§ 13F · FUND PROFILE
EXCALIBUR MANAGEMENT CORP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $276M (13F)Positions · 166Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CSL | CARLISLE COS INC | 71K | $24M | 8.5% | −1% |
| 2 | AAPL | APPLE INC | 59K | $15M | 5.3% | −2% |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 23K | $11M | 4.0% | ±0% |
| 4 | JPM | JPMORGAN CHASE & CO | 34K | $10M | 3.6% | ±0% |
| 5 | MSFT | MICROSOFT CORP | 26K | $9M | 3.4% | ±0% |
| 6 | JNJ | JOHNSON & JOHNSON | 37K | $9M | 3.3% | −1% |
| 7 | MRK | MERCK & CO INC | 52K | $6M | 2.2% | −3% |
| 8 | GOOGL | ALPHABET INC | 19K | $5M | 2.0% | ±0% |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 28K | $5M | 1.9% | +12% |
| 10 | VZ | VERIZON COMMUNICATIONS INC | 104K | $5M | 1.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE EXCALIBUR SIGNAL
AC read
EXCALIBUR MANAGEMENT CORP is a Other fund managing $276 million in assets. The fund runs a portfolio of 166 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed