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| Happy Holidays!! thanks for using AUM13F!! |
| Excalibur Management Corp
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| CRD # | 110836 |
| SEC # | 801-39935 |
| CIK # | 0001009003 |
| AUM | $657.0 M (2025-03-24) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Phone | 617-916-9669 |
| Address | Bay Colony Corporate Center Waltham, MA 02451 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Carlisle Companies Inc | 27.7 | ||
| Microsoft Corp | 13.3 | ||
| Apple Inc | 13.0 | ||
| J P Morgan Chase & Co | 10.2 | ||
| Facebook Inc | 6.1 | ||
| Johnson & Johnson | 5.8 | ||
| VISA Inc | 4.6 | ||
| Netflix Inc | 4.4 | ||
| Verizon Communications Inc | 4.3 | ||
| AT&T Inc | 4.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 65.8 |
| (b) Individuals (high net worth individuals) | 141 | 540.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.7 |
| (h) Charitable organizations | 0 | 17.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 31.1 |
| (n) Other | 0 | 0.0 |
| Total | 906 | 657.0 |
| By Discretionary | ||
| Discretionary | 853 | 648.4 |
| Non-Discretionary | 53 | 8.6 |
| Total | 906 | 657.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 657.0 | |
| Total | 906 | 657.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001009003] |
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|---|---|---|
|
Walsh & Associates LLC
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FL | 0.7 |
|
Eagle Rock Investment Company LLC
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GA | 0.7 |
|
Retireright LLC
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IA | 0.7 |
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Hurlow Wealth Management Group Inc
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IN | 0.7 |
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Hi-Line Capital Management LLC
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SD | 0.7 |
|
Running Point Capital Advisors LLC
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CA | 0.7 |
|
Navalign LLC
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|
CA | 0.7 |
|
Wealthcare Investment Partners LLC
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|
RI | 0.7 |
|
Strong Tower Advisory Services LLC
✚
|
MN | 0.7 |
|
Lorne Steinberg Wealth Management Inc
✚
|
0.7 |