Long-term investor

Excalibur Management Corp. @excaliburmanagementcorp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001009003).

Record

  • Tracked since 2025-06-30 (431 days), 74 trades recorded
  • Returns: week n/a · month n/a · 90 days +5.9% · 6 months +8.6% · 1 year +13.4% · all +13.4%
  • Max drawdown 0.0% · Sharpe 1.41 · win rate 36% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • CSL · 8.5% · long · since 2025-06-30
  • AAPL · 5.6% · long · since 2025-06-30
  • BRK-B · 3.9% · long · since 2025-06-30
  • JPM · 3.6% · long · since 2025-06-30
  • MSFT · 3.5% · long · since 2025-06-30
  • JNJ · 3.1% · long · since 2025-06-30
  • GOOGL · 2.2% · long · since 2025-06-30
  • MRK · 2.2% · long · since 2025-06-30
  • 46137V357 · 2.2% · long · since 2025-06-30
  • INTC · 2.1% · long · since 2025-06-30
  • META · 1.6% · long · since 2025-06-30
  • CSCO · 1.6% · long · since 2025-06-30

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