Notify me when EXCALIBUR MANAGEMENT CORP files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 161 | $277,374,932 | +$7,958,627 | -$8,701,914 | -$743,287 | CSL, AAPL, MSFT, BRKB, JPM | 13F-HR | 10 Feb 2026, 11:24 |
| Q3 2025 | 166 | $275,598,552 | +$1,451,467 | -$4,074,620 | -$2,623,153 | CSL, AAPL, MSFT, BRKB, JPM | 13F-HR | 07 Nov 2025, 18:28 |
| Q2 2025 | 165 | $266,539,366 | +$3,422,727 | -$4,667,457 | -$1,244,730 | CSL, MSFT, AAPL, BRKB, JPM | 13F-HR | 06 Aug 2025, 13:36 |
| Q1 2025 | 167 | $254,366,376 | +$4,915,619 | -$3,737,303 | +$1,178,316 | CSL, AAPL, BRKB, MSFT, JPM | 13F-HR | 08 May 2025, 10:16 |
| Q4 2024 | 166 | $251,747,745 | +$3,677,158 | -$6,554,487 | -$2,877,329 | CSL, AAPL, MSFT, BRKB, JPM | 13F-HR | 11 Feb 2025, 17:50 |
| Q3 2024 | 167 | $262,285,873 | +$4,511,212 | -$5,154,476 | -$643,264 | CSL, AAPL, MSFT, BRKB, JPM | 13F-HR | 14 Nov 2024, 10:57 |
| Q2 2024 | 163 | $245,162,077 | +$10,732,148 | -$1,883,322 | +$8,848,826 | CSL, MSFT, AAPL, BRKB, JPM | 13F-HR | 09 Aug 2024, 17:02 |
| Q1 2024 | 161 | $236,289,900 | +$5,688,269 | -$2,418,340 | +$3,269,929 | CSL, MSFT, AAPL, BRKB, JPM | 13F-HR | 13 May 2024, 12:17 |
| Q4 2023 | 160 | $212,917,599 | +$4,081,057 | -$2,977,965 | +$1,103,092 | CSL, AAPL, MSFT, BRKB, JNJ | 13F-HR | 12 Feb 2024, 14:30 |
| Q3 2023 | 156 | $192,298,355 | +$5,306,682 | -$1,923,397 | +$3,383,285 | CSL, AAPL, MSFT, BRKB, JNJ | 13F-HR | 09 Nov 2023, 18:48 |
| Q2 2023 | 155 | $196,310,750 | +$1,026,042 | -$5,872,288 | -$4,846,246 | CSL, AAPL, MSFT, BRKB, JNJ | 13F-HR | 08 Aug 2023, 17:04 |
| Q1 2023 | 160 | $192,879,491 | +$1,681,211 | -$2,050,620 | -$369,409 | CSL, AAPL, MSFT, BRKB, PFE | 13F-HR | 05 May 2023, 17:56 |
| Q4 2022 | 157 | $191,311,594 | +$2,907,559 | -$4,180,241 | -$1,272,682 | CSL, PFE, AAPL, MSFT, JNJ | 13F-HR | 10 Feb 2023, 16:43 |
| Q3 2022 | 148 | $178,649,000 | +$3,896,833 | -$4,791,511 | -$894,678 | CSL, AAPL, MSFT, PFE, JNJ | 13F-HR | 04 Nov 2022, 12:05 |
| Q2 2022 | 155 | $192,191,000 | +$5,375,613 | -$20,570,662 | -$15,195,049 | CSL, AAPL, PFE, MSFT, JNJ | 13F-HR | 25 Jul 2022, 14:36 |
| Q1 2022 | 155 | $230,769,000 | +$7,517,892 | -$22,207,959 | -$14,690,067 | CSL, AAPL, MSFT, PFE, BRKB | 13F-HR | 03 May 2022, 13:00 |
| Q4 2021 | 158 | $247,775,000 | +$4,526,537 | -$5,415,935 | -$889,398 | CSL, AAPL, MSFT, PFE, BRKB | 13F-HR | 10 Feb 2022, 16:00 |
| Q3 2021 | 164 | $228,241,000 | +$13,946,037 | -$4,144,131 | +$9,801,906 | CSL, AAPL, MSFT, SHY, BRKB | 13F-HR | 28 Oct 2021, 14:12 |
| Q2 2021 | 153 | $220,806,000 | +$13,142,670 | -$6,129,124 | +$7,013,546 | CSL, AAPL, MSFT, SHY, BRKB | 13F-HR | 26 Jul 2021, 08:55 |
| Q1 2021 | 154 | $202,783,000 | +$11,330,509 | -$4,733,950 | +$6,596,559 | CSL, AAPL, MSFT, T, JNJ | 13F-HR | 03 May 2021, 09:19 |
| Q4 2020 | 145 | $186,159,000 | +$12,388,817 | -$6,232,881 | +$6,155,936 | CSL, AAPL, MSFT, VZ, JNJ | 13F-HR | 25 Jan 2021, 18:20 |
| Q3 2020 | 141 | $165,016,000 | +$21,912,219 | -$8,439,401 | +$13,472,818 | CSL, AAPL, MSFT, VZ, T | 13F-HR | 02 Nov 2020, 12:33 |
| Q2 2020 | 121 | $150,171,000 | +$12,704,765 | -$5,622,866 | +$7,081,899 | CSL, MSFT, AAPL, T, VZ | 13F-HR | 14 Aug 2020, 14:01 |
| Q1 2020 | 130 | $128,170,000 | +$10,315,131 | -$6,879,983 | +$3,435,148 | CSL, T, MSFT, VZ, JNJ | 13F-HR | 15 May 2020, 13:48 |
| Q4 2019 | 110 | $152,986,000 | +$32,834,240 | -$853,521 | +$31,980,719 | CSL, T, AAPL, VZ, MSFT | 13F-HR | 03 Feb 2020, 18:09 |
| Q3 2019 | 65 | $111,403,000 | +$3,373,745 | -$2,544,483 | +$829,262 | CSL, T, VZ, PFE, BRKB | 13F-HR | 21 Oct 2019, 12:18 |
| Q2 2019 | 61 | $108,500,000 | +$2,351,514 | -$3,972,801 | -$1,621,287 | CSL, T, PFE, VZ, BRKB | 13F-HR | 26 Jul 2019, 09:59 |
| Q1 2019 | 61 | $106,046,000 | +$1,859,741 | -$4,838,691 | -$2,978,950 | CSL, PFE, T, VZ, JNJ | 13F-HR | 24 Apr 2019, 10:18 |
| Q4 2018 | 59 | $98,984,000 | +$1,470,444 | -$7,865,431 | -$6,394,987 | CSL, PFE, T, BRKB, VZ | 13F-HR | 28 Jan 2019, 17:52 |
| Q3 2018 | 67 | $117,082,000 | +$74,007 | -$19,429,097 | -$19,355,090 | CSL, PFE, VZ, T, JNJ | 13F-HR | 25 Oct 2018, 09:35 |
| Q2 2018 | 77 | $125,624,000 | +$3,176,631 | -$2,433,917 | +$742,714 | CSL, VZ, T, PFE, JNJ | 13F-HR | 26 Jul 2018, 16:17 |
| Q1 2018 | 77 | $123,000,000 | +$12,585,946 | -$3,543,557 | +$9,042,389 | CSL, T, VZ, JNJ, PFE | 13F-HR | 23 Apr 2018, 10:04 |
| Q4 2017 | 77 | $119,082,000 | +$1,847,370 | -$5,265,682 | -$3,418,312 | CSL, T, VZ, JNJ, PFE | 13F-HR | 22 Jan 2018, 11:51 |
| Q3 2017 | 78 | $117,706,000 | +$5,498,083 | -$3,215,057 | +$2,283,026 | CSL, T, VZ, JNJ, PFE | 13F-HR | 25 Oct 2017, 14:24 |
| Q2 2017 | 70 | $111,597,000 | +$3,222,568 | -$2,405,224 | +$817,344 | CSL, T, JNJ, VZ, PFE | 13F-HR | 24 Jul 2017, 11:12 |
| Q1 2017 | 71 | $112,331,000 | +$3,634,944 | -$3,766,299 | -$131,355 | CSL, T, JNJ, PFE, VZ | 13F-HR | 25 Apr 2017, 09:39 |
| Q4 2016 | 71 | $109,814,000 | +$5,473,804 | -$4,243,771 | +$1,230,033 | CSL, T, VZ, JNJ, GE | 13F-HR | 25 Jan 2017, 08:55 |
| Q3 2016 | 69 | $105,387,000 | +$666,577 | -$11,472,990 | -$10,806,413 | CSL, T, VZ, JNJ, PFE | 13F-HR | 25 Oct 2016, 11:48 |
| Q2 2016 | 71 | $116,303,000 | +$2,216,904 | -$2,213,268 | +$3,636 | CSL, T, JNJ, VZ, PFE | 13F-HR | 25 Jul 2016, 09:09 |
| Q1 2016 | 71 | $111,631,000 | +$4,774,588 | -$4,591,554 | +$183,034 | CSL, T, VZ, JNJ, GE | 13F-HR | 25 Apr 2016, 11:07 |
| Q4 2015 | 71 | $107,526,000 | +$4,212,127 | -$3,615,086 | +$597,041 | T, CSL, VZ, JNJ, PFE | 13F-HR | 26 Jan 2016, 09:10 |
| Q3 2015 | 61 | $99,981,000 | +$8,078,349 | -$6,955,838 | +$1,122,511 | T, CSL, VZ, JNJ, PFE | 13F-HR | 23 Oct 2015, 09:01 |
| Q2 2015 | 69 | $106,873,000 | +$4,529,871 | -$2,675,441 | +$1,854,430 | CSL, T, VZ, JNJ, PFE | 13F-HR | 24 Jul 2015, 10:02 |
| Q1 2015 | 64 | $103,393,000 | +$10,886,323 | -$5,808,320 | +$5,078,003 | CSL, VZ, T, JNJ, PFE | 13F-HR | 29 Apr 2015, 13:24 |
| Q4 2014 | 61 | $99,212,000 | +$3,867,778 | -$3,333,764 | +$534,014 | CSL, T, VZ, JNJ, PFE | 13F-HR | 26 Jan 2015, 09:44 |
| Q3 2014 | 64 | $97,261,000 | +$2,533,816 | -$1,494,020 | +$1,039,796 | T, VZ, CSL, JNJ, PFE | 13F-HR | 23 Oct 2014, 09:41 |
| Q2 2014 | 62 | $95,803,000 | +$2,655,663 | -$774,354 | +$1,881,309 | T, CSL, VZ, JNJ, PFE | 13F-HR | 23 Jul 2014, 09:35 |
| Q1 2014 | 59 | $91,279,000 | +$1,754,753 | -$3,527,961 | -$1,773,208 | T, CSL, VZ, JNJ, PFE | 13F-HR | 24 Apr 2014, 15:46 |
| Q4 2013 | 60 | $91,675,000 | $0 | $0 | $0 | T, CSL, VZ, JNJ, PFE | 13F-HR | 31 Jan 2014, 10:02 |