EXCALIBUR MANAGEMENT CORP Diversified Active

CIK: 0001009003 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 23, 2015

Total Value ($000): $99,981 (100.0% shares, 0.0% debt)

Holdings (61)

T AT&T INC 8.5%
Value ($000) $8,522 Shares 261,581 Est. Cost $11.53 Unrealized +6.4%
CSL CARLISLE COMPANIES 8.2%
Value ($000) $8,158 Shares 93,359 Est. Cost $55.98 Unrealized +56.5%
VERIZON COMMUNICATIONS 6.9%
Value ($000) $6,875 Shares 158,007 Est. Cost $50.12 Unrealized
JNJ JOHNSON & JOHNSON 6.3%
Value ($000) $6,335 Shares 67,858 Est. Cost $60.44 Unrealized +19.9%
PFE PFIZER 5.9%
Value ($000) $5,919 Shares 188,445 Est. Cost $16.68 Unrealized +23.5%
GENERAL ELECTRIC 4.7%
Value ($000) $4,711 Shares 186,797 Est. Cost $23.60 Unrealized
MRK MERCK & COMPANY 4.6%
Value ($000) $4,633 Shares 93,811 Est. Cost $30.19 Unrealized +27.2%
PG PROCTER & GAMBLE 3.3%
Value ($000) $3,323 Shares 46,198 Est. Cost $58.07 Unrealized -3.0%
SPDR S&P 500 ETF TRUST 3.2%
Value ($000) $3,156 Shares 16,469 Est. Cost $181.53 Unrealized
MSFT MICROSOFT 3.1%
Value ($000) $3,099 Shares 70,012 Est. Cost $27.40 Unrealized +42.0%
JPMORGAN CHASE & CO. 3.0%
Value ($000) $2,955 Shares 48,461 Est. Cost $59.22 Unrealized
EXXON MOBIL CORP 2.9%
Value ($000) $2,898 Shares 38,973 Est. Cost $89.52 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 2.9%
Value ($000) $2,871 Shares 22,016 Est. Cost $115.38 Unrealized +18.7%
GILD GILEAD SCIENCES INC 2.8%
Value ($000) $2,848 Shares 29,000 Est. Cost $72.70 Unrealized +6.6%
KO COCA COLA COMPANY 2.7%
Value ($000) $2,659 Shares 66,269 Est. Cost $27.72 Unrealized +4.0%
PEP PEPSICO 2.6%
Value ($000) $2,567 Shares 27,223 Est. Cost $56.00 Unrealized +24.1%
AAPL APPLE COMPUTER, INC. 2.0%
Value ($000) $2,000 Shares 18,129 Est. Cost $25.07 Unrealized +4.9%
IBM INTERNATIONAL BUSINESS MACHINE 1.9%
Value ($000) $1,850 Shares 12,761 Est. Cost $111.89 Unrealized -14.8%
EMC CORP MASS 1.8%
Value ($000) $1,848 Shares 76,475 Est. Cost $24.26 Unrealized
CVX CHEVRON CORP 1.7%
Value ($000) $1,675 Shares 21,237 Est. Cost $70.76 Unrealized -23.9%
INDB INDEPENDENT BANK CORP MA 1.6%
Value ($000) $1,625 Shares 35,257 Est. Cost $22.67 Unrealized +53.4%
CONOCOPHILLIPS 1.5%
Value ($000) $1,453 Shares 30,299 Est. Cost $63.98 Unrealized
ABT ABBOTT LABORATORIES 1.2%
Value ($000) $1,223 Shares 30,410 Est. Cost $30.06 Unrealized +29.1%
PM PHILIP MORRIS INTERNATIONAL 1.1%
Value ($000) $1,059 Shares 13,346 Est. Cost $49.26 Unrealized -0.7%
AMGN AMGEN, INC. 1.1%
Value ($000) $1,053 Shares 7,610 Est. Cost $79.04 Unrealized +47.1%
AXP AMERICAN EXPRESS COMPANY 1.0%
Value ($000) $1,047 Shares 14,121 Est. Cost $66.62 Unrealized -0.6%
INTC INTEL CORP 1.0%
Value ($000) $983 Shares 32,613 Est. Cost $17.86 Unrealized +26.7%
BMY BRISTOL-MYERS SQUIBB CO. 0.9%
Value ($000) $929 Shares 15,690 Est. Cost $28.67 Unrealized +55.4%
ALTRIA GROUP, INC. 0.9%
Value ($000) $866 Shares 15,922 Est. Cost $35.83 Unrealized
UNITED TECHNOLOGIES CORP 0.8%
Value ($000) $841 Shares 9,448 Est. Cost $89.01 Unrealized
CSCO CISCO SYSTEMS 0.8%
Value ($000) $800 Shares 30,460 Est. Cost $16.84 Unrealized +16.2%
SLB SCHLUMBERGER LTD 0.6%
Value ($000) $608 Shares 8,815 Est. Cost $65.40 Unrealized -9.9%
CVS CVS HEALTH CORPORATION 0.5%
Value ($000) $544 Shares 5,643 Est. Cost $41.44 Unrealized +87.7%
GIS GENERAL MILLS INC 0.5%
Value ($000) $529 Shares 9,420 Est. Cost $31.98 Unrealized +25.0%
3M Co 0.5%
Value ($000) $462 Shares 3,259 Est. Cost $114.09 Unrealized
WMT WAL-MART STORES, INC. 0.4%
Value ($000) $440 Shares 6,780 Est. Cost $20.05 Unrealized -5.7%
McGRAW HILL FINANCIAL INC. 0.4%
Value ($000) $432 Shares 5,000 Est. Cost $111.80 Unrealized
BAC BANK OF AMERICA CORP 0.4%
Value ($000) $407 Shares 26,100 Est. Cost $13.05 Unrealized +3.0%
ABBVIE INC. 0.4%
Value ($000) $393 Shares 7,215 Est. Cost $42.20 Unrealized
UPS UNITED PARCEL SERVICE - CL B 0.4%
Value ($000) $376 Shares 3,808 Est. Cost $67.73 Unrealized +0.1%
HEALTH CARE SELECT SECTOR 0.4%
Value ($000) $371 Shares 5,595 Est. Cost $66.31 Unrealized
DOX AMDOCS LTD 0.4%
Value ($000) $358 Shares 6,300 Est. Cost $28.59 Unrealized +65.1%
LMT LOCKHEED MARTIN 0.3%
Value ($000) $319 Shares 1,537 Est. Cost $147.79 Unrealized +4.1%
PSX PHILLIPS 66 0.3%
Value ($000) $317 Shares 4,126 Est. Cost $40.44 Unrealized +33.6%
MCD MCDONALDS CORP. 0.3%
Value ($000) $310 Shares 3,149 Est. Cost $72.20 Unrealized +4.3%
OEF ISHARES SP 100 ETF 0.3%
Value ($000) $298 Shares 3,517 Est. Cost $71.92 Unrealized
DUPONT (E.I.) DE NEMOURS & CO. 0.3%
Value ($000) $297 Shares 6,162 Est. Cost $63.95 Unrealized
DIS DISNEY WALT CO 0.3%
Value ($000) $278 Shares 2,724 Est. Cost $99.73 Unrealized 0.0%
GLD SPDR GOLD TRUST 0.3%
Value ($000) $276 Shares 2,585 Est. Cost $118.96 Unrealized
BFH ALLIANCE DATA SYSTEMS CORPORAT 0.3%
Value ($000) $272 Shares 1,050 Est. Cost $136.89 Unrealized +36.4%
USB US BANCORP 0.3%
Value ($000) $256 Shares 6,250 Est. Cost $22.41 Unrealized +33.0%
ALLERGAN INC 0.2%
Value ($000) $248 Shares 913 Est. Cost $303.40 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $228 Shares 2,089 Est. Cost $66.87 Unrealized +15.7%
D DOMINION RESOURCES INC 0.2%
Value ($000) $225 Shares 3,200 Est. Cost $34.53 Unrealized +30.1%
MAGELLAN MIDSTREAM PARTNERS 0.2%
Value ($000) $225 Shares 3,750 Est. Cost $73.33 Unrealized
SPDR S&P MIDCAP 400 ETF TRUST 0.2%
Value ($000) $223 Shares 896 Est. Cost $272.73 Unrealized
F FORD MOTOR COMPANY 0.2%
Value ($000) $197 Shares 14,524 Est. Cost $8.81 Unrealized -7.5%
LAKELAND BANCORP INC 0.1%
Value ($000) $122 Shares 10,998 Est. Cost $10.43 Unrealized
ABSOLUTE SOFTWARE CORPORATION 0.1%
Value ($000) $77 Shares 12,900 Est. Cost $5.97 Unrealized
GSIT GSI TECHNOLOGY INC 0.1%
Value ($000) $57 Shares 14,000 Est. Cost $5.99 Unrealized -20.7%
RDNT RADNET INC 0.1%
Value ($000) $55 Shares 10,000 Est. Cost $2.64 Unrealized +144.1%