7K shares-0.66%2025-12-312026-02-10

SBUX STARBUCKS CORP10.1K shares-0.58%2025-12-312026-02-10

TT TRANE TECHNOLOGIES PLC2.2K shares-1.50%2025-12-312026-02-10

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-0.15%2025-12-312026-02-10

NSC NORFOLK SOUTHN CORP2.9K shares-1.37%2025-12-312026-02-10

UNILEVER PLC UNILEVER PLC11.8K sharesnew addition2025-12-312026-02-10

NEE NEXTERA ENERGY INC9.3K shares-3.24%2025-12-312026-02-10

TGT TARGET CORP7.2K shares2.45%2025-12-312026-02-10

Sponsored

PNC PNC FINL SVCS GROUP INC3.3K shares-1.67%2025-12-312026-02-10

CARR CARRIER GLOBAL CORPORATION12.6K shares-1.17%2025-12-312026-02-10

EMR EMERSON ELEC CO4.8K shares-4.92%2025-12-312026-02-10

BARRICK MNG CORP BARRICK MNG CORP14.6K shares-0.68%2025-12-312026-02-10

AVB AVALONBAY CMNTYS INC3.5K shares-6.21%2025-12-312026-02-10

NKE NIKE INC9.9K shares-4.44%2025-12-312026-02-10

CMI CUMMINS INC1.2K shares-4.50%2025-12-312026-02-10

KMB KIMBERLY-CLARK CORP5.9K shares-8.72%2025-12-312026-02-10

Sponsored

BLACKSTONE INC BLACKSTONE INC3.9K shares-4.19%2025-12-312026-02-10

GSK PLC GSK PLC12.1K shares-0.33%2025-12-312026-02-10

GEV GE VERNOVA INC883 shares-2.86%2025-12-312026-02-10

USB US BANCORP DEL10.4K shares-2.82%2025-12-312026-02-10

AMD ADVANCED MICRO DEVICES INC2.5K shares-2.37%2025-12-312026-02-10

MCD MCDONALDS CORP1.8K shares0.57%2025-12-312026-02-10

BTI BRITISH AMERN TOB PLC9.5K shares-2.57%2025-12-312026-02-10

PSX PHILLIPS 663.9K shares-1.43%2025-12-312026-02-10

Sponsored

WBD WARNER BROS DISCOVERY INC17.4K shares-5.35%2025-12-312026-02-10

RY ROYAL BK CDA2.8K shares-0.21%2025-12-312026-02-10

BLACKROCK INC BLACKROCK INC448 shares-3.03%2025-12-312026-02-10

ITW ILLINOIS TOOL WKS INC1.9K shares0.05%2025-12-312026-02-10

DOX AMDOCS LTD5.7K shares0.00%2025-12-312026-02-10

AEP AMERICAN ELEC PWR CO INC4.0K shares1.88%2025-12-312026-02-10

ALB ALBEMARLE CORP3.1K shares-1.67%2025-12-312026-02-10

MTB M & T BK CORP2.1K shares-0.24%2025-12-312026-02-10

Sponsored

DHR DANAHER CORPORATION1.8K shares-1.88%2025-12-312026-02-10

IXN ISHARES TR3.9K shares-19.53%2025-12-312026-02-10

DRI DARDEN RESTAURANTS INC2.2K shares0.00%2025-12-312026-02-10

TMO THERMO FISHER SCIENTIFIC INC686 shares-6.79%2025-12-312026-02-10

COP CONOCOPHILLIPS4.2K shares2.57%2025-12-312026-02-10

PYPL PAYPAL HLDGS INC6.7K shares-14.57%2025-12-312026-02-10

OTIS OTIS WORLDWIDE CORP4.4K shares0.00%2025-12-312026-02-10

BUD ANHEUSER BUSCH INBEV SA/NV5.6K shares-1.86%2025-12-312026-02-10

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.1K shares-0.47%2025-12-312026-02-10

HSY HERSHEY CO1.9K shares1.05%2025-12-312026-02-10

BDX BECTON DICKINSON & CO1.8K shares-2.92%2025-12-312026-02-10

TXN TEXAS INSTRS INC2.0K shares0.35%2025-12-312026-02-10

O REALTY INCOME CORP6.1K shares-3.47%2025-12-312026-02-10

DOV DOVER CORP1.7K shares0.00%2025-12-312026-02-10

MEDTRONIC PLC MEDTRONIC PLC3.5K shares-0.14%2025-12-312026-02-10

CAG CONAGRA BRANDS INC19.3K shares40.82%2025-12-312026-02-10

Sponsored

ISHARES GOLD TR ISHARES GOLD TR4.0K sharesnew addition2025-12-312026-02-10

MDLZ MONDELEZ INTL INC5.9K shares-10.31%2025-12-312026-02-10

TROW PRICE T ROWE GROUP INC3.0K shares-6.23%2025-12-312026-02-10

CNI CANADIAN NATL RY CO3.1K shares-1.90%2025-12-312026-02-10

DIA SPDR DOW JONES INDL AVERAGE612 shares0.00%2025-12-312026-02-10

MET METLIFE INC3.7K shares0.00%2025-12-312026-02-10

NOC NORTHROP GRUMMAN CORP510 shares0.39%2025-12-312026-02-10

AJG GALLAGHER ARTHUR J & CO1.1K shares0.00%2025-12-312026-02-10

Sponsored

RDNT RADNET INC4.0K shares0.00%2025-12-312026-02-10

VTI VANGUARD INDEX FDS846 shares19.15%2025-12-312026-02-10

CB CHUBB LIMITED908 shares2.37%2025-12-312026-02-10

FCX FREEPORT-MCMORAN INC5.5K shares-0.18%2025-12-312026-02-10

DOW DOW INC11.3K shares-18.31%2025-12-312026-02-10

VTV VANGUARD INDEX FDS1.4K shares0.00%2025-12-312026-02-10

MDY SPDR S&P MIDCAP 400 ETF TR421 shares-0.24%2025-12-312026-02-10

NVS NOVARTIS AG1.8K shares0.00%2025-12-312026-02-10

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.1K sharesnew addition2025-12-312026-02-10

WM WASTE MGMT INC DEL1.1K shares0.81%2025-12-312026-02-10

BAC-PL BANK AMERICA CORP193 shares-4.93%2025-12-312026-02-10

SHV ISHARES TR2.2K sharesnew addition2025-12-312026-02-10

CFG CITIZENS FINL GROUP INC4.1K shares0.00%2025-12-312026-02-10

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.9K shares-6.74%2025-12-312026-02-10

VEA VANGUARD TAX-MANAGED FDS3.6K shares-6.41%2025-12-312026-02-10

XYL XYLEM INC1.6K shares0.00%2025-12-312026-02-10

Sponsored

CLX CLOROX CO DEL2.1K shares-9.91%2025-12-312026-02-10

XLF SELECT SECTOR SPDR TR3.8K shares-6.12%2025-12-312026-02-10

BP BP PLC6.0K shares0.50%2025-12-312026-02-10

ZM ZOOM COMMUNICATIONS INC2.4K shares-25.46%2025-12-312026-02-10

ADBE ADOBE INC575 shares1.41%2025-12-312026-02-10

VTRS VIATRIS INC10.1K shares-4.56%2025-12-312026-02-10

HLN HALEON PLC10.1K shares-3.59%2025-12-312026-02-10

JBLU JETBLUE AWYS CORP20.6K shares-18.42%2025-12-312026-02-10

Sponsored

OGN ORGANON & CO12.3K shares-18.51%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available