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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 151 | $696,642 | 9,935 | 0.00 | 0.00 | -185 | -1.83 | 12-31-2023 |
| DISNEY WALT CO | COM | 152 | $692,353 | 7,653 | 0.00 | 0.00 | 1,373 | 21.86 | 12-31-2023 |
| MCKESSON CORP | COM | 153 | $668,514 | 1,442 | 0.00 | 0.00 | -110 | -7.09 | 12-31-2023 |
| BROADCOM INC | COM | 154 | $661,936 | 593 | 0.00 | 0.00 | 96 | 19.32 | 12-31-2023 |
