13F Insight
DOSSIER · 13F-HR · Q2 2026

EXCALIBUR MANAGEMENT CORP

$303M in tracked AUM across 175 positions as of Q2 2026.

EM
CIK 0001009003 · last filed Jun 30, 2026
Total AUM
$303M
as of Q2 2026
Holdings
175
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

EXCALIBUR MANAGEMENT CORP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CSL
CARLISLE COS INC
$26M71K8.5%02
AAPL
APPLE INC
$17M58K5.6%03
BRK/B
BERKSHIRE HATHAWAY INC DEL
$12M23K3.9%04
JPM
JPMORGAN CHASE & CO
$11M34K3.6%05
MSFT
MICROSOFT CORP
$11M29K3.5%06
JNJ
JOHNSON & JOHNSON
$9M37K3.1%07
GOOGL
ALPHABET INC
$7M19K2.2%08
MRK
MERCK & CO INC
$7M52K2.2%09
RSP
INVESCO EXCHANGE TRADED FD T
$7M31K2.2%10
INTC
INTEL CORP
$6M46K2.1%

Filing history

2026Q2Jun 30
$303M▲ 9.0%
175 positionsView →2026Q1Mar 31
$278M▲ 0.4%
160 positionsView →2025Q4Dec 31
$277M▲ 0.6%
161 positionsView →2025Q3Sep 30
$276M▲ 3.4%
166 positionsView →2025Q2Jun 30
$267M▲ 4.8%
165 positionsLocked2025Q1Mar 31
$254M▲ 1.0%
167 positionsLocked2024Q4Dec 31
$252M▼ 4.0%
166 positionsLocked2024Q3Sep 30
$262M▲ 7.0%
167 positionsLocked2024Q2Jun 30
$245M▲ 3.8%
163 positionsLocked2024Q1Mar 31
$236M▲ 11.0%
161 positionsLocked2023Q4Dec 31
$213M▲ 10.7%
160 positionsLocked2023Q3Sep 30
$192M▼ 2.0%
156 positionsLocked
Showing 12 of 80