StockDriftsStockDriftsTop 50 Excalibur Management CORP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CSL | CARLISLE COS INC | 8.53% | 71.4K | $25.9M | +0.12%(+88) | $58.67(+530.69%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.55% | 58.2K | $16.9M | -0.63%(-369) | $69.38(+340.13%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.86% | 23.4K | $11.7M | +0.54%(+127) | $167.87(+198.64%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 3.64% | 33.7K | $11.0M | -0.75%(-254) | $75.28(+384.46%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.51% | 28.6K | $10.7M | +11.66%(+2.99K) | $101.19(+380.37%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 3.12% | 37.3K | $9.5M | -0.37%(-138) | $86.08(+202.59%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.22% | 18.8K | $6.7M | -0.97%(-184) | $90.13(+282.46%) | 2026-06-30 | |
| MRK | MERCK & CO INC | 2.22% | 52.4K | $6.7M | +1.26%(+650) | $45.21(+201.28%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.21% | 31.5K | $6.7M | +13.93%(+3.85K) | $172.93(+28.24%) | 2026-06-30 | |
| INTC | INTEL CORP | 2.14% | 46.4K | $6.5M | -4.12%(-2.00K) | $41.38(+149.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.47% | +38.52% | +7.76% | +45.34% |
| Top 20 Holdings Unweighted | +10.92% | +36.45% | +6.62% | +37.79% |
Excalibur Management CORP reports $303.48M in US-listed equity holdings across 175 positions in its most recent 13F filing. Its largest disclosed positions are CSL (8.5%), AAPL (5.5%) and BRK.B (3.9%). The top 20 holdings account for 50.82% of reported assets. Its disclosed equity book has returned +38.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Excalibur Management CORP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1009003). View Excalibur Management CORP’s 13F filings on SEC