Excalibur Management Corporation

Latest statistics and disclosures from Excalibur Management's latest quarterly 13F-HR filing:

Companies in the Excalibur Management portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Carlisle Companies (CSL) 7.24 84749 95.40
AT&T; (T) 6.26 185018 37.73
Johnson & Johnson (JNJ) 5.98 -4% 50439 132.30
Verizon Communications (VZ) 5.63 +13% 140787 44.66
Pfizer (PFE) 5.42 180019 33.59
Merck & Co (MRK) 5.02 87444 64.09
General Electric Company (GE) 4.42 182588 27.01
JPMorgan Chase & Co. (JPM) 3.93 47997 91.40
Berkshire Hathaway (BRK.B) 3.92 +6% 25796 169.37
Microsoft Corporation (MSFT) 3.52 -5% 56997 68.93
Exxon Mobil Corporation (XOM) 3.43 47461 80.74
Procter & Gamble Company (PG) 3.31 42373 87.15
Apple (AAPL) 3.26 -7% 25248 144.01
Coca-Cola Company (KO) 2.56 -4% 63815 44.85
Pepsi (PEP) 2.53 -5% 24482 115.47
International Business Machines (IBM) 1.87 +20% 13601 153.81
Chevron Corporation (CVX) 1.48 +4% 15852 104.34
Gilead Sciences (GILD) 1.45 22887 70.78
Independent Bank (INDB) 1.43 -7% 23917 66.65
SPDR S&P; 500 ETF (SPY) 1.42 6567 241.82
United Technologies Corporation (UTX) 1.33 12163 122.09
Philip Morris International (PM) 1.31 12491 117.44
Intel Corporation (INTC) 1.07 35382 33.75
Abbott Laboratories (ABT) 1.05 24190 48.62
Amgen (AMGN) 1.02 6605 172.29
Cisco Systems (CSCO) 1.00 +6% 35585 31.31
CVS Caremark Corporation (CVS) 0.99 +10% 13691 80.49
iShares S&P; 500 Index (IVV) 0.98 4500 243.33
Altria (MO) 0.97 14457 74.50
Goldman Sachs (GS) 0.93 +159% 4691 221.91
Visa (V) 0.93 -4% 11029 93.75
Walt Disney Company (DIS) 0.88 9204 106.26
Bank of America Corporation (BAC) 0.79 36320 24.26
Ford Motor Company (F) 0.76 +64% 76075 11.19
United Parcel Service (UPS) 0.75 7580 110.55
Bristol Myers Squibb (BMY) 0.72 +2% 14345 55.70
S&p Global 0.65 5000 146.00
3M Company (MMM) 0.60 +6% 3189 208.22
American Express Company (AXP) 0.58 -11% 7679 84.26
ConocoPhillips (COP) 0.56 -10% 14291 43.94
Via (VIA.B) 0.42 +26% 13992 33.59
General Mills (GIS) 0.41 +29% 8319 55.42
Lockheed Martin Corporation (LMT) 0.38 1521 277.45
Amdocs Ltd ord 0.35 -4% 6000 64.50
Wal-Mart Stores (WMT) 0.34 -5% 5055 75.77
Dominion Resources (D) 0.34 4950 76.57
NIKE (NKE) 0.33 6295 58.94
Home Depot (HD) 0.32 +19% 2327 153.42
iShares S&P; 100 Index (OEF) 0.32 3312 106.88
Cummins (CMI) 0.31 2150 162.33
Schlumberger (SLB) 0.31 +3% 5245 65.78
Unilever (UL) 0.31 6421 54.20
Phillips 66 0.29 3862 82.60
Health Care SPDR (XLV) 0.28 4015 79.20
McDonald's Corporation (MCD) 0.25 1846 153.30
PowerShares QQQ Trust, Series 1 (QQQQ) 0.25 2040 137.75
U.S. Ban (USB) 0.24 5175 51.98
Morgan Stanley (MS) 0.24 5950 44.54
Magellan Midstream Partners (MMP) 0.24 3750 71.20
iShares Gold Trust (IAU) 0.24 22671 11.95
Berkshire Hathaway (BRK.A) 0.23 1 255000.00
Alliance Data Systems Corporation (ADS) 0.23 1010 256.44
QUALCOMM (QCOM) 0.22 4381 55.24
Amazon (AMZN) 0.22 254 968.50
Kimberly-Clark Corporation (KMB) 0.21 1814 129.00
E.I. du Pont de Nemours & Company (DD) 0.21 +5% 2930 80.55
Allergan 0.20 913 243.15
TJX Companies (TJX) 0.19 NEW 2990 72.24
RadNet (RDNT) 0.07 10000 7.80
Chimerix 0.07 14400 5.42

Past 13F-HR SEC Filings by Excalibur Management

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