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Home > Institutional Investor > Excalibur Management Corp > Profile

Instuitional Investor - Excalibur Management Corp

Fund Profile
Filing Period:
Fund Name: Excalibur Management Corp
Portfolio Value $303,482,401
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Carlisle Companies Inc
 CSL 71,402 $25,901,115 8.53%
2.
Apple Inc.
 AAPL 58,236 $16,851,096 5.55%
3.
Berkshire Hathaway Inc
 BRK-B 23,433 $11,725,695 3.86%
4.
Jpmorgan Chase & Co
 JPM 33,718 $11,037,232 3.64%
5.
Microsoft Corp
 MSFT 28,594 $10,666,372 3.51%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.