EXCALIBUR MANAGEMENT CORP - Portfolio overview

EXCALIBUR MANAGEMENT CORP has 171 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. CSL - CARLISLE COS INC, 8.45%
2. AAPL - APPLE INC, 5.28%
3. BRKB - BERKSHIRE HATHAWAY INC DEL, 3.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.