0001009003-20-000001.txt : 20200204 0001009003-20-000001.hdr.sgml : 20200204 20200203180921 ACCESSION NUMBER: 0001009003-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200204 DATE AS OF CHANGE: 20200203 EFFECTIVENESS DATE: 20200204 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: 20570004 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 true false 0001009003 XXXXXXXX 12-31-2019 12-31-2019 EXCALIBUR MANAGEMENT CORP

2223 WASHINGTON STREET SUITE 202 NEWTON MA 02462

13F HOLDINGS REPORT 028-05354 N Marc H. Ohler 617-916-9669 Marc Hamilton Ohler Newton MA 02-03-2020 0 110 152986 false INFORMATION TABLE 2 Excal13F123119.xml 3M Co COM 88579y101 1085 6152 SH SOLE 6152 0 0 ABBOTT LABS COM 002824100 1275 14675 SH SOLE 14675 0 0 ABBVIE INC. COM 00287y109 745 8412 SH SOLE 8412 0 0 ALEXANDRIA REAL ESTATE COM 015271109 202 1250 SH SOLE 1250 0 0 ALPHABET CL A COM 02079K305 932 696 SH SOLE 696 0 0 ALTRIA GROUP COM 02209s103 690 13821 SH SOLE 13821 0 0 AMDOCS LTD COM G02602103 375 5200 SH SOLE 5200 0 0 AMERICAN ELECTRIC POWER COM 025537101 649 6872 SH SOLE 6872 0 0 AMERICAN EXPRESS COM 025816109 1223 9826 SH SOLE 9826 0 0 AMGEN, INC. COM 031162100 1508 6255 SH SOLE 6255 0 0 APPLE INC. COM 037833100 6622 22549 SH SOLE 22549 0 0 AT&T INC COM 00206R102 8357 213835 SH SOLE 213835 0 0 AVALONBAY COMMUNITIES COM 053484101 934 4455 SH SOLE 4455 0 0 AVEO PHARMA COM 053588109 32 51000 SH SOLE 51000 0 0 BANK OF AMERICA COM 060505104 1105 31385 SH SOLE 31385 0 0 BANK OF AMERICA PFD COM 060505682 358 247 SH SOLE 247 0 0 BECTON DICKINSON COM 075887109 498 1830 SH SOLE 1830 0 0 BERKSHIRE HATHAWAY - CL A COM 084670108 679 2 SH SOLE 2 0 0 BERKSHIRE HATHAWAY - CL B COM 084670702 6066 26781 SH SOLE 26781 0 0 BLACKROCK MUNIHOLDINGS NY COM 09255C106 450 33000 SH SOLE 33000 0 0 BRISTOL-MYERS COM 110122108 1136 17694 SH SOLE 17694 0 0 CAMPBELL SOUP COM 134429109 651 13168 SH SOLE 13168 0 0 CANADIAN RAIL COM 136375102 304 3360 SH SOLE 3360 0 0 CARLISLE CO COM 142339100 13369 82607 SH SOLE 82607 0 0 CHEVRON CORP COM 166764100 2727 22625 SH SOLE 22625 0 0 CISCO SYSTEMS COM 17275R102 1831 38188 SH SOLE 38188 0 0 CLOROX CO COM 189054109 268 1745 SH SOLE 1745 0 0 COCA COLA CO COM 191216100 2125 38393 SH SOLE 38393 0 0 CONOCOPHILLIPS COM 20825c104 547 8416 SH SOLE 8416 0 0 COSTCO CORP COM 22160k105 260 885 SH SOLE 885 0 0 CUMMINS INC COM 231021106 291 1625 SH SOLE 1625 0 0 CVS HEALTH CORP COM 126650100 4009 53961 SH SOLE 53961 0 0 DANAHER CORP COM 235851102 333 2170 SH SOLE 2170 0 0 DARDEN RESTAURANTS COM 237194105 384 3525 SH SOLE 3525 0 0 DEERE & CO COM 244199105 267 1540 SH SOLE 1540 0 0 DIAGEO PLC COM 25243Q205 211 1250 SH SOLE 1250 0 0 DISNEY WALT CO COM 254687106 1225 8468 SH SOLE 8468 0 0 DOMINION ENERGY COM 25746U109 265 3204 SH SOLE 3204 0 0 DOVER CORP COM 260003108 380 3300 SH SOLE 3300 0 0 DOW INC COM 260557103 236 4313 SH SOLE 4313 0 0 DUKE ENERGY CORP COM 26441c204 635 6957 SH SOLE 6957 0 0 EATON CORP COM G29183103 517 5459 SH SOLE 5459 0 0 EMERSON ELECTRIC COM 291011104 471 6182 SH SOLE 6182 0 0 EQUITY RESIDENTIAL COM 29476L107 257 3175 SH SOLE 3175 0 0 EXXON MOBIL COM 30231g102 3264 46778 SH SOLE 46778 0 0 FACEBOOK INC - A COM 30303m102 1121 5460 SH SOLE 5460 0 0 FEDEX CORP COM 31428X106 1131 7477 SH SOLE 7477 0 0 GENERAL ELECTRIC COM 369604103 293 26250 SH SOLE 26250 0 0 GENERAL MILLS INC COM 370334104 1378 25730 SH SOLE 25730 0 0 GILEAD SCIENCES COM 375558103 633 9739 SH SOLE 9739 0 0 GLAXOSMITHKLINE COM 37733W105 356 7575 SH SOLE 7575 0 0 GOLDMAN SACHS COM 38141g104 1021 4440 SH SOLE 4440 0 0 HEWLETT PACKARD ENTERPRISE COM 42824c109 263 16575 SH SOLE 16575 0 0 HOME DEPOT, INC. COM 437076102 1290 5909 SH SOLE 5909 0 0 HONEYWELL INTERNATIONAL COM 438516106 391 2211 SH SOLE 2211 0 0 IBM COM 459200101 1766 13175 SH SOLE 13175 0 0 IL TOOL WORKS COM 452308109 475 2645 SH SOLE 2645 0 0 INDEPENDENT BANK CORP MA COM 453836108 2586 31065 SH SOLE 31065 0 0 INGERSOLL-RAND COM G47791101 383 2880 SH SOLE 2880 0 0 INTEL CORP COM 458140100 2554 42675 SH SOLE 42675 0 0 ISHARES GLOBAL TECH COM 464287291 260 1235 SH SOLE 1235 0 0 ISHARES S&P 100 COM 464287101 242 1678 SH SOLE 1678 0 0 ISHARES S&P 500 COM 464287200 1169 3616 SH SOLE 3616 0 0 ISHARES ST US TREASURY COM 464288679 442 4000 SH SOLE 4000 0 0 ISHARES TIPS BOND COM 464287176 272 2330 SH SOLE 2330 0 0 J & J COM 478160104 6215 42609 SH SOLE 42609 0 0 JPMORGAN CHASE COM 46625h100 5008 35925 SH SOLE 35925 0 0 LOCKHEED MARTIN COM 539830109 684 1756 SH SOLE 1756 0 0 MASTERCARD INC COM 57636Q104 500 1674 SH SOLE 1674 0 0 MCDONALDS CORP. COM 580135101 263 1332 SH SOLE 1332 0 0 MEDTRONIC PLC COM G5960L103 287 2526 SH SOLE 2526 0 0 MERCK & CO COM 58933Y105 5356 58885 SH SOLE 58885 0 0 MICROSOFT COM 594918104 6382 40468 SH SOLE 40468 0 0 MONDELEZ INTL COM 609207105 209 3797 SH SOLE 3797 0 0 MORGAN STANLEY COM 617446448 418 8185 SH SOLE 8185 0 0 NIKE INC COM 654106103 337 3330 SH SOLE 3330 0 0 NORFOLK SOUTHERN CORP COM 655844108 596 3070 SH SOLE 3070 0 0 NVIDIA CORP COM 67066G104 264 1120 SH SOLE 1120 0 0 ORACLE SYSTEMS COM 68389X105 336 6337 SH SOLE 6337 0 0 P & G COM 742718109 4353 34849 SH SOLE 34849 0 0 PEPSICO COM 713448108 2586 18923 SH SOLE 18923 0 0 PFIZER COM 717081103 6084 155287 SH SOLE 155287 0 0 PHILIP MORRIS INTL COM 718172109 938 11029 SH SOLE 11029 0 0 PHILLIPS 66 COM 718546104 296 2657 SH SOLE 2657 0 0 PIMCO TR US TIPS COM 72201R205 256 4880 SH SOLE 4880 0 0 PNC FINANCIAL COM 693475105 470 2943 SH SOLE 2943 0 0 QUALCOMM INC COM 747525103 253 2863 SH SOLE 2863 0 0 RAYTHEON COM 755111507 565 2573 SH SOLE 2573 0 0 ROYAL BANK OF CANADA COM 780087102 247 3116 SH SOLE 3116 0 0 ROYAL DUTCH SHELL PLC COM 780259206 683 11574 SH SOLE 11574 0 0 S & P GLOBAL INC COM 78409v104 1093 4003 SH SOLE 4003 0 0 SPDR GOLD TR COM 78463V107 208 1453 SH SOLE 1453 0 0 SPDR S&P 500 COM 78462f103 1195 3713 SH SOLE 3713 0 0 SPDR ST CORP BOND COM 78464A474 350 11362 SH SOLE 11362 0 0 STARBUCKS CORP COM 855244109 499 5680 SH SOLE 5680 0 0 STATE STREET CORP COM COM 857477103 206 2599 SH SOLE 2599 0 0 TARGET CORP COM 87612E106 662 5160 SH SOLE 5160 0 0 TEXAS INSTRUMENTS COM 882508104 261 2032 SH SOLE 2032 0 0 THERMO FISHER SCIENTIFIC COM 883556102 339 1045 SH SOLE 1045 0 0 TRUIST FINANCIAL CORP COM 89832Q109 266 4717 SH SOLE 4717 0 0 UNILEVER PLC-ADR COM 904767704 243 4256 SH SOLE 4256 0 0 UNION PACIFIC COM 907818108 867 4795 SH SOLE 4795 0 0 UNITED TECH CORP COM 913017109 2273 15179 SH SOLE 15179 0 0 UPS - CL B COM 911312106 1679 14347 SH SOLE 14347 0 0 US BANCORP COM 902973304 445 7500 SH SOLE 7500 0 0 VERIZON COM 92343v104 6506 105958 SH SOLE 105958 0 0 VISA INC CL A COM 92826C839 2370 12615 SH SOLE 12615 0 0 WALGREENS BOOTS ALLIANCE COM 931427108 391 6640 SH SOLE 6640 0 0 WALMART INC COM 931142103 445 3748 SH SOLE 3748 0 0 WELLS FARGO & CO COM 949746101 1328 24691 SH SOLE 24691 0 0