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Excalibur Management Corp.
Excalibur Management Corp is a registered investment adviser headquartered in Waltham, Massachusetts. Founded in 1982, it manages over $600 million in assets and has approximately a dozen employees. The firm provides wealth management and investment advisory services, primarily serving individuals and high-net-worth individuals in the United States.
Investment Strategy
Excalibur Management Corp focuses on long-term wealth preservation and growth for its clients, using a diversified allocation across equities and other asset classes. The firm invests in US large-cap equities as well as diversified mutual funds, ETFs, and fixed income securities, tailoring portfolios based on each client’s risk profile and investment goals. Their strategy emphasizes disciplined asset allocation, fundamental research, and continuous portfolio monitoring to achieve steady, risk-adjusted returns.
Latest 13F Filing Activity
Excalibur Management Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 164 equity positions with a total 13F market value of $267M. The fund increased holdings in Microsoft Corp., Carlisle Cos Inc., JPMorgan Chase & Co. among other positions. Excalibur Management Corp. reduced exposure to Berkshire Hathaway Inc. Del, Apple Inc., Johnson & Johnson among others.
Top Holdings
Equity Positions (164)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CSL | CARLISLE COS INC | 10.39% | $27.7M | 74,147 | $58.76 | $373.40 | +$2.3M |
M MSFT | MICROSOFT CORP | 4.99% | $13.3M | 26,740 | $69.08 | $497.41 | +$3.2M |
A AAPL | APPLE INC | 4.88% | $13.0M | 63,409 | $67.53 | $205.17 | -$1.1M |
| BERKSHIRE HATHAWAY INC DEL | 4.00% | $10.7M | 21,969 | $151.66 | $485.77 | -$1.2M | |
J JPM | JPMORGAN CHASE & CO. | 3.82% | $10.2M | 35,147 | $75.77 | $289.91 | +$1.5M |
Industry Allocation
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