0001009003-16-000007.txt : 20160725
0001009003-16-000007.hdr.sgml : 20160725
20160725090957
ACCESSION NUMBER: 0001009003-16-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160630
FILED AS OF DATE: 20160725
DATE AS OF CHANGE: 20160725
EFFECTIVENESS DATE: 20160725
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: EXCALIBUR MANAGEMENT CORP
CENTRAL INDEX KEY: 0001009003
IRS NUMBER: 043125731
STATE OF INCORPORATION: MA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05354
FILM NUMBER: 161781150
BUSINESS ADDRESS:
STREET 1: 2223 WASHINGTON STREET
STREET 2: SUITE 202
CITY: NEWTON
STATE: MA
ZIP: 02462
BUSINESS PHONE: 6179169669
MAIL ADDRESS:
STREET 1: 2223 WASHINGTON STREET
STREET 2: SUITE 202
CITY: NEWTON
STATE: MA
ZIP: 02462
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001009003
XXXXXXXX
06-30-2016
06-30-2016
EXCALIBUR MANAGEMENT CORP
2223 WASHINGTON STREET
SUITE 202
NEWTON
MA
02462
13F HOLDINGS REPORT
028-05354
N
Marc Ohler
Managing Director
617-916-9669
Marc Hamilton Ohler
Newton
MA
07-25-2016
0
72
116305
false
INFORMATION TABLE
2
Excal13F063016.xml
3M Co
COM
88579y101
571
3259
SH
SOLE
3259
0
0
ABBOTT LABORATORIES
COM
002824100
1144
29100
SH
SOLE
29100
0
0
ABBVIE INC.
COM
00287y109
417
6730
SH
SOLE
6730
0
0
ALLERGAN INC
COM
g0177j108
211
913
SH
SOLE
913
0
0
ALLIANCE DATA SYSTEMS CORPORAT
COM
018581108
208
1060
SH
SOLE
1060
0
0
ALTRIA GROUP, INC.
COM
02209s103
1049
15217
SH
SOLE
15217
0
0
AMDOCS LTD
COM
G02602103
364
6300
SH
SOLE
6300
0
0
AMERICAN EXPRESS COMPANY
COM
025816109
711
11700
SH
SOLE
11700
0
0
AMGEN, INC.
COM
031162100
1005
6605
SH
SOLE
6605
0
0
APPLE COMPUTER, INC.
COM
037833100
2909
30431
SH
SOLE
30431
0
0
AT&T INC
COM
00206R102
9401
217560
SH
SOLE
217560
0
0
BANK OF AMERICA CORP
COM
060505104
497
37480
SH
SOLE
37480
0
0
BERKSHIRE HATHAWAY INC-CL A
COM
084670108
217
1
SH
SOLE
1
0
0
BERKSHIRE HATHAWAY INC-CL B
COM
084670702
3191
22041
SH
SOLE
22041
0
0
BRISTOL-MYERS SQUIBB CO.
COM
110122108
1147
15595
SH
SOLE
15595
0
0
CARLISLE COMPANIES
COM
142339100
9520
90079
SH
SOLE
90079
0
0
CHEVRON CORP
COM
166764100
1525
14550
SH
SOLE
14550
0
0
CISCO SYSTEMS
COM
17275R102
974
33955
SH
SOLE
33955
0
0
COCA COLA COMPANY
COM
191216100
2806
61895
SH
SOLE
61895
0
0
CONOCOPHILLIPS
COM
20825c104
1061
24339
SH
SOLE
24339
0
0
CVS HEALTH CORPORATION
COM
126650100
575
6005
SH
SOLE
6005
0
0
DISNEY WALT CO
COM
254687106
975
9967
SH
SOLE
9967
0
0
DOMINION RESOURCES INC
COM
25746U109
249
3200
SH
SOLE
3200
0
0
DUKE ENERGY CORP
COM
26441c204
238
2775
SH
SOLE
2775
0
0
DUPONT (E.I.) DE NEMOURS & CO.
COM
263534109
320
4939
SH
SOLE
4939
0
0
EMC CORP MASS
COM
268648102
2947
108476
SH
SOLE
108476
0
0
EXXON MOBIL CORP
COM
30231g102
3321
35425
SH
SOLE
35425
0
0
FORD MOTOR COMPANY
COM
345370860
353
28084
SH
SOLE
28084
0
0
GENERAL ELECTRIC
COM
369604103
5908
187668
SH
SOLE
187668
0
0
GENERAL MILLS INC
COM
370334104
615
8620
SH
SOLE
8620
0
0
GILEAD SCIENCES INC
COM
375558103
2840
34045
SH
SOLE
34045
0
0
HEALTH CARE SELECT SECTOR
COM
81369y209
330
4605
SH
SOLE
4605
0
0
INDEPENDENT BANK CORP MA
COM
453836108
1428
31257
SH
SOLE
31257
0
0
INTEL CORP
COM
458140100
1068
32563
SH
SOLE
32563
0
0
INTERNATIONAL BUSINESS MACHINE
COM
459200101
1781
11735
SH
SOLE
11735
0
0
ISHARES GOLD TRUST
COM
464285105
289
22671
SH
SOLE
22671
0
0
ISHARES MSCI GERMANY INDEX
COM
464286806
218
9057
SH
SOLE
9057
0
0
ISHARES MSCI JAPAN
COM
464286848
233
20265
SH
SOLE
20265
0
0
ISHARES SP 100 ETF
COM
464287101
325
3502
SH
SOLE
3502
0
0
JOHNSON & JOHNSON
COM
478160104
8099
66772
SH
SOLE
66772
0
0
JPMORGAN CHASE & CO.
COM
46625h100
3039
48901
SH
SOLE
48901
0
0
KIMBERLY-CLARK CORP
COM
494368103
267
1939
SH
SOLE
1939
0
0
LAKELAND BANCORP INC
COM
511637100
125
10998
SH
SOLE
10998
0
0
LOCKHEED MARTIN
COM
539830109
381
1537
SH
SOLE
1537
0
0
MAGELLAN MIDSTREAM PARTNERS
COM
559080106
285
3750
SH
SOLE
3750
0
0
MCDONALDS CORP.
COM
580135101
228
1896
SH
SOLE
1896
0
0
MERCK & COMPANY
COM
58933Y105
5290
91816
SH
SOLE
91816
0
0
MICROSOFT
COM
594918104
3369
65831
SH
SOLE
65831
0
0
PEPSICO
COM
713448108
2851
26907
SH
SOLE
26907
0
0
PFIZER
COM
717081103
6551
186068
SH
SOLE
186068
0
0
PHILIP MORRIS INTERNATIONAL
COM
718172109
1341
13181
SH
SOLE
13181
0
0
PHILLIPS 66
COM
718546104
327
4126
SH
SOLE
4126
0
0
POWERSHARES QQQ TRUST SERIES 1
COM
73935A104
337
3131
SH
SOLE
3131
0
0
POWERSHARES S&P 500 LOW VOLATI
COM
73937b779
304
7096
SH
SOLE
7096
0
0
PROCTER & GAMBLE
COM
742718109
3864
45641
SH
SOLE
45641
0
0
QUALCOMM INC
COM
747525103
318
5933
SH
SOLE
5933
0
0
RADNET INC
COM
750491102
53
10000
SH
SOLE
10000
0
0
S & P GLOBAL INC
COM
78409v104
536
5000
SH
SOLE
5000
0
0
SANDRIDGE ENERGY INC.
COM
80007p307
0
20000
SH
SOLE
20000
0
0
SCHLUMBERGER LTD
COM
806857108
608
7685
SH
SOLE
7685
0
0
SPDR S&P 500 ETF TRUST
COM
78462f103
2933
14000
SH
SOLE
14000
0
0
UNITED PARCEL SERVICE - CL B
COM
911312106
424
3939
SH
SOLE
3939
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
1274
12421
SH
SOLE
12421
0
0
US BANCORP
COM
902973304
252
6250
SH
SOLE
6250
0
0
VANGUARD GLOBAL ex-U.S. REAL E
COM
922042676
373
6901
SH
SOLE
6901
0
0
VANGUARD MSCI EAFE ETF
COM
921943858
339
9594
SH
SOLE
9594
0
0
VANGUARD TOTAL STOCK MK VIPERS
COM
922908769
220
2054
SH
SOLE
2054
0
0
VERIZON COMMUNICATIONS
COM
92343v104
7670
137356
SH
SOLE
137356
0
0
VIACOM INC CL B
COM
92553p201
200
4830
SH
SOLE
4830
0
0
VISA INC CL A
COM
92826C839
622
8391
SH
SOLE
8391
0
0
WAL-MART STORES, INC.
COM
931142103
406
5560
SH
SOLE
5560
0
0
WELLS FARGO & CO
COM
949746101
476
10064
SH
SOLE
10064
0
0