Excalibur Management Corp has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $273 Million distributed in 166 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Carlisle Companies Inc with a value of $24.2M, Apple Inc. with a value of $15.9M, Microsoft Corp with a value of $13.5M, Berkshire Hathaway Inc Class B with a value of $11M, and Jpmorgan Chase & CO with a value of $11M.
Examining the 13F form we can see an increase of $8.77M in the current position value, from $264M to 273M.
Below you can find more details about Excalibur Management Corp portfolio as well as his latest detailed transactions.
Portfolio value
$273 Million
Financial Services: $50 Million
Technology: $49 Million
Industrials: $45.2 Million
Healthcare: $34.4 Million
Communication Services: $25.7 Million
Consumer Defensive: $19.7 Million
ETFs: $16.7 Million
Energy: $10.7 Million
Other: $21.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
