EXCALIBUR MANAGEMENT CORP
•CIK: 1009003•Filing: Q4 2025
**EXCALIBUR MANAGEMENT CORP** manages $277M across a diversified portfolio of 161 positions. The firm maintains significant exposure to mega-cap technology and healthcare names, highlighted by top holdings in CSL ($23.0M) and AAPL ($16.3M). Further allocations include substantial positions in MSFT ($12.3M), BRK/B ($11.7M), and JPM ($11.0M). This concentrated approach suggests a focus on established market leaders across defensive and growth sectors.
Total AUM
$277.4M
QoQ Performance
+0.6%
Positions
155
Top 10 Concentration
37.4%
Latest Filing
Q4 2025
Top Holdings Allocation
CSL
AAPL
CSL8.3%
AAPL5.9%
MSFT4.4%
BRK/B4.2%
JPM4.0%
JNJ2.8%
GOOGL2.2%
MRK2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other31.5%
Technology21.7%
Financial16.0%
Healthcare12.3%
Industrial5.0%
Consumer3.4%
Communication2.8%
Consumer Staples2.3%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW4 new positions
↑42 increased
↓100 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023