Excalibur Management Corp has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $264 Million distributed in 165 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Carlisle Companies Inc with a value of $27.7M, Microsoft Corp with a value of $13.3M, Apple Inc. with a value of $13M, Berkshire Hathaway Inc Class B with a value of $10.7M, and Jpmorgan Chase & CO with a value of $10.2M.
Examining the 13F form we can see an increase of $11.5M in the current position value, from $253M to 264M.
Below you can find more details about Excalibur Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$264 Million
Industrials: $48.4 Million
Financial Services: $47.8 Million
Technology: $44.6 Million
Healthcare: $32 Million
Communication Services: $24.9 Million
Consumer Defensive: $20.3 Million
ETFs: $15.3 Million
Energy: $10.1 Million
Other: $20.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
