EXCALIBUR MANAGEMENT CORP
All 13F Filings
- Location
- Waltham, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 303,482
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/3/2026 | 175 | 303,482 | 13F-HR | EXCALIBUR MANAGEMENT CORP |
| Q1 2026 | 5/5/2026 | 160 | 278,476 | 13F-HR | EXCALIBUR MANAGEMENT CORP |
| Q4 2025 | 2/10/2026 | 161 | 277,375 | 13F-HR | EXCALIBUR MANAGEMENT CORP |
| Q3 2025 | 11/10/2025 | 166 | 275,599 | 13F-HR | EXCALIBUR MANAGEMENT CORP |
| Q2 2025 | 8/6/2025 | 165 | 266,539 | 13F-HR | EXCALIBUR MANAGEMENT CORP |
| Q2 2014 | 7/23/2014 | 62 | 95,803 | 13F-HR | EXCALIBUR MANAGEMENT CORP |
| Q1 2014 | 4/24/2014 | 59 | 91,279 | 13F-HR | EXCALIBUR MANAGEMENT CORP |
| Q4 2013 | 1/31/2014 | 60 | 91,675 | 13F-HR | EXCALIBUR MANAGEMENT CORP |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 278.6 K | 91.8% | 19.19 K | 0 | 19.19 K |
| ETFs | 24.85 K | 8.2% | 5.815 K | 0 | 5.815 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
303,482
Holdings
175
QoQ value change ($000)
25,006
(9.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.