EXCALIBUR MANAGEMENT CORP Diversified Active

CIK: 0001009003 · Show all filings

Period: Q1 2014 (← Previous) (Next →)

Filing Date: Apr 24, 2014

Total Value ($000): $91,279 (100.0% shares, 0.0% debt)

Holdings (59)

T AT&T INC 9.8%
Value ($000) $8,909 Shares 254,048 Est. Cost $11.34 Unrealized -4.3%
CSL CARLISLE COMPANIES 9.1%
Value ($000) $8,301 Shares 104,626 Est. Cost $55.98 Unrealized +19.7%
VERIZON COMMUNICATIONS 8.6%
Value ($000) $7,894 Shares 165,939 Est. Cost $50.21 Unrealized
JNJ JOHNSON & JOHNSON 7.1%
Value ($000) $6,478 Shares 65,943 Est. Cost $59.66 Unrealized +11.7%
PFE PFIZER 6.6%
Value ($000) $6,040 Shares 188,038 Est. Cost $16.45 Unrealized +10.6%
MRK MERCK & COMPANY 6.0%
Value ($000) $5,458 Shares 96,137 Est. Cost $30.02 Unrealized +19.1%
GENERAL ELECTRIC 5.3%
Value ($000) $4,845 Shares 187,130 Est. Cost $23.29 Unrealized
EXXON MOBIL CORP 3.8%
Value ($000) $3,485 Shares 35,676 Est. Cost $89.84 Unrealized
MSFT MICROSOFT 3.6%
Value ($000) $3,245 Shares 79,160 Est. Cost $26.72 Unrealized +17.0%
BRK/B BERKSHIRE HATHAWAY INC-CL B 2.7%
Value ($000) $2,435 Shares 19,483 Est. Cost $110.55 Unrealized +5.7%
PEP PEPSICO 2.6%
Value ($000) $2,387 Shares 28,591 Est. Cost $56.00 Unrealized +1.5%
KO COCA COLA COMPANY 2.5%
Value ($000) $2,255 Shares 58,322 Est. Cost $27.50 Unrealized -3.4%
SPDR S&P 500 ETF TRUST 2.4%
Value ($000) $2,185 Shares 11,685 Est. Cost $167.85 Unrealized
IBM INTERNATIONAL BUSINESS MACHINE 2.3%
Value ($000) $2,101 Shares 10,914 Est. Cost $113.60 Unrealized -3.9%
INDB INDEPENDENT BANK CORP MA 2.2%
Value ($000) $2,012 Shares 51,105 Est. Cost $22.67 Unrealized +18.6%
PG PROCTER & GAMBLE 2.1%
Value ($000) $1,914 Shares 23,746 Est. Cost $55.00 Unrealized +2.7%
EMC CORP MASS 1.8%
Value ($000) $1,599 Shares 58,340 Est. Cost $23.94 Unrealized
CONOCOPHILLIPS 1.2%
Value ($000) $1,102 Shares 15,670 Est. Cost $60.82 Unrealized
CVX CHEVRON CORP 1.2%
Value ($000) $1,079 Shares 9,070 Est. Cost $70.88 Unrealized -0.7%
BMY BRISTOL-MYERS SQUIBB CO. 1.1%
Value ($000) $977 Shares 18,805 Est. Cost $28.67 Unrealized +25.3%
AMGN AMGEN, INC. 1.1%
Value ($000) $974 Shares 7,900 Est. Cost $73.34 Unrealized +18.5%
DUKE ENERGY CORP 1.0%
Value ($000) $907 Shares 12,738 Est. Cost $67.51 Unrealized
KINDER MORGAN ENERGY PARTNERS 1.0%
Value ($000) $895 Shares 12,105 Est. Cost $85.41 Unrealized
INTC INTEL CORP 0.9%
Value ($000) $858 Shares 33,241 Est. Cost $17.18 Unrealized +8.7%
SO SOUTHERN CO COM 0.9%
Value ($000) $841 Shares 19,132 Est. Cost $26.63 Unrealized -5.1%
PM PHILIP MORRIS INTERNATIONAL 0.8%
Value ($000) $752 Shares 9,181 Est. Cost $49.77 Unrealized -10.1%
GIS GENERAL MILLS INC 0.8%
Value ($000) $727 Shares 14,020 Est. Cost $31.98 Unrealized +3.1%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $709 Shares 18,415 Est. Cost $28.85 Unrealized +6.5%
ABBVIE INC. 0.7%
Value ($000) $675 Shares 13,130 Est. Cost $41.33 Unrealized
ALTRIA GROUP, INC. 0.7%
Value ($000) $619 Shares 16,545 Est. Cost $34.95 Unrealized
JPMORGAN CHASE & CO. 0.6%
Value ($000) $567 Shares 9,342 Est. Cost $54.52 Unrealized
D DOMINION RESOURCES INC 0.6%
Value ($000) $525 Shares 7,400 Est. Cost $34.53 Unrealized +20.0%
CVS CVS CAREMARK CORP. 0.6%
Value ($000) $514 Shares 6,870 Est. Cost $41.44 Unrealized +23.3%
DOX AMDOCS LTD 0.5%
Value ($000) $479 Shares 10,300 Est. Cost $28.59 Unrealized +23.7%
3M Co 0.5%
Value ($000) $420 Shares 3,099 Est. Cost $109.39 Unrealized
GLD SPDR GOLD TRUST 0.5%
Value ($000) $412 Shares 3,335 Est. Cost $119.04 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $383 Shares 3,925 Est. Cost $52.90 Unrealized +23.8%
McGRAW HILL FINANCIAL INC. 0.4%
Value ($000) $381 Shares 5,000 Est. Cost $111.80 Unrealized
NUE NUCOR CORP 0.4%
Value ($000) $379 Shares 7,502 Est. Cost $32.41 Unrealized +15.7%
MCD MCDONALDS CORP. 0.4%
Value ($000) $375 Shares 3,825 Est. Cost $71.80 Unrealized -2.1%
PSX PHILLIPS 66 0.4%
Value ($000) $346 Shares 4,493 Est. Cost $40.44 Unrealized +23.2%
CSCO CISCO SYSTEMS 0.4%
Value ($000) $345 Shares 15,400 Est. Cost $15.24 Unrealized +0.4%
OEF ISHARES SP 100 ETF 0.4%
Value ($000) $340 Shares 4,102 Est. Cost $71.92 Unrealized
BFH ALLIANCE DATA SYSTEMS CORPORAT 0.3%
Value ($000) $286 Shares 1,050 Est. Cost $136.89 Unrealized +35.5%
LINN ENERGY LLC 0.3%
Value ($000) $278 Shares 9,800 Est. Cost $33.14 Unrealized
IP INTERNATIONAL PAPER CO. 0.3%
Value ($000) $275 Shares 6,000 Est. Cost $25.91 Unrealized +5.1%
USB US BANCORP 0.3%
Value ($000) $269 Shares 6,275 Est. Cost $22.41 Unrealized +22.0%
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $261 Shares 3,000 Est. Cost $47.34 Unrealized +20.0%
AAPL APPLE COMPUTER, INC. 0.3%
Value ($000) $258 Shares 480 Est. Cost $14.28 Unrealized +16.1%
LAKELAND BANCORP INC 0.3%
Value ($000) $233 Shares 20,750 Est. Cost $10.41 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $226 Shares 2,050 Est. Cost $66.36 Unrealized +4.6%
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $219 Shares 3,000 Est. Cost $71.33 Unrealized
LQD ISHARES IBOXX INVEST GRADE COR 0.2%
Value ($000) $210 Shares 1,800 Est. Cost $113.50 Unrealized
GRAFTECH INTERNATIONAL LTD 0.2%
Value ($000) $175 Shares 16,000 Est. Cost $7.43 Unrealized
ALCOA INC. 0.2%
Value ($000) $161 Shares 12,500 Est. Cost $7.84 Unrealized
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $115 Shares 11,000 Est. Cost $9.34 Unrealized +7.3%
RDNT RADNET INC 0.1%
Value ($000) $114 Shares 40,000 Est. Cost $2.64 Unrealized -20.1%
BLDP BALLARD POWER SYSTEMS INC 0.0%
Value ($000) $44 Shares 10,000 Est. Cost $3.23 Unrealized 0.0%
APPLIED DNA SCIENCES INC 0.0%
Value ($000) $31 Shares 250,000 Est. Cost $0.20 Unrealized