Excalibur Management Corp Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationwaltham, MA
- CIK0001009003
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
165 | $266.54 M | CSL, MSFT, AAPL, BRK.B | 13F-HR | Aug 6, 2025 | 000108514625004581 | ||
167 | $254.37 M | CSL, AAPL, BRK.B, MSFT | 13F-HR | May 8, 2025 | 000108514625002765 | ||
166 | $251.75 M | CSL, AAPL, MSFT, BRK.B | 13F-HR | Feb 11, 2025 | 000108514625001015 | ||
167 | $262.29 M | CSL, AAPL, MSFT, BRK.B | 13F-HR | Nov 14, 2024 | 000108514624005771 | ||
163 | $245.16 M | CSL, MSFT, AAPL, BRK.B | 13F-HR | Aug 9, 2024 | 000108514624003692 | ||
161 | $236.29 M | CSL, MSFT, AAPL, BRK.B | 13F-HR | May 13, 2024 | 000108514624002406 | ||
160 | $212.92 M | CSL, AAPL, MSFT, BRK.B | 13F-HR | Feb 12, 2024 | 000108514624001063 | ||
156 | $192.30 M | CSL, AAPL, MSFT, BRK.B | 13F-HR | Nov 13, 2023 | 000108514623004240 | ||
155 | $196.31 M | CSL, AAPL, MSFT, BRK.B | 13F-HR | Aug 8, 2023 | 000108514623003161 | ||
160 | $192.88 M | CSL, AAPL, MSFT, BRK.B | 13F-HR | May 8, 2023 | 000108514623002096 | ||
157 | $191.31 M | CSL, PFE, AAPL, MSFT | 13F-HR | Feb 10, 2023 | 000108514623001049 | ||
148 | $178.65 M | CSL, AAPL, MSFT, PFE | 13F-HR | Nov 4, 2022 | 000100900322000004 | ||
155 | $192.19 M | CSL, AAPL, PFE, MSFT | 13F-HR | Jul 25, 2022 | 000100900322000003 | ||
155 | $230.77 M | CSL, AAPL, MSFT, PFE | 13F-HR | May 3, 2022 | 000100900322000002 | ||
158 | $247.78 M | CSL, AAPL, MSFT, PFE | 13F-HR | Feb 10, 2022 | 000100900322000001 | ||
164 | $228.24 M | CSL, AAPL, MSFT, SHY | 13F-HR | Oct 28, 2021 | 000100900321000004 | ||
153 | $220.81 M | CSL, AAPL, MSFT, SHY | 13F-HR | Jul 26, 2021 | 000100900321000003 | ||
154 | $202.78 M | CSL, AAPL, MSFT, T | 13F-HR | May 3, 2021 | 000100900321000002 | ||
145 | $186.16 M | CSL, AAPL, MSFT, BAC | 13F-HR | Jan 26, 2021 | 000100900321000001 | ||
141 | $165.02 M | CSL, AAPL, MSFT, BAC | 13F-HR | Nov 2, 2020 | 000100900320000005 | ||
121 | $150.17 M | CSL, MSFT, AAPL, T | 13F-HR | Aug 14, 2020 | 000100900320000003 | ||
130 | $129.59 M | CSL, T, MSFT, BAC | 13F-HR | May 15, 2020 | 000100900320000002 | ||
110 | $152.99 M | CSL, T, AAPL, BAC | 13F-HR | Feb 4, 2020 | 000100900320000001 | ||
65 | $111.40 M | CSL, T, BAC, PFE | 13F-HR | Oct 21, 2019 | 000100900319000004 | ||
61 | $108.50 M | CSL, T, PFE, BAC | 13F-HR | Jul 26, 2019 | 000100900319000003 | ||
61 | $106.05 M | CSL, PFE, T, BAC | 13F-HR | Apr 24, 2019 | 000100900319000002 | ||
59 | $98.98 M | CSL, PFE, T, BRK.B | 13F-HR | Jan 29, 2019 | 000100900319000001 | ||
67 | $117.08 M | CSL, PFE, BAC, T | 13F-HR | Oct 25, 2018 | 000100900318000004 | ||
77 | $125.62 M | CSL, BAC, T, PFE | 13F-HR | Jul 26, 2018 | 000100900318000003 | ||
77 | $123.00 M | CSL, T, BAC, JNJ | 13F-HR | Apr 23, 2018 | 000100900318000002 | ||
77 | $119.08 M | CSL, T, BAC, JNJ | 13F-HR | Jan 22, 2018 | 000100900318000001 | ||
78 | $117.71 M | CSL, T, BAC, JNJ | 13F-HR | Oct 25, 2017 | 000100900317000004 | ||
70 | $111.60 M | CSL, T, JNJ, BAC | 13F-HR | Jul 24, 2017 | 000100900317000003 | ||
71 | $112.33 M | CSL, T, JNJ, PFE | 13F-HR | Apr 25, 2017 | 000100900317000002 | ||
71 | $109.81 M | CSL, T, BAC, JNJ | 13F-HR | Jan 25, 2017 | 000100900317000001 | ||
70 | $105.39 M | CSL, T, BAC, JNJ | 13F-HR | Oct 25, 2016 | 000100900316000008 | ||
72 | $116.30 M | CSL, T, JNJ, BAC | 13F-HR | Jul 25, 2016 | 000100900316000007 | ||
71 | $111.63 M | CSL, T, BAC, JNJ | 13F-HR | Apr 25, 2016 | 000100900316000006 | ||
71 | $107.53 M | T, CSL, BAC, JNJ | 13F-HR | Jan 26, 2016 | 000100900316000005 | ||
61 | $99.98 M | T, CSL, BAC, JNJ | 13F-HR | Oct 23, 2015 | 000100900315000004 | ||
69 | $106.87 M | CSL, T, BAC, JNJ | 13F-HR | Jul 24, 2015 | 000100900315000003 | ||
64 | $103.39 M | CSL, BAC, T, JNJ | 13F-HR | Apr 29, 2015 | 000100900315000002 | ||
61 | $99.21 M | CSL, T, BAC, JNJ | 13F-HR | Jan 26, 2015 | 000100900315000001 | ||
64 | $97.26 M | T, BAC, CSL, JNJ | 13F-HR | Oct 23, 2014 | 000100900314000004 | ||
62 | $95.80 M | T, CSL, BAC, JNJ | 13F-HR | Jul 23, 2014 | 000100900314000003 | ||
59 | $91.28 M | T, CSL, BAC, JNJ | 13F-HR | Apr 24, 2014 | 000100900314000002 | ||
60 | $91.67 M | T, CSL, BAC, JNJ | 13F-HR | Jan 31, 2014 | 000100900314000001 |