SEC Form 13F

EXCALIBUR MANAGEMENT CORP 13F Holdings

Inspect EXCALIBUR MANAGEMENT CORP's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-04T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-04
Reported value
$303,482,401
Positions
175

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Step 1 of 3

Disclosed positions

EXCALIBUR MANAGEMENT CORP: source evidence dated 2026-08-04T03:59:59.999Z.

Issuer
CARLISLE COS INC
Ticker
CSL
Class
COM
Reported value
$25,901,115
Reported amount
71,402
Unit
SH
Option
None
What you should see

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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001009003-26-000004
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Step 3 of 3

Browse institutional filings

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Disclosed positions

See the complete disclosed positions

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CARLISLE COS INCCSLCOM$25,901,11571,402SHNone
APPLE INCAAPLCOM$16,851,09658,236SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$11,725,69523,433SHNone
JPMORGAN CHASE & COJPMCOM$11,037,23233,718SHNone
MICROSOFT CORPMSFTCOM$10,666,37228,594SHNone
JOHNSON & JOHNSONJNJCOM$9,470,01837,287SHNone
ALPHABET INCGOOGLCAP STK CL A$6,734,69118,845SHNone
MERCK & CO INCMRKCOM$6,731,79652,387SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$6,696,42831,472SHNone
INTEL CORPINTCCOM$6,485,25846,446SHNone
META PLATFORMS INCMETACL A$4,948,6298,785SHNone
CISCO SYS INCCSCOCOM$4,890,47141,635SHNone
VERIZON COMMUNICATIONS INCVZCOM$4,547,885107,412SHNone
VISA INCVCOM CL A$4,375,16312,753SHNone
CVS HEALTH CORPCVSCOM$4,022,95838,887SHNone
PROCTER & GAMBLE COPGCOM$3,997,69227,262SHNone
GOLDMAN SACHS GROUP INCGSCOM$3,963,4843,919SHNone
INTERNATIONAL BUSINESS MACHSIBMCOM$3,822,33313,592SHNone
PFIZER INCPFECOM$3,751,128155,777SHNone
NVIDIA CORPORATIONNVDACOM$3,583,20817,908SHNone
ABBVIE INCABBVCOM$3,398,48613,505SHNone
AT&T INCTCOM$3,337,401161,225SHNone
AMAZON COM INCAMZNCOM$3,210,85213,472SHNone
CHEVRON CORPORATIONCVXCOM$3,144,08218,969SHNone
BANK OF AMER CORPBACCOM$2,874,60350,449SHNone
GILEAD SCIENCES INCGILDCOM$2,697,35821,349SHNone
PEPSICO INCPEPCOM$2,692,40019,885SHNone
RTX CORPORATIONRTXCOM$2,488,73913,116SHNone
BROADCOM INCAVGOCOM$2,460,3046,513SHNone
SPDR GOLD TRGLDGOLD SHS$2,455,2696,665SHNone
COCA COLA COKOCOM$2,454,47930,201SHNone
NETFLIX INC.NFLXCOM$2,400,54133,621SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$2,355,0789,953SHNone
KINDER MORGAN INC DELKMICOM$2,328,00972,818SHNone
AMGEN INCAMGNCOM$2,319,9226,407SHNone
FEDEX CORPFDXCOM$2,281,4917,286SHNone
MORGAN STANLEYMSCOM NEW$2,257,42210,799SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$2,115,2502,833SHNone
AMERICAN EXPRESS COAXPCOM$2,099,2876,206SHNone
CITIGROUP INCCCOM NEW$2,066,51814,765SHNone
BRISTOL-MYERS SQUIBB COBMYCOM$1,968,38134,161SHNone
ISHARES TRIVVCORE S&P500 ETF$1,944,3352,596SHNone
CATERPILLAR INCCATCOM$1,900,8651,785SHNone
WP CAREY INCWPCCOM$1,838,62425,714SHNone
HOME DEPOT INCHDCOM$1,778,7875,044SHNone
EATON CORP PLCETNSHS$1,768,8244,151SHNone
SHELL PLCSHELSPON ADS$1,742,66922,474SHNone
S&P GLOBAL INCSPGICOM$1,652,6624,058SHNone
LOCKHEED MARTIN CORPLMTCOM$1,637,3723,214SHNone
ELI LILLY & COLLYCOM$1,631,9031,361SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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