Excalibur Management Corp.

Name: EXCALIBUR MANAGEMENT CORP 13F holdings, Q2 2025
Creator: EXCALIBUR MANAGEMENT CORP
Published: 2025-08-06

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Excalibur Management Corp. reported 164 stock positions worth $266.3 million. Its top holding was Carlisle Cos (CSL) at 10.4% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Apple (AAPL, 4.9%). Compared with Q1 2025, it opened 5 new positions, sold out of 7, added to 40 and reduced 89. The biggest buy was Nvidia (NVDA, shares +5%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −2%).

Most Recent 13F: Q2 2026
Location: WALTHAM, MA
CIK: 0001009003
Portfolio Value: $266.3M (Q2 2025)
SEC Filing: 0001085146-25-004581 ↗ filed Aug 6, 2025

Holdings Value

Holdings 164 stocks · $266.3M


CSL Carlisle Cos Inc.	10.40%	74,147	$27.7M	Reduce -0.3%
MSFT Microsoft Corp.	4.99%	26,740	$13.3M	Reduce -0.6%
AAPL Apple Inc.	4.89%	63,409	$13.0M	Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B	4.01%	21,969	$10.7M	Reduce -1.8%
JPM JPMorgan Chase & Co.	3.83%	35,147	$10.2M	Reduce -0.7%
META Meta Platforms Inc. Class A	2.31%	8,326	$6.1M	Reduce -2.2%
JNJ Johnson & Johnson	2.19%	38,233	$5.8M	Reduce -1.4%
V Visa Inc. Class A	1.72%	12,920	$4.6M	Reduce -1.1%
NFLX Netflix Inc.	1.64%	3,262	$4.4M	Reduce -3.5%
VZ Verizon Communications Inc.	1.62%	99,765	$4.3M	Reduce -0.5%
T AT&T Inc.	1.62%	148,642	$4.3M	Reduce -2.3%
MRK Merck & Co. Inc.	1.54%	51,859	$4.1M	Add +2.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	1.51%	13,602	$4.0M	Reduce -1.7%
PG The Procter & Gamble Co.	1.50%	25,056	$4.0M	Reduce -0.1%
RSP Invesco S&P 500 Equal Weight	1.49%	21,758	$4.0M	Reduce -1.2%
PFE Pfizer Inc.	1.37%	150,047	$3.6M	Reduce -0.8%
GOOGL Alphabet Inc. Class A	1.29%	19,521	$3.4M	Add +5.7%
AMZN Amazon.com Inc.	1.16%	14,081	$3.1M	Reduce -0.4%
CSCO Cisco Systems Inc.	1.15%	44,183	$3.1M	Reduce -0.1%
GS Goldman Sachs Group Inc.	1.14%	4,306	$3.0M	Reduce -2.5%
NVDA Nvidia Corp.	1.10%	18,486	$2.9M	Add +5.3%
XOM Exxon Mobil Corp.	1.09%	26,918	$2.9M	Add +0.6%
CVS CVS Health Corp.	1.06%	40,826	$2.8M	Reduce -2.8%
CVX Chevron Corp.	0.97%	18,110	$2.6M	Add +0.1%
ABBV Abbvie Inc.	0.96%	13,701	$2.5M	Reduce -0.3%
GILD Gilead Sciences Inc.	0.92%	22,119	$2.5M	Reduce -3.4%
PEP Pepsico Inc.	0.87%	17,564	$2.3M	Add +6.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.86%	48,340	$2.3M	Add +0.3%
AXP American Express Co.	0.86%	7,159	$2.3M	Reduce -0.7%
KO The Coca-Cola Co.	0.82%	30,704	$2.2M	Reduce -0.1%
KMI Kinder Morgan Inc.	0.81%	73,614	$2.2M	Reduce -3.4%
SPGI S&P Global Inc.	0.81%	4,081	$2.2M	No change
GLD SPDR Gold Shares	0.79%	6,901	$2.1M	Add +0.2%
RTX RTX Corp.	0.77%	14,076	$2.1M	Reduce -2.0%
AVGO Broadcom Inc.	0.75%	7,221	$2.0M	Reduce -1.9%
ORCL Oracle Corp.	0.72%	8,718	$1.9M	Add +0.1%
PM Philip Morris International	0.71%	10,355	$1.9M	Reduce -0.6%
ABT Abbott Laboratories	0.70%	13,774	$1.9M	Reduce -0.0%
HD Home Depot Inc.	0.68%	4,962	$1.8M	Reduce -0.5%
AMGN Amgen Inc.	0.67%	6,407	$1.8M	No change
MS Morgan Stanley	0.67%	12,592	$1.8M	Add +0.5%
FDX FedEx Corp.	0.66%	7,725	$1.8M	Reduce -6.0%
ETN Eaton Corp. PLC	0.63%	4,724	$1.7M	Add +0.3%
WPC WP Carey Inc.	0.62%	26,571	$1.7M	Reduce -3.6%
IVV iShares Core S&P 500 ETF	0.61%	2,621	$1.6M	No change
SHEL Shell PLC-ADR	0.59%	22,277	$1.6M	Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US	0.59%	2,531	$1.6M	Reduce -0.6%
MA Mastercard Inc. Class A	0.57%	2,716	$1.5M	Reduce -0.6%
COST Costco Wholesale Corp.	0.57%	1,533	$1.5M	No change
BMY Bristol-Myers Squibb Co.	0.55%	31,681	$1.5M	Reduce -3.2%
WFC Wells Fargo & Co.	0.55%	18,238	$1.5M	Reduce -1.7%
MMM 3M Co.	0.55%	9,541	$1.5M	Reduce -3.9%
INDB Independent Bank Corp.	0.54%	22,850	$1.4M	No change
DUK Duke Energy Corp.	0.53%	11,996	$1.4M	Reduce -2.0%
LMT Lockheed Martin Corp.	0.51%	2,915	$1.4M	Reduce -1.4%
ED Consolidated Edison Inc.	0.49%	13,120	$1.3M	Reduce -2.3%
C Citigroup Inc.	0.47%	14,683	$1.2M	Reduce -1.9%
PNW Pinnacle West Capital	0.47%	13,931	$1.2M	Reduce -3.6%
SYK Stryker Corp.	0.46%	3,092	$1.2M	Reduce -5.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.45%	9,739	$1.2M	Reduce -1.0%
INTC Intel Corp.	0.45%	53,600	$1.2M	Reduce -2.3%
QCOM Qualcomm Inc.	0.45%	7,538	$1.2M	Add +0.8%
UPS United Parcel Service Class B	0.45%	11,884	$1.2M	Reduce -2.7%
DE Deere & Co.	0.44%	2,289	$1.2M	Reduce -0.1%
IWM iShares Russell 2000 ETF	0.43%	5,369	$1.2M	Add +4.3%
WMT Walmart Inc.	0.43%	11,698	$1.1M	Reduce -0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.42%	9,113	$1.1M	Reduce -1.8%
LLY Eli Lilly & Co.	0.42%	1,418	$1.1M	Reduce -3.4%
UNP Union Pacific Corp.	0.41%	4,731	$1.1M	Reduce -0.4%
HON Honeywell International Inc.	0.41%	4,652	$1.1M	Reduce -3.4%
MO Altria Group Inc.	0.40%	18,012	$1.1M	Reduce -2.2%
MCK McKesson Corp.	0.38%	1,392	$1.0M	Reduce -0.4%
TT Trane Technologies PLC	0.37%	2,253	$985K	Reduce -2.8%
CARR Carrier Global Corp.	0.36%	13,086	$958K	Reduce -1.4%
GE General Electric filed as GE AEROSPACE	0.35%	3,666	$944K	No change
SBUX Starbucks Corp.	0.35%	10,221	$937K	Add +0.1%
SO The Southern Co.	0.34%	9,825	$902K	No change
GIS General Mills Inc.	0.32%	16,694	$865K	Add +3.0%
KMB Kimberly-Clark Corp.	0.31%	6,473	$835K	Add +0.1%
GLDM SPDR Gold Minishares Trust	0.31%	12,724	$834K	New
UL Unilever PLC	0.31%	13,486	$825K	Reduce -1.9%
D Dominion Energy Inc.	0.30%	14,370	$812K	Reduce -1.9%
CAT Caterpillar Inc.	0.29%	1,981	$769K	Add +0.8%
PULS Pgim Ultra Short Bond ETF	0.29%	15,433	$768K	Add +9.3%
AVB Avalonbay Communities Inc.	0.29%	3,767	$767K	Reduce -0.2%
QQQ Invesco QQQ Trust Series 1	0.28%	1,366	$754K	Add +0.1%
NKE Nike Inc. Class B	0.28%	10,521	$747K	Add +15.4%
NSC Norfolk Southern Corp.	0.28%	2,911	$745K	Reduce -0.0%
VIG Vanguard Dividend Apprec ETF	0.27%	3,574	$731K	Add +25.1%
BRK.A Berkshire Hathaway Inc. Class A	0.27%	1	$729K	No change
GOOG Alphabet Inc. Class C	0.27%	4,090	$726K	Add +0.1%
TGT Target Corp.	0.27%	7,256	$716K	Add +8.9%
BX Blackstone Inc.	0.26%	4,683	$700K	Reduce -23.9%
EMR Emerson Electric Co.	0.25%	5,076	$677K	Reduce -0.0%
NEE Nextera Energy Inc.	0.25%	9,618	$668K	Add +4.6%
NEM Newmont Corp.	0.24%	11,139	$649K	Reduce -0.9%
PNC PNC Financial Services Group	0.23%	3,356	$626K	Reduce -0.7%
PYPL PayPal Holdings Inc.	0.22%	8,015	$596K	Reduce -4.2%
DOX Amdocs Ltd.	0.19%	5,676	$518K	No change
MCD McDonald's Corp.	0.19%	1,735	$507K	Add +0.2%
GEV GE Vernova Inc.	0.18%	914	$484K	No change
USB US Bancorp	0.18%	10,604	$480K	Add +2.7%
DRI Darden Restaurants Inc.	0.18%	2,195	$478K	No change
ITW Illinois Tool Works	0.18%	1,927	$476K	Add +1.1%
PSX Phillips 66	0.18%	3,964	$473K	Add +18.1%
GSK GSK PLC-Spon ADR	0.18%	12,254	$471K	Reduce -1.0%
BLK BlackRock Inc.	0.18%	448	$470K	Add +0.2%
CMI Cummins Inc.	0.17%	1,419	$465K	Add +0.3%
BTI British American Tob-SP ADR	0.17%	9,791	$463K	No change
IXN iShares Global Tech ETF	0.17%	4,850	$448K	No change
MDLZ Mondelez International Inc. Class A	0.17%	6,553	$442K	Reduce -0.1%
OTIS Otis Worldwide Corp.	0.16%	4,435	$439K	Reduce -2.0%
DD Dupont DE Nemours Inc.	0.16%	6,291	$432K	Reduce -3.4%
TXN Texas Instruments Inc.	0.16%	2,004	$416K	No change
MTB M & T Bank Corp. filed as M & T BK CORP	0.15%	2,107	$409K	Reduce -1.6%
AEP American Electric Power	0.15%	3,828	$397K	Reduce -0.5%
BUD Anheuser-Busch Inbev-SPN ADR	0.15%	5,756	$396K	Reduce -3.2%
AMD Advanced Micro Devices	0.14%	2,687	$381K	Add +5.2%
DHR Danaher Corp.	0.14%	1,919	$379K	Reduce -0.1%
DOW Dow Inc.	0.14%	14,145	$375K	Add +0.1%
RY Royal Bank of Canada	0.14%	2,821	$371K	No change
COP Conocophillips	0.14%	4,128	$370K	Add +2.1%
O Realty Income Corp.	0.14%	6,301	$363K	Reduce -7.1%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO	0.13%	1,109	$355K	No change
B Barrick Mining Corp.	0.13%	16,331	$340K	Reduce -1.4%
CNI Canadian Natl Railway Co.	0.13%	3,204	$333K	No change
BDX Becton Dickinson and Co.	0.12%	1,914	$330K	No change
MDT Medtronic PLC	0.12%	3,735	$326K	Add +0.0%
TMO Thermo Fisher Scientific Inc.	0.12%	799	$324K	No change
DOV Dover Corp.	0.12%	1,766	$324K	Reduce -0.1%
K Kellanova	0.12%	3,981	$317K	Reduce -11.2%
HSY The Hershey Co.	0.12%	1,899	$315K	Add +41.7%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC	0.12%	3,263	$315K	Reduce -7.8%
FISV Fiserv Inc.	0.12%	1,794	$309K	Reduce -8.9%
CAG Conagra Brands Inc.	0.11%	14,717	$301K	Add +4.3%
CMCSA Comcast Corp. Class A	0.11%	8,399	$300K	Reduce -2.3%
MET Metlife Inc.	0.11%	3,705	$298K	No change
CLX Clorox Company	0.11%	2,362	$284K	Reduce -0.1%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE	0.10%	612	$270K	No change
ADBE Adobe Inc.	0.10%	688	$266K	Add +3.3%
ZM Zoom Communications Inc.	0.10%	3,268	$255K	Reduce -14.4%
NOC Northrop Grumman Corp.	0.10%	508	$254K	No change
MDY State Street SPDR S&P Midcap	0.10%	447	$253K	No change
WM Waste Management Inc.	0.10%	1,106	$253K	No change
LULU Lululemon Athletica Inc.	0.09%	1,064	$253K	Add +4.7%
INGR Ingredion Inc.	0.09%	1,863	$253K	Reduce -0.1%
CB Chubb Ltd.	0.09%	866	$251K	Add +0.3%
VTV Vanguard Mrngstr Val ETF-Aui	0.09%	1,352	$239K	No change
PSA Public Storage	0.09%	798	$234K	No change
FCX Freeport-McMoran Inc.	0.09%	5,386	$233K	New
VEA Vanguard Ftse Developed ETF	0.09%	4,058	$231K	No change
VTI VG Morningstar TS MKT ETF-US	0.09%	758	$230K	No change
CL Colgate-Palmolive Co.	0.09%	2,520	$229K	Reduce -0.4%
RDNT Radnet Inc.	0.09%	4,000	$228K	New
XLF SS Financial Select Sector	0.08%	4,235	$222K	No change
NVS Novartis AG-Sponsored ADR	0.08%	1,828	$221K	Add +0.4%
WBD Warner Bros Discovery Inc.	0.08%	18,897	$217K	Reduce -3.0%
XYL Xylem Inc.	0.08%	1,608	$208K	New
LRCX Lam Research Corp.	0.08%	2,117	$206K	New
OGN Organon & Co.	0.06%	15,285	$148K	Reduce -14.1%
HLN Haleon PLC-ADR	0.04%	10,847	$112K	Reduce -0.0%
JBLU Jetblue Airways Corp.	0.04%	25,391	$107K	Reduce -0.4%
VTRS Viatris Inc.	0.03%	10,408	$93K	Reduce -3.8%
PARSONS CORP (PSN 0.25 08/15/25)	0.02%	35,000	$56K	No change

Other holdings (1): bonds, preferreds, convertibles and warrants · $246K (not counted above)

Security	Class	Shares / Principal	Value	Change
BANK OF AMERICA CORP (BAC 7.25 PERP L)	7.25%CNV PFD L	203	$246K	No change

Total filed on the 13F, all lines: $266.5M.

Portfolio Sells Q1 2025 → Q2 2025


BRK.B Berkshire Hathaway Inc. Class B	Reduce -1.8%	4.01%	−0.68
AAPL Apple Inc.	Reduce -0.3%	4.89%	−0.67
JNJ Johnson & Johnson	Reduce -1.4%	2.19%	−0.34
BMY Bristol-Myers Squibb Co.	Reduce -3.2%	0.55%	−0.23
PG The Procter & Gamble Co.	Reduce -0.1%	1.50%	−0.18
ABBV Abbvie Inc.	Reduce -0.3%	0.96%	−0.18
VZ Verizon Communications Inc.	Reduce -0.5%	1.62%	−0.17
PFE Pfizer Inc.	Reduce -0.8%	1.37%	−0.14
FDX FedEx Corp.	Reduce -6.0%	0.66%	−0.13
CPB The Campbell's Company	Sold out	0.00%	−0.09
ED Consolidated Edison Inc.	Reduce -2.3%	0.49%	−0.09
GILD Gilead Sciences Inc.	Reduce -3.4%	0.92%	−0.09
ALB Albemarle Corp.	Sold out	0.00%	−0.09
MKC McCormick & Co.-Non VTG SHRS	Sold out	0.00%	−0.08
TAP Molson Coors Beverage Co. Class B	Sold out	0.00%	−0.08
VCSH Vanguard S/T Corp. Bond ETF	Sold out	0.00%	−0.08
V Visa Inc. Class A	Reduce -1.1%	1.72%	−0.08
BP BP PLC-Spons ADR	Sold out	0.00%	−0.08
UPS United Parcel Service Class B	Reduce -2.7%	0.45%	−0.08
T AT&T Inc.	Reduce -2.3%	1.62%	−0.08
BX Blackstone Inc.	Reduce -23.9%	0.26%	−0.08
PNW Pinnacle West Capital	Reduce -3.6%	0.47%	−0.07
CVS CVS Health Corp.	Reduce -2.8%	1.06%	−0.06
LLY Eli Lilly & Co.	Reduce -3.4%	0.42%	−0.06
WPC WP Carey Inc.	Reduce -3.6%	0.62%	−0.06
DUK Duke Energy Corp.	Reduce -2.0%	0.53%	−0.06
SHEL Shell PLC-ADR	Reduce -0.3%	0.59%	−0.06
FISV Fiserv Inc.	Reduce -8.9%	0.12%	−0.06
KO The Coca-Cola Co.	Reduce -0.1%	0.82%	−0.05
OGN Organon & Co.	Reduce -14.1%	0.06%	−0.05
KMI Kinder Morgan Inc.	Reduce -3.4%	0.81%	−0.04
INTC Intel Corp.	Reduce -2.3%	0.45%	−0.04
MO Altria Group Inc.	Reduce -2.2%	0.40%	−0.04
HD Home Depot Inc.	Reduce -0.5%	0.68%	−0.04
UNP Union Pacific Corp.	Reduce -0.4%	0.41%	−0.03
AVB Avalonbay Communities Inc.	Reduce -0.2%	0.29%	−0.03
CLX Clorox Company	Reduce -0.1%	0.11%	−0.03
DD Dupont DE Nemours Inc.	Reduce -3.4%	0.16%	−0.03
MMM 3M Co.	Reduce -3.9%	0.55%	−0.03
VISHAY INTERTECHNOLOGY (VSH 2.25 06/15/25)	Sold out	0.00%	−0.03
K Kellanova	Reduce -11.2%	0.12%	−0.03
SYK Stryker Corp.	Reduce -5.8%	0.46%	−0.02
TJX TJX Companies Inc.	Reduce -1.0%	0.45%	−0.02
OTIS Otis Worldwide Corp.	Reduce -2.0%	0.16%	−0.02
O Realty Income Corp.	Reduce -7.1%	0.14%	−0.02
D Dominion Energy Inc.	Reduce -1.9%	0.30%	−0.02
AEP American Electric Power	Reduce -0.5%	0.15%	−0.02
MA Mastercard Inc. Class A	Reduce -0.6%	0.57%	−0.02
ABT Abbott Laboratories	Reduce -0.0%	0.70%	−0.02
RSP Invesco S&P 500 Equal Weight	Reduce -1.2%	1.49%	−0.02

Portfolio Buys Q1 2025 → Q2 2025


NVDA Nvidia Corp.	Add +5.3%	1.10%	+0.35
GLDM SPDR Gold Minishares Trust	New	0.31%	+0.31
ORCL Oracle Corp.	Add +0.1%	0.72%	+0.24
GOOGL Alphabet Inc. Class A	Add +5.7%	1.29%	+0.17
ETN Eaton Corp. PLC	Add +0.3%	0.63%	+0.13
MS Morgan Stanley	Add +0.5%	0.67%	+0.09
FCX Freeport-McMoran Inc.	New	0.09%	+0.09
RDNT Radnet Inc.	New	0.09%	+0.09
XYL Xylem Inc.	New	0.08%	+0.08
LRCX Lam Research Corp.	New	0.08%	+0.08
BAC Bank of America Corp.	Add +0.3%	0.86%	+0.07
VIG Vanguard Dividend Apprec ETF	Add +25.1%	0.27%	+0.06
NKE Nike Inc. Class B	Add +15.4%	0.28%	+0.05
AMD Advanced Micro Devices	Add +5.2%	0.14%	+0.04
CAT Caterpillar Inc.	Add +0.8%	0.29%	+0.03
QQQ Invesco QQQ Trust Series 1	Add +0.1%	0.28%	+0.03
IWM iShares Russell 2000 ETF	Add +4.3%	0.43%	+0.03
HSY The Hershey Co.	Add +41.7%	0.12%	+0.03
GOOG Alphabet Inc. Class C	Add +0.1%	0.27%	+0.02
PSX Phillips 66	Add +18.1%	0.18%	+0.01
PULS Pgim Ultra Short Bond ETF	Add +9.3%	0.29%	+0.01
BLK BlackRock Inc.	Add +0.2%	0.18%	+0.01
GLD SPDR Gold Shares	Add +0.2%	0.79%	+0.01
USB US Bancorp	Add +2.7%	0.18%	+0.01
NVS Novartis AG-Sponsored ADR	Add +0.4%	0.08%	+0.00
CMI Cummins Inc.	Add +0.3%	0.17%	0.00
ADBE Adobe Inc.	Add +3.3%	0.10%	−0.00
QCOM Qualcomm Inc.	Add +0.8%	0.45%	−0.00
TGT Target Corp.	Add +8.9%	0.27%	−0.00
NEE Nextera Energy Inc.	Add +4.6%	0.25%	−0.01
ITW Illinois Tool Works	Add +1.1%	0.18%	−0.01
CB Chubb Ltd.	Add +0.3%	0.09%	−0.01
MDT Medtronic PLC	Add +0.0%	0.12%	−0.01
LULU Lululemon Athletica Inc.	Add +4.7%	0.09%	−0.02
MCD McDonald's Corp.	Add +0.2%	0.19%	−0.02
COP Conocophillips	Add +2.1%	0.14%	−0.03
CAG Conagra Brands Inc.	Add +4.3%	0.11%	−0.04
SBUX Starbucks Corp.	Add +0.1%	0.35%	−0.04
KMB Kimberly-Clark Corp.	Add +0.1%	0.31%	−0.05
DOW Dow Inc.	Add +0.1%	0.14%	−0.05
GIS General Mills Inc.	Add +3.0%	0.32%	−0.06
PEP Pepsico Inc.	Add +6.5%	0.87%	−0.10
XOM Exxon Mobil Corp.	Add +0.6%	1.09%	−0.16
CVX Chevron Corp.	Add +0.1%	0.97%	−0.22
MRK Merck & Co. Inc.	Add +2.8%	1.54%	−0.24

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	174	$303.3M	CSL, AAPL, BRK.B, JPM, MSFT
Q1 2026	159	$278.3M	CSL, AAPL, BRK.B, JPM, MSFT
Q4 2025	160	$277.1M	CSL, AAPL, MSFT, BRK.B, JPM
Q3 2025	165	$275.3M	CSL, AAPL, MSFT, BRK.B, JPM
Q2 2025	164	$266.3M	CSL, MSFT, AAPL, BRK.B, JPM
Q1 2025	166	$254.1M	CSL, AAPL, BRK.B, MSFT, JPM
Q4 2024	165	$251.5M	CSL, AAPL, MSFT, BRK.B, JPM
Q3 2024	166	$262.0M	CSL, AAPL, MSFT, BRK.B, JPM
Q2 2024	162	$244.9M	CSL, MSFT, AAPL, BRK.B, JPM
Q1 2024	160	$236.0M	CSL, MSFT, AAPL, BRK.B, JPM