Excalibur Management Corp 13F 持仓 · 2026年Q2
Excalibur Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 175 只证券，申报市值合计 3.03 亿美元。前几大持仓：CSL（8.53%）、AAPL（5.55%）、BRKB（3.86%）。本季前 25 大持仓中：增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | CSL | CARLISLE COS INC | $25.9M | 8.53% | 71,402 | 增持 |
| 2 | AAPL | APPLE INC | $16.9M | 5.55% | 58,236 | 减持 |
| 3 | BRKB | BERKSHIRE HATHAWAY INC DEL | $11.7M | 3.86% | 23,433 | 增持 |
| 4 | JPM | JPMORGAN CHASE & CO | $11.0M | 3.64% | 33,718 | 减持 |
| 5 | MSFT | MICROSOFT CORP | $10.7M | 3.51% | 28,594 | 增持 |
| 6 | JNJ | JOHNSON & JOHNSON | $9.5M | 3.12% | 37,287 | 减持 |
| 7 | GOOGL | ALPHABET INC | $6.7M | 2.22% | 18,845 | 减持 |
| 8 | MRK | MERCK & CO INC | $6.7M | 2.22% | 52,387 | 增持 |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | $6.7M | 2.21% | 31,472 | 增持 |
| 10 | INTC | INTEL CORP | $6.5M | 2.14% | 46,446 | 减持 |
| 11 | META | META PLATFORMS INC | $4.9M | 1.63% | 8,785 | 增持 |
| 12 | CSCO | CISCO SYS INC | $4.9M | 1.61% | 41,635 | 减持 |
| 13 | VZ | VERIZON COMMUNICATIONS INC | $4.5M | 1.50% | 107,412 | 增持 |
| 14 | V | VISA INC | $4.4M | 1.44% | 12,753 | 增持 |
| 15 | CVS | CVS HEALTH CORP | $4.0M | 1.33% | 38,887 | 减持 |
| 16 | PG | PROCTER & GAMBLE CO | $4.0M | 1.32% | 27,262 | 增持 |
| 17 | GS | GOLDMAN SACHS GROUP INC | $4.0M | 1.31% | 3,919 | 减持 |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | $3.8M | 1.26% | 13,592 | 减持 |
| 19 | PFE | PFIZER INC | $3.8M | 1.24% | 155,777 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $3.6M | 1.18% | 17,908 | 减持 |
| 21 | ABBV | ABBVIE INC | $3.4M | 1.12% | 13,505 | 增持 |
| 22 | T | AT&T INC | $3.3M | 1.10% | 161,225 | 增持 |
| 23 | AMZN | AMAZON COM INC | $3.2M | 1.06% | 13,472 | 增持 |
| 24 | CVX | CHEVRON CORPORATION | $3.1M | 1.04% | 18,969 | 增持 |
| 25 | BAC | BANK OF AMER CORP | $2.9M | 0.95% | 50,449 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR