Excalibur Management Corp has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $253 Million distributed in 167 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Carlisle Companies Inc with a value of $25.3M, Apple Inc. with a value of $14.1M, Berkshire Hathaway Inc Class B with a value of $11.9M, Microsoft Corp with a value of $10.1M, and Jpmorgan Chase & CO with a value of $8.68M.
Examining the 13F form we can see an increase of $2.6M in the current position value, from $250M to 253M.
Below you can find more details about Excalibur Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$253 Million
Financial Services: $45.6 Million
Industrials: $44.7 Million
Technology: $39.1 Million
Healthcare: $34.5 Million
Communication Services: $21.8 Million
Consumer Defensive: $21.3 Million
ETFs: $13.5 Million
Energy: $11.1 Million
Other: $21 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
