EXCALIBUR MANAGEMENT CORP Diversified Active

CIK: 0001009003 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 4, 2013

Total Value ($000): $85,180 (100.0% shares, 0.0% debt)

Holdings (60)

T AT&T INC 10.0%
Value ($000) $8,557 Shares 253,008 Est. Cost $11.35 Unrealized -3.4%
CSL CARLISLE COMPANIES 9.2%
Value ($000) $7,876 Shares 112,049 Est. Cost $55.98 Unrealized +3.2%
VERIZON COMMUNICATIONS 8.8%
Value ($000) $7,493 Shares 160,532 Est. Cost $50.29 Unrealized
JNJ JOHNSON & JOHNSON 6.9%
Value ($000) $5,893 Shares 67,973 Est. Cost $59.66 Unrealized +6.5%
PFE PFIZER 6.7%
Value ($000) $5,681 Shares 197,783 Est. Cost $16.45 Unrealized -0.6%
MRK MERCK & COMPANY 5.7%
Value ($000) $4,886 Shares 102,637 Est. Cost $30.02 Unrealized +3.2%
GENERAL ELECTRIC 5.1%
Value ($000) $4,376 Shares 183,167 Est. Cost $23.21 Unrealized
EXXON MOBIL CORP 3.7%
Value ($000) $3,121 Shares 36,276 Est. Cost $89.84 Unrealized
MSFT MICROSOFT 3.3%
Value ($000) $2,815 Shares 84,592 Est. Cost $26.72 Unrealized +1.0%
PEP PEPSICO 2.8%
Value ($000) $2,368 Shares 29,787 Est. Cost $56.00 Unrealized +1.4%
BRK/B BERKSHIRE HATHAWAY INC-CL B 2.5%
Value ($000) $2,111 Shares 18,598 Est. Cost $110.02 Unrealized +4.9%
PG PROCTER & GAMBLE 2.2%
Value ($000) $1,846 Shares 24,421 Est. Cost $55.00 Unrealized +2.2%
INDB INDEPENDENT BANK CORP MA 2.1%
Value ($000) $1,824 Shares 51,105 Est. Cost $22.67 Unrealized +14.1%
KO COCA COLA COMPANY 1.9%
Value ($000) $1,631 Shares 43,052 Est. Cost $27.82 Unrealized -3.7%
SPDR S&P 500 ETF TRUST 1.8%
Value ($000) $1,542 Shares 9,180 Est. Cost $162.80 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 1.8%
Value ($000) $1,503 Shares 8,118 Est. Cost $116.46 Unrealized -4.2%
SO SOUTHERN CO COM 1.6%
Value ($000) $1,374 Shares 33,361 Est. Cost $26.63 Unrealized -4.9%
EMC CORP MASS 1.4%
Value ($000) $1,232 Shares 48,215 Est. Cost $23.67 Unrealized
BMY BRISTOL-MYERS SQUIBB CO. 1.4%
Value ($000) $1,195 Shares 25,815 Est. Cost $28.67 Unrealized +1.9%
DUKE ENERGY CORP 1.4%
Value ($000) $1,150 Shares 17,228 Est. Cost $67.51 Unrealized
CONOCOPHILLIPS 1.3%
Value ($000) $1,086 Shares 15,620 Est. Cost $60.69 Unrealized
KINDER MORGAN ENERGY PARTNERS 1.2%
Value ($000) $982 Shares 12,305 Est. Cost $85.41 Unrealized
INTC INTEL CORP 1.1%
Value ($000) $976 Shares 42,574 Est. Cost $17.18 Unrealized -1.6%
ABBVIE INC. 1.1%
Value ($000) $895 Shares 20,000 Est. Cost $41.33 Unrealized
AMGN AMGEN, INC. 1.0%
Value ($000) $884 Shares 7,900 Est. Cost $73.34 Unrealized +5.0%
PM PHILIP MORRIS INTERNATIONAL 0.9%
Value ($000) $800 Shares 9,241 Est. Cost $49.85 Unrealized -5.0%
GIS GENERAL MILLS INC 0.8%
Value ($000) $672 Shares 14,020 Est. Cost $31.98 Unrealized +2.9%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $660 Shares 19,900 Est. Cost $28.85 Unrealized -4.0%
ALTRIA GROUP, INC. 0.7%
Value ($000) $613 Shares 17,850 Est. Cost $34.95 Unrealized
CVX CHEVRON CORP 0.7%
Value ($000) $581 Shares 4,783 Est. Cost $71.30 Unrealized +2.5%
McGRAW HILL FINANCIAL INC. 0.7%
Value ($000) $559 Shares 5,000 Est. Cost $111.80 Unrealized
CVS CVS CAREMARK CORP. 0.6%
Value ($000) $523 Shares 9,220 Est. Cost $41.44 Unrealized +3.2%
DOX AMDOCS LTD 0.6%
Value ($000) $484 Shares 13,200 Est. Cost $28.59 Unrealized +6.2%
D DOMINION RESOURCES INC 0.5%
Value ($000) $462 Shares 7,400 Est. Cost $34.53 Unrealized +2.3%
GLD SPDR GOLD TRUST 0.5%
Value ($000) $427 Shares 3,335 Est. Cost $119.04 Unrealized
MCD MCDONALDS CORP. 0.4%
Value ($000) $378 Shares 3,925 Est. Cost $71.80 Unrealized -1.7%
3M Co 0.4%
Value ($000) $370 Shares 3,099 Est. Cost $109.39 Unrealized
NUE NUCOR CORP 0.4%
Value ($000) $368 Shares 7,502 Est. Cost $32.41 Unrealized +6.6%
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $364 Shares 4,125 Est. Cost $52.90 Unrealized +11.5%
CSCO CISCO SYSTEMS 0.4%
Value ($000) $361 Shares 15,400 Est. Cost $15.24 Unrealized +11.1%
JPMORGAN CHASE & CO. 0.4%
Value ($000) $343 Shares 6,628 Est. Cost $52.50 Unrealized
ED CONSOLIDATED EDISON, INC 0.4%
Value ($000) $313 Shares 5,671 Est. Cost $37.48 Unrealized -3.0%
OEF ISHARES SP 100 ETF 0.4%
Value ($000) $307 Shares 4,102 Est. Cost $71.92 Unrealized
PSX PHILLIPS 66 0.3%
Value ($000) $272 Shares 4,706 Est. Cost $40.44 Unrealized -7.3%
IP INTERNATIONAL PAPER CO. 0.3%
Value ($000) $269 Shares 6,000 Est. Cost $25.91 Unrealized +3.7%
LINN ENERGY LLC 0.3%
Value ($000) $264 Shares 10,200 Est. Cost $33.14 Unrealized
VODAFONE GROUP PLC ADR 0.3%
Value ($000) $250 Shares 7,100 Est. Cost $28.73 Unrealized
USB US BANCORP 0.3%
Value ($000) $234 Shares 6,400 Est. Cost $22.41 Unrealized +8.6%
LAKELAND BANCORP INC 0.3%
Value ($000) $233 Shares 20,750 Est. Cost $10.41 Unrealized
AAPL APPLE COMPUTER, INC. 0.3%
Value ($000) $229 Shares 480 Est. Cost $14.28 Unrealized 0.0%
BFH ALLIANCE DATA SYSTEMS CORPORAT 0.3%
Value ($000) $222 Shares 1,050 Est. Cost $136.89 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $217 Shares 3,000 Est. Cost $47.34 Unrealized +8.4%
SPDR S&P MIDCAP 400 ETF TRUST 0.3%
Value ($000) $217 Shares 960 Est. Cost $226.04 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND 0.2%
Value ($000) $210 Shares 2,491 Est. Cost $84.30 Unrealized
LQD ISHARES IBOXX INVEST GRADE COR 0.2%
Value ($000) $204 Shares 1,800 Est. Cost $113.50 Unrealized
GRAFTECH INTERNATIONAL LTD 0.2%
Value ($000) $135 Shares 16,000 Est. Cost $7.43 Unrealized
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $109 Shares 11,000 Est. Cost $9.34 Unrealized +8.2%
ALCOA INC. 0.1%
Value ($000) $101 Shares 12,500 Est. Cost $7.84 Unrealized
RDNT RADNET INC 0.1%
Value ($000) $96 Shares 40,000 Est. Cost $2.64 Unrealized +1.8%
APPLIED DNA SCIENCES INC 0.0%
Value ($000) $36 Shares 400,000 Est. Cost $0.20 Unrealized