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Institutional Investment Manager
EXCALIBUR MANAGEMENT CORP
EXCALIBUR MANAGEMENT CORP (CIK: 0001009003) incorporated in Massachusetts, located at Bay Colony Corporate Center, Waltham, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 70 holdings with a total value of $105,387,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 ISHARES GOLD TRUST 22,671 288,000 0.27%
52 US BANCORP DEL 6,250 268,000 0.25%
53 MAGELLAN MIDSTREAM PRTNRS LP 3,750 265,000 0.25%
54 WELLS FARGO & CO NEW 5,825 258,000 0.24%
55 POWERSHARES QQQ TRUST 2,040 242,000 0.23%
56 DOMINION ENERGY INC 3,200 238,000 0.23%
57 KIMBERLY CLARK CORP 1,839 232,000 0.22%
58 ALLIANCE DATA SYSTEMS CORP 1,060 227,000 0.22%
59 VANGUARD TAX-MANAGED FDS 6,000 224,000 0.21%
60 Duke Energy Corp 2,775 222,000 0.21%
61 MCDONALDS CORP 1,896 219,000 0.21%
62 BERKSHIRE HATHAWAY INC DEL 1 216,000 0.20%
63 ISHARES 8,120 213,000 0.20%
64 AMAZON COM INC 254 213,000 0.20%
65 Allergan PLC 913 210,000 0.20%
66 VANGUARD INDEX FDS 1,840 205,000 0.19%
67 LAKELAND BANCORP INC COM 10,998 154,000 0.15%
68 Ishares - Japan 10,100 127,000 0.12%
69 RADNET INC COM 10,000 74,000 0.07%
70 * SANDRIDGE ENERGY INC COM 20,000 0 0.00%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001009003-16-000008, filed 2016.10.25).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.