account_balance
Investment manager · 13F filer · SEC CIK 1009003
Excalibur Management Corp
Reported value$308Mas of Sep 30, 2026
Positions166 3 new, 12 sold out
Top 10 weight38.0%CSL alone is 8%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CSLCarlisle Companies Inc
7.7%Added +3%
AAPLApple Inc.
6.2%Trimmed −2%
MSFTMicrosoft Corp
4.7%
BRK-BBerkshire Hathaway Inc
3.8%
JPMJPMorgan Chase & Co
3.5%Trimmed −2%
JNJJohnson & Johnson
3.2%
MRKMerck & Co., Inc.
2.4%
RSPInvesco Exchange Traded Fd T
2.4%Added +13%
GOOGLAlphabet Inc.
2.1%
METAMeta Platforms, Inc.
2.0%−3%
INTCIntel Corp
1.7%Trimmed −5%
VZVerizon Communications Inc
1.6%
CSLCarlisle Companies Inc
7.7%Added +3%
AAPLApple Inc.
6.2%Trimmed −2%
MSFTMicrosoft Corp
4.7%
BRK-BBerkshire Hathaway Inc
3.8%
JPMJPMorgan Chase & Co
3.5%−2%
JNJJohnson & Johnson
3.2%
MRKMerck & Co., Inc.
2.4%
RSPInvesco Exchange Traded Fd T
2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CSL Carlisle Companies Inc 7.7% Added +3%AAPL Apple Inc. 6.2% Trimmed −2%MSFT Microsoft Corp 4.7% HeldBRK-B Berkshire Hathaway Inc 3.8% HeldJPM JPMorgan Chase & Co 3.5% Trimmed −2%JNJ Johnson & Johnson 3.2% HeldMRK Merck & Co., Inc. 2.4% Held
RSP Invesco Exchange Traded Fd T 2.4% Added +13%
GOOGL Alphabet Inc. 2.1% HeldMETA Meta Platforms, Inc. 2.0% Trimmed −3%INTC Intel Corp 1.7% Trimmed −5%VZ Verizon Communications Inc 1.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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