EXCALIBUR MANAGEMENT CORP Diversified Active

CIK: 0001009003 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 23, 2014

Total Value ($000): $95,803 (100.0% shares, 0.0% debt)

Holdings (62)

T AT&T INC 9.4%
Value ($000) $9,053 Shares 256,028 Est. Cost $11.34 Unrealized +3.8%
CSL CARLISLE COMPANIES 9.3%
Value ($000) $8,938 Shares 103,186 Est. Cost $55.98 Unrealized +28.3%
VERIZON COMMUNICATIONS 8.6%
Value ($000) $8,205 Shares 167,687 Est. Cost $50.20 Unrealized
JNJ JOHNSON & JOHNSON 7.3%
Value ($000) $6,962 Shares 66,548 Est. Cost $59.66 Unrealized +22.6%
PFE PFIZER 6.0%
Value ($000) $5,736 Shares 193,263 Est. Cost $16.48 Unrealized +6.5%
MRK MERCK & COMPANY 5.7%
Value ($000) $5,475 Shares 94,637 Est. Cost $30.02 Unrealized +26.5%
GENERAL ELECTRIC 5.1%
Value ($000) $4,912 Shares 186,927 Est. Cost $23.29 Unrealized
EXXON MOBIL CORP 3.7%
Value ($000) $3,558 Shares 35,336 Est. Cost $89.84 Unrealized
MSFT MICROSOFT 3.4%
Value ($000) $3,279 Shares 78,635 Est. Cost $26.72 Unrealized +27.1%
KO COCA COLA COMPANY 2.7%
Value ($000) $2,600 Shares 61,372 Est. Cost $27.53 Unrealized +2.1%
PEP PEPSICO 2.7%
Value ($000) $2,542 Shares 28,456 Est. Cost $56.00 Unrealized +8.8%
BRK/B BERKSHIRE HATHAWAY INC-CL B 2.5%
Value ($000) $2,411 Shares 19,048 Est. Cost $110.55 Unrealized +14.5%
SPDR S&P 500 ETF TRUST 2.5%
Value ($000) $2,355 Shares 12,035 Est. Cost $168.66 Unrealized
PG PROCTER & GAMBLE 2.2%
Value ($000) $2,071 Shares 26,346 Est. Cost $55.33 Unrealized +5.3%
IBM INTERNATIONAL BUSINESS MACHINE 2.1%
Value ($000) $1,981 Shares 10,927 Est. Cost $113.60 Unrealized -1.2%
INDB INDEPENDENT BANK CORP MA 2.0%
Value ($000) $1,961 Shares 51,105 Est. Cost $22.67 Unrealized +19.4%
EMC CORP MASS 1.6%
Value ($000) $1,534 Shares 58,240 Est. Cost $23.94 Unrealized
CONOCOPHILLIPS 1.5%
Value ($000) $1,392 Shares 16,242 Est. Cost $61.70 Unrealized
ABT ABBOTT LABORATORIES 1.4%
Value ($000) $1,389 Shares 33,970 Est. Cost $30.06 Unrealized +4.8%
CVX CHEVRON CORP 1.2%
Value ($000) $1,187 Shares 9,090 Est. Cost $70.88 Unrealized +7.1%
INTC INTEL CORP 1.1%
Value ($000) $1,029 Shares 33,316 Est. Cost $17.18 Unrealized +20.4%
KINDER MORGAN ENERGY PARTNERS 1.0%
Value ($000) $989 Shares 12,035 Est. Cost $85.41 Unrealized
DUKE ENERGY CORP 1.0%
Value ($000) $936 Shares 12,622 Est. Cost $67.51 Unrealized
BMY BRISTOL-MYERS SQUIBB CO. 1.0%
Value ($000) $911 Shares 18,770 Est. Cost $28.67 Unrealized +16.9%
JPMORGAN CHASE & CO. 0.9%
Value ($000) $871 Shares 15,117 Est. Cost $55.71 Unrealized
AMGN AMGEN, INC. 0.9%
Value ($000) $856 Shares 7,230 Est. Cost $73.34 Unrealized +13.7%
SO SOUTHERN CO COM 0.8%
Value ($000) $809 Shares 17,822 Est. Cost $26.63 Unrealized +1.3%
PM PHILIP MORRIS INTERNATIONAL 0.8%
Value ($000) $774 Shares 9,181 Est. Cost $49.77 Unrealized -3.1%
GIS GENERAL MILLS INC 0.8%
Value ($000) $737 Shares 14,020 Est. Cost $31.98 Unrealized +11.9%
ABBVIE INC. 0.8%
Value ($000) $733 Shares 12,980 Est. Cost $41.33 Unrealized
ALTRIA GROUP, INC. 0.7%
Value ($000) $669 Shares 15,960 Est. Cost $34.95 Unrealized
D DOMINION RESOURCES INC 0.6%
Value ($000) $529 Shares 7,400 Est. Cost $34.53 Unrealized +24.3%
CVS CVS CAREMARK CORP. 0.5%
Value ($000) $518 Shares 6,870 Est. Cost $41.44 Unrealized +32.5%
3M Co 0.5%
Value ($000) $481 Shares 3,359 Est. Cost $112.01 Unrealized
DOX AMDOCS LTD 0.5%
Value ($000) $477 Shares 10,300 Est. Cost $28.59 Unrealized +33.7%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $472 Shares 4,000 Est. Cost $53.31 Unrealized +40.4%
GLD SPDR GOLD TRUST 0.4%
Value ($000) $427 Shares 3,335 Est. Cost $119.04 Unrealized
McGRAW HILL FINANCIAL INC. 0.4%
Value ($000) $415 Shares 5,000 Est. Cost $111.80 Unrealized
MCD MCDONALDS CORP. 0.4%
Value ($000) $385 Shares 3,825 Est. Cost $71.80 Unrealized +4.2%
CSCO CISCO SYSTEMS 0.4%
Value ($000) $383 Shares 15,400 Est. Cost $15.24 Unrealized +9.2%
NUE NUCOR CORP 0.4%
Value ($000) $369 Shares 7,502 Est. Cost $32.41 Unrealized +19.2%
PSX PHILLIPS 66 0.4%
Value ($000) $357 Shares 4,435 Est. Cost $40.44 Unrealized +34.0%
AAPL APPLE COMPUTER, INC. 0.3%
Value ($000) $329 Shares 3,535 Est. Cost $18.06 Unrealized +3.3%
LINN ENERGY LLC 0.3%
Value ($000) $317 Shares 9,800 Est. Cost $33.14 Unrealized
OEF ISHARES SP 100 ETF 0.3%
Value ($000) $314 Shares 3,627 Est. Cost $71.92 Unrealized
IP INTERNATIONAL PAPER CO. 0.3%
Value ($000) $303 Shares 6,000 Est. Cost $25.91 Unrealized +4.4%
BFH ALLIANCE DATA SYSTEMS CORPORAT 0.3%
Value ($000) $295 Shares 1,050 Est. Cost $136.89 Unrealized +28.5%
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $273 Shares 3,070 Est. Cost $47.62 Unrealized +25.5%
USB US BANCORP 0.3%
Value ($000) $272 Shares 6,275 Est. Cost $22.41 Unrealized +24.6%
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $267 Shares 3,240 Est. Cost $72.15 Unrealized
LAKELAND BANCORP INC 0.2%
Value ($000) $235 Shares 21,787 Est. Cost $10.43 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $228 Shares 2,050 Est. Cost $66.36 Unrealized +8.1%
LQD ISHARES IBOXX INVEST GRADE COR 0.2%
Value ($000) $215 Shares 1,800 Est. Cost $113.50 Unrealized
ACTAVIS PLC 0.2%
Value ($000) $204 Shares 913 Est. Cost $223.44 Unrealized
UNITED TECHNOLOGIES CORP 0.2%
Value ($000) $200 Shares 1,735 Est. Cost $115.27 Unrealized
ALCOA INC. 0.2%
Value ($000) $186 Shares 12,500 Est. Cost $7.84 Unrealized
GRAFTECH INTERNATIONAL LTD 0.2%
Value ($000) $167 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 +7.5%
GSIT GSI TECHNOLOGY INC 0.1%
Value ($000) $83 Shares 14,000 Est. Cost $5.99 Unrealized 0.0%
RDNT RADNET INC 0.1%
Value ($000) $66 Shares 10,000 Est. Cost $2.64 Unrealized +117.6%
BLDP BALLARD POWER SYSTEMS INC 0.0%
Value ($000) $41 Shares 10,000 Est. Cost $3.23 Unrealized +15.3%
APPLIED DNA SCIENCES INC 0.0%
Value ($000) $31 Shares 250,000 Est. Cost $0.20 Unrealized