§ 13F · FUND PROFILE
EXCALIBUR MANAGEMENT CORP.
AUM · $303M (13F)Positions · 175Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CSL | CARLISLE COS INC | 71K | $26M | 8.5% | ±0% |
| 2 | AAPL | APPLE INC | 58K | $17M | 5.6% | −1% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $12M | 3.9% | +1% |
| 4 | JPM | JPMORGAN CHASE & CO | 34K | $11M | 3.6% | −1% |
| 5 | MSFT | MICROSOFT CORP | 29K | $11M | 3.5% | +12% |
| 6 | JNJ | JOHNSON & JOHNSON | 37K | $9M | 3.1% | ±0% |
| 7 | GOOGL | ALPHABET INC | 19K | $7M | 2.2% | −1% |
| 8 | MRK | MERCK & CO INC | 52K | $7M | 2.2% | +1% |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 31K | $7M | 2.2% | +14% |
| 10 | INTC | INTEL CORP | 46K | $6M | 2.1% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EXCALIBUR SIGNAL
AC read
EXCALIBUR MANAGEMENT CORP is a Other fund managing $303 million in assets. The fund runs a portfolio of 175 positions.
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