EXCALIBUR MANAGEMENT CORP Diversified Active

CIK: 0001009003 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 9, 2013

Total Value ($000): $80,576 (100.0% shares, 0.0% debt)

Holdings (57)

VERIZON COMMUNICATIONS 9.9%
Value ($000) $7,966 Shares 158,247 Est. Cost $50.34 Unrealized
T AT&T INC 9.8%
Value ($000) $7,909 Shares 223,428 Est. Cost $11.40 Unrealized 0.0%
CSL CARLISLE COMPANIES 8.3%
Value ($000) $6,652 Shares 106,749 Est. Cost $55.89 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 7.2%
Value ($000) $5,808 Shares 67,643 Est. Cost $59.66 Unrealized 0.0%
PFE PFIZER 6.6%
Value ($000) $5,301 Shares 189,263 Est. Cost $16.46 Unrealized 0.0%
MRK MERCK & COMPANY 5.9%
Value ($000) $4,755 Shares 102,362 Est. Cost $30.02 Unrealized 0.0%
GENERAL ELECTRIC 5.1%
Value ($000) $4,108 Shares 177,142 Est. Cost $23.19 Unrealized
EXXON MOBIL CORP 3.6%
Value ($000) $2,891 Shares 31,997 Est. Cost $90.35 Unrealized
MSFT MICROSOFT 3.4%
Value ($000) $2,761 Shares 79,932 Est. Cost $26.70 Unrealized 0.0%
PEP PEPSICO 3.0%
Value ($000) $2,425 Shares 29,652 Est. Cost $56.00 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC-CL B 2.6%
Value ($000) $2,079 Shares 18,573 Est. Cost $110.02 Unrealized 0.0%
PG PROCTER & GAMBLE 2.3%
Value ($000) $1,868 Shares 24,261 Est. Cost $55.00 Unrealized 0.0%
INDB INDEPENDENT BANK CORP MA 2.2%
Value ($000) $1,798 Shares 52,105 Est. Cost $22.67 Unrealized 0.0%
KO COCA COLA COMPANY 2.1%
Value ($000) $1,668 Shares 41,575 Est. Cost $27.85 Unrealized 0.0%
SO SOUTHERN CO COM 1.7%
Value ($000) $1,358 Shares 30,776 Est. Cost $26.74 Unrealized 0.0%
DUKE ENERGY CORP 1.4%
Value ($000) $1,162 Shares 17,213 Est. Cost $67.51 Unrealized
BMY BRISTOL-MYERS SQUIBB CO. 1.4%
Value ($000) $1,147 Shares 25,665 Est. Cost $28.67 Unrealized 0.0%
EMC CORP MASS 1.4%
Value ($000) $1,113 Shares 47,115 Est. Cost $23.62 Unrealized
KINDER MORGAN ENERGY PARTNERS 1.3%
Value ($000) $1,051 Shares 12,305 Est. Cost $85.41 Unrealized
INTC INTEL CORP 1.3%
Value ($000) $1,032 Shares 42,574 Est. Cost $17.18 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINE 1.3%
Value ($000) $1,031 Shares 5,397 Est. Cost $118.94 Unrealized 0.0%
SPDR S&P 500 ETF TRUST 1.3%
Value ($000) $1,019 Shares 6,349 Est. Cost $160.50 Unrealized
CONOCOPHILLIPS 1.1%
Value ($000) $926 Shares 15,305 Est. Cost $60.50 Unrealized
ABBVIE INC. 1.0%
Value ($000) $836 Shares 20,225 Est. Cost $41.33 Unrealized
PM PHILIP MORRIS INTERNATIONAL 1.0%
Value ($000) $803 Shares 9,266 Est. Cost $49.85 Unrealized 0.0%
AMGN AMGEN, INC. 1.0%
Value ($000) $779 Shares 7,900 Est. Cost $73.34 Unrealized 0.0%
GIS GENERAL MILLS INC 0.9%
Value ($000) $731 Shares 15,065 Est. Cost $31.98 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.9%
Value ($000) $705 Shares 20,225 Est. Cost $28.85 Unrealized 0.0%
ALTRIA GROUP, INC. 0.7%
Value ($000) $580 Shares 16,575 Est. Cost $34.99 Unrealized
CVX CHEVRON CORP 0.7%
Value ($000) $566 Shares 4,783 Est. Cost $71.30 Unrealized 0.0%
McGRAW HILL FINANCIAL INC. 0.7%
Value ($000) $559 Shares 5,000 Est. Cost $111.80 Unrealized
CVS CVS CAREMARK CORP. 0.7%
Value ($000) $527 Shares 9,220 Est. Cost $41.44 Unrealized 0.0%
DOX AMDOCS LTD 0.6%
Value ($000) $490 Shares 13,200 Est. Cost $28.59 Unrealized 0.0%
D DOMINION RESOURCES INC 0.5%
Value ($000) $420 Shares 7,400 Est. Cost $34.53 Unrealized 0.0%
CSCO CISCO SYSTEMS 0.5%
Value ($000) $409 Shares 16,795 Est. Cost $15.24 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.5%
Value ($000) $397 Shares 3,335 Est. Cost $119.04 Unrealized
MCD MCDONALDS CORP. 0.5%
Value ($000) $389 Shares 3,925 Est. Cost $71.80 Unrealized 0.0%
LINN ENERGY LLC 0.4%
Value ($000) $348 Shares 10,500 Est. Cost $33.14 Unrealized
3M Co 0.4%
Value ($000) $339 Shares 3,099 Est. Cost $109.39 Unrealized
ED CONSOLIDATED EDISON, INC 0.4%
Value ($000) $325 Shares 5,571 Est. Cost $37.50 Unrealized 0.0%
NUE NUCOR CORP 0.4%
Value ($000) $325 Shares 7,502 Est. Cost $32.41 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $296 Shares 4,125 Est. Cost $52.90 Unrealized 0.0%
OEF ISHARES SP 100 ETF 0.4%
Value ($000) $295 Shares 4,102 Est. Cost $71.92 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $280 Shares 4,756 Est. Cost $40.44 Unrealized 0.0%
IP INTERNATIONAL PAPER CO. 0.3%
Value ($000) $266 Shares 6,000 Est. Cost $25.91 Unrealized 0.0%
JPMORGAN CHASE & CO. 0.3%
Value ($000) $260 Shares 4,928 Est. Cost $52.76 Unrealized
USB US BANCORP 0.3%
Value ($000) $231 Shares 6,400 Est. Cost $22.41 Unrealized 0.0%
LQD ISHARES IBOXX INVEST GRADE COR 0.3%
Value ($000) $227 Shares 2,000 Est. Cost $113.50 Unrealized
PNC PNC BANK 0.3%
Value ($000) $219 Shares 3,000 Est. Cost $47.34 Unrealized 0.0%
LAKELAND BANCORP INC 0.3%
Value ($000) $216 Shares 20,750 Est. Cost $10.41 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND 0.3%
Value ($000) $210 Shares 2,491 Est. Cost $84.30 Unrealized
VODAFONE GROUP PLC ADR 0.3%
Value ($000) $204 Shares 7,100 Est. Cost $28.73 Unrealized
RDNT RADNET INC 0.2%
Value ($000) $132 Shares 50,000 Est. Cost $2.64 Unrealized 0.0%
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $104 Shares 11,000 Est. Cost $9.34 Unrealized 0.0%
GRAFTECH INTERNATIONAL LTD 0.1%
Value ($000) $102 Shares 14,000 Est. Cost $7.29 Unrealized
ALCOA INC. 0.1%
Value ($000) $98 Shares 12,500 Est. Cost $7.84 Unrealized
APPLIED DNA SCIENCES INC 0.1%
Value ($000) $80 Shares 400,000 Est. Cost $0.20 Unrealized