The Analysis of EXCALIBUR MANAGEMENT CORP's Holdings

Currently, EXCALIBUR MANAGEMENT CORP holds 166 types of securities in its portfolio with a total value $275.6M. In the most recent quarter, they have increased their positions in ALB (+3.2K shares, valued at $256.9K), CFG (+4.1K shares, valued at $216.1K), BP (+6.0K shares, valued at $205.4K); decreased their positions in MSFT (-660 shares, valued at $341.8K), META (-410 shares, valued at $301.1K), AAPL (-1.1K shares, valued at $290.5K); initiated new positions in ALB (+3.2K shares, valued at $256.9K), CFG (+4.1K shares, valued at $216.1K), BP (+6.0K shares, valued at $205.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CSL CARLISLE COS INC73.6K shares-0.69%2025-09-302025-11-10

AAPL APPLE INC62.3K shares-1.80%2025-09-302025-11-10

MSFT MICROSOFT CORP26.1K shares-2.47%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL21.9K shares-0.44%2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.34.8K shares-0.98%2025-09-302025-11-10

JNJ JOHNSON & JOHNSON38.2K shares-0.18%2025-09-302025-11-10

META META PLATFORMS INC7.9K shares-4.92%2025-09-302025-11-10

GOOGL ALPHABET INC19.5K shares-0.34%2025-09-302025-11-10

Sponsored

VZ VERIZON COMMUNICATIONS INC100.5K shares0.74%2025-09-302025-11-10

MRK MERCK & CO INC52.0K shares0.27%2025-09-302025-11-10

V VISA INC12.8K shares-1.15%2025-09-302025-11-10

T AT&T INC150.1K shares0.97%2025-09-302025-11-10

RSP INVESCO EXCHANGE TRADED FD T21.6K shares-0.55%2025-09-302025-11-10

NFLX NETFLIX INC3.2K shares-0.89%2025-09-302025-11-10

IBM INTERNATIONAL BUSINESS MACHS13.6K shares0.07%2025-09-302025-11-10

PG PROCTER AND GAMBLE CO25.0K shares-0.33%2025-09-302025-11-10

Sponsored

PFE PFIZER INC145.7K shares-2.92%2025-09-302025-11-10

GS GOLDMAN SACHS GROUP INC4.3K shares-0.19%2025-09-302025-11-10

NVDA NVIDIA CORPORATION17.9K shares-3.07%2025-09-302025-11-10

ABBV ABBVIE INC13.7K shares0.18%2025-09-302025-11-10

AMZN AMAZON COM INC14.0K shares-0.77%2025-09-302025-11-10

XOM EXXON MOBIL CORP27.0K shares0.42%2025-09-302025-11-10

CVS CVS HEALTH CORP40.2K shares-1.65%2025-09-302025-11-10

CSCO CISCO SYS INC42.4K shares-4.13%2025-09-302025-11-10

Sponsored

CVX CHEVRON CORP NEW18.3K shares1.26%2025-09-302025-11-10

PEP PEPSICO INC18.3K shares4.22%2025-09-302025-11-10

BAC BANK AMERICA CORP48.1K shares-0.42%2025-09-302025-11-10

GILD GILEAD SCIENCES INC22.0K shares-0.61%2025-09-302025-11-10

GLD SPDR GOLD TR6.8K shares-0.80%2025-09-302025-11-10

ORCL ORACLE CORP8.5K shares-2.11%2025-09-302025-11-10

RTX RTX CORPORATION13.8K shares-2.06%2025-09-302025-11-10

AVGO BROADCOM INC6.9K shares-5.11%2025-09-302025-11-10

Sponsored

AXP AMERICAN EXPRESS CO6.7K shares-6.05%2025-09-302025-11-10

KMI KINDER MORGAN INC DEL73.5K shares-0.17%2025-09-302025-11-10

KO COCA COLA CO30.8K shares0.45%2025-09-302025-11-10

HD HOME DEPOT INC4.9K shares-0.48%2025-09-302025-11-10

SPGI S&P GLOBAL INC4.1K shares0.00%2025-09-302025-11-10

MS MORGAN STANLEY12.4K shares-1.91%2025-09-302025-11-10

ABT ABBOTT LABS13.8K shares0.50%2025-09-302025-11-10

AMGN AMGEN INC6.4K shares0.02%2025-09-302025-11-10

Sponsored

WPC WP CAREY INC26.5K shares-0.11%2025-09-302025-11-10

IVV ISHARES TR2.6K shares0.00%2025-09-302025-11-10

FDX FEDEX CORP7.4K shares-3.74%2025-09-302025-11-10

INTC INTEL CORP51.0K shares-4.82%2025-09-302025-11-10

ETN EATON CORP PLC4.5K shares-5.17%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR2.5K shares-1.07%2025-09-302025-11-10

SHEL SHELL PLC22.3K shares0.07%2025-09-302025-11-10

INDB INDEPENDENT BK CORP MASS22.9K shares0.00%2025-09-302025-11-10

Sponsored

MA MASTERCARD INCORPORATED2.7K shares0.15%2025-09-302025-11-10

LMT LOCKHEED MARTIN CORP3.1K shares4.97%2025-09-302025-11-10

WFC WELLS FARGO CO NEW18.1K shares-0.63%2025-09-302025-11-10

PM PHILIP MORRIS INTL INC9.3K shares-10.45%2025-09-302025-11-10

C CITIGROUP INC14.7K shares-0.07%2025-09-302025-11-10

DUK DUKE ENERGY CORP NEW12.0K shares-0.02%2025-09-302025-11-10

MMM 3M CO9.5K shares0.08%2025-09-302025-11-10

COST COSTCO WHSL CORP NEW1.5K shares0.46%2025-09-302025-11-10

Sponsored

TJX TJX COS INC NEW9.7K shares-0.56%2025-09-302025-11-10

BMY BRISTOL-MYERS SQUIBB CO30.9K shares-2.59%2025-09-302025-11-10

ED CONSOLIDATED EDISON INC13.2K shares0.27%2025-09-302025-11-10

PNW PINNACLE WEST CAP CORP14.0K shares0.32%2025-09-302025-11-10

QCOM QUALCOMM INC7.4K shares-1.61%2025-09-302025-11-10

IWM ISHARES TR5.1K shares-5.23%2025-09-302025-11-10

WMT WALMART INC11.7K shares0.21%2025-09-302025-11-10

MO ALTRIA GROUP INC18.0K shares-0.14%2025-09-302025-11-10

Sponsored

SYK STRYKER CORPORATION3.0K shares-1.58%2025-09-302025-11-10

UNP UNION PAC CORP4.7K shares-0.82%2025-09-302025-11-10

GLDM WORLD GOLD TR14.5K shares13.91%2025-09-302025-11-10

GE GE AEROSPACE3.6K shares-0.79%2025-09-302025-11-10

LLY ELI LILLY & CO1.4K shares-1.48%2025-09-302025-11-10

MCK MCKESSON CORP1.3K shares-3.16%2025-09-302025-11-10

DIS DISNEY WALT CO8.8K shares-2.97%2025-09-302025-11-10

DE DEERE & CO2.2K shares-3.28%2025-09-302025-11-10

Sponsored

GOOG ALPHABET INC4.1K shares0.00%2025-09-302025-11-10

HON HONEYWELL INTL INC4.7K shares1.70%2025-09-302025-11-10

UPS UNITED PARCEL SERVICE INC11.6K shares-2.57%2025-09-302025-11-10

NEM NEWMONT CORP11.1K shares0.04%2025-09-302025-11-10

TT TRANE TECHNOLOGIES PLC2.2K shares-2.09%2025-09-302025-11-10

SO SOUTHERN CO9.8K shares-0.25%2025-09-302025-11-10

CAT CATERPILLAR INC1.9K shares-3.79%2025-09-302025-11-10

PULS PGIM ETF TR17.7K shares14.41%2025-09-302025-11-10

Sponsored

D DOMINION ENERGY INC14.4K shares0.03%2025-09-302025-11-10

NSC NORFOLK SOUTHN CORP2.9K shares0.00%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS4.0K shares11.72%2025-09-302025-11-10

SBUX STARBUCKS CORP10.1K shares-0.87%2025-09-302025-11-10

QQQ INVESCO QQQ TR1.4K shares0.07%2025-09-302025-11-10

KMB KIMBERLY-CLARK CORP6.5K shares0.42%2025-09-302025-11-10

GIS GENERAL MLS INC15.9K shares-4.62%2025-09-302025-11-10

UL UNILEVER PLC13.4K shares-0.56%2025-09-302025-11-10

Sponsored

CARR CARRIER GLOBAL CORPORATION12.8K shares-2.29%2025-09-302025-11-10

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-10

NEE NEXTERA ENERGY INC9.7K shares0.33%2025-09-302025-11-10

AVB AVALONBAY CMNTYS INC3.7K shares-0.80%2025-09-302025-11-10

NKE NIKE INC10.3K shares-1.86%2025-09-302025-11-10

BX BLACKSTONE INC4.0K shares-13.88%2025-09-302025-11-10

PNC PNC FINL SVCS GROUP INC3.4K shares0.21%2025-09-302025-11-10

EMR EMERSON ELEC CO5.1K shares0.10%2025-09-302025-11-10

Sponsored

TGT TARGET CORP7.1K shares-2.49%2025-09-302025-11-10

GEV GE VERNOVA INC909 shares-0.55%2025-09-302025-11-10

PSX PHILLIPS 664.0K shares0.38%2025-09-302025-11-10

BLK BLACKROCK INC462 shares3.13%2025-09-302025-11-10

MCD MCDONALDS CORP1.8K shares1.56%2025-09-302025-11-10

PYPL PAYPAL HLDGS INC7.9K shares-1.88%2025-09-302025-11-10

CMI CUMMINS INC1.2K shares-12.33%2025-09-302025-11-10

GSK GSK PLC12.1K shares-1.03%2025-09-302025-11-10

Sponsored

BTI BRITISH AMERN TOB PLC9.7K shares-0.51%2025-09-302025-11-10

USB US BANCORP DEL10.7K shares0.47%2025-09-302025-11-10

ITW ILLINOIS TOOL WKS INC1.9K shares0.00%2025-09-302025-11-10

IXN ISHARES TR4.8K shares-1.18%2025-09-302025-11-10

DD DUPONT DE NEMOURS INC6.3K shares0.00%2025-09-302025-11-10

B BARRICK MNG CORP14.7K shares-9.80%2025-09-302025-11-10

DOX AMDOCS LTD5.7K shares0.00%2025-09-302025-11-10

AEP AMERICAN ELEC PWR CO INC3.9K shares1.52%2025-09-302025-11-10

Sponsored

AMD ADVANCED MICRO DEVICES INC2.6K shares-2.79%2025-09-302025-11-10

MTB M & T BK CORP2.1K shares0.00%2025-09-302025-11-10

RY ROYAL BK CDA2.8K shares0.00%2025-09-302025-11-10

MDLZ MONDELEZ INTL INC6.6K shares0.76%2025-09-302025-11-10

DRI DARDEN RESTAURANTS INC2.2K shares-1.50%2025-09-302025-11-10

OTIS OTIS WORLDWIDE CORP4.4K shares0.00%2025-09-302025-11-10

COP CONOCOPHILLIPS4.1K shares0.00%2025-09-302025-11-10

O REALTY INCOME CORP6.3K shares0.57%2025-09-302025-11-10

Sponsored

TXN TEXAS INSTRS INC2.0K shares0.00%2025-09-302025-11-10

WBD WARNER BROS DISCOVERY INC18.4K shares-2.55%2025-09-302025-11-10

DHR DANAHER CORPORATION1.8K shares-5.89%2025-09-302025-11-10

TMO THERMO FISHER SCIENTIFIC INC736 shares-7.88%2025-09-302025-11-10

HSY HERSHEY CO1.9K shares0.00%2025-09-302025-11-10

BDX BECTON DICKINSON & CO1.9K shares-3.24%2025-09-302025-11-10

AJG GALLAGHER ARTHUR J & CO1.1K shares0.00%2025-09-302025-11-10

BUD ANHEUSER BUSCH INBEV SA/NV5.8K shares0.00%2025-09-302025-11-10

Sponsored

MDT MEDTRONIC PLC3.5K shares-5.35%2025-09-302025-11-10

TROW PRICE T ROWE GROUP INC3.2K shares-1.13%2025-09-302025-11-10

K KELLANOVA4.0K shares0.00%2025-09-302025-11-10

DOW DOW INC13.8K shares-2.63%2025-09-302025-11-10

NOC NORTHROP GRUMMAN CORP508 shares0.00%2025-09-302025-11-10

MET METLIFE INC3.7K shares0.13%2025-09-302025-11-10

RDNT RADNET INC4.0K shares0.00%2025-09-302025-11-10

CNI CANADIAN NATL RY CO3.2K shares-1.56%2025-09-302025-11-10

Sponsored

DOV DOVER CORP1.7K shares-1.13%2025-09-302025-11-10

CLX CLOROX CO DEL2.4K shares0.00%2025-09-302025-11-10

DIA SPDR DOW JONES INDL AVERAGE612 shares0.00%2025-09-302025-11-10

LRCX LAM RESEARCH CORP2.1K shares0.00%2025-09-302025-11-10

CMCSA COMCAST CORP NEW8.4K shares0.00%2025-09-302025-11-10

ZM ZOOM COMMUNICATIONS INC3.2K shares-2.66%2025-09-302025-11-10

BAC-PL BANK AMERICA CORP203 shares0.00%2025-09-302025-11-10

ALB ALBEMARLE CORP3.2K sharesnew addition2025-09-302025-11-10

Sponsored

VTV VANGUARD INDEX FDS1.4K shares0.00%2025-09-302025-11-10

MDY SPDR S&P MIDCAP 400 ETF TR422 shares-5.59%2025-09-302025-11-10

CAG CONAGRA BRANDS INC13.7K shares-6.73%2025-09-302025-11-10

CB CHUBB LIMITED887 shares2.42%2025-09-302025-11-10

WM WASTE MGMT INC DEL1.1K shares0.00%2025-09-302025-11-10

XYL XYLEM INC1.6K shares0.00%2025-09-302025-11-10

NVS NOVARTIS AG1.8K shares0.00%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS3.9K shares-3.94%2025-09-302025-11-10

Sponsored

VTI VANGUARD INDEX FDS710 shares-6.33%2025-09-302025-11-10

PSA PUBLIC STORAGE OPER CO798 shares0.00%2025-09-302025-11-10

XLF SELECT SECTOR SPDR TR4.1K shares-3.54%2025-09-302025-11-10

INGR INGREDION INC1.8K shares-3.65%2025-09-302025-11-10

CFG CITIZENS FINL GROUP INC4.1K sharesnew addition2025-09-302025-11-10

FCX FREEPORT-MCMORAN INC5.5K shares1.86%2025-09-302025-11-10

FI FISERV INC1.7K shares-7.53%2025-09-302025-11-10

BP BP PLC6.0K sharesnew addition2025-09-302025-11-10

Sponsored

CL COLGATE PALMOLIVE CO2.5K shares0.00%2025-09-302025-11-10

ADBE ADOBE INC567 shares-17.59%2025-09-302025-11-10

OGN ORGANON & CO15.1K shares-1.36%2025-09-302025-11-10

JBLU JETBLUE AWYS CORP25.2K shares-0.67%2025-09-302025-11-10

VTRS VIATRIS INC10.6K shares1.77%2025-09-302025-11-10

HLN HALEON PLC10.4K shares-3.76%2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available