Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EXCALIBUR MANAGEMENT CORP | 02-12-2024 | 12-31-2023 | 160 | 212,917,599 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARLISLE COS INC | COM | 1 | $24,324,238 | 77,855 | 0.01 | 0.01 | -325 | -0.42 | 12-31-2023 |
| APPLE INC | COM | 2 | $10,985,153 | 57,057 | 0.01 | 0.01 | 228 | 0.40 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $10,969,089 | 29,170 | 0.01 | 0.01 | 68 | 0.23 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $7,977,771 | 22,368 | 0.00 | 0.00 | 695 | 3.21 | 12-31-2023 |
