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 (441 days), 74 trades recorded
- Returns: week n/a · month n/a · 90 days +5.9% · 6 months n/a · 1 year +6.3% · all +6.3%
- Max drawdown n/a · win rate 23% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CSL · 8.5% · long · since 2025-12-31
- AAPL · 5.6% · long · since 2025-12-31
- BRK-B · 3.9% · long · since 2025-12-31
- JPM · 3.6% · long · since 2025-12-31
- MSFT · 3.5% · long · since 2025-12-31
- JNJ · 3.1% · long · since 2025-12-31
- GOOGL · 2.2% · long · since 2025-12-31
- MRK · 2.2% · long · since 2025-12-31
- RSP · 2.2% · long · since 2025-12-31
- INTC · 2.1% · long · since 2025-12-31
- META · 1.6% · long · since 2025-12-31
- CSCO · 1.6% · long · since 2025-12-31