Ownership history in EXCALIBUR MANAGEMENT CORP Β· 108 quarters on record
This page tracks every 13F SEC filing in which EXCALIBUR MANAGEMENT CORP reported a position in CISCO SYSTEMS COM (CSCO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EXCALIBUR MANAGEMENT CORP outperformed the S&P 500 by +1.9% annually on this CSCO position. Timing score: 53% (50/95 decisions correct). Average cost basis: $30.10. Maximum drawdown during holding period: β86.4%.
β
Outperformed SPY on this position by 1.9% ann.
107 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
50 of 95 add/trim decisions correct
Best entry: $11.14 (2011 Q1) Β· Worst: $60.25 (2025 Q1)
πͺ Held through 2 major drawdowns (>20%).
34 adds Β· 62 trims. Bought during 16 of 46 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.17% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size