HoldingsChannel.com
Excalibur Management Corp Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
CARLISLE COS INC COM 82,601 -6 $10,348
     CSL82,601-6$10,348
AT&T INC COM 225,540 +11,705 $6,574
     T225,540+11,705$6,574
MICROSOFT CORP COM 40,234 -234 $6,345
     MSFT40,234-234$6,345
VERIZON COMMUNICATIONS INC COM 110,719 +4,761 $5,949
     VZ110,719+4,761$5,949
JOHNSON & JOHNSON COM 43,829 +1,220 $5,747
     JNJ43,829+1,220$5,747
BERKSHIRE HATHAWAY INC DEL CL B NEW      $5,639
     BRK.B27,868+1,087$5,095
     BRK.A2UNCH$544
APPLE INC COM 22,157 -392 $5,634
     AAPL22,157-392$5,634
PFIZER INC COM 161,959 +6,672 $5,286
     PFE161,959+6,672$5,286
MERCK & CO. INC COM 59,367 +482 $4,568
     MRK59,367+482$4,568
PROCTER AND GAMBLE CO COM 34,124 -725 $3,754
     PG34,124-725$3,754
JPMORGAN CHASE & CO COM 37,815 +1,890 $3,404
     JPM37,815+1,890$3,404
CVS HEALTH CORP COM 57,169 +3,208 $3,392
     CVS57,169+3,208$3,392
INTEL CORP COM 42,706 +31 $2,311
     INTC42,706+31$2,311
PEPSICO INC COM 18,855 -68 $2,264
     PEP18,855-68$2,264
EXXON MOBIL CORP COM 56,447 +9,669 $2,143
     XOM56,447+9,669$2,143
VISA INC COM CL A 13,275 +660 $2,139
     V13,275+660$2,139
INDEPENDENT BANK CORP MASS COM 31,065 UNCH $2,000
     INDB31,065UNCH$2,000
COCA COLA CO COM 42,869 +4,476 $1,897
     KO42,869+4,476$1,897
CISCO SYS INC COM 44,947 +6,759 $1,767
     CSCO44,947+6,759$1,767
CHEVRON CORP NEW COM 23,096 +471 $1,674
     CVX23,096+471$1,674
INTERNATIONAL BUSINESS MACHS COM 14,746 +1,571 $1,636
     IBM14,746+1,571$1,636
RAYTHEON TECHNOLOGIES CORP COM 14,997 +14,997 $1,415
     RTX14,997+14,997$1,415
UNITED PARCEL SERVICE INC CL B 14,964 +617 $1,398
     UPS14,964+617$1,398
FEDEX CORP COM 10,969 +3,492 $1,330
     FDX10,969+3,492$1,330
AMGEN INC COM 6,255 UNCH $1,268
     AMGN6,255UNCH$1,268
FACEBOOK INC CL A 7,446 +1,986 $1,242
     FB7,446+1,986$1,242
ABBOTT LABS COM 14,497 -178 $1,144
     ABT14,497-178$1,144
3M CO COM 7,885 +1,733 $1,076
     MMM7,885+1,733$1,076
DUKE ENERGY CORP NEW COM NEW 12,413 +5,456 $1,004
     DUK12,413+5,456$1,004
BK OF AMERICA CORP COM      $1,002
     BAC32,680+1,295$694
     BAC.PRL243-4$308
BRISTOL MYERS SQUIBB CO COM 17,847 +153 $995
     BMY17,847+153$995
S&P GLOBAL INC COM 4,003 UNCH $981
     SPGI4,003UNCH$981
DISNEY WALT CO COM DISNEY 9,959 +1,491 $962
     DIS9,959+1,491$962
SPDR S&P 500 ETF (SPY) 3,694 -19 $952
     SPY3,694-19$952
WELLS FARGO CO NEW COM 33,100 +8,409 $950
     WFC33,100+8,409$950
ROYAL DUTCH SHELL PLC SPONS ADR A      $947
     RDS.A27,151+15,577$947
ALPHABET INC CAP STK CL A 811 +115 $942
     GOOGL811+115$942
ISHARES CORE S&P 500 ETF (IVV) 3,616 UNCH $934
     IVV3,616UNCH$934
HOME DEPOT INC COM 4,996 -913 $933
     HD4,996-913$933
GILEAD SCIENCES INC COM 11,603 +1,864 $867
     GILD11,603+1,864$867
GENERAL MLS INC COM 15,993 -9,737 $844
     GIS15,993-9,737$844
AMERICAN EXPRESS CO COM 9,746 -80 $834
     AXP9,746-80$834
PHILIP MORRIS INTL INC COM 10,729 -300 $783
     PM10,729-300$783
DOMINION ENERGY INC COM 10,537 +7,333 $761
     D10,537+7,333$761
GOLDMAN SACHS GROUP INC COM 4,635 +195 $717
     GS4,635+195$717
UNION PAC CORP COM 4,915 +120 $693
     UNP4,915+120$693
ABBVIE INC COM 9,064 +652 $691
     ABBV9,064+652$691
AVALONBAY CMNTYS INC COM 4,402 -53 $648
     AVB4,402-53$648
CAMPBELL SOUP CO COM 13,168 UNCH $608
     CPB13,168UNCH$608
ALTRIA GROUP INC COM 15,471 +1,650 $598
     MO15,471+1,650$598

See Full List: All Stocks Held By Excalibur Management Corp
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Excalibur Management Corp

Size ($ in 1000's)
At 03/31/2020: $129,585
At 12/31/2019: $152,986

Excalibur Management Corp holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Excalibur Management Corp 13F filings. Link to 13F filings: SEC filings

Excalibur Management Corp Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.