Fund HoldingsEXCALIBUR MANAGEMENT CORP

Total Portfolio Value
$278.48M
Total Bought
$12.98M
Total Sold
$19.99M
Net Transaction
-$7.02M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
JOHNSON & JOHNSON(JNJ)37,94437,425-5197,8529,1483.29%+1,296
EXXON MOBIL CORP27,60426,987-6173,3224,5791.64%+1,257
CHEVRON CORPORATION(CVX)19,10818,757-3512,9123,8811.39%+969
VERIZON COMMUNICATIONS INC(VZ)0104,134+104,13405,2281.88%+5,228
CARLISLE COS INC(CSL)071,314+71,314023,7928.54%+23,792
MERCK & CO INC(MRK)53,07451,737-1,3375,5876,2232.23%+637
AT&T INC(T)0153,807+153,80704,4591.60%+4,459
VANGUARD SPECIALIZED FUNDS5,5658,605+3,0401,2231,8510.66%+628
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
24,70027,623+2,9234,7325,3011.90%+570
PFIZER INC(PFE)150,880151,843+9633,7574,2641.53%+507
FEDEX CORP(FDX)7,3677,302-652,1282,6010.93%+473
SHELL PLC(SHEL)22,23122,352+1211,6342,0790.75%+445
KINDER MORGAN INC DEL(KMI)072,783+72,78302,4400.88%+2,440
LOCKHEED MARTIN CORP(LMT)3,2293,234+51,5621,9550.70%+393
GILEAD SCIENCES INC(GILD)21,57221,447-1252,6482,9891.07%+341
INTEL CORP(INTC)49,34948,443-9061,8212,1380.77%+317
COSTCO WHOLESALE CORPORATION(COST)01,603+1,60301,5980.57%+1,598
SLB LIMITED(SLB)04,864+4,86402500.09%+250
CATERPILLAR INC(CAT)1,8711,843-281,0721,3060.47%+234
PEPSICO INC(PEP)19,77219,736-362,8383,0651.10%+227
SALESFORCE INC(CRM)01,196+1,19602230.08%+223
COCA COLA CO(KO)30,85731,264+4072,1572,3780.85%+220
BRISTOL-MYERS SQUIBB CO(BMY)32,89632,865-311,7741,9930.72%+219
PHILLIPS 66(PSX)03,922+3,92207150.26%+715
COLGATE PALMOLIVE CO(CL)02,390+2,39002040.07%+204
WORLD GOLD TR(GLDM)02,183+2,18302020.07%+202
INGREDION INC(INGR)01,795+1,79502020.07%+202
SPDR GOLD TR(GLD)6,6606,585-752,6392,8331.02%+194
DOW HLDGS INC(DOW)010,731+10,73104470.16%+447
DEERE & CO(DE)02,056+2,05601,1580.42%+1,158
CONOCOPHILLIPS(COP)4,2344,349+1153965740.21%+178
CONSOLIDATED EDISON INC(ED)013,089+13,08901,4810.53%+1,481
PINNACLE WEST CAP CORP(PNW)013,993+13,99301,4100.51%+1,410
DUKE ENERGY CORP NEW(DUK)012,068+12,06801,5800.57%+1,580
GE VERNOVA INC(GEV)883857-265777480.27%+171
NEXTERA ENERGY INC(NEE)9,3379,904+5677509200.33%+170
AMGEN INC(AMGN)6,4116,41102,0982,2560.81%+157
TARGET CORP(TGT)7,2487,082-1667088580.31%+150
ALTRIA GROUP INC(MO)017,737+17,73701,1700.42%+1,170
RTX CORPORATION(RTX)13,47313,496+232,4712,6030.93%+132
WALMART INC(WMT)11,47611,330-1461,2791,4080.51%+130
HONEYWELL INTL INC(HON)04,628+4,62801,0460.38%+1,046
ALBEMARLE CORP(ALB)3,1153,113-24415590.20%+118
EATON CORP PLC(ETN)04,177+4,17701,4940.54%+1,494
PROCTER & GAMBLE CO(PG)025,500+25,50003,6831.32%+3,683
QNITY ELECTRONICS INC(Q)3,0763,055-212513520.13%+101
PGIM ETF TR
PGIM ULTRA SH BD
20,27222,227+1,9551,0051,1000.40%+95
NETFLIX INC.(NFLX)032,292+32,29203,1051.11%+3,105
DOMINION ENERGY INC(D)15,35216,030+6789009910.36%+92
SOUTHERN CO(SO)09,739+9,73909400.34%+940
LAM RESEARCH CORP(LRCX)2,1072,082-253614450.16%+84
NEWMONT CORP(NEM)11,10011,005-951,1081,1910.43%+83
BP PLC(BP)5,9906,037+472082840.10%+76
WP CAREY INC(WPC)025,574+25,57401,7380.62%+1,738
TJX COS INC NEW(TJX)9,5359,580+451,4651,5300.55%+65
NORTHROP GRUMMAN CORP(NOC)0520+52003550.13%+355
TRANE TECHNOLOGIES PLC(TT)02,178+2,17809080.33%+908
AMERICAN ELEC PWR CO INC3,9593,903-564575120.18%+55
GSK PLC(GSK)12,08811,688-4005936450.23%+52
HERSHEY CO(HSY)01,919+1,91903990.14%+399
ISHARES TR2,1602,592+4322382860.10%+48
TEXAS INSTRS INC(TXN)02,011+2,01103900.14%+390
CARRIER GLOBAL CORPORATION(CARR)012,586+12,58607090.25%+709
STARBUCKS CORP(SBUX)09,899+9,89908870.32%+887
REALTY INCOME CORP(O)06,212+6,21203800.14%+380
PHILIP MORRIS INTL INC(PM)09,118+9,11801,5080.54%+1,508
FREEPORT MCMORAN INC(FCX)5,4765,276-2002783100.11%+32
ANHEUSER BUSCH INBEV SA NV(BUD)5,6495,674+253623940.14%+32
DUPONT DE NEMOURS INC(DD)05,782+5,78202650.10%+265
ISHARES GOLD TR(IAU)4,0004,00003253530.13%+28
NOVARTIS AG(NVS)1,8281,82802522790.10%+27
ILLINOIS TOOL WKS INC(ITW)01,928+1,92805020.18%+502
ISHARES TR04,790+4,79001,1880.43%+1,188
DARDEN RESTAURANTS INC(DRI)02,162+2,16204240.15%+424
UNITED PARCEL SVCS INC(UPS)10,58810,927+3391,0501,0750.39%+25
CISCO SYS INC(CSCO)42,05342,064+113,2393,2641.17%+24
MONDELEZ INTL INC(MDLZ)05,922+5,92203410.12%+341
CHUBB LTD SWITZ
COM
908934+262833040.11%+21
BRITISH AMERN TOB PLC(BTI)9,4919,49105375550.20%+18
UNION PAC CORP(UNP)04,527+4,52701,0980.39%+1,098
WASTE MGMT INC DEL(WM)1,1151,11502452560.09%+11
VANGUARD INDEX FDS1,3521,35202582650.10%+7
CANADIAN NATL RY CO(CNI)3,0943,044-503063130.11%+7
ADOBE INC(ADBE)575856+2812012080.07%+7
CITIZENS FINL GROUP INC(CFG)4,0654,06502372440.09%+6
VANGUARD TAX-MANAGED FDS3,6483,652+42282340.08%+6
STATE STR SPDR S&P MIDCAP 40(MDY)42142102542600.09%+6
MCKESSON CORP(MCK)1,2731,213-601,0441,0500.38%+5
CUMMINS INC(CMI)1,1881,137-516066110.22%+5
DOVER CORP(DOV)1,7461,646-1003413430.12%+2
PNC FINL SVCS GROUP INC(PNC)3,3073,30706906880.25%-2
JETBLUE AIRWAYS CORP(JBLU)019,986+19,9860880.03%+88
STATE STR SPDR DOW JONES IND(DIA)61261202942830.10%-11
VANGUARD INDEX FDS84684602842710.10%-12
US BANCORP(USB)10,35410,35405525390.19%-14
CONAGRA BRANDS INC(CAG)19,33020,260+9303353180.11%-16
MCDONALDS CORP(MCD)1,7721,687-855425240.19%-17
ISHARES TR03,867+3,86703870.14%+387
ORGANON & CO(OGN)011,629+11,6290700.03%+70
EMERSON ELEC CO(EMR)04,744+4,74406220.22%+622
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