Excalibur Management Corp Incresed Positions in Q2 2025

Excalibur Management Corp

  • $264 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
937
+ 5.34%
$94.31 - $157.99 $88.4K - $148K
18.5K $2.92M
ORCL
Oracle Corp

Technology
8
+ 0.09%
$122.82 - $218.63 $983 - $1.75K
8.72K $1.91M
GOOGL
Alphabet Inc.

Communication Services
1.06K
+ 5.74%
$144.7 - $178.6 $153K - $189K
19.5K $3.44M
ETN
Eaton Corp PLC

Industrials
16
+ 0.34%
$246.52 - $356.99 $3.94K - $5.71K
4.72K $1.69M
MS
Morgan Stanley

Financial Services
65
+ 0.52%
$99.83 - $140.86 $6.49K - $9.16K
12.6K $1.77M
BAC
Bank Of America Corp

Financial Services
165
+ 0.34%
$34.39 - $47.46 $5.67K - $7.83K
48.3K $2.29M
NKE
Nike, Inc.

Consumer Cyclical
1.4K
+ 15.4%
$53.27 - $72.04 $74.8K - $101K
10.5K $747K
IWM
Ishares Russell 2000 ETF

ETFs
223
+ 4.33%
$174.82 - $215.79 $39K - $48.1K
5.37K $1.16M
VIG
Vanguard Dividend Appreciation

ETFs
718
+ 25.14%
N/A
3.57K $651K
CAT
Caterpillar Inc

Industrials
15
+ 0.76%
$273.94 - $388.21 $4.11K - $5.82K
1.98K $769K
AMD
Advanced Micro Devices Inc

Technology
132
+ 5.17%
$78.21 - $143.81 $10.3K - $19K
2.69K $381K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.07%
$416.06 - $551.64 $416 - $552
1.37K $753K
GOOG
Alphabet Inc.

Communication Services
4
+ 0.1%
$146.58 - $180.01 $586 - $720
4.09K $725K
HSY
Hershey CO

Consumer Defensive
559
+ 41.72%
$151.29 - $173.13 $84.6K - $96.8K
1.9K $315K
PULS
Pgim ETF Tr

ETFs
1.32K
+ 9.35%
$49.39 - $49.76 $65.2K - $65.7K
15.4K $767K
PSX
Phillips 66

Energy
607
+ 18.08%
$92.87 - $125.73 $56.4K - $76.3K
3.96K $472K
QCOM
Qualcomm Inc

Technology
63
+ 0.84%
$124.66 - $159.48 $7.85K - $10K
7.54K $1.2M
USB
Us Bancorp \De\

Financial Services
275
+ 2.66%
$36.4 - $45.76 $10K - $12.6K
10.6K $479K
CMI
Cummins Inc

Industrials
4
+ 0.28%
$267.12 - $336.65 $1.07K - $1.35K
1.42K $464K
TGT
Target Corp

Consumer Defensive
595
+ 8.93%
$88.76 - $105.77 $52.8K - $62.9K
7.26K $715K
NVS
Novartis Ag

Healthcare
8
+ 0.44%
$101.96 - $121.01 $816 - $968
1.83K $221K
NEE
Nextera Energy Inc

Utilities
421
+ 4.58%
$64.11 - $75.0 $27K - $31.6K
9.62K $667K
ADBE
Adobe Inc.

Technology
22
+ 3.3%
$340.0 - $420.68 $7.48K - $9.25K
688 $266K
ITW
Illinois Tool Works Inc

Industrials
20
+ 1.05%
$218.41 - $252.43 $4.37K - $5.05K
1.93K $476K
Blackrock Inc
1
+ 0.22%
N/A
448 $0
CB
Chubb LTD

Financial Services
3
+ 0.35%
$274.32 - $302.46 $823 - $907
866 $250K
MDT
Medtronic PLC

Healthcare
1
+ 0.03%
$80.68 - $88.86 $80.7 - $88.9
3.74K $325K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
48
+ 4.72%
$225.56 - $335.19 $10.8K - $16.1K
1.06K $252K
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.17%
$285.55 - $321.23 $857 - $964
1.74K $506K
COP
Conocophillips

Energy
84
+ 2.08%
$82.66 - $106.1 $6.94K - $8.91K
4.13K $370K
SBUX
Starbucks Corp

Consumer Cyclical
10
+ 0.1%
$79.69 - $99.41 $797 - $994
10.2K $936K
CAG
Conagra Brands Inc.

Consumer Defensive
600
+ 4.25%
$20.4 - $26.78 $12.2K - $16.1K
14.7K $301K
KMB
Kimberly Clark Corp

Consumer Defensive
3
+ 0.05%
$126.84 - $145.22 $381 - $436
6.47K $834K
GIS
General Mills Inc

Consumer Defensive
480
+ 2.96%
$50.37 - $60.97 $24.2K - $29.3K
16.7K $864K
DOW
Dow Inc.

Basic Materials
16
+ 0.11%
$25.81 - $34.89 $413 - $558
14.1K $374K
PEP
Pepsico Inc

Consumer Defensive
1.07K
+ 6.46%
$128.02 - $151.37 $136K - $161K
17.6K $2.32M
XOM
Exxon Mobil Corp

Energy
148
+ 0.55%
$99.93 - $119.04 $14.8K - $17.6K
26.9K $2.9M
MRK
Merck & Co., Inc.

Healthcare
1.43K
+ 2.84%
$73.47 - $87.12 $105K - $125K
51.9K $4.11M
CVX
Chevron Corp

Energy
15
+ 0.08%
$133.73 - $168.51 $2.01K - $2.53K
18.1K $2.59M
Activity Summary
Buys All Purchases 46 New Holdings 6 Increased Positions 40 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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