Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EXCALIBUR MANAGEMENT CORP | 05-13-2024 | 03-31-2024 | 161 | 236,289,900 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARLISLE COS INC | COM | 1 | $30,315,867 | 77,366 | 0.01 | 0.01 | -489 | -0.63 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $11,908,902 | 28,306 | 0.01 | 0.01 | -864 | -2.96 | 03-31-2024 |
| APPLE INC | COM | 3 | $9,748,439 | 56,849 | 0.00 | 0.01 | -208 | -0.36 | 03-31-2024 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $9,423,853 | 22,410 | 0.00 | 0.00 | 42 | 0.19 | 03-31-2024 |
