EXCALIBUR MANAGEMENT CORP

RIA/Wealth

EXCALIBUR MANAGEMENT CORP is a RIA/Wealth based in Waltham, MA led by Michael William Delduchetto, reporting $657.0M in AUM as of Q3 2025 with CSL as the largest holding (9% allocation).

PresidentMichael William Delduchetto

Portfolio Value: $275.3M
Positions: 165
Top Holding: CSL at 8.8%
Last Reported: Q3 2025

AddressBay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA, 02451, United States

Top Holdings

Largest long holdings in EXCALIBUR MANAGEMENT CORP's portfolio (37% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Carlisle Companies CSL	Construction Industrials	$24.2M	8.80%	-$168.8K Sold	0.17% 73.6K shares	≤ Q2 2013 Held for 12y 5m+
2 Apple AAPL	Consumer Electronics Technology	$15.9M	5.76%	-$290.5K Sold	0.00% 62.3K shares	Q3 2013 Held for 12y 2m
3 Microsoft MSFT	Software - Infrastructure Technology	$13.5M	4.91%	-$341.8K Sold	0.00% 26.1K shares	≤ Q2 2013 Held for 12y 5m+
4 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$11.0M	3.99%	-$48.8K Sold	0.00% 21.9K shares	Q4 2019 Held for 5y 11m
5 JPMorgan Chase JPM	Banks - Diversified Financial Services	$11.0M	3.99%	-$108.2K Sold	0.00% 34.8K shares	≤ Q2 2013 Held for 12y 5m+
6 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$7.1M	2.57%	-$12.4K Sold	0.00% 38.2K shares	≤ Q2 2013 Held for 12y 5m+
7 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$5.8M	2.11%	-$301.1K Sold	0.00% 7.9K shares	Q4 2017 Held for 7y 11m
8 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$4.7M	1.72%	-$16.3K Sold	0.00% 19.5K shares	Q3 2017 Held for 8y 2m
9 Verizon Communications VZ	Telecommunications Services Communication Services	$4.4M	1.60%	+$32.6K Bought	0.00% 100.5K shares	≤ Q2 2013 Held for 12y 5m+
10 Merck & Co. MRK	Drug Manufacturers - General Healthcare	$4.4M	1.59%	+$11.7K Bought	0.00% 52.0K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in EXCALIBUR MANAGEMENT CORP's latest filing

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Market Value

$275.3M

Prior: $266.2M

Q/Q Change

+3.42%

+$9.1M

Net Flows % of MV

-1.1%

Turnover Ratio

0.993%

New Purchases

1 stocks

$216.1K

Added To

41 stocks

+$773.1K

Sold Out Of

1 stocks

$252.8K

Reduced Holdings

91 stocks

-$3.8M

Increased Positions

Position	Shares Δ	Change
1 Citizens Financial Group CFG	New	0 → 4.1K +$216.1K
2 PULS PGIM Ultra Short Bond PULS	+14.41%	15.4K → 17.7K +$110.8K
3 GLDM SPDR Gold MiniShares Trust GLDM	+13.91%	12.7K → 14.5K +$135.3K
4 Vanguard Dividend Appreciation VIG	+11.72%	3.6K → 4.0K +$90.4K
5 Lockheed Martin LMT	+4.97%	2.9K → 3.1K +$72.4K

Decreased Positions

Position	Shares Δ	Change
1 lululemon athletica LULU	Sold	1.1K → 0 −$252.8K
2 Adobe ADBE	-17.59%	688.0 → 567.0 −$42.7K
3 Blackstone BX	-13.88%	4.7K → 4.0K −$111.1K
4 Cummins CMI	-12.33%	1.4K → 1.2K −$73.9K
5 Philip Morris International PM	-10.45%	10.4K → 9.3K −$175.5K