Excalibur Management Corp Incresed Positions in Q3 2025

Excalibur Management Corp

  • $273 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
24
+ 0.18%
$184.85 - $231.54 $4.44K - $5.56K
13.7K $3.18M
NEM
Newmont Corp

Basic Materials
5
+ 0.04%
$57.35 - $85.25 $287 - $426
11.1K $939K
GLDM
World Gold Trust

ETFs
1.77K
+ 13.91%
$64.73 - $76.45 $115K - $135K
14.5K $1.11M
MRK
Merck & Co., Inc.

Healthcare
139
+ 0.27%
$77.6 - $87.37 $10.8K - $12.1K
52K $4.36M
CVX
Chevron Corp

Energy
229
+ 1.26%
$145.57 - $161.83 $33.3K - $37.1K
18.3K $2.85M
PEP
Pepsico Inc

Consumer Defensive
742
+ 4.22%
$133.81 - $152.16 $99.3K - $113K
18.3K $2.57M
LMT
Lockheed Martin Corp

Industrials
145
+ 4.97%
$410.74 - $499.21 $59.6K - $72.4K
3.06K $1.53M
XOM
Exxon Mobil Corp

Energy
112
+ 0.42%
$105.83 - $117.22 $11.9K - $13.1K
27K $3.05M
PULS
Pgim ETF Tr

ETFs
2.22K
+ 14.41%
$49.58 - $49.83 $110K - $111K
17.7K $879K
VZ
Verizon Communications Inc

Communication Services
741
+ 0.74%
$40.84 - $45.06 $30.3K - $33.4K
101K $4.42M
PSX
Phillips 66

Energy
15
+ 0.38%
$118.37 - $139.46 $1.78K - $2.09K
3.98K $541K
D
Dominion Energy, Inc

Utilities
4
+ 0.03%
$56.32 - $62.1 $225 - $248
14.4K $879K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.07%
$546.99 - $602.2 $547 - $602
1.37K $820K
WMT
Walmart Inc.

Consumer Defensive
25
+ 0.21%
$94.4 - $104.27 $2.36K - $2.61K
11.7K $1.21M
NEE
Nextera Energy Inc

Utilities
32
+ 0.33%
$69.77 - $77.54 $2.23K - $2.48K
9.65K $728K
PNC
Pnc Financial Services Group, Inc.

Financial Services
7
+ 0.21%
$185.88 - $207.44 $1.3K - $1.45K
3.36K $675K
AEP
American Electric Power CO Inc

Utilities
58
+ 1.52%
$103.26 - $115.0 $5.99K - $6.67K
3.89K $437K
USB
Us Bancorp \De\

Financial Services
50
+ 0.47%
$43.94 - $50.41 $2.2K - $2.52K
10.7K $514K
MCD
Mcdonalds Corp

Consumer Cyclical
27
+ 1.56%
$291.67 - $316.99 $7.88K - $8.56K
1.76K $535K
MMM
3 M CO

Industrials
8
+ 0.08%
$144.41 - $160.2 $1.16K - $1.28K
9.55K $1.48M
SHEL
Shell PLC

Energy
15
+ 0.07%
$69.82 - $73.93 $1.05K - $1.11K
22.3K $1.59M
O
Realty Income Corp

Real Estate
36
+ 0.57%
$56.13 - $60.79 $2.02K - $2.19K
6.34K $385K
MA
Mastercard Inc

Financial Services
4
+ 0.15%
$550.18 - $598.96 $2.2K - $2.4K
2.72K $1.55M
AMGN
Amgen Inc

Healthcare
1
+ 0.02%
$271.18 - $309.22 $271 - $309
6.41K $1.81M
VTRS
Viatris Inc

Healthcare
184
+ 1.77%
$8.74 - $10.69 $1.61K - $1.97K
10.6K $104K
MET
Metlife Inc

Financial Services
5
+ 0.13%
$73.82 - $82.37 $369 - $412
3.71K $305K
PNW
Pinnacle West Capital Corp

Utilities
45
+ 0.32%
$85.87 - $94.45 $3.86K - $4.25K
14K $1.25M
ED
Consolidated Edison Inc

Utilities
35
+ 0.27%
$95.57 - $105.36 $3.34K - $3.69K
13.2K $1.32M
Blackrock Inc
14
+ 3.13%
N/A
462 $0
CB
Chubb LTD

Financial Services
21
+ 2.42%
$265.99 - $289.59 $5.59K - $6.08K
887 $250K
EMR
Emerson Electric CO

Industrials
5
+ 0.1%
$128.6 - $149.63 $643 - $748
5.08K $666K
FCX
Freeport Mcmoran Inc

Basic Materials
100
+ 1.86%
$35.34 - $47.21 $3.53K - $4.72K
5.49K $215K
ABT
Abbott Laboratories

Healthcare
69
+ 0.5%
$120.51 - $136.62 $8.32K - $9.43K
13.8K $1.85M
KMB
Kimberly Clark Corp

Consumer Defensive
27
+ 0.42%
$121.72 - $136.77 $3.29K - $3.69K
6.5K $808K
MDLZ
Mondelez International, Inc.

Consumer Defensive
50
+ 0.76%
$60.9 - $70.75 $3.05K - $3.54K
6.6K $412K
T
At&T Inc.

Communication Services
1.44K
+ 0.97%
$26.94 - $29.62 $38.7K - $42.6K
150K $4.24M
HON
Honeywell International Inc

Industrials
79
+ 1.7%
$207.7 - $240.4 $16.4K - $19K
4.73K $995K
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.46%
$915.95 - $994.57 $6.41K - $6.96K
1.54K $1.43M
KO
Coca Cola CO

Consumer Defensive
139
+ 0.45%
$65.67 - $71.67 $9.13K - $9.96K
30.8K $2.05M
IBM
International Business Machines Corp

Technology
10
+ 0.07%
$234.77 - $292.47 $2.35K - $2.92K
13.6K $3.84M
Activity Summary
Buys All Purchases 44 New Holdings 3 Increased Positions 41 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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