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.
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 |
B BRK-B | 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 |