EXCALIBUR MANAGEMENT CORP Diversified Active

CIK: 0001009003 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 23, 2014

Total Value ($000): $97,261 (100.0% shares, 0.0% debt)

Holdings (64)

T AT&T INC 9.2%
Value ($000) $8,975 Shares 254,683 Est. Cost $11.34 Unrealized +4.9%
VERIZON COMMUNICATIONS 8.6%
Value ($000) $8,383 Shares 167,687 Est. Cost $50.20 Unrealized
CSL CARLISLE COMPANIES 8.5%
Value ($000) $8,260 Shares 102,761 Est. Cost $55.98 Unrealized +28.8%
JNJ JOHNSON & JOHNSON 7.3%
Value ($000) $7,075 Shares 66,373 Est. Cost $59.66 Unrealized +26.7%
PFE PFIZER 5.9%
Value ($000) $5,751 Shares 194,501 Est. Cost $16.48 Unrealized +5.8%
MRK MERCK & COMPANY 5.8%
Value ($000) $5,594 Shares 94,362 Est. Cost $30.02 Unrealized +31.2%
GENERAL ELECTRIC 5.0%
Value ($000) $4,861 Shares 189,742 Est. Cost $23.33 Unrealized
MSFT MICROSOFT 3.7%
Value ($000) $3,630 Shares 78,300 Est. Cost $26.72 Unrealized +41.0%
EXXON MOBIL CORP 3.4%
Value ($000) $3,313 Shares 35,226 Est. Cost $89.84 Unrealized
PEP PEPSICO 2.7%
Value ($000) $2,638 Shares 28,341 Est. Cost $56.00 Unrealized +15.9%
BRK/B BERKSHIRE HATHAWAY INC-CL B 2.7%
Value ($000) $2,608 Shares 18,879 Est. Cost $110.55 Unrealized +20.5%
KO COCA COLA COMPANY 2.6%
Value ($000) $2,571 Shares 60,257 Est. Cost $27.53 Unrealized +4.8%
SPDR S&P 500 ETF TRUST 2.5%
Value ($000) $2,456 Shares 12,467 Est. Cost $169.64 Unrealized
PG PROCTER & GAMBLE 2.3%
Value ($000) $2,212 Shares 26,421 Est. Cost $55.33 Unrealized +8.0%
IBM INTERNATIONAL BUSINESS MACHINE 2.2%
Value ($000) $2,163 Shares 11,397 Est. Cost $113.63 Unrealized +0.6%
INDB INDEPENDENT BANK CORP MA 1.9%
Value ($000) $1,825 Shares 51,105 Est. Cost $22.67 Unrealized +18.3%
EMC CORP MASS 1.8%
Value ($000) $1,704 Shares 58,240 Est. Cost $23.94 Unrealized
CONOCOPHILLIPS 1.7%
Value ($000) $1,609 Shares 21,027 Est. Cost $65.07 Unrealized
ABT ABBOTT LABORATORIES 1.4%
Value ($000) $1,371 Shares 32,960 Est. Cost $30.06 Unrealized +13.5%
CVX CHEVRON CORP 1.4%
Value ($000) $1,314 Shares 11,013 Est. Cost $72.21 Unrealized +8.7%
INTC INTEL CORP 1.2%
Value ($000) $1,160 Shares 33,316 Est. Cost $17.18 Unrealized +49.9%
AMGN AMGEN, INC. 1.0%
Value ($000) $1,016 Shares 7,230 Est. Cost $73.34 Unrealized +28.9%
JPMORGAN CHASE & CO. 1.0%
Value ($000) $982 Shares 16,307 Est. Cost $56.04 Unrealized
DUKE ENERGY CORP 1.0%
Value ($000) $939 Shares 12,556 Est. Cost $67.51 Unrealized
BMY BRISTOL-MYERS SQUIBB CO. 1.0%
Value ($000) $931 Shares 18,199 Est. Cost $28.67 Unrealized +19.4%
SLB SCHLUMBERGER LTD 0.9%
Value ($000) $895 Shares 8,800 Est. Cost $67.59 Unrealized +17.6%
PM PHILIP MORRIS INTERNATIONAL 0.9%
Value ($000) $871 Shares 10,446 Est. Cost $49.55 Unrealized -3.3%
ABBVIE INC. 0.8%
Value ($000) $750 Shares 12,980 Est. Cost $41.33 Unrealized
ALTRIA GROUP, INC. 0.7%
Value ($000) $729 Shares 15,860 Est. Cost $34.95 Unrealized
SO SOUTHERN CO COM 0.7%
Value ($000) $710 Shares 16,272 Est. Cost $26.63 Unrealized +1.8%
GIS GENERAL MILLS INC 0.7%
Value ($000) $657 Shares 13,020 Est. Cost $31.98 Unrealized +10.9%
CVS CVS HEALTH CORPORATION 0.6%
Value ($000) $547 Shares 6,870 Est. Cost $41.44 Unrealized +38.7%
D DOMINION RESOURCES INC 0.5%
Value ($000) $511 Shares 7,400 Est. Cost $34.53 Unrealized +23.4%
KINDER MORGAN ENERGY PARTNERS 0.5%
Value ($000) $504 Shares 5,400 Est. Cost $85.41 Unrealized
CSCO CISCO SYSTEMS 0.5%
Value ($000) $495 Shares 19,650 Est. Cost $15.77 Unrealized +12.2%
3M Co 0.5%
Value ($000) $476 Shares 3,359 Est. Cost $112.01 Unrealized
DOX AMDOCS LTD 0.5%
Value ($000) $473 Shares 10,300 Est. Cost $28.59 Unrealized +33.3%
McGRAW HILL FINANCIAL INC. 0.4%
Value ($000) $422 Shares 5,000 Est. Cost $111.80 Unrealized
NUE NUCOR CORP 0.4%
Value ($000) $407 Shares 7,502 Est. Cost $32.41 Unrealized +23.5%
GLD SPDR GOLD TRUST 0.4%
Value ($000) $388 Shares 3,335 Est. Cost $119.04 Unrealized
AAPL APPLE COMPUTER, INC. 0.4%
Value ($000) $361 Shares 3,580 Est. Cost $18.11 Unrealized +19.4%
PSX PHILLIPS 66 0.4%
Value ($000) $360 Shares 4,423 Est. Cost $40.44 Unrealized +36.3%
MCD MCDONALDS CORP. 0.3%
Value ($000) $334 Shares 3,525 Est. Cost $71.80 Unrealized -0.8%
OEF ISHARES SP 100 ETF 0.3%
Value ($000) $312 Shares 3,542 Est. Cost $71.92 Unrealized
LINN ENERGY LLC 0.3%
Value ($000) $295 Shares 9,800 Est. Cost $33.14 Unrealized
AXP AMERICAN EXPRESS COMPANY 0.3%
Value ($000) $287 Shares 3,275 Est. Cost $76.50 Unrealized 0.0%
IP INTERNATIONAL PAPER CO. 0.3%
Value ($000) $286 Shares 6,000 Est. Cost $25.91 Unrealized +10.5%
PNC PNC FINANCIAL SERVICES GROUP 0.3%
Value ($000) $263 Shares 3,070 Est. Cost $47.62 Unrealized +25.7%
USB US BANCORP 0.3%
Value ($000) $262 Shares 6,275 Est. Cost $22.41 Unrealized +26.8%
BFH ALLIANCE DATA SYSTEMS CORPORAT 0.3%
Value ($000) $261 Shares 1,050 Est. Cost $136.89 Unrealized +32.5%
ROYAL DUTCH SHELL PLC 0.3%
Value ($000) $247 Shares 3,240 Est. Cost $72.15 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $221 Shares 2,050 Est. Cost $66.36 Unrealized +6.8%
ACTAVIS PLC 0.2%
Value ($000) $220 Shares 913 Est. Cost $223.44 Unrealized
LAKELAND BANCORP INC 0.2%
Value ($000) $213 Shares 21,787 Est. Cost $10.43 Unrealized
BRK/A BERKSHIRE HATHAWAY INC-CL A 0.2%
Value ($000) $207 Shares 1 Est. Cost $199815.62 Unrealized 0.0%
MS MORGAN STANLEY 0.2%
Value ($000) $202 Shares 5,835 Est. Cost $24.62 Unrealized 0.0%
ALCOA INC. 0.2%
Value ($000) $201 Shares 12,500 Est. Cost $7.84 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $176 Shares 10,343 Est. Cost $12.57 Unrealized 0.0%
VLY VALLEY NATIONAL BANCORP 0.1%
Value ($000) $107 Shares 11,000 Est. Cost $9.34 Unrealized +5.5%
GSIT GSI TECHNOLOGY INC 0.1%
Value ($000) $76 Shares 14,000 Est. Cost $5.99 Unrealized -3.2%
GRAFTECH INTERNATIONAL LTD 0.1%
Value ($000) $73 Shares 16,000 Est. Cost $7.43 Unrealized
RDNT RADNET INC 0.1%
Value ($000) $66 Shares 10,000 Est. Cost $2.64 Unrealized +144.7%
BLDP BALLARD POWER SYSTEMS INC 0.0%
Value ($000) $32 Shares 10,000 Est. Cost $3.23 Unrealized +16.6%
APPLIED DNA SCIENCES INC 0.0%
Value ($000) $23 Shares 250,000 Est. Cost $0.20 Unrealized